BOARD OF TRUSTEES, IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN
401k plan membership statisitcs for IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN
| Measure | Date | Value |
|---|
| 2023 : IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-05-31 | $35,312 |
| Total unrealized appreciation/depreciation of assets | 2023-05-31 | $35,312 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $121,763 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $177,025 |
| Total income from all sources (including contributions) | 2023-05-31 | $4,166,349 |
| Total of all expenses incurred | 2023-05-31 | $3,203,752 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-05-31 | $2,978,842 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-05-31 | $4,022,363 |
| Value of total assets at end of year | 2023-05-31 | $9,523,242 |
| Value of total assets at beginning of year | 2023-05-31 | $8,615,907 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-05-31 | $224,910 |
| Total interest from all sources | 2023-05-31 | $17,129 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-05-31 | $179,795 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-05-31 | $179,795 |
| Administrative expenses professional fees incurred | 2023-05-31 | $58,886 |
| Was this plan covered by a fidelity bond | 2023-05-31 | Yes |
| Value of fidelity bond cover | 2023-05-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-05-31 | No |
| Contributions received from participants | 2023-05-31 | $146,211 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-05-31 | $12,309 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-05-31 | $3,742 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-05-31 | $110,438 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-05-31 | $162,199 |
| Other income not declared elsewhere | 2023-05-31 | $8,101 |
| Administrative expenses (other) incurred | 2023-05-31 | $150,995 |
| Liabilities. Value of operating payables at end of year | 2023-05-31 | $11,325 |
| Liabilities. Value of operating payables at beginning of year | 2023-05-31 | $14,826 |
| Total non interest bearing cash at end of year | 2023-05-31 | $264,647 |
| Total non interest bearing cash at beginning of year | 2023-05-31 | $386,465 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Value of net income/loss | 2023-05-31 | $962,597 |
| Value of net assets at end of year (total assets less liabilities) | 2023-05-31 | $9,401,479 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-05-31 | $8,438,882 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-05-31 | No |
| Investment advisory and management fees | 2023-05-31 | $15,029 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-05-31 | $7,936,688 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-05-31 | $7,453,244 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-05-31 | $671,741 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-05-31 | $408,642 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-05-31 | $408,642 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-05-31 | $17,129 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-05-31 | $1,021,965 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-05-31 | $-96,351 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-05-31 | No |
| Contributions received in cash from employer | 2023-05-31 | $3,876,152 |
| Employer contributions (assets) at end of year | 2023-05-31 | $633,415 |
| Employer contributions (assets) at beginning of year | 2023-05-31 | $356,410 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-05-31 | $1,956,877 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2023-05-31 | $4,442 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-05-31 | $7,404 |
| Did the plan have assets held for investment | 2023-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-05-31 | Unqualified |
| Accountancy firm name | 2023-05-31 | ARCARA LENDA EUSANIO & STACEY CPAS |
| Accountancy firm EIN | 2023-05-31 | 471793720 |
| 2022 : IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2022-05-31 | $4,775 |
| Total unrealized appreciation/depreciation of assets | 2022-05-31 | $4,775 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $177,025 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $128,521 |
| Total income from all sources (including contributions) | 2022-05-31 | $2,773,650 |
| Total of all expenses incurred | 2022-05-31 | $3,291,420 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-31 | $3,076,761 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-31 | $3,009,306 |
| Value of total assets at end of year | 2022-05-31 | $8,615,907 |
| Value of total assets at beginning of year | 2022-05-31 | $9,085,173 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-31 | $214,659 |
| Total interest from all sources | 2022-05-31 | $88 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-05-31 | $101,424 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-05-31 | $101,424 |
| Administrative expenses professional fees incurred | 2022-05-31 | $48,045 |
| Was this plan covered by a fidelity bond | 2022-05-31 | Yes |
| Value of fidelity bond cover | 2022-05-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
| Contributions received from participants | 2022-05-31 | $164,510 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-05-31 | $3,742 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-05-31 | $14,445 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-05-31 | $162,199 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-05-31 | $112,661 |
| Other income not declared elsewhere | 2022-05-31 | $48,179 |
| Administrative expenses (other) incurred | 2022-05-31 | $151,423 |
| Liabilities. Value of operating payables at end of year | 2022-05-31 | $14,826 |
| Liabilities. Value of operating payables at beginning of year | 2022-05-31 | $15,860 |
| Total non interest bearing cash at end of year | 2022-05-31 | $386,465 |
| Total non interest bearing cash at beginning of year | 2022-05-31 | $538,671 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Value of net income/loss | 2022-05-31 | $-517,770 |
| Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $8,438,882 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-05-31 | $8,956,652 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
| Investment advisory and management fees | 2022-05-31 | $15,191 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-05-31 | $7,453,244 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-05-31 | $7,741,942 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-05-31 | $408,642 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-05-31 | $412,720 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-05-31 | $412,720 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-05-31 | $88 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-05-31 | $938,833 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-05-31 | $-390,122 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
| Contributions received in cash from employer | 2022-05-31 | $2,844,796 |
| Employer contributions (assets) at end of year | 2022-05-31 | $356,410 |
| Employer contributions (assets) at beginning of year | 2022-05-31 | $367,029 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-31 | $2,137,928 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-05-31 | $7,404 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-05-31 | $10,366 |
| Did the plan have assets held for investment | 2022-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-05-31 | Unqualified |
| Accountancy firm name | 2022-05-31 | ARCARA ZUCARELLI LENDA & ASSOC CPA |
| Accountancy firm EIN | 2022-05-31 | 471793720 |
| 2021 : IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $128,521 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $67,854 |
| Total income from all sources (including contributions) | 2021-05-31 | $3,933,333 |
| Total of all expenses incurred | 2021-05-31 | $2,643,750 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-05-31 | $2,434,963 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-05-31 | $3,125,386 |
| Value of total assets at end of year | 2021-05-31 | $9,085,173 |
| Value of total assets at beginning of year | 2021-05-31 | $7,734,923 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-05-31 | $208,787 |
| Total interest from all sources | 2021-05-31 | $64 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-05-31 | $120,982 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-05-31 | $120,982 |
| Administrative expenses professional fees incurred | 2021-05-31 | $49,109 |
| Was this plan covered by a fidelity bond | 2021-05-31 | Yes |
| Value of fidelity bond cover | 2021-05-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-05-31 | No |
