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HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 401k Plan overview

Plan NameHEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND
Plan identification number 501

HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, HEAVY & GENERAL LABORERS WELFARE FUND OF NEW JERSEY has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, HEAVY & GENERAL LABORERS WELFARE FUND OF NEW JERSEY
Employer identification number (EIN):221481564
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01MANUEL AMADOR, JR.2024-01-08 JACK KOCSIS2024-01-08
5012021-04-01MANUEL AMADOR, JR.2022-10-30 JACK KOCSIS2022-10-30
5012020-04-01ANTONIO OLIVEIRA2021-10-24 JACK KOCSIS2021-10-24
5012019-04-01ANTONIO OLIVEIRA2020-12-28 JACK KOCSIS, JR.2020-12-28
5012018-04-01ANTONIO OLIVEIRA2020-01-23 JACK KOCSIS, JR.2020-01-23
5012017-04-01
5012016-04-01
5012015-04-01CAROL WESTFALL
5012015-04-01CAROL WESTFALL
5012014-04-01CAROL WESTFALL
5012013-04-01CAROL WESTFALL
5012012-04-01CAROL WESTFALL
5012011-04-01CAROL WESTFALL
5012010-04-01CAROL WESTFALL
5012009-04-01VINCENT F. PANETTIERI

Plan Statistics for HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND

401k plan membership statisitcs for HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND

Measure Date Value
2022: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-04-019,433
Total number of active participants reported on line 7a of the Form 55002022-04-016,700
Number of retired or separated participants receiving benefits2022-04-012,897
Total of all active and inactive participants2022-04-019,597
Number of employers contributing to the scheme2022-04-01498
2021: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-04-019,456
Total number of active participants reported on line 7a of the Form 55002021-04-016,549
Number of retired or separated participants receiving benefits2021-04-012,884
Total of all active and inactive participants2021-04-019,433
Number of employers contributing to the scheme2021-04-01508
2020: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-04-019,355
Total number of active participants reported on line 7a of the Form 55002020-04-016,665
Number of retired or separated participants receiving benefits2020-04-012,791
Total of all active and inactive participants2020-04-019,456
2019: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-04-019,114
Total number of active participants reported on line 7a of the Form 55002019-04-016,617
Number of retired or separated participants receiving benefits2019-04-012,738
Total of all active and inactive participants2019-04-019,355
Number of employers contributing to the scheme2019-04-01515
2018: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-04-018,819
Total number of active participants reported on line 7a of the Form 55002018-04-016,452
Number of retired or separated participants receiving benefits2018-04-012,662
Total of all active and inactive participants2018-04-019,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Number of employers contributing to the scheme2018-04-01508
2017: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-04-018,492
Total number of active participants reported on line 7a of the Form 55002017-04-016,177
Number of retired or separated participants receiving benefits2017-04-012,642
Total of all active and inactive participants2017-04-018,819
Number of employers contributing to the scheme2017-04-01498
2016: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-04-018,323
Total number of active participants reported on line 7a of the Form 55002016-04-015,914
Number of retired or separated participants receiving benefits2016-04-012,578
Total of all active and inactive participants2016-04-018,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Number of employers contributing to the scheme2016-04-01508
2015: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-04-017,903
Total number of active participants reported on line 7a of the Form 55002015-04-015,802
Number of retired or separated participants receiving benefits2015-04-012,521
Total of all active and inactive participants2015-04-018,323
Number of employers contributing to the scheme2015-04-01707
2014: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-04-017,622
Total number of active participants reported on line 7a of the Form 55002014-04-015,439
Number of retired or separated participants receiving benefits2014-04-012,464
Total of all active and inactive participants2014-04-017,903
Number of employers contributing to the scheme2014-04-01572
2013: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-04-017,532
Total number of active participants reported on line 7a of the Form 55002013-04-015,182
Number of retired or separated participants receiving benefits2013-04-012,440
Total of all active and inactive participants2013-04-017,622
2012: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-04-017,549
Total number of active participants reported on line 7a of the Form 55002012-04-015,114
Number of retired or separated participants receiving benefits2012-04-012,418
Total of all active and inactive participants2012-04-017,532
Number of employers contributing to the scheme2012-04-01598
2011: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-04-017,513
Total number of active participants reported on line 7a of the Form 55002011-04-015,134
Number of retired or separated participants receiving benefits2011-04-012,415
Total of all active and inactive participants2011-04-017,549
Number of employers contributing to the scheme2011-04-01572
2010: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-04-017,544
Total number of active participants reported on line 7a of the Form 55002010-04-015,169
Number of retired or separated participants receiving benefits2010-04-012,344
Total of all active and inactive participants2010-04-017,513
Number of employers contributing to the scheme2010-04-01425
2009: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-04-017,640
Total number of active participants reported on line 7a of the Form 55002009-04-015,205
Number of retired or separated participants receiving benefits2009-04-012,339
Total of all active and inactive participants2009-04-017,544
Number of employers contributing to the scheme2009-04-01591

Financial Data on HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND

Measure Date Value
2023 : HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-03-31$375,000
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-6,075,585
Total unrealized appreciation/depreciation of assets2023-03-31$-5,700,585
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$58,213,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$53,770,889
Total income from all sources (including contributions)2023-03-31$218,206,522
Total loss/gain on sale of assets2023-03-31$-3,651,528
Total of all expenses incurred2023-03-31$215,670,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$210,065,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$200,528,391
Value of total assets at end of year2023-03-31$326,732,613
Value of total assets at beginning of year2023-03-31$319,753,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$5,604,271
Total income from rents2023-03-31$185,102
Total interest from all sources2023-03-31$5,386,255
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$1,844,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$527,608
Assets. Real estate other than employer real property at end of year2023-03-31$6,075,000
Assets. Real estate other than employer real property at beginning of year2023-03-31$5,700,000
Administrative expenses professional fees incurred2023-03-31$570,857
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$5,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$53,376,442
Participant contributions at end of year2023-03-31$5,934,000
Participant contributions at beginning of year2023-03-31$5,362,000
Assets. Other investments not covered elsewhere at end of year2023-03-31$55,990
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$3,526,630
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$9,931,812
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$16,547,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$10,125,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$6,323,058
Other income not declared elsewhere2023-03-31$22,271,234
Administrative expenses (other) incurred2023-03-31$4,547,681
Liabilities. Value of operating payables at end of year2023-03-31$19,234,588
Liabilities. Value of operating payables at beginning of year2023-03-31$18,886,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$2,536,457
Value of net assets at end of year (total assets less liabilities)2023-03-31$268,519,444
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$265,982,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Assets. partnership/joint venture interests at end of year2023-03-31$1,002,312
Assets. partnership/joint venture interests at beginning of year2023-03-31$1,199,602
Investment advisory and management fees2023-03-31$485,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$27,651,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$41,739,364
Value of interest in pooled separate accounts at end of year2023-03-31$15,211,196
Income. Interest from US Government securities2023-03-31$1,759,017
Income. Interest from corporate debt instruments2023-03-31$2,783,022
Value of interest in common/collective trusts at end of year2023-03-31$2,760,514
Value of interest in common/collective trusts at beginning of year2023-03-31$3,994,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$35,077,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$8,233,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$8,233,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$844,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$2,325,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$2,430,847
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$2,891,507
Asset value of US Government securities at end of year2023-03-31$61,999,470
Asset value of US Government securities at beginning of year2023-03-31$72,980,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-2,656,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$147,151,949
Employer contributions (assets) at end of year2023-03-31$17,286,000
Employer contributions (assets) at beginning of year2023-03-31$15,084,000
Income. Dividends from common stock2023-03-31$1,316,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$207,174,287
Asset. Corporate debt instrument preferred debt at end of year2023-03-31$29,501,733
