COMPOSITION ROOFERS LOCAL NO. 10 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RDWA WELFARE FUND UNION NO. 10
401k plan membership statisitcs for RDWA WELFARE FUND UNION NO. 10
| Measure | Date | Value |
|---|
| 2022 : RDWA WELFARE FUND UNION NO. 10 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $2,046,552 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,584,732 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,428,902 |
| Total plan assets at end of year | 2022-12-31 | $3,482,527 |
| Total plan assets at beginning of year | 2022-12-31 | $3,020,707 |
| Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $8,280 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $155,830 |
| Other income received | 2022-12-31 | $85,415 |
| Net income (gross income less expenses) | 2022-12-31 | $461,820 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,482,527 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,020,707 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,952,857 |
| 2021 : RDWA WELFARE FUND UNION NO. 10 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $63,180 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $63,180 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,817,092 |
| Total loss/gain on sale of assets | 2021-12-31 | $-153 |
| Total of all expenses incurred | 2021-12-31 | $1,562,264 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,404,148 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,746,933 |
| Value of total assets at end of year | 2021-12-31 | $3,020,707 |
| Value of total assets at beginning of year | 2021-12-31 | $2,765,879 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $158,116 |
| Total income from rents | 2021-12-31 | $1,300 |
| Total interest from all sources | 2021-12-31 | $5,592 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $240 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $26,070 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $19,779 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $86,383 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $115,718 |
| Administrative expenses (other) incurred | 2021-12-31 | $46,527 |
| Total non interest bearing cash at end of year | 2021-12-31 | $652,393 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $311,057 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $254,828 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,020,707 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,765,879 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,699,301 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,709,868 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,709,868 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $5,592 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $1,404,148 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $1,727,154 |
| Income. Dividends from common stock | 2021-12-31 | $240 |
| Contract administrator fees | 2021-12-31 | $85,519 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $99,787 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $582,630 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $529,449 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $99,634 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $99,787 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BRUNO, DIBELLO & CO, LLC |
| Accountancy firm EIN | 2021-12-31 | 222414251 |
| 2020 : RDWA WELFARE FUND UNION NO. 10 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $37,336 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $37,336 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,736,822 |
| Total of all expenses incurred | 2020-12-31 | $1,669,063 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,503,383 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,678,785 |
| Value of total assets at end of year | 2020-12-31 | $2,765,879 |
| Value of total assets at beginning of year | 2020-12-31 | $2,698,120 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $165,680 |
| Total income from rents | 2020-12-31 | $1,100 |
| Total interest from all sources | 2020-12-31 | $19,543 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $58 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $30,059 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $25,043 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $115,718 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $101,636 |
| Administrative expenses (other) incurred | 2020-12-31 | $55,564 |
| Total non interest bearing cash at end of year | 2020-12-31 | $311,057 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $287,597 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $67,759 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,765,879 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,698,120 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,709,868 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,805,324 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,805,324 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $19,543 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,503,383 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,653,742 |
| Income. Dividends from common stock | 2020-12-31 | $58 |
| Contract administrator fees | 2020-12-31 | $80,057 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $99,787 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $529,449 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $503,563 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BRUNO, DIBELLO & CO, LLC |
| Accountancy firm EIN | 2020-12-31 | 222414251 |
| 2019 : RDWA WELFARE FUND UNION NO. 10 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $32,332 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $32,332 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,081,313 |
| Total of all expenses incurred | 2019-12-31 | $1,499,598 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,320,391 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,021,400 |
| Value of total assets at end of year | 2019-12-31 | $2,698,120 |
| Value of total assets at beginning of year | 2019-12-31 | $2,116,405 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $179,207 |
| Total income from rents | 2019-12-31 | $1,200 |
| Total interest from all sources | 2019-12-31 | $26,381 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $32,704 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $22,942 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $101,636 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $97,270 |
| Administrative expenses (other) incurred | 2019-12-31 | $56,011 |
| Total non interest bearing cash at end of year | 2019-12-31 | $287,597 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $20,635 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $581,715 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,698,120 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,116,405 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,805,324 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,526,183 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,526,183 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $26,381 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,320,391 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $1,998,458 |