| Contributions received from participants | 2021-05-31 | $150,460 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-05-31 | $14,445 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-05-31 | $14,864 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-05-31 | $112,661 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-05-31 | $52,970 |
| Other income not declared elsewhere | 2021-05-31 | $10,394 |
| Administrative expenses (other) incurred | 2021-05-31 | $144,803 |
| Liabilities. Value of operating payables at end of year | 2021-05-31 | $15,860 |
| Liabilities. Value of operating payables at beginning of year | 2021-05-31 | $14,884 |
| Total non interest bearing cash at end of year | 2021-05-31 | $538,671 |
| Total non interest bearing cash at beginning of year | 2021-05-31 | $123,459 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Value of net income/loss | 2021-05-31 | $1,289,583 |
| Value of net assets at end of year (total assets less liabilities) | 2021-05-31 | $8,956,652 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-05-31 | $7,667,069 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-05-31 | No |
| Investment advisory and management fees | 2021-05-31 | $14,875 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-05-31 | $7,741,942 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-05-31 | $6,944,453 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-05-31 | $412,720 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-05-31 | $416,531 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-05-31 | $416,531 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-05-31 | $64 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-05-31 | $896,515 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-05-31 | $676,507 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-05-31 | No |
| Contributions received in cash from employer | 2021-05-31 | $2,974,926 |
| Employer contributions (assets) at end of year | 2021-05-31 | $367,029 |
| Employer contributions (assets) at beginning of year | 2021-05-31 | $222,288 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-05-31 | $1,538,448 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-05-31 | $10,366 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-05-31 | $13,328 |
| Did the plan have assets held for investment | 2021-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-05-31 | Unqualified |
| Accountancy firm name | 2021-05-31 | ARCARA ZUCARELLI LENDA & ASSOC CPA |
| Accountancy firm EIN | 2021-05-31 | 471793720 |
| 2020 : IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $67,854 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $105,485 |
| Total income from all sources (including contributions) | 2020-05-31 | $3,171,968 |
| Total of all expenses incurred | 2020-05-31 | $3,595,961 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-31 | $3,392,064 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-31 | $2,672,820 |
| Value of total assets at end of year | 2020-05-31 | $7,734,923 |
| Value of total assets at beginning of year | 2020-05-31 | $8,196,547 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-31 | $203,897 |
| Total interest from all sources | 2020-05-31 | $14,738 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-05-31 | $154,294 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-05-31 | $154,294 |
| Administrative expenses professional fees incurred | 2020-05-31 | $56,156 |
| Was this plan covered by a fidelity bond | 2020-05-31 | Yes |
| Value of fidelity bond cover | 2020-05-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-05-31 | No |
| Contributions received from participants | 2020-05-31 | $157,265 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-05-31 | $14,864 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-05-31 | $16,173 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-05-31 | $52,970 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-05-31 | $88,897 |
| Other income not declared elsewhere | 2020-05-31 | $19,836 |
| Administrative expenses (other) incurred | 2020-05-31 | $132,931 |
| Liabilities. Value of operating payables at end of year | 2020-05-31 | $14,884 |
| Liabilities. Value of operating payables at beginning of year | 2020-05-31 | $16,588 |
| Total non interest bearing cash at end of year | 2020-05-31 | $123,459 |
| Total non interest bearing cash at beginning of year | 2020-05-31 | $236,489 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Value of net income/loss | 2020-05-31 | $-423,993 |
| Value of net assets at end of year (total assets less liabilities) | 2020-05-31 | $7,667,069 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-05-31 | $8,091,062 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-05-31 | No |
| Investment advisory and management fees | 2020-05-31 | $14,810 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-05-31 | $6,944,453 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-05-31 | $6,479,879 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-05-31 | $416,531 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-05-31 | $1,005,604 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-05-31 | $1,005,604 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-05-31 | $14,738 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-05-31 | $973,424 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-05-31 | $310,280 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-05-31 | No |
| Contributions received in cash from employer | 2020-05-31 | $2,515,555 |
| Employer contributions (assets) at end of year | 2020-05-31 | $222,288 |
| Employer contributions (assets) at beginning of year | 2020-05-31 | $458,402 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-31 | $2,418,640 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-05-31 | $13,328 |
| Did the plan have assets held for investment | 2020-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-05-31 | Unqualified |
| Accountancy firm name | 2020-05-31 | ARCARA ZUCARELLI LENDA & ASSOC CPA |
| Accountancy firm EIN | 2020-05-31 | 471793720 |
| 2018 : IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-05-31 | $14,959 |
| Total unrealized appreciation/depreciation of assets | 2018-05-31 | $14,959 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $269,579 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $171,826 |
| Total income from all sources (including contributions) | 2018-05-31 | $4,385,511 |
| Total of all expenses incurred | 2018-05-31 | $3,439,734 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-05-31 | $3,237,431 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-05-31 | $4,123,264 |
| Value of total assets at end of year | 2018-05-31 | $8,058,024 |
| Value of total assets at beginning of year | 2018-05-31 | $7,014,494 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-05-31 | $202,303 |
| Total interest from all sources | 2018-05-31 | $2,509 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-05-31 | $127,406 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-05-31 | $127,406 |
| Administrative expenses professional fees incurred | 2018-05-31 | $51,215 |
| Was this plan covered by a fidelity bond | 2018-05-31 | Yes |
| Value of fidelity bond cover | 2018-05-31 | $1,100,000 |
| If this is an individual account plan, was there a blackout period | 2018-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-05-31 | No |
| Contributions received from participants | 2018-05-31 | $141,729 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-05-31 | $22,785 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-05-31 | $33,305 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-05-31 | $233,454 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-05-31 | $117,959 |
| Other income not declared elsewhere | 2018-05-31 | $17,822 |
| Administrative expenses (other) incurred | 2018-05-31 | $137,785 |
| Liabilities. Value of operating payables at end of year | 2018-05-31 | $16,667 |
| Liabilities. Value of operating payables at beginning of year | 2018-05-31 | $10,807 |
| Total non interest bearing cash at end of year | 2018-05-31 | $658,918 |
| Total non interest bearing cash at beginning of year | 2018-05-31 | $239,264 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Value of net income/loss | 2018-05-31 | $945,777 |
| Value of net assets at end of year (total assets less liabilities) | 2018-05-31 | $7,788,445 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-05-31 | $6,842,668 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-05-31 | No |
