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UNITED HELPERS GROUP HEALTH PLAN TRUST 401k Plan overview

Plan NameUNITED HELPERS GROUP HEALTH PLAN TRUST
Plan identification number 505

UNITED HELPERS GROUP HEALTH PLAN TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

UNITED HELPERS MANAGEMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:UNITED HELPERS MANAGEMENT COMPANY
Employer identification number (EIN):222428919
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about UNITED HELPERS MANAGEMENT COMPANY

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1982-10-12
Company Identification Number: 797670
Legal Registered Office Address: 732 FORD ST.
St. Lawrence
OGDENSBURG
United States of America (USA)
13669

More information about UNITED HELPERS MANAGEMENT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED HELPERS GROUP HEALTH PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052022-01-01
5052021-01-01
5052020-01-01
5052019-01-01
5052018-01-01
5052017-01-01KELLY LOWERY
5052017-01-01
5052016-01-01JAMES MORRISON
5052015-01-01JAMES MORRISON
5052014-01-01JAMES MORRISON
5052013-01-01JAMES MORRISON
5052012-01-01JAMES MORRISON JAMES MORRISON2013-10-08
5052011-01-01JAMES MORRISON
5052010-01-01JAMES MORRISON
5052009-01-01JAMES MORRISON

Plan Statistics for UNITED HELPERS GROUP HEALTH PLAN TRUST

401k plan membership statisitcs for UNITED HELPERS GROUP HEALTH PLAN TRUST

Measure Date Value
2022: UNITED HELPERS GROUP HEALTH PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01158
Total number of active participants reported on line 7a of the Form 55002022-01-01158
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-01162
2021: UNITED HELPERS GROUP HEALTH PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01250
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-01160
2020: UNITED HELPERS GROUP HEALTH PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01263
Total number of active participants reported on line 7a of the Form 55002020-01-01249
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-01255
2019: UNITED HELPERS GROUP HEALTH PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01282
Total number of active participants reported on line 7a of the Form 55002019-01-01263
Total of all active and inactive participants2019-01-01263
2018: UNITED HELPERS GROUP HEALTH PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01334
Total number of active participants reported on line 7a of the Form 55002018-01-01281
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01290
2017: UNITED HELPERS GROUP HEALTH PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01334
Total number of active participants reported on line 7a of the Form 55002017-01-01334
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01334
2016: UNITED HELPERS GROUP HEALTH PLAN TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01352
Total number of active participants reported on line 7a of the Form 55002016-01-01331
Number of retired or separated participants receiving benefits2016-01-013
Total of all active and inactive participants2016-01-01334
Total participants2016-01-01334
2015: UNITED HELPERS GROUP HEALTH PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01331
Total number of active participants reported on line 7a of the Form 55002015-01-01353
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-01354
Total participants2015-01-01354
2014: UNITED HELPERS GROUP HEALTH PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01361
Total number of active participants reported on line 7a of the Form 55002014-01-01329
Number of retired or separated participants receiving benefits2014-01-012
Total of all active and inactive participants2014-01-01331
Total participants2014-01-01331
2013: UNITED HELPERS GROUP HEALTH PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01382
Total number of active participants reported on line 7a of the Form 55002013-01-01359
Number of retired or separated participants receiving benefits2013-01-012
Total of all active and inactive participants2013-01-01361
Total participants2013-01-01361
2012: UNITED HELPERS GROUP HEALTH PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01388
Total number of active participants reported on line 7a of the Form 55002012-01-01379
Number of retired or separated participants receiving benefits2012-01-013
Total of all active and inactive participants2012-01-01382
Total participants2012-01-01382
2011: UNITED HELPERS GROUP HEALTH PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01308
Total number of active participants reported on line 7a of the Form 55002011-01-01384
Number of retired or separated participants receiving benefits2011-01-014
Total of all active and inactive participants2011-01-01388
Total participants2011-01-01388
2010: UNITED HELPERS GROUP HEALTH PLAN TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01331
Total number of active participants reported on line 7a of the Form 55002010-01-01300
Number of retired or separated participants receiving benefits2010-01-018
Total of all active and inactive participants2010-01-01308
Total participants2010-01-01308
2009: UNITED HELPERS GROUP HEALTH PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01298
Total number of active participants reported on line 7a of the Form 55002009-01-01238
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01242
Total participants2009-01-01242

