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BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 401k Plan overview

Plan NameBOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND
Plan identification number 501

BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND Benefits

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

401k Sponsoring company profile

GLOBE NEWSPAPER CO BOSTON MAILERS UNION GEN'L BENEFIT AND WELFARE PLAN has sponsored the creation of one or more 401k plans.

Company Name:GLOBE NEWSPAPER CO BOSTON MAILERS UNION GEN'L BENEFIT AND WELFARE PLAN
Employer identification number (EIN):222638662
NAIC Classification:511110
NAIC Description:Newspaper Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01
5012021-04-01
5012020-04-01
5012019-04-01
5012018-04-01
5012017-04-01RICHARD FORD
5012017-04-01RICHARD FORD
5012016-04-01RICHARD FORD RICHARD FORD2018-01-12
5012015-04-01RICHARD FORD
5012014-04-01RICHARD FORD
5012013-04-01RICHARD FORD
5012012-04-01RICHARD FORD
5012011-04-01RICHARD FORD
5012010-04-01RICHARD FORD
5012009-04-01RICHARD FORD

Plan Statistics for BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND

401k plan membership statisitcs for BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND

Measure Date Value
2022: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-04-01110
Total number of active participants reported on line 7a of the Form 55002022-04-0121
Number of retired or separated participants receiving benefits2022-04-0162
Total of all active and inactive participants2022-04-0183
Total participants2022-04-0183
2021: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-04-01102
Total number of active participants reported on line 7a of the Form 55002021-04-0162
Number of retired or separated participants receiving benefits2021-04-0148
Total of all active and inactive participants2021-04-01110
Total participants2021-04-01110
2020: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-04-01166
Total number of active participants reported on line 7a of the Form 55002020-04-0154
Number of retired or separated participants receiving benefits2020-04-0148
Total of all active and inactive participants2020-04-01102
Total participants2020-04-01102
2019: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-04-01168
Total number of active participants reported on line 7a of the Form 55002019-04-01111
Number of retired or separated participants receiving benefits2019-04-0155
Total of all active and inactive participants2019-04-01166
Total participants2019-04-01166
2018: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-04-01180
Total number of active participants reported on line 7a of the Form 55002018-04-01116
Number of retired or separated participants receiving benefits2018-04-0152
Total of all active and inactive participants2018-04-01168
Total participants2018-04-01168
2017: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-04-01183
Total number of active participants reported on line 7a of the Form 55002017-04-01122
Number of retired or separated participants receiving benefits2017-04-0158
Total of all active and inactive participants2017-04-01180
Total participants2017-04-01180
2016: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-04-01126
Total number of active participants reported on line 7a of the Form 55002016-04-01130
Number of retired or separated participants receiving benefits2016-04-0153
Total of all active and inactive participants2016-04-01183
Total participants2016-04-01183
2015: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-04-0174
Total number of active participants reported on line 7a of the Form 55002015-04-0174
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0152
Total of all active and inactive participants2015-04-01126
2014: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-04-0185
Total number of active participants reported on line 7a of the Form 55002014-04-0174
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0154
Total of all active and inactive participants2014-04-01128
2013: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-04-0189
Total number of active participants reported on line 7a of the Form 55002013-04-0185
Number of other retired or separated participants entitled to future benefits2013-04-0151
Total of all active and inactive participants2013-04-01136
2012: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-04-0198
Total number of active participants reported on line 7a of the Form 55002012-04-0189
Number of other retired or separated participants entitled to future benefits2012-04-0152
Total of all active and inactive participants2012-04-01141
2011: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-04-0192
Total number of active participants reported on line 7a of the Form 55002011-04-0198
Number of other retired or separated participants entitled to future benefits2011-04-0152
Total of all active and inactive participants2011-04-01150
2010: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-04-01155
Total number of active participants reported on line 7a of the Form 55002010-04-0192
Number of other retired or separated participants entitled to future benefits2010-04-0157
Total of all active and inactive participants2010-04-01149
2009: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-04-01125
Total number of active participants reported on line 7a of the Form 55002009-04-01104
Number of other retired or separated participants entitled to future benefits2009-04-0163
Total of all active and inactive participants2009-04-01167