| Investment advisory and management fees | 2018-05-31 | $13,303 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-05-31 | $6,341,462 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-05-31 | $5,964,505 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-05-31 | $371,165 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-05-31 | $271,959 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-05-31 | $271,959 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-05-31 | $2,509 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-05-31 | $1,080,730 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-05-31 | $99,551 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-05-31 | No |
| Contributions received in cash from employer | 2018-05-31 | $3,981,535 |
| Employer contributions (assets) at end of year | 2018-05-31 | $663,221 |
| Employer contributions (assets) at beginning of year | 2018-05-31 | $503,982 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-05-31 | $2,156,701 |
| Liabilities. Value of benefit claims payable at end of year | 2018-05-31 | $19,458 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-05-31 | $43,060 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-05-31 | $473 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-05-31 | $1,479 |
| Did the plan have assets held for investment | 2018-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-05-31 | No |
| Aggregate proceeds on sale of assets | 2018-05-31 | $496,306 |
| Aggregate carrying amount (costs) on sale of assets | 2018-05-31 | $496,306 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-05-31 | Unqualified |
| Accountancy firm name | 2018-05-31 | ARCARA ZUCARELLI LENDA & ASSOC CPA |
| Accountancy firm EIN | 2018-05-31 | 471793720 |
| 2017 : IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-05-31 | $-9,529 |
| Total unrealized appreciation/depreciation of assets | 2017-05-31 | $-9,529 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $171,826 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $188,020 |
| Total income from all sources (including contributions) | 2017-05-31 | $3,734,428 |
| Total of all expenses incurred | 2017-05-31 | $3,648,964 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-05-31 | $3,459,473 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-05-31 | $3,338,311 |
| Value of total assets at end of year | 2017-05-31 | $7,014,494 |
| Value of total assets at beginning of year | 2017-05-31 | $6,945,224 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-05-31 | $189,491 |
| Total interest from all sources | 2017-05-31 | $544 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-05-31 | $109,441 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-05-31 | $109,441 |
| Administrative expenses professional fees incurred | 2017-05-31 | $54,856 |
| Was this plan covered by a fidelity bond | 2017-05-31 | Yes |
| Value of fidelity bond cover | 2017-05-31 | $1,100,000 |
| If this is an individual account plan, was there a blackout period | 2017-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-05-31 | No |
| Contributions received from participants | 2017-05-31 | $149,094 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-05-31 | $21,529 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-05-31 | $33,305 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-05-31 | $37,879 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-05-31 | $117,959 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-05-31 | $142,522 |
| Other income not declared elsewhere | 2017-05-31 | $65,679 |
| Administrative expenses (other) incurred | 2017-05-31 | $121,513 |
| Liabilities. Value of operating payables at end of year | 2017-05-31 | $10,807 |
| Liabilities. Value of operating payables at beginning of year | 2017-05-31 | $12,392 |
| Total non interest bearing cash at end of year | 2017-05-31 | $239,264 |
| Total non interest bearing cash at beginning of year | 2017-05-31 | $443,755 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Value of net income/loss | 2017-05-31 | $85,464 |
| Value of net assets at end of year (total assets less liabilities) | 2017-05-31 | $6,842,668 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-05-31 | $6,757,204 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-05-31 | No |
| Investment advisory and management fees | 2017-05-31 | $13,122 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-05-31 | $5,964,505 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-05-31 | $5,625,081 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-05-31 | $271,959 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-05-31 | $474,482 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-05-31 | $474,482 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-05-31 | $544 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-05-31 | $1,162,760 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-05-31 | $229,982 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-05-31 | No |
| Contributions received in cash from employer | 2017-05-31 | $3,189,217 |
| Employer contributions (assets) at end of year | 2017-05-31 | $503,982 |
| Employer contributions (assets) at beginning of year | 2017-05-31 | $339,803 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-05-31 | $2,296,713 |
| Liabilities. Value of benefit claims payable at end of year | 2017-05-31 | $43,060 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-05-31 | $33,106 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-05-31 | $1,479 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-05-31 | $2,695 |
| Did the plan have assets held for investment | 2017-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-05-31 | No |
| Aggregate proceeds on sale of assets | 2017-05-31 | $203,023 |
| Aggregate carrying amount (costs) on sale of assets | 2017-05-31 | $203,023 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-05-31 | Unqualified |
| Accountancy firm name | 2017-05-31 | ARCARA ZUCARELLI LENDA & ASSOC CPA |
| Accountancy firm EIN | 2017-05-31 | 471793720 |
| 2016 : IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-05-31 | $51,001 |
| Total unrealized appreciation/depreciation of assets | 2016-05-31 | $51,001 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $188,020 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $222,921 |
| Total income from all sources (including contributions) | 2016-05-31 | $4,229,184 |
| Total of all expenses incurred | 2016-05-31 | $3,780,390 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-05-31 | $3,566,303 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-05-31 | $4,046,518 |
| Value of total assets at end of year | 2016-05-31 | $6,945,224 |
| Value of total assets at beginning of year | 2016-05-31 | $6,531,331 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-05-31 | $214,087 |
| Total interest from all sources | 2016-05-31 | $292 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-05-31 | $102,684 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-05-31 | $102,684 |
| Administrative expenses professional fees incurred | 2016-05-31 | $67,402 |
| Was this plan covered by a fidelity bond | 2016-05-31 | Yes |
| Value of fidelity bond cover | 2016-05-31 | $1,100,000 |
| If this is an individual account plan, was there a blackout period | 2016-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-05-31 | No |
| Contributions received from participants | 2016-05-31 | $184,761 |
| Assets. Other investments not covered elsewhere at end of year | 2016-05-31 | $21,529 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-05-31 | $21,529 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-05-31 | $37,879 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-05-31 | $51,441 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-05-31 | $142,522 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-05-31 | $140,086 |
| Other income not declared elsewhere | 2016-05-31 | $27,793 |
| Administrative expenses (other) incurred | 2016-05-31 | $133,561 |
| Liabilities. Value of operating payables at end of year | 2016-05-31 | $12,392 |
| Liabilities. Value of operating payables at beginning of year | 2016-05-31 | $59,379 |
| Total non interest bearing cash at end of year | 2016-05-31 | $443,755 |
| Total non interest bearing cash at beginning of year | 2016-05-31 | $410,579 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Value of net income/loss | 2016-05-31 | $448,794 |
| Value of net assets at end of year (total assets less liabilities) | 2016-05-31 | $6,757,204 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-05-31 | $6,308,410 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-05-31 | No |