Asset. Corporate debt instrument preferred debt at beginning of year2023-03-31$25,773,482
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$57,245,943
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$62,800,438
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$54,311,755
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$53,938,336
Liabilities. Value of benefit claims payable at end of year2023-03-31$28,853,000
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$26,141,000
Assets. Value of buildings and other operty used in plan operation at end of year2023-03-31$361,177
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-03-31$443,959
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$127,906,461
Aggregate carrying amount (costs) on sale of assets2023-03-31$131,557,989
Liabilities. Value of acquisition indebtedness at beginning of year2023-03-31$2,419,927
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2023-03-31131577780
2022 : HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$-8,348,315
Total unrealized appreciation/depreciation of assets2022-03-31$-8,348,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$53,770,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$49,766,472
Total income from all sources (including contributions)2022-03-31$207,782,228
Total loss/gain on sale of assets2022-03-31$-1,003,591
Total of all expenses incurred2022-03-31$204,412,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$199,596,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$190,183,794
Value of total assets at end of year2022-03-31$319,753,876
Value of total assets at beginning of year2022-03-31$312,380,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$4,816,854
Total income from rents2022-03-31$229,857
Total interest from all sources2022-03-31$3,840,163
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$1,246,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$426,609
Assets. Real estate other than employer real property at end of year2022-03-31$5,700,000
Assets. Real estate other than employer real property at beginning of year2022-03-31$5,700,000
Administrative expenses professional fees incurred2022-03-31$589,308
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$5,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$49,912,654
Participant contributions at end of year2022-03-31$5,362,000
Participant contributions at beginning of year2022-03-31$4,368,000
Assets. Other investments not covered elsewhere at end of year2022-03-31$3,526,630
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$20,702,148
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$16,547,881
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$9,048,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$6,323,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$12,627,171
Other income not declared elsewhere2022-03-31$16,810,848
Administrative expenses (other) incurred2022-03-31$3,890,979
Liabilities. Value of operating payables at end of year2022-03-31$18,886,904
Liabilities. Value of operating payables at beginning of year2022-03-31$13,774,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$3,369,317
Value of net assets at end of year (total assets less liabilities)2022-03-31$265,982,987
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$262,613,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Assets. partnership/joint venture interests at end of year2022-03-31$1,199,602
Assets. partnership/joint venture interests at beginning of year2022-03-31$1,008,425
Investment advisory and management fees2022-03-31$336,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$41,739,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$41,441,294
Interest earned on other investments2022-03-31$5,677
Income. Interest from US Government securities2022-03-31$1,219,008
Income. Interest from corporate debt instruments2022-03-31$2,537,396
Value of interest in common/collective trusts at end of year2022-03-31$3,994,001
Value of interest in common/collective trusts at beginning of year2022-03-31$4,301,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$8,233,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$38,576,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$38,576,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$78,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$2,430,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$2,318,753
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$2,293,480
Asset value of US Government securities at end of year2022-03-31$72,980,115
Asset value of US Government securities at beginning of year2022-03-31$71,736,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$4,823,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$140,271,140
Employer contributions (assets) at end of year2022-03-31$15,084,000
Employer contributions (assets) at beginning of year2022-03-31$13,037,000
Income. Dividends from common stock2022-03-31$819,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$197,302,577
Asset. Corporate debt instrument preferred debt at end of year2022-03-31$25,773,482
Asset. Corporate debt instrument preferred debt at beginning of year2022-03-31$24,332,073
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$62,800,438
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$56,905,259
Assets. Corporate common stocks other than exployer securities at end of year2022-03-31$53,938,336
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$17,731,893
Liabilities. Value of benefit claims payable at end of year2022-03-31$26,141,000
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$23,365,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-03-31$443,959
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-03-31$1,172,449
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$90,479,756
Aggregate carrying amount (costs) on sale of assets2022-03-31$91,483,347
Liabilities. Value of acquisition indebtedness at end of year2022-03-31$2,419,927
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2022-03-31131577780
2021 : HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$4,026,281
Total unrealized appreciation/depreciation of assets2021-03-31$4,026,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$49,766,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$50,840,400
Total income from all sources (including contributions)2021-03-31$220,654,229
Total loss/gain on sale of assets2021-03-31$3,761,616
Total of all expenses incurred2021-03-31$186,054,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$181,221,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$178,500,990
Value of total assets at end of year2021-03-31$312,380,142
Value of total assets at beginning of year2021-03-31$278,854,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$4,832,957
Total income from rents2021-03-31$215,503
Total interest from all sources2021-03-31$4,214,503
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$1,152,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$429,858
Assets. Real estate other than employer real property at end of year2021-03-31$5,700,000
Assets. Real estate other than employer real property at beginning of year2021-03-31$5,700,000
Administrative expenses professional fees incurred2021-03-31$532,259
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$5,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$46,285,055
Participant contributions at end of year2021-03-31$4,368,000
Participant contributions at beginning of year2021-03-31$5,183,000
Assets. Other investments not covered elsewhere at end of year2021-03-31$20,702,148
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$16,804,322
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$9,048,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$6,227,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$12,627,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$12,118,910
Other income not declared elsewhere2021-03-31$17,603,086
Administrative expenses (other) incurred2021-03-31$3,891,152
Liabilities. Value of operating payables at end of year2021-03-31$13,774,301
Liabilities. Value of operating payables at beginning of year2021-03-31$16,043,490
Total non interest bearing cash at beginning of year2021-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$34,599,663
Value of net assets at end of year (total assets less liabilities)2021-03-31$262,613,670
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$228,014,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Assets. partnership/joint venture interests at end of year2021-03-31$1,008,425
Assets. partnership/joint venture interests at beginning of year2021-03-31$520,119
Investment advisory and management fees2021-03-31$409,546
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$41,441,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$24,605,226
Interest earned on other investments2021-03-31$160,013
Income. Interest from US Government securities2021-03-31$1,577,868
Income. Interest from corporate debt instruments2021-03-31$2,297,396
Value of interest in common/collective trusts at end of year2021-03-31$4,301,630
Value of interest in common/collective trusts at beginning of year2021-03-31$2,186,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$38,576,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$48,539,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$48,539,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$179,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$2,318,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$3,337,107
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$1,904,678
Asset value of US Government securities at end of year2021-03-31$71,736,646
Asset value of US Government securities at beginning of year2021-03-31$69,077,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$11,179,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$132,215,935
Employer contributions (assets) at end of year2021-03-31$13,037,000
Employer contributions (assets) at beginning of year2021-03-31$14,823,000
Income. Dividends from common stock2021-03-31$722,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$179,316,931
Asset. Corporate debt instrument preferred debt at end of year2021-03-31$24,332,073
Asset. Corporate debt instrument preferred debt at beginning of year2021-03-31$18,866,441
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$56,905,259
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$43,788,442
Assets. Corporate common stocks other than exployer securities at end of year2021-03-31$17,731,893