Financial Data on BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND

Measure Date Value
2023 : BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$176,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$155,849
Total income from all sources (including contributions)2023-03-31$80,194
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$105,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$80,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$80,095
Value of total assets at end of year2023-03-31$115,393
Value of total assets at beginning of year2023-03-31$120,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$25,742
Total interest from all sources2023-03-31$99
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Administrative expenses professional fees incurred2023-03-31$25,742
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31Yes
Amount of non-exempt transactions with any party-in-interest2023-03-31$67,048
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$19,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$136,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$129,025
Total non interest bearing cash at end of year2023-03-31$95,543
Total non interest bearing cash at beginning of year2023-03-31$95,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-25,643
Value of net assets at end of year (total assets less liabilities)2023-03-31$-60,671
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$-35,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$99
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$80,095
Employer contributions (assets) at beginning of year2023-03-31$24,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$80,095
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-03-31No
Liabilities. Value of benefit claims payable at end of year2023-03-31$39,826
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$26,824
Did the plan have assets held for investment2023-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31QRGA, LLP
Accountancy firm EIN2023-03-31043564919
2022 : BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$155,849
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$114,056
Total income from all sources (including contributions)2022-03-31$79,939
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$98,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$79,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$79,929
Value of total assets at end of year2022-03-31$120,821
Value of total assets at beginning of year2022-03-31$97,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$18,470
Total interest from all sources2022-03-31$10
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Administrative expenses professional fees incurred2022-03-31$18,400
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31Yes
Amount of non-exempt transactions with any party-in-interest2022-03-31$115,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$129,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$106,545
Total non interest bearing cash at end of year2022-03-31$95,947
Total non interest bearing cash at beginning of year2022-03-31$97,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-18,460
Value of net assets at end of year (total assets less liabilities)2022-03-31$-35,028
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$-16,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$70
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$10
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$79,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$79,929
Employer contributions (assets) at end of year2022-03-31$24,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31No
Liabilities. Value of benefit claims payable at end of year2022-03-31$26,824
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$7,511
Did the plan have assets held for investment2022-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31QRGA, LLP
Accountancy firm EIN2022-03-31043564919
2021 : BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$114,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$127,416
Total income from all sources (including contributions)2021-03-31$109,543
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$109,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$109,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$109,533
Value of total assets at end of year2021-03-31$97,488
Value of total assets at beginning of year2021-03-31$110,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$70
Total interest from all sources2021-03-31$10
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31Yes
Amount of non-exempt transactions with any party-in-interest2021-03-31$86,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$106,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$127,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$-60
Value of net assets at end of year (total assets less liabilities)2021-03-31$-16,568
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$-16,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$70
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$97,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$110,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$110,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$10
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$109,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$109,533
Liabilities. Value of benefit claims payable at end of year2021-03-31$7,511
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$0
Did the plan have assets held for investment2021-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31QRGA, LLP
Accountancy firm EIN2021-03-31043564919
2020 : BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$127,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$118,051
Total income from all sources (including contributions)2020-03-31$116,176
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$113,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$113,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$116,032
Value of total assets at end of year2020-03-31$110,908
Value of total assets at beginning of year2020-03-31$99,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$0
Total interest from all sources2020-03-31$144
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31Yes
Amount of non-exempt transactions with any party-in-interest2020-03-31$86,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$127,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$99,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$2,324
Value of net assets at end of year (total assets less liabilities)2020-03-31$-16,508
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$-18,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$110,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$99,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$99,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$116,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$113,852
Liabilities. Value of benefit claims payable at end of year2020-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$18,564
Did the plan have assets held for investment2020-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31QRGA, LLP
Accountancy firm EIN2020-03-31043564919
2019 : BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$118,051
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$110,000
Total income from all sources (including contributions)2019-03-31$116,758
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$115,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$114,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$116,544
Value of total assets at end of year2019-03-31$99,219
Value of total assets at beginning of year2019-03-31$89,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$900
Total interest from all sources2019-03-31$214
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Administrative expenses professional fees incurred2019-03-31$900
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$99,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$100,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$1,201
Value of net assets at end of year (total assets less liabilities)2019-03-31$-18,832
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$-20,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$99,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$89,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$89,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$116,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$114,657
Liabilities. Value of benefit claims payable at end of year2019-03-31$18,564
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$9,613
Did the plan have assets held for investment2019-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31QRGA, LLP
Accountancy firm EIN2019-03-31043564919
2018 : BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$65,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$31,771
Total income from all sources (including contributions)2018-03-31$169,180
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$201,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$186,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$169,167
Value of total assets at end of year2018-03-31$89,967
Value of total assets at beginning of year2018-03-31$87,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$14,900
Total interest from all sources2018-03-31$13
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Administrative expenses professional fees incurred2018-03-31$14,900
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$5,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$2,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$85,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$30,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$20,200
Liabilities. Value of operating payables at end of year2018-03-31$35,859
Liabilities. Value of operating payables at beginning of year2018-03-31$11,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-32,185
Value of net assets at end of year (total assets less liabilities)2018-03-31$24,008
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$56,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$89,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$2,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$2,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$13
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$81,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$166,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$105,203
Did the plan have assets held for investment2018-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31QRGA, LLP
Accountancy firm EIN2018-03-31043564919
2017 : BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$31,771
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$90,252
Total income from all sources (including contributions)2017-03-31$142,245
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$193,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$187,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$142,244
Value of total assets at end of year2017-03-31$87,964
Value of total assets at beginning of year2017-03-31$197,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$6,280
Total interest from all sources2017-03-31$1
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Administrative expenses professional fees incurred2017-03-31$6,280
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$5,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$39,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$85,763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$102,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$20,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$90,252
Liabilities. Value of operating payables at end of year2017-03-31$11,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$-51,389
Value of net assets at end of year (total assets less liabilities)2017-03-31$56,193
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$107,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$2,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$1,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$1,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$84,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$102,389