Financial Data on UNITED HELPERS GROUP HEALTH PLAN TRUST

Measure Date Value
2022 : UNITED HELPERS GROUP HEALTH PLAN TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-159,698
Total unrealized appreciation/depreciation of assets2022-12-31$-159,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$27,063
Total income from all sources (including contributions)2022-12-31$2,471,242
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,331,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,218,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,612,199
Value of total assets at end of year2022-12-31$3,843,105
Value of total assets at beginning of year2022-12-31$3,711,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$112,581
Total interest from all sources2022-12-31$18,741
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$686,765
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$81,619
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$12,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$16,865
Liabilities. Value of operating payables at end of year2022-12-31$18,886
Liabilities. Value of operating payables at beginning of year2022-12-31$27,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$139,942
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,824,219
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,684,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$851,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$969,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,979,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,725,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,725,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18,741
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$425,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,925,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,711,739
Contract administrator fees2022-12-31$98,549
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2022-12-31160765486
2021 : UNITED HELPERS GROUP HEALTH PLAN TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$91,257
Total unrealized appreciation/depreciation of assets2021-12-31$91,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$27,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$26,896
Total income from all sources (including contributions)2021-12-31$3,575,856
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,097,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,953,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,467,474
Value of total assets at end of year2021-12-31$3,711,340
Value of total assets at beginning of year2021-12-31$3,232,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$143,745
Total interest from all sources2021-12-31$17,125
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$8,700
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$897,467
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$128,966
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$16,865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$136,649
Liabilities. Value of operating payables at end of year2021-12-31$27,063
Liabilities. Value of operating payables at beginning of year2021-12-31$26,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$478,273
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,684,277
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,206,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$969,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$877,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,725,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,882,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,882,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$17,125
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$560,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,570,007
Employer contributions (assets) at beginning of year2021-12-31$336,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,264,153
Contract administrator fees2021-12-31$119,306
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BUFFAMANTE WHIPPLE BUTTAFARO, P.C.
Accountancy firm EIN2021-12-31161117932
2020 : UNITED HELPERS GROUP HEALTH PLAN TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$73,618
Total unrealized appreciation/depreciation of assets2020-12-31$73,618
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,896
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,920
Total income from all sources (including contributions)2020-12-31$4,128,719
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,421,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,282,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,041,148
Value of total assets at end of year2020-12-31$3,232,900
Value of total assets at beginning of year2020-12-31$2,510,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$138,621
Total interest from all sources2020-12-31$13,953
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$8,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,053,992
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$160,957
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$136,649
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$42,192
Liabilities. Value of operating payables at end of year2020-12-31$26,896
Liabilities. Value of operating payables at beginning of year2020-12-31$11,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$707,297
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,206,004
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,498,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$877,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$797,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,882,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$915,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$915,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$13,953
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$655,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,987,156
Employer contributions (assets) at end of year2020-12-31$336,471
Employer contributions (assets) at beginning of year2020-12-31$755,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,466,469
Contract administrator fees2020-12-31$116,852
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BUFFAMANTE WHIPPLE BUTTAFARO, P.C.
Accountancy firm EIN2020-12-31161117932
2019 : UNITED HELPERS GROUP HEALTH PLAN TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$117,725
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$117,725
Total unrealized appreciation/depreciation of assets2019-12-31$117,725
Total unrealized appreciation/depreciation of assets2019-12-31$117,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,920
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,921
Total income from all sources (including contributions)2019-12-31$4,612,966
Total income from all sources (including contributions)2019-12-31$4,612,966
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,673,138
Total of all expenses incurred2019-12-31$3,673,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,520,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,520,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,475,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,475,324
Value of total assets at end of year2019-12-31$2,510,627
Value of total assets at end of year2019-12-31$2,510,627
Value of total assets at beginning of year2019-12-31$1,561,800