Assets. Corporate common stocks other than exployer securities at beginning of year2021-03-31$16,705,857
Liabilities. Value of benefit claims payable at end of year2021-03-31$23,365,000
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$22,678,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-03-31$1,172,449
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-03-31$2,489,432
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$96,718,184
Aggregate carrying amount (costs) on sale of assets2021-03-31$92,956,568
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2021-03-31131577780
2020 : HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-03-31$340,000
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$-278,473
Total unrealized appreciation/depreciation of assets2020-03-31$61,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$50,840,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$42,360,991
Total income from all sources (including contributions)2020-03-31$204,209,996
Total loss/gain on sale of assets2020-03-31$45,772
Total of all expenses incurred2020-03-31$182,148,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$177,194,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$185,963,025
Value of total assets at end of year2020-03-31$278,854,407
Value of total assets at beginning of year2020-03-31$248,313,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$4,953,727
Total income from rents2020-03-31$128,182
Total interest from all sources2020-03-31$4,848,975
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$900,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$525,821
Assets. Real estate other than employer real property at end of year2020-03-31$5,700,000
Assets. Real estate other than employer real property at beginning of year2020-03-31$5,360,000
Administrative expenses professional fees incurred2020-03-31$604,001
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$5,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$50,891,434
Participant contributions at end of year2020-03-31$5,183,000
Participant contributions at beginning of year2020-03-31$5,524,000
Assets. Other investments not covered elsewhere at end of year2020-03-31$16,804,322
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$323,949
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$6,227,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$5,938,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$12,118,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$7,192,666
Other income not declared elsewhere2020-03-31$13,131,921
Administrative expenses (other) incurred2020-03-31$4,093,819
Liabilities. Value of operating payables at end of year2020-03-31$16,043,490
Liabilities. Value of operating payables at beginning of year2020-03-31$11,920,325
Total non interest bearing cash at end of year2020-03-31$0
Total non interest bearing cash at beginning of year2020-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$22,061,635
Value of net assets at end of year (total assets less liabilities)2020-03-31$228,014,007
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$205,952,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Assets. partnership/joint venture interests at end of year2020-03-31$520,119
Assets. partnership/joint venture interests at beginning of year2020-03-31$317,532
Investment advisory and management fees2020-03-31$255,907
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$24,605,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$35,681,773
Interest earned on other investments2020-03-31$719,258
Income. Interest from US Government securities2020-03-31$2,089,752
Income. Interest from corporate debt instruments2020-03-31$1,856,608
Value of interest in common/collective trusts at end of year2020-03-31$2,186,649
Value of interest in common/collective trusts at beginning of year2020-03-31$8,086,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$48,539,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$34,893,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$34,893,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$183,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$3,337,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$3,228,397
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$1,876,996
Asset value of US Government securities at end of year2020-03-31$69,077,863
Asset value of US Government securities at beginning of year2020-03-31$65,010,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-869,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$135,071,591
Employer contributions (assets) at end of year2020-03-31$14,823,000
Employer contributions (assets) at beginning of year2020-03-31$16,072,000
Income. Dividends from common stock2020-03-31$374,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$175,317,638
Asset. Corporate debt instrument preferred debt at end of year2020-03-31$18,866,441
Asset. Corporate debt instrument preferred debt at beginning of year2020-03-31$17,924,296
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$43,788,442
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$28,727,840
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$16,705,857
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$19,043,223
Liabilities. Value of benefit claims payable at end of year2020-03-31$22,678,000
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$23,248,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-03-31$2,489,432
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-03-31$2,180,482
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$84,958,749
Aggregate carrying amount (costs) on sale of assets2020-03-31$84,912,977
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2020-03-31131577780
2019 : HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$2,237,866
Total unrealized appreciation/depreciation of assets2019-03-31$2,237,866
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$42,360,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$31,895,522
Total income from all sources (including contributions)2019-03-31$188,297,599
Total loss/gain on sale of assets2019-03-31$-413,761
Total of all expenses incurred2019-03-31$164,134,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$158,889,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$171,114,926
Value of total assets at end of year2019-03-31$248,313,363
Value of total assets at beginning of year2019-03-31$213,684,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$5,244,847
Total income from rents2019-03-31$153,999
Total interest from all sources2019-03-31$4,144,246
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$957,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$616,613
Assets. Real estate other than employer real property at end of year2019-03-31$5,360,000
Assets. Real estate other than employer real property at beginning of year2019-03-31$5,360,000
Administrative expenses professional fees incurred2019-03-31$965,945
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$5,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$43,149,201
Participant contributions at end of year2019-03-31$5,524,000
Participant contributions at beginning of year2019-03-31$4,717,000
Assets. Other investments not covered elsewhere at end of year2019-03-31$323,949
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$368,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$5,938,887
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$8,299,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$7,192,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$3,606,464
Other income not declared elsewhere2019-03-31$7,972,607
Administrative expenses (other) incurred2019-03-31$3,992,655
Liabilities. Value of operating payables at end of year2019-03-31$11,920,325
Liabilities. Value of operating payables at beginning of year2019-03-31$3,741,058
Total non interest bearing cash at end of year2019-03-31$0
Total non interest bearing cash at beginning of year2019-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$24,163,567
Value of net assets at end of year (total assets less liabilities)2019-03-31$205,952,372
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$181,788,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Assets. partnership/joint venture interests at end of year2019-03-31$317,532
Assets. partnership/joint venture interests at beginning of year2019-03-31$255,950
Investment advisory and management fees2019-03-31$286,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$35,681,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$30,933,041
Interest earned on other investments2019-03-31$492,751
Income. Interest from US Government securities2019-03-31$2,231,745
Income. Interest from corporate debt instruments2019-03-31$1,308,609
Value of interest in common/collective trusts at end of year2019-03-31$8,086,567
Value of interest in common/collective trusts at beginning of year2019-03-31$338,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$34,893,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$11,488,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$11,488,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$111,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$3,228,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$3,505,430
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$1,761,036
Asset value of US Government securities at end of year2019-03-31$65,010,907
Asset value of US Government securities at beginning of year2019-03-31$71,223,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$2,130,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$127,965,725
Employer contributions (assets) at end of year2019-03-31$16,072,000
Employer contributions (assets) at beginning of year2019-03-31$15,177,000
Income. Dividends from common stock2019-03-31$340,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$157,128,149
Asset. Corporate debt instrument preferred debt at end of year2019-03-31$17,924,296
Asset. Corporate debt instrument preferred debt at beginning of year2019-03-31$16,952,205
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$28,727,840
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$25,901,202
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$19,043,223
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$17,212,393
Liabilities. Value of benefit claims payable at end of year2019-03-31$23,248,000
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$24,548,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-03-31$2,180,482
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-03-31$1,951,771