| Contract administrator fees | 2019-12-31 | $90,492 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $503,563 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $472,317 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | BRUNO, DIBELLO & CO, LLC |
| Accountancy firm EIN | 2019-12-31 | 222414251 |
| 2018 : RDWA WELFARE FUND UNION NO. 10 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $37,077 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $37,077 |
| Total income from all sources (including contributions) | 2018-12-31 | $1,746,871 |
| Total of all expenses incurred | 2018-12-31 | $1,413,137 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,252,697 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,696,515 |
| Value of total assets at end of year | 2018-12-31 | $2,116,405 |
| Value of total assets at beginning of year | 2018-12-31 | $1,782,671 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $160,440 |
| Total income from rents | 2018-12-31 | $1,200 |
| Total interest from all sources | 2018-12-31 | $12,079 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $33,085 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $524,700 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $17,520 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $97,270 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $92,056 |
| Administrative expenses (other) incurred | 2018-12-31 | $63,219 |
| Total non interest bearing cash at end of year | 2018-12-31 | $20,635 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $145,263 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $333,734 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,116,405 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,782,671 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,526,183 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,099,605 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,099,605 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $12,079 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,252,697 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,678,995 |
| Contract administrator fees | 2018-12-31 | $64,136 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $472,317 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $445,747 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | BRUNO, DIBELLO & CO, LLC |
| Accountancy firm EIN | 2018-12-31 | 222414251 |
| 2016 : RDWA WELFARE FUND UNION NO. 10 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $11,960 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $11,960 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,438,742 |
| Total of all expenses incurred | 2016-12-31 | $1,464,193 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,295,594 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,421,371 |
| Value of total assets at end of year | 2016-12-31 | $1,356,342 |
| Value of total assets at beginning of year | 2016-12-31 | $1,381,793 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $168,599 |
| Total income from rents | 2016-12-31 | $1,200 |
| Total interest from all sources | 2016-12-31 | $4,211 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $30,067 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $524,700 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $23,042 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $95,000 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $112,712 |
| Administrative expenses (other) incurred | 2016-12-31 | $86,583 |
| Total non interest bearing cash at end of year | 2016-12-31 | $80,583 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $38,961 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-25,451 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,356,342 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,381,793 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $753,745 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $820,398 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $820,398 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $4,211 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $1,289,675 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,398,329 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,919 |
| Contract administrator fees | 2016-12-31 | $51,949 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $427,014 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $409,722 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | BRUNO, DIBELLO & CO, LLC |
| Accountancy firm EIN | 2016-12-31 | 222414251 |
| 2015 : RDWA WELFARE FUND UNION NO. 10 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $-13,434 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-13,434 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,474,010 |
| Total of all expenses incurred | 2015-12-31 | $1,356,292 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,259,347 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,481,011 |
| Value of total assets at end of year | 2015-12-31 | $1,381,793 |
| Value of total assets at beginning of year | 2015-12-31 | $1,264,075 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $96,945 |
| Total income from rents | 2015-12-31 | $1,200 |
| Total interest from all sources | 2015-12-31 | $5,233 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $29,872 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $524,700 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $29,608 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $112,712 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $42,314 |
| Administrative expenses (other) incurred | 2015-12-31 | $64,955 |
| Total non interest bearing cash at end of year | 2015-12-31 | $38,961 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $26,651 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $117,718 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,381,793 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,264,075 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $820,398 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $775,495 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $775,495 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $5,233 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $1,245,564 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,451,403 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $13,783 |
| Contract administrator fees | 2015-12-31 | $2,118 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $409,722 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $419,615 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | BRUNO, DIBELLO & CO, LLC |
| Accountancy firm EIN | 2015-12-31 | 222414251 |