Value of total assets at beginning of year2019-12-31$1,561,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$152,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$152,353
Total interest from all sources2019-12-31$19,917
Total interest from all sources2019-12-31$19,917
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$8,500
Administrative expenses professional fees incurred2019-12-31$8,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,130,145
Contributions received from participants2019-12-31$1,130,145
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$244,172
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$244,172
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$151,116
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$151,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$42,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$42,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$66,611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$66,611
Liabilities. Value of operating payables at end of year2019-12-31$11,920
Liabilities. Value of operating payables at end of year2019-12-31$11,920
Liabilities. Value of operating payables at beginning of year2019-12-31$2,921
Liabilities. Value of operating payables at beginning of year2019-12-31$2,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$939,828
Value of net income/loss2019-12-31$939,828
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,498,707
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,498,707
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,558,879
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,558,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13,086
Investment advisory and management fees2019-12-31$13,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$797,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$797,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$687,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$687,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$915,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$915,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$393,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$393,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$393,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$393,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,917
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$692,431
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$692,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,101,007
Contributions received in cash from employer2019-12-31$3,101,007
Employer contributions (assets) at end of year2019-12-31$755,506
Employer contributions (assets) at end of year2019-12-31$755,506
Employer contributions (assets) at beginning of year2019-12-31$413,746
Employer contributions (assets) at beginning of year2019-12-31$413,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,677,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,677,238
Contract administrator fees2019-12-31$130,767
Contract administrator fees2019-12-31$130,767
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BUFFAMANTE WHIPPLE BUTTAFARO, P.C.
Accountancy firm name2019-12-31BUFFAMANTE WHIPPLE BUTTAFARO, P.C.
Accountancy firm EIN2019-12-31161117932
Accountancy firm EIN2019-12-31161117932
2018 : UNITED HELPERS GROUP HEALTH PLAN TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-44,193
Total unrealized appreciation/depreciation of assets2018-12-31$-44,193
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,637
Total income from all sources (including contributions)2018-12-31$5,226,742
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,116,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,980,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,237,634
Value of total assets at end of year2018-12-31$1,561,800
Value of total assets at beginning of year2018-12-31$1,450,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$135,984
Total interest from all sources2018-12-31$33,301
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$8,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,193,940
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$660,306
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$187,066
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$66,611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$86,558
Liabilities. Value of operating payables at end of year2018-12-31$2,921
Liabilities. Value of operating payables at beginning of year2018-12-31$1,637
Total non interest bearing cash at end of year2018-12-31$393,871
Total non interest bearing cash at beginning of year2018-12-31$301,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$110,115
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,558,879
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,448,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$13,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$687,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$855,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$33,301
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$798,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,383,388
Employer contributions (assets) at end of year2018-12-31$413,746
Employer contributions (assets) at beginning of year2018-12-31$206,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,995,083
Contract administrator fees2018-12-31$114,391
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BUFFAMANTE WHIPPLE BUTTAFARO, P.C.
Accountancy firm EIN2018-12-31161117932
2017 : UNITED HELPERS GROUP HEALTH PLAN TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$98,777
Total unrealized appreciation/depreciation of assets2017-12-31$98,777
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,978
Total income from all sources (including contributions)2017-12-31$5,475,060
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,056,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,915,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,359,000
Value of total assets at end of year2017-12-31$1,450,401
Value of total assets at beginning of year2017-12-31$1,032,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$140,677
Total interest from all sources2017-12-31$17,283
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,400
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,259,889
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$531,105
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$232,350
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$86,558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$82,160
Liabilities. Value of operating payables at end of year2017-12-31$1,637
Liabilities. Value of operating payables at beginning of year2017-12-31$2,978
Total non interest bearing cash at end of year2017-12-31$301,732
Total non interest bearing cash at beginning of year2017-12-31$264,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$418,980
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,448,764
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,029,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$855,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$659,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$17,283
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$776,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,568,006
Employer contributions (assets) at end of year2017-12-31$206,829