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$78,683,441
Aggregate carrying amount (costs) on sale of assets2019-03-31$79,097,202
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31SCHULTHEIS & PANETTIERI,LLP
Accountancy firm EIN2019-03-31131577780
2018 : HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-03-31$-72,019
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$-583,971
Total unrealized appreciation/depreciation of assets2018-03-31$-655,990
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$31,895,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$30,738,203
Total income from all sources (including contributions)2018-03-31$170,522,685
Total loss/gain on sale of assets2018-03-31$-561,928
Total of all expenses incurred2018-03-31$156,912,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$150,929,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$161,667,122
Value of total assets at end of year2018-03-31$213,684,327
Value of total assets at beginning of year2018-03-31$198,916,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$5,982,884
Total income from rents2018-03-31$-71,329
Total interest from all sources2018-03-31$3,264,214
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$822,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$570,608
Assets. Real estate other than employer real property at end of year2018-03-31$5,360,000
Assets. Real estate other than employer real property at beginning of year2018-03-31$5,360,000
Administrative expenses professional fees incurred2018-03-31$717,495
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$5,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$39,989,669
Participant contributions at end of year2018-03-31$4,717,000
Participant contributions at beginning of year2018-03-31$4,345,700
Assets. Other investments not covered elsewhere at end of year2018-03-31$368,761
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$8,299,387
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$4,123,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$3,606,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$7,165,486
Other income not declared elsewhere2018-03-31$2,816,410
Administrative expenses (other) incurred2018-03-31$4,909,239
Liabilities. Value of operating payables at end of year2018-03-31$3,741,058
Liabilities. Value of operating payables at beginning of year2018-03-31$3,300,717
Total non interest bearing cash at end of year2018-03-31$0
Total non interest bearing cash at beginning of year2018-03-31$501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$13,610,253
Value of net assets at end of year (total assets less liabilities)2018-03-31$181,788,805
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$168,178,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Assets. partnership/joint venture interests at end of year2018-03-31$255,950
Assets. partnership/joint venture interests at beginning of year2018-03-31$184,267
Investment advisory and management fees2018-03-31$356,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$30,933,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$24,843,072
Interest earned on other investments2018-03-31$207,978
Income. Interest from US Government securities2018-03-31$1,876,604
Income. Interest from corporate debt instruments2018-03-31$1,099,097
Value of interest in common/collective trusts at end of year2018-03-31$338,479
Value of interest in common/collective trusts at beginning of year2018-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$11,488,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$30,537,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$30,537,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$80,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$3,505,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$3,379,923
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$1,717,214
Asset value of US Government securities at end of year2018-03-31$71,223,060
Asset value of US Government securities at beginning of year2018-03-31$60,906,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$3,241,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$121,677,453
Employer contributions (assets) at end of year2018-03-31$15,177,000
Employer contributions (assets) at beginning of year2018-03-31$13,842,900
Income. Dividends from common stock2018-03-31$252,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$149,212,334
Asset. Corporate debt instrument preferred debt at end of year2018-03-31$16,952,205
Asset. Corporate debt instrument preferred debt at beginning of year2018-03-31$7,928,845
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$25,901,202
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$19,439,897
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$17,212,393
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$22,068,850
Liabilities. Value of benefit claims payable at end of year2018-03-31$24,548,000
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$20,272,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-03-31$1,951,771
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-03-31$1,956,595
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$140,808,512
Aggregate carrying amount (costs) on sale of assets2018-03-31$141,370,440
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2018-03-31131577780
2017 : HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-03-31$1,540,000
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$746,854
Total unrealized appreciation/depreciation of assets2017-03-31$2,286,854
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$30,738,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$32,151,373
Total income from all sources (including contributions)2017-03-31$155,741,833
Total loss/gain on sale of assets2017-03-31$582,055
Total of all expenses incurred2017-03-31$135,586,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$130,203,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$145,542,456
Value of total assets at end of year2017-03-31$198,916,755
Value of total assets at beginning of year2017-03-31$180,174,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$5,382,468
Total income from rents2017-03-31$137,791
Total interest from all sources2017-03-31$2,756,837
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$587,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$383,954
Assets. Real estate other than employer real property at end of year2017-03-31$5,360,000
Assets. Real estate other than employer real property at beginning of year2017-03-31$3,820,000
Administrative expenses professional fees incurred2017-03-31$695,680
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$5,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$33,833,440
Participant contributions at end of year2017-03-31$13,842,900
Participant contributions at beginning of year2017-03-31$13,722,000
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$4,123,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$6,736,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$7,165,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$6,188,719
Other income not declared elsewhere2017-03-31$1,257,589
Administrative expenses (other) incurred2017-03-31$4,404,063
Liabilities. Value of operating payables at end of year2017-03-31$3,300,717
Liabilities. Value of operating payables at beginning of year2017-03-31$3,534,654
Total non interest bearing cash at end of year2017-03-31$501
Total non interest bearing cash at beginning of year2017-03-31$52,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$20,155,732
Value of net assets at end of year (total assets less liabilities)2017-03-31$168,178,552
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$148,022,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Assets. partnership/joint venture interests at end of year2017-03-31$184,267
Assets. partnership/joint venture interests at beginning of year2017-03-31$20,488
Investment advisory and management fees2017-03-31$282,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$24,843,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$21,942,777
Interest earned on other investments2017-03-31$219,077
Income. Interest from US Government securities2017-03-31$1,569,029
Income. Interest from corporate debt instruments2017-03-31$956,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$30,537,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$21,447,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$21,447,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$12,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$3,379,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$3,396,340
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$1,261,866
Asset value of US Government securities at end of year2017-03-31$60,906,007
Asset value of US Government securities at beginning of year2017-03-31$61,035,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$2,591,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$111,709,016
Employer contributions (assets) at end of year2017-03-31$4,345,700
Employer contributions (assets) at beginning of year2017-03-31$3,865,000
Income. Dividends from common stock2017-03-31$203,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$128,941,767
Asset. Corporate debt instrument preferred debt at end of year2017-03-31$7,928,845
Asset. Corporate debt instrument preferred debt at beginning of year2017-03-31$7,205,885
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$19,439,897
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$15,697,744
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$22,068,850
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$19,516,332
Liabilities. Value of benefit claims payable at end of year2017-03-31$20,272,000
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$22,428,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-03-31$1,956,595
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-03-31$1,716,563
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$63,285,211
Aggregate carrying amount (costs) on sale of assets2017-03-31$62,703,156
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2017-03-31131577780
2016 : HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-1,929,029
Total unrealized appreciation/depreciation of assets2016-03-31$-1,929,029
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$32,151,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$28,367,415
Total income from all sources (including contributions)2016-03-31$144,994,423
Total loss/gain on sale of assets2016-03-31$-1,925,631