| Investment advisory and management fees | 2016-05-31 | $13,124 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-05-31 | $5,625,081 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-05-31 | $5,221,501 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-05-31 | $474,482 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-05-31 | $77,361 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-05-31 | $77,361 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-05-31 | $292 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-05-31 | $1,349,390 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-05-31 | $896 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-05-31 | No |
| Contributions received in cash from employer | 2016-05-31 | $3,861,757 |
| Employer contributions (assets) at end of year | 2016-05-31 | $339,803 |
| Employer contributions (assets) at beginning of year | 2016-05-31 | $744,528 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-05-31 | $2,216,913 |
| Liabilities. Value of benefit claims payable at end of year | 2016-05-31 | $33,106 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-05-31 | $23,456 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-05-31 | $2,695 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-05-31 | $4,392 |
| Did the plan have assets held for investment | 2016-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-31 | No |
| Aggregate proceeds on sale of assets | 2016-05-31 | $303,071 |
| Aggregate carrying amount (costs) on sale of assets | 2016-05-31 | $303,071 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-05-31 | Unqualified |
| Accountancy firm name | 2016-05-31 | ARCARA ZUCARELLI LENDA & ASSOC CPA |
| Accountancy firm EIN | 2016-05-31 | 471793720 |
| 2015 : IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-05-31 | $31,917 |
| Total unrealized appreciation/depreciation of assets | 2015-05-31 | $31,917 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $222,921 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $309,590 |
| Total income from all sources (including contributions) | 2015-05-31 | $4,438,918 |
| Total of all expenses incurred | 2015-05-31 | $3,642,971 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $3,399,115 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $4,177,290 |
| Value of total assets at end of year | 2015-05-31 | $6,531,331 |
| Value of total assets at beginning of year | 2015-05-31 | $5,822,053 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $243,856 |
| Total interest from all sources | 2015-05-31 | $34 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $93,745 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-05-31 | $93,745 |
| Administrative expenses professional fees incurred | 2015-05-31 | $44,048 |
| Was this plan covered by a fidelity bond | 2015-05-31 | Yes |
| Value of fidelity bond cover | 2015-05-31 | $1,100,000 |
| If this is an individual account plan, was there a blackout period | 2015-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
| Contributions received from participants | 2015-05-31 | $192,438 |
| Assets. Other investments not covered elsewhere at end of year | 2015-05-31 | $21,529 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-05-31 | $102,730 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-05-31 | $51,441 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-05-31 | $42,740 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-05-31 | $140,086 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-05-31 | $109,309 |
| Other income not declared elsewhere | 2015-05-31 | $27,825 |
| Administrative expenses (other) incurred | 2015-05-31 | $186,409 |
| Liabilities. Value of operating payables at end of year | 2015-05-31 | $59,379 |
| Liabilities. Value of operating payables at beginning of year | 2015-05-31 | $168,980 |
| Total non interest bearing cash at end of year | 2015-05-31 | $410,579 |
| Total non interest bearing cash at beginning of year | 2015-05-31 | $582,760 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Value of net income/loss | 2015-05-31 | $795,947 |
| Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $6,308,410 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $5,512,463 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
| Investment advisory and management fees | 2015-05-31 | $13,399 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-05-31 | $5,221,501 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-31 | $4,419,719 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-05-31 | $77,361 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-31 | $80,551 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-31 | $80,551 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-05-31 | $34 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-05-31 | $1,373,741 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-05-31 | $108,107 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
| Contributions received in cash from employer | 2015-05-31 | $3,984,852 |
| Employer contributions (assets) at end of year | 2015-05-31 | $744,528 |
| Employer contributions (assets) at beginning of year | 2015-05-31 | $587,247 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $2,025,374 |
| Liabilities. Value of benefit claims payable at end of year | 2015-05-31 | $23,456 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-05-31 | $31,301 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-05-31 | $4,392 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-05-31 | $6,306 |
| Did the plan have assets held for investment | 2015-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | No |
| Aggregate proceeds on sale of assets | 2015-05-31 | $1,876,161 |
| Aggregate carrying amount (costs) on sale of assets | 2015-05-31 | $1,876,161 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Unqualified |
| Accountancy firm name | 2015-05-31 | ARCARA ZUCARELLI LENDA & STRAKA CPA |
| Accountancy firm EIN | 2015-05-31 | 471793720 |
| 2014 : IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-05-31 | $102,729 |
| Total unrealized appreciation/depreciation of assets | 2014-05-31 | $102,729 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $309,590 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $106,265 |
| Total income from all sources (including contributions) | 2014-05-31 | $3,906,623 |
| Total of all expenses incurred | 2014-05-31 | $3,111,065 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $2,881,320 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $3,522,001 |
| Value of total assets at end of year | 2014-05-31 | $5,822,053 |
| Value of total assets at beginning of year | 2014-05-31 | $4,823,170 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $229,745 |
| Total interest from all sources | 2014-05-31 | $30 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-05-31 | $73,328 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-05-31 | $73,328 |
| Administrative expenses professional fees incurred | 2014-05-31 | $49,325 |
| Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
| Value of fidelity bond cover | 2014-05-31 | $1,100,000 |
| If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
| Contributions received from participants | 2014-05-31 | $227,627 |
| Assets. Other investments not covered elsewhere at end of year | 2014-05-31 | $102,730 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-05-31 | $61,927 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-05-31 | $42,740 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-05-31 | $437,027 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-05-31 | $109,309 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-05-31 | $56,358 |
| Other income not declared elsewhere | 2014-05-31 | $53,760 |
| Administrative expenses (other) incurred | 2014-05-31 | $167,319 |
| Liabilities. Value of operating payables at end of year | 2014-05-31 | $168,980 |
| Liabilities. Value of operating payables at beginning of year | 2014-05-31 | $18,878 |
| Total non interest bearing cash at end of year | 2014-05-31 | $582,760 |
| Total non interest bearing cash at beginning of year | 2014-05-31 | $114,001 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Value of net income/loss | 2014-05-31 | $795,558 |
| Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $5,512,463 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $4,716,905 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
| Investment advisory and management fees | 2014-05-31 | $13,101 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-05-31 | $4,419,719 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-05-31 | $3,741,616 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-05-31 | $80,551 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-05-31 | $118,289 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-05-31 | $118,289 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-05-31 | $30 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-05-31 | $1,213,079 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-05-31 | $154,775 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