Employer contributions (assets) at beginning of year2017-03-31$94,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$102,389
Did the plan have assets held for investment2017-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31QRGA, LLP.
Accountancy firm EIN2017-03-31043564919
2016 : BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$90,252
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$116,246
Total income from all sources (including contributions)2016-03-31$74,795
Total of all expenses incurred2016-03-31$149,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$141,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$74,794
Value of total assets at end of year2016-03-31$197,834
Value of total assets at beginning of year2016-03-31$298,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$7,695
Total interest from all sources2016-03-31$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Administrative expenses professional fees incurred2016-03-31$6,000
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$5,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$3,112
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$102,221
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$146,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$90,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$36,197
Administrative expenses (other) incurred2016-03-31$1,695
Liabilities. Value of operating payables at beginning of year2016-03-31$80,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-74,392
Value of net assets at end of year (total assets less liabilities)2016-03-31$107,582
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$181,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$1,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$56,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$56,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$59,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$71,682
Employer contributions (assets) at end of year2016-03-31$94,439
Employer contributions (assets) at beginning of year2016-03-31$94,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$81,879
Did the plan have assets held for investment2016-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31JAMES J GARRITY C P A
Accountancy firm EIN2016-03-31042958350
2015 : BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$116,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$390,159
Total income from all sources (including contributions)2015-03-31$1,085,526
Total of all expenses incurred2015-03-31$1,378,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$1,371,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$1,085,495
Value of total assets at end of year2015-03-31$298,220
Value of total assets at beginning of year2015-03-31$864,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$6,100
Total interest from all sources2015-03-31$31
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Administrative expenses professional fees incurred2015-03-31$6,100
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$2,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$172,291
Participant contributions at beginning of year2015-03-31$4,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$146,882
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$120,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$36,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$83,355
Liabilities. Value of operating payables at end of year2015-03-31$80,049
Liabilities. Value of operating payables at beginning of year2015-03-31$306,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-292,488
Value of net assets at end of year (total assets less liabilities)2015-03-31$181,974
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$474,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$56,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$676,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$676,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$31
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$1,371,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$913,204
Employer contributions (assets) at end of year2015-03-31$94,439
Employer contributions (assets) at beginning of year2015-03-31$62,559
Did the plan have assets held for investment2015-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31JAMES J GARRITY C P A
Accountancy firm EIN2015-03-31042958350
2014 : BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$390,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$259,373
Total income from all sources (including contributions)2014-03-31$1,488,348
Total of all expenses incurred2014-03-31$1,755,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$1,749,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$1,488,238
Value of total assets at end of year2014-03-31$864,621
Value of total assets at beginning of year2014-03-31$1,001,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$6,050
Total interest from all sources2014-03-31$110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$6,000
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$15,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$228,525
Participant contributions at end of year2014-03-31$4,771
Participant contributions at beginning of year2014-03-31$13,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$120,749
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$176,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$390,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$259,373
Administrative expenses (other) incurred2014-03-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$-267,334
Value of net assets at end of year (total assets less liabilities)2014-03-31$474,462
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$741,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$676,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$785,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$785,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$110
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$1,749,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$1,259,713
Employer contributions (assets) at end of year2014-03-31$62,559
Employer contributions (assets) at beginning of year2014-03-31$24,787
Did the plan have assets held for investment2014-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31JAMES J GARRITY C P A
Accountancy firm EIN2014-03-31042958350
2013 : BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$259,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$383,338
Total income from all sources (including contributions)2013-03-31$1,467,441
Total of all expenses incurred2013-03-31$1,664,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$1,658,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$1,467,276
Value of total assets at end of year2013-03-31$1,001,169
Value of total assets at beginning of year2013-03-31$1,322,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$5,400
Total interest from all sources2013-03-31$165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Administrative expenses professional fees incurred2013-03-31$5,400
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$10,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$282,084
Participant contributions at end of year2013-03-31$13,923
Participant contributions at beginning of year2013-03-31$16,194
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$176,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$195,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$259,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$383,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$-196,909
Value of net assets at end of year (total assets less liabilities)2013-03-31$741,796
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$938,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$785,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$1,099,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$1,099,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$165
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$1,658,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$1,185,192
Employer contributions (assets) at end of year2013-03-31$24,787
Employer contributions (assets) at beginning of year2013-03-31$10,275
Did the plan have assets held for investment2013-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31JAMES J GARRITY C P A
Accountancy firm EIN2013-03-31042958350
2012 : BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$383,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$385,891
Total income from all sources (including contributions)2012-03-31$1,390,388
Total of all expenses incurred2012-03-31$1,448,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$1,443,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$1,389,638
Value of total assets at end of year2012-03-31$1,322,043
Value of total assets at beginning of year2012-03-31$1,383,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$5,400
Total interest from all sources2012-03-31$750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$5,400
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$15,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$294,716
Participant contributions at end of year2012-03-31$16,194
Participant contributions at beginning of year2012-03-31$10,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$195,702
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$35,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$383,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$385,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-58,409
Value of net assets at end of year (total assets less liabilities)2012-03-31$938,705
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$997,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$1,099,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$1,326,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$1,326,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$750
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$1,443,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$1,094,922
Employer contributions (assets) at end of year2012-03-31$10,275
Employer contributions (assets) at beginning of year2012-03-31$10,187
Did the plan have assets held for investment2012-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31JAMES J GARRITY C P A
Accountancy firm EIN2012-03-31042958350
2011 : BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$385,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$586,498
Total income from all sources (including contributions)2011-03-31$1,390,676
Total of all expenses incurred2011-03-31$1,434,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$1,429,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$1,388,388
Value of total assets at end of year2011-03-31$1,383,005
Value of total assets at beginning of year2011-03-31$1,627,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$4,500
Total interest from all sources2011-03-31$2,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$4,400
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$15,000,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$275,811
Participant contributions at end of year2011-03-31$10,363
Participant contributions at beginning of year2011-03-31$10,099
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$35,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$385,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$586,498
Administrative expenses (other) incurred2011-03-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$-43,401
Value of net assets at end of year (total assets less liabilities)2011-03-31$997,114
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$1,040,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$1,326,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$1,609,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$1,609,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$2,288
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$1,429,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$1,112,577
Employer contributions (assets) at end of year2011-03-31$10,187
Employer contributions (assets) at beginning of year2011-03-31$6,867
Did the plan have assets held for investment2011-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31JAMES J GARRITY C P A
Accountancy firm EIN2011-03-31042958350