Total of all expenses incurred2016-03-31$129,505,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$123,862,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$143,706,266
Value of total assets at end of year2016-03-31$180,174,193
Value of total assets at beginning of year2016-03-31$160,901,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$5,643,162
Total income from rents2016-03-31$171,050
Total interest from all sources2016-03-31$2,768,814
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$641,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$367,499
Assets. Real estate other than employer real property at end of year2016-03-31$3,820,000
Assets. Real estate other than employer real property at beginning of year2016-03-31$3,820,000
Administrative expenses professional fees incurred2016-03-31$691,454
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$5,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$32,180,206
Participant contributions at end of year2016-03-31$13,722,000
Participant contributions at beginning of year2016-03-31$2,921,000
Assets. Other investments not covered elsewhere at end of year2016-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$453,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$6,736,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$3,102,987
Assets. Loans (other than to participants) at end of year2016-03-31$0
Assets. Loans (other than to participants) at beginning of year2016-03-31$17,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$6,188,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$6,640,785
Other income not declared elsewhere2016-03-31$1,719,286
Administrative expenses (other) incurred2016-03-31$4,677,020
Liabilities. Value of operating payables at end of year2016-03-31$3,534,654
Liabilities. Value of operating payables at beginning of year2016-03-31$3,600,630
Total non interest bearing cash at end of year2016-03-31$52,002
Total non interest bearing cash at beginning of year2016-03-31$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$15,489,200
Value of net assets at end of year (total assets less liabilities)2016-03-31$148,022,820
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$132,533,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Assets. partnership/joint venture interests at end of year2016-03-31$20,488
Assets. partnership/joint venture interests at beginning of year2016-03-31$0
Investment advisory and management fees2016-03-31$274,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$21,942,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$15,905,492
Interest earned on other investments2016-03-31$215,382
Income. Interest from US Government securities2016-03-31$1,792,700
Income. Interest from corporate debt instruments2016-03-31$755,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$21,447,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$23,015,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$23,015,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$5,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$3,396,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$3,512,289
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$989,505
Asset value of US Government securities at end of year2016-03-31$61,035,694
Asset value of US Government securities at beginning of year2016-03-31$57,349,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-157,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$111,526,060
Employer contributions (assets) at end of year2016-03-31$3,865,000
Employer contributions (assets) at beginning of year2016-03-31$10,904,000
Income. Dividends from common stock2016-03-31$273,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$122,872,556
Asset. Corporate debt instrument preferred debt at end of year2016-03-31$7,205,885
Asset. Corporate debt instrument preferred debt at beginning of year2016-03-31$7,515,729
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$15,697,744
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$9,889,268
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$19,516,332
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$21,206,260
Liabilities. Value of benefit claims payable at end of year2016-03-31$22,428,000
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$18,126,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-03-31$1,716,563
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-03-31$1,287,950
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$56,346,048
Aggregate carrying amount (costs) on sale of assets2016-03-31$58,271,679
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2016-03-31131577780
2015 : HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-03-31$200,000
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$1,343,667
Total unrealized appreciation/depreciation of assets2015-03-31$1,543,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$28,367,415
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$35,263,081
Total income from all sources (including contributions)2015-03-31$135,225,263
Total loss/gain on sale of assets2015-03-31$-295,250
Total of all expenses incurred2015-03-31$119,930,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$113,719,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$128,385,593
Value of total assets at end of year2015-03-31$160,901,035
Value of total assets at beginning of year2015-03-31$152,502,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$6,211,115
Total income from rents2015-03-31$132,530
Total interest from all sources2015-03-31$2,343,341
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$468,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$250,918
Assets. Real estate other than employer real property at end of year2015-03-31$3,820,000
Assets. Real estate other than employer real property at beginning of year2015-03-31$3,620,000
Administrative expenses professional fees incurred2015-03-31$768,787
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$800,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$28,106,956
Participant contributions at end of year2015-03-31$2,921,000
Participant contributions at beginning of year2015-03-31$2,307,000
Assets. Other investments not covered elsewhere at end of year2015-03-31$453,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$3,102,987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$3,268,611
Assets. Loans (other than to participants) at end of year2015-03-31$17,773
Assets. Loans (other than to participants) at beginning of year2015-03-31$14,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$6,640,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$14,158,000
Other income not declared elsewhere2015-03-31$1,507,591
Administrative expenses (other) incurred2015-03-31$5,195,084
Liabilities. Value of operating payables at end of year2015-03-31$3,600,630
Liabilities. Value of operating payables at beginning of year2015-03-31$5,382,081
Total non interest bearing cash at end of year2015-03-31$525
Total non interest bearing cash at beginning of year2015-03-31$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$15,294,392
Value of net assets at end of year (total assets less liabilities)2015-03-31$132,533,620
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$117,239,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Assets. partnership/joint venture interests at end of year2015-03-31$0
Assets. partnership/joint venture interests at beginning of year2015-03-31$6,059
Investment advisory and management fees2015-03-31$247,244
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$15,905,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$12,808,257
Interest earned on other investments2015-03-31$17,764
Income. Interest from US Government securities2015-03-31$1,723,155
Income. Interest from corporate debt instruments2015-03-31$428,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$23,015,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$31,126,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$31,126,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$174,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$3,512,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$3,708,542
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$953,166
Asset value of US Government securities at end of year2015-03-31$57,349,108
Asset value of US Government securities at beginning of year2015-03-31$50,906,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$1,139,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$100,278,637
Employer contributions (assets) at end of year2015-03-31$10,904,000
Employer contributions (assets) at beginning of year2015-03-31$8,647,000
Income. Dividends from common stock2015-03-31$217,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$112,766,590
Asset. Corporate debt instrument preferred debt at end of year2015-03-31$7,515,729
Asset. Corporate debt instrument preferred debt at beginning of year2015-03-31$8,867,625
Asset. Corporate debt instrument debt (other) at end of year2015-03-31$9,889,268
Asset. Corporate debt instrument debt (other) at beginning of year2015-03-31$5,257,888
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$21,206,260
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$20,746,821
Liabilities. Value of benefit claims payable at end of year2015-03-31$18,126,000
Liabilities. Value of benefit claims payable at beginning of year2015-03-31$15,723,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-03-31$1,287,950
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-03-31$1,216,892
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$64,776,046
Aggregate carrying amount (costs) on sale of assets2015-03-31$65,071,296
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2015-03-31131577780
2014 : HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-03-31$50,000
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$2,595,911
Total unrealized appreciation/depreciation of assets2014-03-31$2,645,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$35,263,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$25,048,296
Total income from all sources (including contributions)2014-03-31$119,632,953
Total loss/gain on sale of assets2014-03-31$154,738
Total of all expenses incurred2014-03-31$104,963,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$99,703,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$112,101,311
Value of total assets at end of year2014-03-31$152,502,309
Value of total assets at beginning of year2014-03-31$127,617,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$5,259,133