| Contributions received in cash from employer | 2014-05-31 | $3,294,374 |
| Employer contributions (assets) at end of year | 2014-05-31 | $587,247 |
| Employer contributions (assets) at beginning of year | 2014-05-31 | $347,531 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $1,668,241 |
| Liabilities. Value of benefit claims payable at end of year | 2014-05-31 | $31,301 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-05-31 | $31,029 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-05-31 | $6,306 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-05-31 | $2,779 |
| Did the plan have assets held for investment | 2014-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
| Aggregate proceeds on sale of assets | 2014-05-31 | $650,027 |
| Aggregate carrying amount (costs) on sale of assets | 2014-05-31 | $650,027 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Unqualified |
| Accountancy firm name | 2014-05-31 | ARCARA & BORCZYNSKI LLP |
| Accountancy firm EIN | 2014-05-31 | 161462141 |
| 2013 : IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-05-31 | $40,297 |
| Total unrealized appreciation/depreciation of assets | 2013-05-31 | $40,297 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $106,265 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $87,217 |
| Total income from all sources (including contributions) | 2013-05-31 | $3,240,989 |
| Total loss/gain on sale of assets | 2013-05-31 | $-38,522 |
| Total of all expenses incurred | 2013-05-31 | $3,380,465 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $3,159,181 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $2,727,066 |
| Value of total assets at end of year | 2013-05-31 | $4,823,170 |
| Value of total assets at beginning of year | 2013-05-31 | $4,943,598 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $221,284 |
| Total interest from all sources | 2013-05-31 | $63,043 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $55,453 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-05-31 | $55,453 |
| Administrative expenses professional fees incurred | 2013-05-31 | $37,554 |
| Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
| Value of fidelity bond cover | 2013-05-31 | $1,100,000 |
| If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
| Contributions received from participants | 2013-05-31 | $237,868 |
| Assets. Other investments not covered elsewhere at end of year | 2013-05-31 | $61,927 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-05-31 | $21,630 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-05-31 | $437,027 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-05-31 | $232,335 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-05-31 | $56,358 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-05-31 | $12,104 |
| Other income not declared elsewhere | 2013-05-31 | $232,149 |
| Administrative expenses (other) incurred | 2013-05-31 | $166,065 |
| Liabilities. Value of operating payables at end of year | 2013-05-31 | $18,878 |
| Liabilities. Value of operating payables at beginning of year | 2013-05-31 | $30,546 |
| Total non interest bearing cash at end of year | 2013-05-31 | $114,001 |
| Total non interest bearing cash at beginning of year | 2013-05-31 | $312,722 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Value of net income/loss | 2013-05-31 | $-139,476 |
| Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $4,716,905 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $4,856,381 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
| Investment advisory and management fees | 2013-05-31 | $17,665 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $3,741,616 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $730,442 |
| Income. Interest from US Government securities | 2013-05-31 | $41,032 |
| Income. Interest from corporate debt instruments | 2013-05-31 | $21,934 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-05-31 | $118,289 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-05-31 | $86,046 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-05-31 | $86,046 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $77 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-05-31 | $1,250,686 |
| Asset value of US Government securities at beginning of year | 2013-05-31 | $2,205,835 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-05-31 | $161,503 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
| Contributions received in cash from employer | 2013-05-31 | $2,489,198 |
| Employer contributions (assets) at end of year | 2013-05-31 | $347,531 |
| Employer contributions (assets) at beginning of year | 2013-05-31 | $275,849 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $1,908,495 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-05-31 | $736,960 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-05-31 | $338,031 |
| Liabilities. Value of benefit claims payable at end of year | 2013-05-31 | $31,029 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-05-31 | $44,567 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-05-31 | $2,779 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-05-31 | $3,748 |
| Did the plan have assets held for investment | 2013-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
| Aggregate proceeds on sale of assets | 2013-05-31 | $8,340,982 |
| Aggregate carrying amount (costs) on sale of assets | 2013-05-31 | $8,379,504 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Unqualified |
| Accountancy firm name | 2013-05-31 | ARCARA & BORCZYNSKI LLP |
| Accountancy firm EIN | 2013-05-31 | 161462141 |
| 2012 : IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-05-31 | $58,252 |
| Total unrealized appreciation/depreciation of assets | 2012-05-31 | $58,252 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $87,217 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $158,656 |
| Total income from all sources (including contributions) | 2012-05-31 | $3,494,769 |
| Total loss/gain on sale of assets | 2012-05-31 | $-40,719 |
| Total of all expenses incurred | 2012-05-31 | $3,366,135 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $3,138,200 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $3,402,489 |
| Value of total assets at end of year | 2012-05-31 | $4,943,598 |
| Value of total assets at beginning of year | 2012-05-31 | $4,886,403 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $227,935 |
| Total interest from all sources | 2012-05-31 | $123,011 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-05-31 | $11,943 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-05-31 | $11,943 |
| Administrative expenses professional fees incurred | 2012-05-31 | $40,709 |
| Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
| Value of fidelity bond cover | 2012-05-31 | $1,100,000 |
| If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
| Contributions received from participants | 2012-05-31 | $269,303 |
| Assets. Other investments not covered elsewhere at end of year | 2012-05-31 | $21,630 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-05-31 | $21,630 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-05-31 | $232,335 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-05-31 | $233,347 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-05-31 | $12,104 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-05-31 | $81,319 |
| Other income not declared elsewhere | 2012-05-31 | $13,451 |
| Administrative expenses (other) incurred | 2012-05-31 | $168,525 |
| Liabilities. Value of operating payables at end of year | 2012-05-31 | $30,546 |
| Liabilities. Value of operating payables at beginning of year | 2012-05-31 | $33,090 |
| Total non interest bearing cash at end of year | 2012-05-31 | $312,722 |
| Total non interest bearing cash at beginning of year | 2012-05-31 | $187,180 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Value of net income/loss | 2012-05-31 | $128,634 |
| Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $4,856,381 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $4,727,747 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
| Investment advisory and management fees | 2012-05-31 | $18,701 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-31 | $730,442 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $894,232 |
| Income. Interest from US Government securities | 2012-05-31 | $65,741 |