Employer contributions (assets) at beginning of year2017-12-31$26,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,906,492
Contract administrator fees2017-12-31$123,152
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BUFFAMANTE WHIPPLE BUTTAFARO, P.C.
Accountancy firm EIN2017-12-31161117932
2016 : UNITED HELPERS GROUP HEALTH PLAN TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$22,186
Total unrealized appreciation/depreciation of assets2016-12-31$22,186
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,243
Total income from all sources (including contributions)2016-12-31$5,397,724
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,689,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,551,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,359,508
Value of total assets at end of year2016-12-31$1,032,762
Value of total assets at beginning of year2016-12-31$1,324,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$137,646
Total interest from all sources2016-12-31$16,030
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,400
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,162,384
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$977,619
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$286,822
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$82,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$56,368
Liabilities. Value of operating payables at end of year2016-12-31$2,978
Liabilities. Value of operating payables at beginning of year2016-12-31$3,243
Total non interest bearing cash at end of year2016-12-31$264,600
Total non interest bearing cash at beginning of year2016-12-31$348,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-291,851
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,029,784
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,321,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$659,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$780,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$16,030
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$672,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,219,505
Employer contributions (assets) at end of year2016-12-31$26,348
Employer contributions (assets) at beginning of year2016-12-31$139,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,592,462
Contract administrator fees2016-12-31$119,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2016-12-31161207215
2015 : UNITED HELPERS GROUP HEALTH PLAN TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-23,997
Total unrealized appreciation/depreciation of assets2015-12-31$-23,997
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,301
Total income from all sources (including contributions)2015-12-31$4,767,320
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,917,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,773,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,770,101
Value of total assets at end of year2015-12-31$1,324,878
Value of total assets at beginning of year2015-12-31$1,474,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$143,767
Total interest from all sources2015-12-31$21,216
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$6,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,077,421
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$633,972
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$239,394
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$56,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$3,243
Liabilities. Value of operating payables at beginning of year2015-12-31$3,301
Total non interest bearing cash at end of year2015-12-31$348,059
Total non interest bearing cash at beginning of year2015-12-31$443,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-150,020
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,321,635
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,471,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$21,216
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$773,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,058,708
Employer contributions (assets) at end of year2015-12-31$139,946
Employer contributions (assets) at beginning of year2015-12-31$172,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,760,677
Contract administrator fees2015-12-31$124,127
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$780,505
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$859,612
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2015-12-31161207215
2014 : UNITED HELPERS GROUP HEALTH PLAN TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$28,956
Total unrealized appreciation/depreciation of assets2014-12-31$28,956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,166
Total income from all sources (including contributions)2014-12-31$4,523,943
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,307,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,165,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,473,278
Value of total assets at end of year2014-12-31$1,474,956
Value of total assets at beginning of year2014-12-31$1,258,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$142,045
Total interest from all sources2014-12-31$21,709
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,400
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,158,203
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$245,571
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$213,816
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$38,272
Liabilities. Value of operating payables at end of year2014-12-31$3,301
Liabilities. Value of operating payables at beginning of year2014-12-31$3,166
Total non interest bearing cash at end of year2014-12-31$443,248
Total non interest bearing cash at beginning of year2014-12-31$240,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$216,138
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,471,655
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,255,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$13,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$21,709
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$765,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,069,504
Employer contributions (assets) at end of year2014-12-31$172,096
Employer contributions (assets) at beginning of year2014-12-31$173,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,186,436
Contract administrator fees2014-12-31$122,605
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$859,612
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$806,453
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2014-12-31161207215
2013 : UNITED HELPERS GROUP HEALTH PLAN TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$103,269
Total unrealized appreciation/depreciation of assets2013-12-31$103,269
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,774
Total income from all sources (including contributions)2013-12-31$4,457,850
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,346,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,198,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,336,669
Value of total assets at end of year2013-12-31$1,258,683
Value of total assets at beginning of year2013-12-31$1,146,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$147,996
Total interest from all sources2013-12-31$17,912
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$6,300
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,092,491
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$233,087