Total income from rents2014-03-31$134,321
Total interest from all sources2014-03-31$2,092,921
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$379,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$137,331
Assets. Real estate other than employer real property at end of year2014-03-31$3,620,000
Assets. Real estate other than employer real property at beginning of year2014-03-31$3,570,000
Administrative expenses professional fees incurred2014-03-31$826,967
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$800,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$24,217,664
Participant contributions at end of year2014-03-31$2,307,000
Participant contributions at beginning of year2014-03-31$2,820,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$3,268,611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$3,241,982
Assets. Loans (other than to participants) at end of year2014-03-31$14,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$14,158,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$6,234,878
Other income not declared elsewhere2014-03-31$1,325,647
Administrative expenses (other) incurred2014-03-31$4,221,902
Liabilities. Value of operating payables at end of year2014-03-31$5,382,081
Liabilities. Value of operating payables at beginning of year2014-03-31$2,940,418
Total non interest bearing cash at end of year2014-03-31$525
Total non interest bearing cash at beginning of year2014-03-31$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$14,669,833
Value of net assets at end of year (total assets less liabilities)2014-03-31$117,239,228
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$102,569,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Assets. partnership/joint venture interests at end of year2014-03-31$6,059
Investment advisory and management fees2014-03-31$210,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$12,808,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$2,076,941
Interest earned on other investments2014-03-31$17,748
Income. Interest from US Government securities2014-03-31$1,545,931
Income. Interest from corporate debt instruments2014-03-31$319,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$31,126,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$41,238,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$41,238,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$209,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$3,708,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$3,449,697
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$770,875
Asset value of US Government securities at end of year2014-03-31$50,906,334
Asset value of US Government securities at beginning of year2014-03-31$45,660,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$798,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$87,883,647
Employer contributions (assets) at end of year2014-03-31$8,647,000
Employer contributions (assets) at beginning of year2014-03-31$10,116,000
Income. Dividends from common stock2014-03-31$242,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$98,933,112
Asset. Corporate debt instrument preferred debt at end of year2014-03-31$8,867,625
Asset. Corporate debt instrument preferred debt at beginning of year2014-03-31$4,637,967
Asset. Corporate debt instrument debt (other) at end of year2014-03-31$5,257,888
Asset. Corporate debt instrument debt (other) at beginning of year2014-03-31$3,528,522
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$20,746,821
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$6,465,908
Liabilities. Value of benefit claims payable at end of year2014-03-31$15,723,000
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$15,873,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-03-31$1,216,892
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-03-31$810,377
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$48,901,827
Aggregate carrying amount (costs) on sale of assets2014-03-31$48,747,089
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2014-03-31131577780
2013 : HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$603,472
Total unrealized appreciation/depreciation of assets2013-03-31$603,472
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$25,048,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$26,119,793
Total income from all sources (including contributions)2013-03-31$106,289,623
Total loss/gain on sale of assets2013-03-31$-463,370
Total of all expenses incurred2013-03-31$93,050,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$87,946,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$102,612,151
Value of total assets at end of year2013-03-31$127,617,691
Value of total assets at beginning of year2013-03-31$115,449,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$5,104,189
Total income from rents2013-03-31$134,826
Total interest from all sources2013-03-31$1,690,285
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$88,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Assets. Real estate other than employer real property at end of year2013-03-31$3,570,000
Assets. Real estate other than employer real property at beginning of year2013-03-31$3,570,000
Administrative expenses professional fees incurred2013-03-31$768,222
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$800,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$22,813,231
Participant contributions at end of year2013-03-31$2,820,000
Participant contributions at beginning of year2013-03-31$2,677,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$3,241,982
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$974,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$6,234,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$5,677,239
Other income not declared elsewhere2013-03-31$1,623,586
Administrative expenses (other) incurred2013-03-31$4,211,614
Liabilities. Value of operating payables at end of year2013-03-31$2,940,418
Liabilities. Value of operating payables at beginning of year2013-03-31$4,426,554
Total non interest bearing cash at end of year2013-03-31$525
Total non interest bearing cash at beginning of year2013-03-31$525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$13,239,404
Value of net assets at end of year (total assets less liabilities)2013-03-31$102,569,395
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$89,329,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$124,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$2,076,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$803,681
Interest earned on other investments2013-03-31$6,294
Income. Interest from US Government securities2013-03-31$1,216,543
Income. Interest from corporate debt instruments2013-03-31$17,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$41,238,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$64,280,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$64,280,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$449,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$3,449,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$3,555,388
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$839,155
Asset value of US Government securities at end of year2013-03-31$45,660,797
Asset value of US Government securities at beginning of year2013-03-31$23,771,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$79,798,920
Employer contributions (assets) at end of year2013-03-31$10,116,000
Employer contributions (assets) at beginning of year2013-03-31$9,674,000
Income. Dividends from common stock2013-03-31$88,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$87,106,875
Asset. Corporate debt instrument preferred debt at end of year2013-03-31$4,637,967
Asset. Corporate debt instrument debt (other) at end of year2013-03-31$3,528,522
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$6,465,908
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$5,855,094
Liabilities. Value of benefit claims payable at end of year2013-03-31$15,873,000
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$16,016,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-03-31$810,377
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-03-31$287,416
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$25,014,844
Aggregate carrying amount (costs) on sale of assets2013-03-31$25,478,214
Liabilities. Value of acquisition indebtedness at beginning of year2013-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2013-03-31131577780
2012 : HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$287,249
Total unrealized appreciation/depreciation of assets2012-03-31$287,249
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$26,119,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$21,238,250
Total income from all sources (including contributions)2012-03-31$105,080,972
Total loss/gain on sale of assets2012-03-31$-762,588
Total of all expenses incurred2012-03-31$97,763,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$92,781,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$102,024,910
Value of total assets at end of year2012-03-31$115,449,784
Value of total assets at beginning of year2012-03-31$103,250,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$4,981,298
Total income from rents2012-03-31$140,206
Total interest from all sources2012-03-31$1,835,423
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$82,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Assets. Real estate other than employer real property at end of year2012-03-31$3,570,000
Assets. Real estate other than employer real property at beginning of year2012-03-31$3,570,000
Administrative expenses professional fees incurred2012-03-31$682,568
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$800,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$23,433,484
Participant contributions at end of year2012-03-31$2,677,000
Participant contributions at beginning of year2012-03-31$2,035,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$974,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$628,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$5,677,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$4,333,143
Other income not declared elsewhere2012-03-31$1,473,222
Administrative expenses (other) incurred2012-03-31$4,207,930
Liabilities. Value of operating payables at end of year2012-03-31$4,426,554
Liabilities. Value of operating payables at beginning of year2012-03-31$3,530,207
Total non interest bearing cash at end of year2012-03-31$525
Total non interest bearing cash at beginning of year2012-03-31$526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$7,317,730