| Income. Interest from corporate debt instruments | 2012-05-31 | $57,200 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-05-31 | $86,046 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-05-31 | $82,683 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-05-31 | $82,683 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $70 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-05-31 | $1,317,122 |
| Asset value of US Government securities at end of year | 2012-05-31 | $2,205,835 |
| Asset value of US Government securities at beginning of year | 2012-05-31 | $1,891,834 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-05-31 | $-73,658 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
| Contributions received in cash from employer | 2012-05-31 | $3,133,186 |
| Employer contributions (assets) at end of year | 2012-05-31 | $275,849 |
| Employer contributions (assets) at beginning of year | 2012-05-31 | $308,083 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $1,821,078 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-05-31 | $736,960 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-05-31 | $338,031 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-05-31 | $1,255,300 |
| Liabilities. Value of benefit claims payable at end of year | 2012-05-31 | $44,567 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-05-31 | $44,247 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-05-31 | $3,748 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-05-31 | $12,114 |
| Did the plan have assets held for investment | 2012-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
| Aggregate proceeds on sale of assets | 2012-05-31 | $3,914,607 |
| Aggregate carrying amount (costs) on sale of assets | 2012-05-31 | $3,955,326 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Unqualified |
| Accountancy firm name | 2012-05-31 | ARCARA & BORCZYNSKI LLP |
| Accountancy firm EIN | 2012-05-31 | 161462141 |
| 2011 : IRONWORKERS LOCAL 6 MEDICAL & S.U.B. PAY PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-05-31 | $-145,060 |
| Total unrealized appreciation/depreciation of assets | 2011-05-31 | $-145,060 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $158,656 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $116,533 |
| Total income from all sources (including contributions) | 2011-05-31 | $3,703,859 |
| Total loss/gain on sale of assets | 2011-05-31 | $128,279 |
| Total of all expenses incurred | 2011-05-31 | $3,940,339 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $3,712,005 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $3,327,309 |
| Value of total assets at end of year | 2011-05-31 | $4,886,403 |
| Value of total assets at beginning of year | 2011-05-31 | $5,080,760 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $228,334 |
| Total interest from all sources | 2011-05-31 | $119,227 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-05-31 | $23,847 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-05-31 | $23,847 |
| Administrative expenses professional fees incurred | 2011-05-31 | $54,847 |
| Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
| Value of fidelity bond cover | 2011-05-31 | $1,100,000 |
| If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
| Contributions received from participants | 2011-05-31 | $295,920 |
| Assets. Other investments not covered elsewhere at end of year | 2011-05-31 | $21,630 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-05-31 | $233,347 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-05-31 | $222,965 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-05-31 | $81,319 |
| Other income not declared elsewhere | 2011-05-31 | $23,095 |
| Administrative expenses (other) incurred | 2011-05-31 | $159,910 |
| Liabilities. Value of operating payables at end of year | 2011-05-31 | $33,090 |
| Liabilities. Value of operating payables at beginning of year | 2011-05-31 | $78,423 |
| Total non interest bearing cash at end of year | 2011-05-31 | $187,180 |
| Total non interest bearing cash at beginning of year | 2011-05-31 | $117,774 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Value of net income/loss | 2011-05-31 | $-236,480 |
| Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $4,727,747 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $4,964,227 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
| Investment advisory and management fees | 2011-05-31 | $13,577 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $894,232 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $1,174,638 |
| Income. Interest from US Government securities | 2011-05-31 | $56,885 |
| Income. Interest from corporate debt instruments | 2011-05-31 | $62,254 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-05-31 | $82,683 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-31 | $148,148 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-31 | $148,148 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-31 | $88 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-05-31 | $277,000 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-05-31 | $1,287,150 |
| Asset value of US Government securities at end of year | 2011-05-31 | $1,891,834 |
| Asset value of US Government securities at beginning of year | 2011-05-31 | $1,401,076 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-05-31 | $227,162 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
| Contributions received in cash from employer | 2011-05-31 | $3,031,389 |
| Employer contributions (assets) at end of year | 2011-05-31 | $308,083 |
| Employer contributions (assets) at beginning of year | 2011-05-31 | $506,076 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $2,424,855 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-05-31 | $1,255,300 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-05-31 | $1,213,398 |
| Liabilities. Value of benefit claims payable at end of year | 2011-05-31 | $44,247 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-05-31 | $38,110 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-05-31 | $12,114 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-05-31 | $19,685 |
| Did the plan have assets held for investment | 2011-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
| Aggregate proceeds on sale of assets | 2011-05-31 | $3,778,993 |
| Aggregate carrying amount (costs) on sale of assets | 2011-05-31 | $3,650,714 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Unqualified |
| Accountancy firm name | 2011-05-31 | ARCARA & BORCZYNSKI LLP |
| Accountancy firm EIN | 2011-05-31 | 161462141 |
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 11443730 |
| Policy instance | 4 |
| Insurance contract or identification number | 11443730 | | Number of Individuals Covered | 180 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $28,383 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,383 | | 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 number | 00409119 |
| Policy instance | 3 |
| Insurance contract or identification number | 00409119 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $3,246 | | Welfare Benefit Premiums Paid to Carrier | USD $56,485 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,246 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 852104G |
| Policy instance | 2 |
| Insurance contract or identification number | 852104G | | Number of Individuals Covered | 158 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $4,693 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD-BAS | | Welfare Benefit Premiums Paid to Carrier | USD $31,284 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,693 | | 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 number | 00401777 |
| Policy instance | 1 |
| Insurance contract or identification number | 00401777 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $2,358 | | Welfare Benefit Premiums Paid to Carrier | USD $68,890 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,358 | | 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 number | 00401777 |
| Policy instance | 1 |
| Insurance contract or identification number | 00401777 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,234 | | Welfare Benefit Premiums Paid to Carrier | USD $73,024 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,234 | | 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 number | 00409119 |
| Policy instance | 3 |
| Insurance contract or identification number | 00409119 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $4,136 | | Welfare Benefit Premiums Paid to Carrier | USD $60,200 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,136 | | 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 number | 11443730 |
| Policy instance | 4 |