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$192,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$38,272
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,267
Liabilities. Value of operating payables at end of year2013-12-31$3,166
Liabilities. Value of operating payables at beginning of year2013-12-31$2,774
Total non interest bearing cash at end of year2013-12-31$240,632
Total non interest bearing cash at beginning of year2013-12-31$177,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$111,665
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,255,517
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,143,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$11,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$17,912
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$729,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,011,091
Employer contributions (assets) at end of year2013-12-31$173,326
Employer contributions (assets) at beginning of year2013-12-31$263,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,275,956
Contract administrator fees2013-12-31$129,723
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$806,453
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$702,383
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2013-12-31161207215
2012 : UNITED HELPERS GROUP HEALTH PLAN TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$68,071
Total unrealized appreciation/depreciation of assets2012-12-31$68,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,221
Total income from all sources (including contributions)2012-12-31$4,387,803
Total of all expenses incurred2012-12-31$4,457,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,313,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,301,204
Value of total assets at end of year2012-12-31$1,146,626
Value of total assets at beginning of year2012-12-31$1,216,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$144,653
Total interest from all sources2012-12-31$18,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$6,200
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,016,374
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$596,582
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$207,096
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$2,774
Liabilities. Value of operating payables at beginning of year2012-12-31$3,221
Total non interest bearing cash at end of year2012-12-31$177,052
Total non interest bearing cash at beginning of year2012-12-31$236,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-69,892
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,143,852
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,213,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$18,528
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$708,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,688,248
Employer contributions (assets) at end of year2012-12-31$263,924
Employer contributions (assets) at beginning of year2012-12-31$310,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,397,362
Contract administrator fees2012-12-31$127,593
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$702,383
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$669,482
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2012-12-31161207215
2011 : UNITED HELPERS GROUP HEALTH PLAN TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-11,797
Total unrealized appreciation/depreciation of assets2011-12-31$-11,797
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,045
Total income from all sources (including contributions)2011-12-31$3,832,936
Total of all expenses incurred2011-12-31$3,912,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,780,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,827,561
Value of total assets at end of year2011-12-31$1,216,965
Value of total assets at beginning of year2011-12-31$1,299,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$132,065
Total interest from all sources2011-12-31$17,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$6,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$929,355
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$222,287
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$162,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,845
Liabilities. Value of operating payables at end of year2011-12-31$3,221
Liabilities. Value of operating payables at beginning of year2011-12-31$6,045
Total non interest bearing cash at end of year2011-12-31$236,767
Total non interest bearing cash at beginning of year2011-12-31$463,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-79,386
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,213,744
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,293,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$11,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$17,172
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$655,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,675,919
Employer contributions (assets) at end of year2011-12-31$310,716
Employer contributions (assets) at beginning of year2011-12-31$230,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,962,044
Contract administrator fees2011-12-31$114,706
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$669,482
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$594,349
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2011-12-31161207215
2010 : UNITED HELPERS GROUP HEALTH PLAN TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$55,524
Total unrealized appreciation/depreciation of assets2010-12-31$55,524
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,045
Total income from all sources (including contributions)2010-12-31$3,112,055
Total of all expenses incurred2010-12-31$2,784,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,670,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,043,376
Value of total assets at end of year2010-12-31$1,299,175
Value of total assets at beginning of year2010-12-31$965,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$113,675
Total interest from all sources2010-12-31$13,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,650
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$761,904
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$66,435
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$101,130
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,845
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$46,757
Liabilities. Value of operating payables at end of year2010-12-31$6,045
Total non interest bearing cash at end of year2010-12-31$463,133
Total non interest bearing cash at beginning of year2010-12-31$320,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$327,697
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,293,130
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$965,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$8,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13,155
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$525,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,215,037
Employer contributions (assets) at end of year2010-12-31$230,848
Employer contributions (assets) at beginning of year2010-12-31$149,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,044,263
Contract administrator fees2010-12-31$99,967
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$594,349
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$448,012
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2010-12-31161207215