Form 5500 Responses for BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND

2022: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan is a collectively bargained planYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: BOSTON MAILERS UNION NO. 1 GENERAL BENEFIT AND WELFARE FUND 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number169938
Policy instance 1
Insurance contract or identification number169938
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,201
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,201
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number226703
Policy instance 1
Insurance contract or identification number226703
Number of Individuals Covered114
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,812
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
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 $77,392
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,812
Amount paid for insurance broker fees3262
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number169938
Policy instance 2
Insurance contract or identification number169938
Number of Individuals Covered104
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,201
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,201
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number226703
Policy instance 1
Insurance contract or identification number226703
Number of Individuals Covered110
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $5,402
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
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 $106,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,402
Amount paid for insurance broker fees3461
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number226703
Policy instance 1
Insurance contract or identification number226703
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,060
Total amount of fees paid to insurance companyUSD $4,704
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
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 $109,132
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees404
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $7,060
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number226703
Policy instance 1
Insurance contract or identification number226703
Number of Individuals Covered171
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,562
Total amount of fees paid to insurance companyUSD $2,975
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
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 $115,316
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,562
Amount paid for insurance broker fees2554
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number226703
Policy instance 1
Insurance contract or identification number226703
Number of Individuals Covered174
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,743
Total amount of fees paid to insurance companyUSD $3,818
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
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 $98,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,743
Amount paid for insurance broker fees3335
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES, INC

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