| Insurance contract or identification number | 11443730 | | Number of Individuals Covered | 183 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $23,920 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,920 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 852104G |
| Policy instance | 2 |
| Insurance contract or identification number | 852104G | | Number of Individuals Covered | 172 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $5,573 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD-BAS | | Welfare Benefit Premiums Paid to Carrier | USD $37,152 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,573 | | Insurance broker organization code? | 3 |
|
| EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
| Policy contract number | 00130136 |
| Policy instance | 4 |
| Insurance contract or identification number | 00130136 | | Number of Individuals Covered | 142 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $32,024 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $32,024 | | 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 number | 00401777 |
| Policy instance | 1 |
| Insurance contract or identification number | 00401777 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $4,733 | | Welfare Benefit Premiums Paid to Carrier | USD $85,208 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,733 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 852104G |
| Policy instance | 2 |
| Insurance contract or identification number | 852104G | | Number of Individuals Covered | 190 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $6,156 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD-BAS | | Welfare Benefit Premiums Paid to Carrier | USD $41,040 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,156 | | 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 number | 00409119 |
| Policy instance | 3 |
| Insurance contract or identification number | 00409119 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $4,620 | | Welfare Benefit Premiums Paid to Carrier | USD $54,432 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,620 | | 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 number | 00409119 |
| Policy instance | 3 |
| Insurance contract or identification number | 00409119 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $3,279 | | Welfare Benefit Premiums Paid to Carrier | USD $40,829 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,279 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 852104G |
| Policy instance | 2 |
| Insurance contract or identification number | 852104G | | Number of Individuals Covered | 215 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $6,966 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD-BAS | | Welfare Benefit Premiums Paid to Carrier | USD $46,440 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,966 | | 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 number | 00401777 |
| Policy instance | 1 |
| Insurance contract or identification number | 00401777 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $4,629 | | Welfare Benefit Premiums Paid to Carrier | USD $94,291 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,629 | | Insurance broker organization code? | 3 |
|
| EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
| Policy contract number | 00130136 |
| Policy instance | 4 |
| Insurance contract or identification number | 00130136 | | Number of Individuals Covered | 158 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $35,602 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $35,598 | | Insurance broker organization code? | 3 |
|
| EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
| Policy contract number | 00130136 |
| Policy instance | 4 |
| Insurance contract or identification number | 00130136 | | Number of Individuals Covered | 180 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $36,285 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,285 | | 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 number | 00401777 |
| Policy instance | 1 |
| Insurance contract or identification number | 00401777 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $5,104 | | Welfare Benefit Premiums Paid to Carrier | USD $97,781 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,610 | | 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 number | 00409119 |
| Policy instance | 3 |
| Insurance contract or identification number | 00409119 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $3,078 | | Welfare Benefit Premiums Paid to Carrier | USD $39,229 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,557 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 852104G |
| Policy instance | 2 |
| Insurance contract or identification number | 852104G | | Number of Individuals Covered | 207 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $6,707 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD-BAS | | Welfare Benefit Premiums Paid to Carrier | USD $44,712 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,707 | | Insurance broker organization code? | 3 |
|
| INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
| Policy contract number | 13606 |
| Policy instance | 5 |
| Insurance contract or identification number | 13606 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $10,054 | | 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 number | 00401777 |
| Policy instance | 1 |
| Insurance contract or identification number | 00401777 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $4,977 | | Welfare Benefit Premiums Paid to Carrier | USD $92,125 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
| Policy contract number | 00130136 |
| Policy instance | 4 |
| Insurance contract or identification number | 00130136 | | Number of Individuals Covered | 171 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $39,592 | | 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 number | 852104G |
| Policy instance | 2 |
| Insurance contract or identification number | 852104G | | Number of Individuals Covered | 207 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $8,003 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD-BAS | | Welfare Benefit Premiums Paid to Carrier | USD $53,352 | | 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 number | 00409119 |
| Policy instance | 3 |
| Insurance contract or identification number | 00409119 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,790 | | Welfare Benefit Premiums Paid to Carrier | USD $37,704 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
| Policy contract number | 00130136 |
| Policy instance | 5 |
| Insurance contract or identification number | 00130136 | | Number of Individuals Covered | 201 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $46,065 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $46,065 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES, INC. |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00401777 |
| Policy instance | 1 |
| Insurance contract or identification number | 00401777 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $5,622 | | Welfare Benefit Premiums Paid to Carrier | USD $105,969 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,622 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES, INC. |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 852104G |
| Policy instance | 2 |
| Insurance contract or identification number | 852104G | | Number of Individuals Covered | 213 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $4,793 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,950 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,793 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES, INC. |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00409119 |
| Policy instance | 3 |
| Insurance contract or identification number | 00409119 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2,916 | | Welfare Benefit Premiums Paid to Carrier | USD $48,863 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,916 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES, INC. |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00415288 |
| Policy instance | 4 |
| Insurance contract or identification number | 00415288 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2,106 | | Welfare Benefit Premiums Paid to Carrier | USD $41,659 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,106 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES, INC. |
|
| EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
| Policy contract number | 00130136 |
| Policy instance | 5 |