Form 5500 Responses for UNITED HELPERS GROUP HEALTH PLAN TRUST

2022: UNITED HELPERS GROUP HEALTH PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED HELPERS GROUP HEALTH PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED HELPERS GROUP HEALTH PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED HELPERS GROUP HEALTH PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED HELPERS GROUP HEALTH PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED HELPERS GROUP HEALTH PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED HELPERS GROUP HEALTH PLAN TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED HELPERS GROUP HEALTH PLAN TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED HELPERS GROUP HEALTH PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED HELPERS GROUP HEALTH PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED HELPERS GROUP HEALTH PLAN TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED HELPERS GROUP HEALTH PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED HELPERS GROUP HEALTH PLAN TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED HELPERS GROUP HEALTH PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

FIRST SYMETRA NATIONAL LIFE INS CO OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 78417 )
Policy contract number16-013963-000
Policy instance 1
Insurance contract or identification number16-013963-000
Number of Individuals Covered157
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $36,156
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 $425,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,156
Insurance broker organization code?3
FIRST SYMETRA NATIONAL LIFE INS CO OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 78417 )
Policy contract number16-013963-000
Policy instance 1
Insurance contract or identification number16-013963-000
Number of Individuals Covered164
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $47,661
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 $560,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,661
Insurance broker organization code?3
FIRST SYMETRA NATIONAL LIFE INS CO OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 78417 )
Policy contract number16-013963-000
Policy instance 1
Insurance contract or identification number16-013963-000
Number of Individuals Covered248
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $55,707
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 $655,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,707
Insurance broker organization code?3
FIRST SYMETRA NATIONAL LIFE INS CO OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 78417 )
Policy contract number16-013963-000
Policy instance 1
Insurance contract or identification number16-013963-000
Number of Individuals Covered263
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $58,857
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 $692,431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,857
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number000UQ866
Policy instance 1
Insurance contract or identification number000UQ866
Number of Individuals Covered282
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $79,849
Total amount of fees paid to insurance companyUSD $12,824
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 $798,494
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,849
Amount paid for insurance broker fees12824
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00522264
Policy instance 1
Insurance contract or identification number00522264
Number of Individuals Covered334
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $77,656
Total amount of fees paid to insurance companyUSD $12,045
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 $776,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77,656
Amount paid for insurance broker fees12045
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number4004800010
Policy instance 1
Insurance contract or identification number4004800010
Number of Individuals Covered565
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $61,880
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 $773,502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,880
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP, INC
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number4004800010
Policy instance 1
Insurance contract or identification number4004800010
Number of Individuals Covered335
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $68,896
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 $765,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,896
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP, INC
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number4004800010
Policy instance 1
Insurance contract or identification number4004800010
Number of Individuals Covered365
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $65,660
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 $729,560
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65,660
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP, INC
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number4004800010
Policy instance 1
Insurance contract or identification number4004800010
Number of Individuals Covered384
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $63,773
Welfare Benefit Premiums Paid to CarrierUSD $708,584
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63,773
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP, INC
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number400480 0010
Policy instance 1
Insurance contract or identification number400480 0010
Number of Individuals Covered370
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $59,055
Welfare Benefit Premiums Paid to CarrierUSD $655,764
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number400480 0010
Policy instance 1
Insurance contract or identification number400480 0010
Number of Individuals Covered303
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $52,529
Welfare Benefit Premiums Paid to CarrierUSD $525,290
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,529
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP, INC

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