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TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 401k Plan overview

Plan NameTEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND
Plan identification number 501

TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND Benefits

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

401k Sponsoring company profile

TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND
Employer identification number (EIN):226058341
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01ROBERT BLUMENFELD2023-10-12 JOSEPH DIPALMA2023-10-11
5012021-01-01BRIAN MCCLOSKEY2022-10-17
5012020-01-01ROBERT BLUMENFELD2021-10-15
5012019-01-01BRIAN MCLOSKEY2020-10-15
5012018-01-01ANTHONY VALDER2019-10-15
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01ANTHONY VALDNER CHARLES CONNORS2013-10-11
5012011-01-01ANTHONY VALDNER CHARLES CONNORS2012-10-11
5012010-01-01ANTHONY VALDNER JEFFREY BRUNNER2011-10-13
5012009-01-01ANTHONY VALDNER CHARLES CONNORS2010-10-07

Plan Statistics for TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND

401k plan membership statisitcs for TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND

Measure Date Value
2022: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,146
Total number of active participants reported on line 7a of the Form 55002022-01-011,106
Total of all active and inactive participants2022-01-011,106
Number of employers contributing to the scheme2022-01-0158
2021: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,212
Total number of active participants reported on line 7a of the Form 55002021-01-011,146
Total of all active and inactive participants2021-01-011,146
Number of employers contributing to the scheme2021-01-0162
2020: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,293
Total number of active participants reported on line 7a of the Form 55002020-01-011,212
Total of all active and inactive participants2020-01-011,212
Number of employers contributing to the scheme2020-01-0163
2019: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,141
Total number of active participants reported on line 7a of the Form 55002019-01-011,293
Total of all active and inactive participants2019-01-011,293
Number of employers contributing to the scheme2019-01-0170
2018: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,180
Total number of active participants reported on line 7a of the Form 55002018-01-011,141
Total of all active and inactive participants2018-01-011,141
Number of employers contributing to the scheme2018-01-0135
2017: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,277
Total number of active participants reported on line 7a of the Form 55002017-01-011,180
Total of all active and inactive participants2017-01-011,180
Number of employers contributing to the scheme2017-01-0170
2016: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,153
Total number of active participants reported on line 7a of the Form 55002016-01-011,277
Total of all active and inactive participants2016-01-011,277
Number of employers contributing to the scheme2016-01-0188
2015: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,189
Total number of active participants reported on line 7a of the Form 55002015-01-011,153
Total of all active and inactive participants2015-01-011,153
Number of employers contributing to the scheme2015-01-0168
2014: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,176
Total number of active participants reported on line 7a of the Form 55002014-01-011,189
Total of all active and inactive participants2014-01-011,189
Number of employers contributing to the scheme2014-01-0166
2013: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,141
Total number of active participants reported on line 7a of the Form 55002013-01-011,176
Total of all active and inactive participants2013-01-011,176
Number of employers contributing to the scheme2013-01-0165
2012: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,103
Total number of active participants reported on line 7a of the Form 55002012-01-011,141
Total of all active and inactive participants2012-01-011,141
Number of employers contributing to the scheme2012-01-0171
2011: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,098
Total number of active participants reported on line 7a of the Form 55002011-01-011,103
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,103
Number of employers contributing to the scheme2011-01-0161
2010: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-011,069
Total number of active participants reported on line 7a of the Form 55002010-01-011,098
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011,098
Number of employers contributing to the scheme2010-01-0158
2009: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,260
Total number of active participants reported on line 7a of the Form 55002009-01-011,069
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,069
Number of employers contributing to the scheme2009-01-0152