| 2014 : RDWA WELFARE FUND UNION NO. 10 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $-62,802 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-62,802 |
| Total income from all sources (including contributions) | 2014-12-31 | $1,303,591 |
| Total of all expenses incurred | 2014-12-31 | $1,582,372 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,467,393 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,360,138 |
| Value of total assets at end of year | 2014-12-31 | $1,264,075 |
| Value of total assets at beginning of year | 2014-12-31 | $1,542,856 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $114,979 |
| Total income from rents | 2014-12-31 | $1,100 |
| Total interest from all sources | 2014-12-31 | $5,155 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $25,517 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $524,700 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $54,914 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $42,314 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $59,875 |
| Administrative expenses (other) incurred | 2014-12-31 | $54,730 |
| Total non interest bearing cash at end of year | 2014-12-31 | $26,651 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $32,819 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-278,781 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,264,075 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,542,856 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $775,495 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $961,622 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $961,622 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $5,155 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $1,458,964 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,305,224 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $8,429 |
| Contract administrator fees | 2014-12-31 | $34,732 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $419,615 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $488,540 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | BRUNO, DIBELLO & CO, LLC |
| Accountancy firm EIN | 2014-12-31 | 222414251 |
| 2013 : RDWA WELFARE FUND UNION NO. 10 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $-26,873 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-26,873 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,243,151 |
| Total of all expenses incurred | 2013-12-31 | $1,421,219 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,290,479 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,262,453 |
| Value of total assets at end of year | 2013-12-31 | $1,542,856 |
| Value of total assets at beginning of year | 2013-12-31 | $1,720,924 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $130,740 |
| Total income from rents | 2013-12-31 | $1,300 |
| Total interest from all sources | 2013-12-31 | $6,271 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $22,800 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $524,700 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $56,000 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $59,875 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $74,107 |
| Administrative expenses (other) incurred | 2013-12-31 | $66,690 |
| Total non interest bearing cash at end of year | 2013-12-31 | $32,819 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $9,504 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-178,068 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,542,856 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,720,924 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $961,622 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,111,060 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,111,060 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $6,271 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $1,290,247 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,206,453 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $232 |
| Contract administrator fees | 2013-12-31 | $41,250 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $488,540 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $526,253 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | BRUNO, DIBELLO & CO, LLC |
| Accountancy firm EIN | 2013-12-31 | 222414251 |
| 2012 : RDWA WELFARE FUND UNION NO. 10 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $-23,048 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-23,048 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,230,397 |
| Total of all expenses incurred | 2012-12-31 | $1,447,787 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,347,908 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,242,737 |
| Value of total assets at end of year | 2012-12-31 | $1,720,924 |
| Value of total assets at beginning of year | 2012-12-31 | $1,938,314 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $99,879 |
| Total income from rents | 2012-12-31 | $1,200 |
| Total interest from all sources | 2012-12-31 | $9,508 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $20,400 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $524,700 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $33,547 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $74,107 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $109,343 |
| Administrative expenses (other) incurred | 2012-12-31 | $71,043 |
| Total non interest bearing cash at end of year | 2012-12-31 | $9,504 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $5,478 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-217,390 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,720,924 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,938,314 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,111,060 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,261,045 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,261,045 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $9,508 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $1,347,875 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,209,190 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $33 |
| Contract administrator fees | 2012-12-31 | $8,436 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $526,253 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $562,448 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | BRUNO, DIBELLO & CO, LLC |
| Accountancy firm EIN | 2012-12-31 | 222414251 |
| 2011 : RDWA WELFARE FUND UNION NO. 10 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $-50,852 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-50,852 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,377,965 |
| Total of all expenses incurred | 2011-12-31 | $1,691,440 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,542,378 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,412,630 |
| Value of total assets at end of year | 2011-12-31 | $1,938,314 |