| Insurance contract or identification number | 00130136 | | Number of Individuals Covered | 190 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $48,246 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $48,246 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES, INC. |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00409119 |
| Policy instance | 3 |
| Insurance contract or identification number | 00409119 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,944 | | Welfare Benefit Premiums Paid to Carrier | USD $44,128 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,944 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES, INC. |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 852104G |
| Policy instance | 2 |
| Insurance contract or identification number | 852104G | | Number of Individuals Covered | 184 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $4,140 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $27,600 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,140 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES, INC. |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00401777 |
| Policy instance | 1 |
| Insurance contract or identification number | 00401777 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $4,622 | | Welfare Benefit Premiums Paid to Carrier | USD $114,211 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,622 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES, INC. |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00415288 |
| Policy instance | 4 |
| Insurance contract or identification number | 00415288 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,584 | | Welfare Benefit Premiums Paid to Carrier | USD $34,713 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,584 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES, INC. |
|
| EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
| Policy contract number | 00130136 |
| Policy instance | 5 |
| Insurance contract or identification number | 00130136 | | Number of Individuals Covered | 129 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $50,656 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $50,656 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES, INC. |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00409119 |
| Policy instance | 3 |
| Insurance contract or identification number | 00409119 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,314 | | Welfare Benefit Premiums Paid to Carrier | USD $48,952 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,314 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 852104G |
| Policy instance | 2 |
| Insurance contract or identification number | 852104G | | Number of Individuals Covered | 189 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $4,253 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,350 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,253 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00415288 |
| Policy instance | 4 |
| Insurance contract or identification number | 00415288 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,261 | | Welfare Benefit Premiums Paid to Carrier | USD $21,413 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,261 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00401777 |
| Policy instance | 1 |
| Insurance contract or identification number | 00401777 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $5,640 | | Welfare Benefit Premiums Paid to Carrier | USD $125,030 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,640 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 852104G |
| Policy instance | 2 |
| Insurance contract or identification number | 852104G | | Number of Individuals Covered | 186 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $4,185 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $27,900 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,185 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES |
|
| EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
| Policy contract number | 00130136 |
| Policy instance | 4 |
| Insurance contract or identification number | 00130136 | | Number of Individuals Covered | 144 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $58,359 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $58,359 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00409119 |
| Policy instance | 3 |
| Insurance contract or identification number | 00409119 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $3,499 | | Welfare Benefit Premiums Paid to Carrier | USD $58,706 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,499 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES |
|
| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00401777 |
| Policy instance | 1 |
| Insurance contract or identification number | 00401777 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $6,256 | | Welfare Benefit Premiums Paid to Carrier | USD $143,003 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,256 | | Insurance broker organization code? | 3 | | Insurance broker name | LYTLE ASSOCIATES |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 852104G |
| Policy instance | 2 |
| Insurance contract or identification number | 852104G | | Number of Individuals Covered | 232 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $5,220 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $34,800 | | 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 number | 00409119 |
| Policy instance | 3 |
| Insurance contract or identification number | 00409119 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,524 | | Welfare Benefit Premiums Paid to Carrier | USD $49,920 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
| Policy contract number | 00130136 |
| Policy instance | 4 |
| Insurance contract or identification number | 00130136 | | Number of Individuals Covered | 148 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $56,462 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00401777 |
| Policy instance | 1 |
| Insurance contract or identification number | 00401777 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $5,979 | | Welfare Benefit Premiums Paid to Carrier | USD $167,208 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
| Policy contract number | 11471H 01 |
| Policy instance | 1 |
| Insurance contract or identification number | 11471H 01 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,150 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
| Policy contract number | 11471H |
| Policy instance | 2 |
| Insurance contract or identification number | 11471H | | Number of Individuals Covered | 78 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $286,973 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
| Policy contract number | 11472H 01 |
| Policy instance | 4 |
| Insurance contract or identification number | 11472H 01 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,129 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
| Policy contract number | 11472M |
| Policy instance | 5 |
| Insurance contract or identification number | 11472M | | Number of Individuals Covered | 38 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $114,441 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00401777 |
| Policy instance | 6 |
| Insurance contract or identification number | 00401777 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $91,924 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00311813 |
| Policy instance | 7 |
| Insurance contract or identification number | 00311813 | | Number of Individuals Covered | 127 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $22,467 | | Other welfare benefits provided | POS | | Welfare Benefit Premiums Paid to Carrier | USD $641,905 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 852104G |
| Policy instance | 8 |
| Insurance contract or identification number | 852104G | | Number of Individuals Covered | 245 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $5,511 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $36,750 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HEALTHNOW NEW YORK INC. DBA BLUE CROSS BLUE SHIELD OF WESTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 00409119 |
| Policy instance | 9 |
| Insurance contract or identification number | 00409119 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $33,482 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 95308 ) |
| Policy contract number | 11472H |
| Policy instance | 3 |
| Insurance contract or identification number | 11472H | | Number of Individuals Covered | 7 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $42,466 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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