Value of net assets at end of year (total assets less liabilities)2012-03-31$89,329,991
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$82,012,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$90,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$803,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$364,769
Interest earned on other investments2012-03-31$4,886
Income. Interest from US Government securities2012-03-31$1,074,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$64,280,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$56,313,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$56,313,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$755,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$3,555,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$3,473,319
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$1,192,676
Asset value of US Government securities at end of year2012-03-31$23,771,160
Asset value of US Government securities at beginning of year2012-03-31$23,204,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$78,591,426
Employer contributions (assets) at end of year2012-03-31$9,674,000
Employer contributions (assets) at beginning of year2012-03-31$7,404,130
Income. Dividends from common stock2012-03-31$82,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$91,589,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$5,855,094
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$5,889,283
Liabilities. Value of benefit claims payable at end of year2012-03-31$16,016,000
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$13,374,900
Assets. Value of buildings and other operty used in plan operation at end of year2012-03-31$287,416
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-03-31$366,119
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$19,778,831
Aggregate carrying amount (costs) on sale of assets2012-03-31$20,541,419
Liabilities. Value of acquisition indebtedness at end of year2012-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2012-03-31131577780
2011 : HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-03-31$-761,790
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$-169,097
Total unrealized appreciation/depreciation of assets2011-03-31$-930,887
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$21,238,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$16,452,073
Total income from all sources (including contributions)2011-03-31$95,188,197
Total loss/gain on sale of assets2011-03-31$644,872
Total of all expenses incurred2011-03-31$87,640,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$82,578,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$91,369,647
Value of total assets at end of year2011-03-31$103,250,511
Value of total assets at beginning of year2011-03-31$90,916,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$5,062,522
Total income from rents2011-03-31$164,941
Total interest from all sources2011-03-31$2,287,635
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$70,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Assets. Real estate other than employer real property at end of year2011-03-31$3,570,000
Assets. Real estate other than employer real property at beginning of year2011-03-31$4,331,790
Administrative expenses professional fees incurred2011-03-31$621,483
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$800,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$22,144,830
Participant contributions at end of year2011-03-31$2,035,000
Participant contributions at beginning of year2011-03-31$1,489,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$628,883
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$368,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$4,333,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$474,238
Other income not declared elsewhere2011-03-31$1,581,141
Administrative expenses (other) incurred2011-03-31$4,331,861
Liabilities. Value of operating payables at end of year2011-03-31$3,530,207
Liabilities. Value of operating payables at beginning of year2011-03-31$2,704,335
Total non interest bearing cash at end of year2011-03-31$526
Total non interest bearing cash at beginning of year2011-03-31$513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$7,547,656
Value of net assets at end of year (total assets less liabilities)2011-03-31$82,012,261
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$74,464,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$109,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$364,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$898,422
Interest earned on other investments2011-03-31$85,422
Income. Interest from US Government securities2011-03-31$1,071,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$56,313,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$51,256,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$51,256,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$1,131,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$3,473,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$670,458
Asset value of US Government securities at end of year2011-03-31$23,204,523
Asset value of US Government securities at beginning of year2011-03-31$21,502,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$69,224,817
Employer contributions (assets) at end of year2011-03-31$7,404,130
Employer contributions (assets) at beginning of year2011-03-31$5,144,000
Income. Dividends from common stock2011-03-31$70,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$81,907,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$5,889,283
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$5,576,073
Liabilities. Value of benefit claims payable at end of year2011-03-31$13,374,900
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$13,273,500
Assets. Value of buildings and other operty used in plan operation at end of year2011-03-31$366,119
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-03-31$348,891
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$29,093,806
Aggregate carrying amount (costs) on sale of assets2011-03-31$28,448,934
Liabilities. Value of acquisition indebtedness at end of year2011-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2011-03-31131577780

Form 5500 Responses for HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND

2022: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Submission has been amendedYes
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2010 form 5500 responses
2010-04-01Type of plan entityMulti-employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: HEAVY & GENERAL LABORERS' LOCAL 472 & LOCAL 172 OF NJ- WELFARE FUND 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU 0285077
Policy instance 4
Insurance contract or identification numberGTU 0285077
Number of Individuals Covered6700
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $29,559
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees29559
Additional information about fees paid to insurance brokerZURICH PAYS A FEE TO REUBEN WARNER FOR MARKETING AND ADMINISTRATIVE SERVICES PERFORMED ON THEIR BEHALF
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $0
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10324
Policy instance 3
Insurance contract or identification numberSL10324
Number of Individuals Covered7497
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $83,809
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,457,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83,809
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017358
Policy instance 2
Insurance contract or identification number017358
Number of Individuals Covered9597
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158983
Policy instance 1
Insurance contract or identification number0158983
Number of Individuals Covered6660
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $434,264
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158983
Policy instance 1
Insurance contract or identification number0158983
Number of Individuals Covered6528
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $504,860
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees28
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017358
Policy instance 2
Insurance contract or identification number017358
Number of Individuals Covered9433
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number634607
Policy instance 3
Insurance contract or identification number634607
Number of Individuals Covered43
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $799
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $799
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10324
Policy instance 4
Insurance contract or identification numberSL10324
Number of Individuals Covered7398
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $74,541
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,151,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74,541
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158983
Policy instance 1
Insurance contract or identification number0158983
Number of Individuals Covered6616
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $61
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $447,524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees61
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017358
Policy instance 2
Insurance contract or identification number017358
Number of Individuals Covered9456
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number634607
Policy instance 3
Insurance contract or identification number634607
Number of Individuals Covered25
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $682
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $682
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10324
Policy instance 4
Insurance contract or identification numberSL10324
Number of Individuals Covered7419
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $52,499
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,749,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,499
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158983
Policy instance 1
Insurance contract or identification number0158983
Number of Individuals Covered6619
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $82
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $398,841
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees82
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017358
Policy instance 2
Insurance contract or identification number017358
Number of Individuals Covered45