Financial Data on TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND

Measure Date Value
2022 : TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,386,168
Total unrealized appreciation/depreciation of assets2022-12-31$-3,386,168
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,219,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,137,007
Total income from all sources (including contributions)2022-12-31$15,918,779
Total loss/gain on sale of assets2022-12-31$-722,115
Total of all expenses incurred2022-12-31$18,093,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,908,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,047,739
Value of total assets at end of year2022-12-31$44,542,546
Value of total assets at beginning of year2022-12-31$46,634,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,184,407
Total interest from all sources2022-12-31$704,503
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$144,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$144,491
Administrative expenses professional fees incurred2022-12-31$210,361
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$107,767
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$915,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$979,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$208,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$210,872
Other income not declared elsewhere2022-12-31$934,439
Administrative expenses (other) incurred2022-12-31$1,926,837
Liabilities. Value of operating payables at end of year2022-12-31$163,366
Liabilities. Value of operating payables at beginning of year2022-12-31$220,435
Total non interest bearing cash at end of year2022-12-31$864,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,174,247
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,323,238
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,497,485
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
Assets. partnership/joint venture interests at end of year2022-12-31$6,022,694
Assets. partnership/joint venture interests at beginning of year2022-12-31$5,749,687
Investment advisory and management fees2022-12-31$47,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,415,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,734,589
Income. Interest from US Government securities2022-12-31$351,748
Income. Interest from corporate debt instruments2022-12-31$337,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$765,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,286,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,286,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$14,869
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$150,534
Asset value of US Government securities at end of year2022-12-31$15,402,419
Asset value of US Government securities at beginning of year2022-12-31$15,138,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-804,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$18,939,972
Employer contributions (assets) at end of year2022-12-31$1,757,998
Employer contributions (assets) at beginning of year2022-12-31$1,772,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,758,085
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$2,297,869
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$1,488,541
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$6,094,680
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$9,475,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,847,100
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,705,700
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$5,234
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$9,038
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
Aggregate proceeds on sale of assets2022-12-31$31,507,998
Aggregate carrying amount (costs) on sale of assets2022-12-31$32,230,113
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2022-12-31131578842
2021 : TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,095,424
Total unrealized appreciation/depreciation of assets2021-12-31$-1,095,424
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,137,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,267,522
Total income from all sources (including contributions)2021-12-31$20,996,733
Total loss/gain on sale of assets2021-12-31$495,981
Total of all expenses incurred2021-12-31$16,329,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,895,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,223,831
Value of total assets at end of year2021-12-31$46,634,492
Value of total assets at beginning of year2021-12-31$42,097,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,433,657
Total interest from all sources2021-12-31$696,192
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$96,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$60,401
Administrative expenses professional fees incurred2021-12-31$204,846
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$83,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$979,236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$914,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$210,872
Other income not declared elsewhere2021-12-31$932,090
Administrative expenses (other) incurred2021-12-31$2,153,365
Liabilities. Value of operating payables at end of year2021-12-31$220,435
Liabilities. Value of operating payables at beginning of year2021-12-31$430,922
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$4,667,231
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,497,485
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,830,254
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
Assets. partnership/joint venture interests at end of year2021-12-31$5,749,687
Assets. partnership/joint venture interests at beginning of year2021-12-31$5,328,001
Investment advisory and management fees2021-12-31$75,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,734,589
Interest earned on other investments2021-12-31$1,814
Income. Interest from US Government securities2021-12-31$330,378
Income. Interest from corporate debt instruments2021-12-31$363,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,286,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,902,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,902,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$43
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$156,682
Asset value of US Government securities at end of year2021-12-31$15,138,592
Asset value of US Government securities at beginning of year2021-12-31$15,227,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$647,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$19,139,937
Employer contributions (assets) at end of year2021-12-31$1,772,635
Employer contributions (assets) at beginning of year2021-12-31$1,985,377
Income. Dividends from common stock2021-12-31$36,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,739,163
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$1,488,541
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$2,223,005
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$9,475,825
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$9,312,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$3,192,144
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,705,700
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,836,600