| Value of total assets at beginning of year | 2011-12-31 | $2,251,789 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $149,062 |
| Total income from rents | 2011-12-31 | $1,200 |
| Total interest from all sources | 2011-12-31 | $14,987 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $34,276 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $524,700 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $18,923 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $109,343 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $115,686 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,035 |
| Administrative expenses (other) incurred | 2011-12-31 | $73,438 |
| Total non interest bearing cash at end of year | 2011-12-31 | $5,478 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $26,305 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-313,475 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,938,314 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,251,789 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,261,045 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,501,320 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,501,320 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $14,987 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $1,542,003 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,389,672 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $375 |
| Contract administrator fees | 2011-12-31 | $41,348 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $562,448 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $608,478 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | BRUNO, DIBELLO & CO, LLC |
| Accountancy firm EIN | 2011-12-31 | 222414251 |
| 2010 : RDWA WELFARE FUND UNION NO. 10 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $-33,731 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-33,731 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,230,307 |
| Total of all expenses incurred | 2010-12-31 | $1,601,174 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,477,226 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,242,649 |
| Value of total assets at end of year | 2010-12-31 | $2,251,789 |
| Value of total assets at beginning of year | 2010-12-31 | $2,622,656 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $123,948 |
| Total income from rents | 2010-12-31 | $1,200 |
| Total interest from all sources | 2010-12-31 | $20,189 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $25,436 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $524,700 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $24,260 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $115,686 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $132,398 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $22,531 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $3,841 |
| Administrative expenses (other) incurred | 2010-12-31 | $57,290 |
| Total non interest bearing cash at end of year | 2010-12-31 | $26,305 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $203,039 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-370,867 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,251,789 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,622,656 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,501,320 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,631,113 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,631,113 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $20,189 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $1,461,142 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,195,858 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $16,084 |
| Contract administrator fees | 2010-12-31 | $41,222 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $608,478 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $652,265 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $631,000 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $631,000 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | BRUNO, DIBELLO & CO, LLC |
| Accountancy firm EIN | 2010-12-31 | 222414251 |
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0243876 |
| Policy instance | 3 |
| Insurance contract or identification number | 0243876 | | Number of Individuals Covered | 166 | | Insurance policy start date | 2021-02-01 | | Insurance policy end date | 2022-01-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,256,450 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HEALTHIER NEW JERSEY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 65-83931 |
| Policy instance | 2 |
| Insurance contract or identification number | 65-83931 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,210 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00535637 |
| Policy instance | 1 |
| Insurance contract or identification number | 00535637 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2021-02-01 | | Insurance policy end date | 2022-01-31 | | Total amount of commissions paid to insurance broker | USD $1,730 | | Total amount of fees paid to insurance company | USD $838 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,739 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,696 | | Amount paid for insurance broker fees | 838 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00535637 |
| Policy instance | 1 |
| Insurance contract or identification number | 00535637 | | Number of Individuals Covered | 96 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $2,959 | | Total amount of fees paid to insurance company | USD $2,369 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,979 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,902 | | Amount paid for insurance broker fees | 2369 | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0243876 |
| Policy instance | 3 |
| Insurance contract or identification number | 0243876 | | Number of Individuals Covered | 93 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $65,336 | | Total amount of fees paid to insurance company | USD $14,365 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,274,408 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $65,336 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 14365 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICES |
|
| HEALTHIER NEW JERSEY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 65-83931 |
| Policy instance | 2 |
| Insurance contract or identification number | 65-83931 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $18,433 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00535637 |
| Policy instance | 1 |
| Insurance contract or identification number | 00535637 | | Number of Individuals Covered | 96 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $5,780 | | Total amount of fees paid to insurance company | USD $2,150 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,981 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,667 | | Amount paid for insurance broker fees | 2150 | | Insurance broker organization code? | 3 |
|
| HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
| Policy contract number | 71-83918 |
| Policy instance | 3 |
| Insurance contract or identification number | 71-83918 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,963 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | CR15342 |
| Policy instance | 4 |
| Insurance contract or identification number | CR15342 | | Number of Individuals Covered | 177 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $61,863 | | Total amount of fees paid to insurance company | USD $16,156 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,205,099 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $61,863 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 16156 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICES |
|
| HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
| Policy contract number | 70-83918 |
| Policy instance | 2 |
| Insurance contract or identification number | 70-83918 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,711 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00535637 |
| Policy instance | 1 |
| Insurance contract or identification number | 00535637 | | Number of Individuals Covered | 94 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $4,885 | | Total amount of fees paid to insurance company | USD $1,291 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,685 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,789 | | Amount paid for insurance broker fees | 1291 | | Insurance broker organization code? | 3 |
|
| OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | CR15342 |
| Policy instance | 4 |
| Insurance contract or identification number | CR15342 | | Number of Individuals Covered | 175 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $49,911 | | Total amount of fees paid to insurance company | USD $12,402 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,061,551 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $49,911 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 12402 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICES |
|
| HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
| Policy contract number | 71-83918 |
| Policy instance | 3 |
| Insurance contract or identification number | 71-83918 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,627 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
| Policy contract number | 70-83918 |
| Policy instance | 2 |
| Insurance contract or identification number | 70-83918 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $18,541 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00535637 |
| Policy instance | 2 |
| Insurance contract or identification number | 00535637 | | Number of Individuals Covered | 94 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $5,244 | | Total amount of fees paid to insurance company | USD $1,291 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $30,712 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,120 | | Amount paid for insurance broker fees | 1291 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 13650200 |
| Policy instance | 1 |
| Insurance contract or identification number | 13650200 | | Number of Individuals Covered | 74 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $52,607 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,066,600 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42,866 | | Insurance broker organization code? | 3 |
|
| HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
| Policy contract number | 70-83918 |
| Policy instance | 3 |
| Insurance contract or identification number | 70-83918 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,005 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 ) |
| Policy contract number | 71-83918 |
| Policy instance | 4 |
| Insurance contract or identification number | 71-83918 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,261 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3338740 |
| Policy instance | 3 |
| Insurance contract or identification number | 3338740 | | Number of Individuals Covered | 185 | | Insurance policy start date | 2015-02-01 | | Insurance policy end date | 2016-01-31 | | Total amount of commissions paid to insurance broker | USD $59,562 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,191,296 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $59,562 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS & FINANCIAL SERV |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 09105 |
| Policy instance | 2 |
| Insurance contract or identification number | 09105 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $330 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,117 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $330 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS GROUP INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | AE332958 |
| Policy instance | 1 |
| Insurance contract or identification number | AE332958 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $67,252 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
| Policy contract number | 86404 |
| Policy instance | 3 |
| Insurance contract or identification number | 86404 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $42,728 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $965,926 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42,728 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS & FINANCIAL SERV |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | AE332958 |
| Policy instance | 1 |
| Insurance contract or identification number | AE332958 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $68,235 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 9105 |
| Policy instance | 2 |
| Insurance contract or identification number | 9105 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,358 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $85,596 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,358 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS GROUP INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | AE332958 |
| Policy instance | 1 |
| Insurance contract or identification number | AE332958 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $86,572 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
| Policy contract number | 86404 |
| Policy instance | 3 |
| Insurance contract or identification number | 86404 | | Number of Individuals Covered | 101 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $44,834 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $902,888 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $44,834 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS GROUP INC |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 9105 |
| Policy instance | 2 |
| Insurance contract or identification number | 9105 | | Number of Individuals Covered | 114 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of fees paid to insurance company | USD $1,383 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $85,094 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1383 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS GROUP INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | US332703 |