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number634607
Policy instance 3
Insurance contract or identification number634607
Number of Individuals Covered23
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $1,780
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,660
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,780
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10324
Policy instance 4
Insurance contract or identification numberSL10324
Number of Individuals Covered7408
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $51,415
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,713,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,415
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU0285077
Policy instance 5
Insurance contract or identification numberGTU0285077
Number of Individuals Covered6452
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $164,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158983
Policy instance 1
Insurance contract or identification number0158983
Number of Individuals Covered6434
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $388,299
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017358
Policy instance 2
Insurance contract or identification number017358
Number of Individuals Covered47
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number634607
Policy instance 3
Insurance contract or identification number634607
Number of Individuals Covered23
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $1,780
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,660
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,780
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10324
Policy instance 4
Insurance contract or identification numberSL10324
Number of Individuals Covered7193
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $35,596
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,186,524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,596
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU0285077
Policy instance 5
Insurance contract or identification numberGTU0285077
Number of Individuals Covered6177
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $164,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10324
Policy instance 4
Insurance contract or identification numberSL10324
Number of Individuals Covered6867
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $30,909
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,030,305
Commission paid to Insurance BrokerUSD $30,909
Insurance broker organization code?3
Insurance broker nameTHE SEGAL CO EASTERN STATES INC.
STARR INDEMNITY & LIABILITY COMPANY (National Association of Insurance Commissioners NAIC id number: 38318 )
Policy contract numberBTAD003101
Policy instance 3
Insurance contract or identification numberBTAD003101
Number of Individuals Covered5914
Insurance policy start date2016-06-01
Insurance policy end date2017-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $149,180
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017358
Policy instance 2
Insurance contract or identification number017358
Number of Individuals Covered53
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158983
Policy instance 1
Insurance contract or identification number0158983
Number of Individuals Covered6091
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $274
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $388,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees274
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameTHE SEGAL CO EASTERN STATES INC
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1033
Policy instance 1
Insurance contract or identification numberSL1033
Number of Individuals Covered5239
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $15,911
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $530,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,911
Insurance broker organization code?3
Insurance broker nameTHE SEGAL CO EASTERN STATES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0158983
Policy instance 2
Insurance contract or identification number0158983
Number of Individuals Covered5738
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $76
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $397,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees76
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameTHE SEGAL CO EASTERN STATES INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017358
Policy instance 3
Insurance contract or identification number017358
Number of Individuals Covered53
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C44
Policy instance 1
Insurance contract or identification number260C44
Number of Individuals Covered5207
Insurance policy start date2014-01-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $42,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1033
Policy instance 2
Insurance contract or identification numberSL1033
Number of Individuals Covered5328
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $4,750
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $480,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,750
Insurance broker organization code?3
Insurance broker nameSEGAL
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017358
Policy instance 3
Insurance contract or identification number017358
Number of Individuals Covered52
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C44
Policy instance 1
Insurance contract or identification number260C44
Number of Individuals Covered5087
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $48,715
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1033
Policy instance 2
Insurance contract or identification numberSL1033
Number of Individuals Covered5135
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $11,302
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $376,721
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,302
Insurance broker organization code?3
Insurance broker nameSEGAL
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017358
Policy instance 3
Insurance contract or identification number017358
Number of Individuals Covered52
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU4379881
Policy instance 4
Insurance contract or identification numberGTU4379881
Number of Individuals Covered5086
Insurance policy start date2013-04-01
Insurance policy end date2013-05-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $753
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,023
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees753
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
Insurance broker nameREUBEN WARNER ASSOCIATES, INC.
STARR INDEMNITY & LIABILITY COMPANY (National Association of Insurance Commissioners NAIC id number: 38318 )
Policy contract numberBTA 003101
Policy instance 5
Insurance contract or identification numberBTA 003101
Number of Individuals Covered5086
Insurance policy start date2013-05-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $30,209
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $201,393
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,209
Additional information about fees paid to insurance brokerACQUISITION COST
Insurance broker organization code?3
Insurance broker nameREUBEN WARNER ASSOCIATES, INC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017358
Policy instance 3
Insurance contract or identification number017358
Number of Individuals Covered51
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberOTBMT-28985
Policy instance 4
Insurance contract or identification numberOTBMT-28985
Number of Individuals Covered5242
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedORGAN & BONE MARROW TRANSPLANT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $314,592
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C44
Policy instance 1
Insurance contract or identification number260C44
Number of Individuals Covered5070
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $47,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU4379881
Policy instance 5
Insurance contract or identification numberGTU4379881
Number of Individuals Covered5086
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $9,167
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,167
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameREUBEN WARNER ASSOCIATES, INC.
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1033
Policy instance 2
Insurance contract or identification numberSL1033
Number of Individuals Covered5257
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $9,662
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $322,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,662
Additional information about fees paid to insurance brokerINSURANCE FEE AND COMMISSIONS
Insurance broker organization code?3
Insurance broker nameSEGAL
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C44
Policy instance 1
Insurance contract or identification number260C44
Number of Individuals Covered5018
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $48,429
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1033
Policy instance 2
Insurance contract or identification numberSL1033
Number of Individuals Covered5305
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $9,821
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $351,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017358
Policy instance 3
Insurance contract or identification number017358
Number of Individuals Covered51
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU4379881
Policy instance 5
Insurance contract or identification numberGTU4379881
Number of Individuals Covered5134
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $9,068
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $121,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberOTBMT-28985
Policy instance 4
Insurance contract or identification numberOTBMT-28985
Number of Individuals Covered7011
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedORGAN & BONE MARROW TRANSPLANT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $394,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number260C44
Policy instance 1
Insurance contract or identification number260C44
Number of Individuals Covered5007
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $49,392
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017358
Policy instance 2
Insurance contract or identification number017358
Number of Individuals Covered62
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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