| Policy instance | 6 |
| Insurance contract or identification number | US332703 | | Number of Individuals Covered | 260 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $4,723 | | Welfare Benefit Premiums Paid to Carrier | USD $100,564 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,723 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS GROUP INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | AE332958 |
| Policy instance | 5 |
| Insurance contract or identification number | AE332958 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,950 | | Welfare Benefit Premiums Paid to Carrier | USD $79,626 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,950 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS GROUP INC |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 9105 |
| Policy instance | 4 |
| Insurance contract or identification number | 9105 | | Number of Individuals Covered | 118 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,477 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $94,097 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,477 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS GROUP INC |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | G0000422 |
| Policy instance | 2 |
| Insurance contract or identification number | G0000422 | | Number of Individuals Covered | 123 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,638 | | Welfare Benefit Premiums Paid to Carrier | USD $5,809 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,638 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS FINL SERV GRP LLC |
|
| HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
| Policy contract number | 86404 |
| Policy instance | 1 |
| Insurance contract or identification number | 86404 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $45,287 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $805,966 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $45,287 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS GROUP INC |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12251213 |
| Policy instance | 3 |
| Insurance contract or identification number | 12251213 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-02-01 | | Total amount of commissions paid to insurance broker | USD $225 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,914 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $225 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS & FINANCIAL SERV |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 9105 |
| Policy instance | 3 |
| Insurance contract or identification number | 9105 | | Number of Individuals Covered | 131 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,573 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $107,909 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | US332703 |
| Policy instance | 5 |
| Insurance contract or identification number | US332703 | | Number of Individuals Covered | 253 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $54,254 | | Welfare Benefit Premiums Paid to Carrier | USD $1,098,459 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | G0000422 |
| Policy instance | 1 |
| Insurance contract or identification number | G0000422 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $7,033 | | Welfare Benefit Premiums Paid to Carrier | USD $73,429 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12251213 |
| Policy instance | 2 |
| Insurance contract or identification number | 12251213 | | Number of Individuals Covered | 135 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,167 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,045 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | AE332958 |
| Policy instance | 4 |
| Insurance contract or identification number | AE332958 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,800 | | Welfare Benefit Premiums Paid to Carrier | USD $71,262 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WELLNET HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | WNHC-1727-28 |
| Policy instance | 6 |
| Insurance contract or identification number | WNHC-1727-28 | | Number of Individuals Covered | 119 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $3,727 | | Total amount of fees paid to insurance company | USD $8,348 | | Welfare Benefit Premiums Paid to Carrier | USD $168,899 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 9105 |
| Policy instance | 2 |
| Insurance contract or identification number | 9105 | | Number of Individuals Covered | 131 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,584 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $126,912 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $413 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS FINL SERV GRP LLC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | US332703 |
| Policy instance | 4 |
| Insurance contract or identification number | US332703 | | Number of Individuals Covered | 257 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $50,956 | | Welfare Benefit Premiums Paid to Carrier | USD $1,027,018 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $50,956 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS GROUP INC |
|
| WELLNET HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | WNHC-1727-28 |
| Policy instance | 5 |
| Insurance contract or identification number | WNHC-1727-28 | | Number of Individuals Covered | 119 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,814 | | Total amount of fees paid to insurance company | USD $8,222 | | Welfare Benefit Premiums Paid to Carrier | USD $162,749 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 132 | | Additional information about fees paid to insurance broker | ADMINISTRATION | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $2,814 | | Insurance broker name | WELLNET HEALTHCARE PLAN INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | AE332958 |
| Policy instance | 3 |
| Insurance contract or identification number | AE332958 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,950 | | Welfare Benefit Premiums Paid to Carrier | USD $122,168 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,950 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS GROUP INC |
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| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12251213 |
| Policy instance | 1 |
| Insurance contract or identification number | 12251213 | | Number of Individuals Covered | 134 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,175 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,295 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,175 | | Insurance broker organization code? | 3 | | Insurance broker name | CAPACITY BENEFITS & FINANCIAL SERV |
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