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$9,038
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$11,732
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
Aggregate proceeds on sale of assets2021-12-31$35,270,475
Aggregate carrying amount (costs) on sale of assets2021-12-31$34,774,494
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2021-12-31131578842
2020 : TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,358,215
Total unrealized appreciation/depreciation of assets2020-12-31$1,358,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,267,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,131,778
Total income from all sources (including contributions)2020-12-31$22,693,816
Total loss/gain on sale of assets2020-12-31$-234,775
Total of all expenses incurred2020-12-31$16,814,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,767,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$20,282,997
Value of total assets at end of year2020-12-31$42,097,776
Value of total assets at beginning of year2020-12-31$36,082,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,046,989
Total interest from all sources2020-12-31$657,880
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$100,235
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$180,440
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$34,728
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$914,163
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,042,416
Other income not declared elsewhere2020-12-31$529,264
Administrative expenses (other) incurred2020-12-31$1,809,245
Liabilities. Value of operating payables at end of year2020-12-31$430,922
Liabilities. Value of operating payables at beginning of year2020-12-31$307,878
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$5,879,425
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,830,254
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,950,829
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
Assets. partnership/joint venture interests at end of year2020-12-31$5,328,001
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$57,304
Interest earned on other investments2020-12-31$5,195
Income. Interest from US Government securities2020-12-31$344,837
Income. Interest from corporate debt instruments2020-12-31$287,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,902,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,999,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,999,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$20,718
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$169,823
Asset value of US Government securities at end of year2020-12-31$15,227,764
Asset value of US Government securities at beginning of year2020-12-31$11,597,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$20,248,269
Employer contributions (assets) at end of year2020-12-31$1,985,377
Employer contributions (assets) at beginning of year2020-12-31$2,128,404
Income. Dividends from common stock2020-12-31$100,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,597,579
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$2,223,005
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$3,620,360
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$9,312,677
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$4,587,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$3,192,144
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$5,096,321
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,836,600
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,823,900
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$11,732
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$10,537
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
Aggregate proceeds on sale of assets2020-12-31$35,702,374
Aggregate carrying amount (costs) on sale of assets2020-12-31$35,937,149
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2020-12-31131578842
2019 : TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,900,031
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,900,031
Total unrealized appreciation/depreciation of assets2019-12-31$1,900,031
Total unrealized appreciation/depreciation of assets2019-12-31$1,900,031
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,131,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,131,778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,261,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,261,449
Total income from all sources (including contributions)2019-12-31$25,014,246
Total income from all sources (including contributions)2019-12-31$25,014,246
Total loss/gain on sale of assets2019-12-31$131,950
Total loss/gain on sale of assets2019-12-31$131,950
Total of all expenses incurred2019-12-31$16,998,438
Total of all expenses incurred2019-12-31$16,998,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,858,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,858,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,601,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,601,823
Value of total assets at end of year2019-12-31$36,082,607
Value of total assets at end of year2019-12-31$36,082,607
Value of total assets at beginning of year2019-12-31$28,196,470
Value of total assets at beginning of year2019-12-31$28,196,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,140,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,140,277
Total interest from all sources2019-12-31$687,043
Total interest from all sources2019-12-31$687,043
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$131,673
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$131,673
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$242,181
Administrative expenses professional fees incurred2019-12-31$242,181
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$17,427
Contributions received from participants2019-12-31$17,427
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,042,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,042,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$898,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$898,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$519
Other income not declared elsewhere2019-12-31$561,726
Other income not declared elsewhere2019-12-31$561,726
Administrative expenses (other) incurred2019-12-31$1,842,879
Administrative expenses (other) incurred2019-12-31$1,842,879
Liabilities. Value of operating payables at end of year2019-12-31$307,878
Liabilities. Value of operating payables at end of year2019-12-31$307,878
Liabilities. Value of operating payables at beginning of year2019-12-31$248,330
Liabilities. Value of operating payables at beginning of year2019-12-31$248,330
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
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$8,015,808
Value of net income/loss2019-12-31$8,015,808
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,950,829
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,950,829
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,935,021
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,935,021
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$55,217
Investment advisory and management fees2019-12-31$55,217
Interest earned on other investments2019-12-31$7,917
Interest earned on other investments2019-12-31$7,917
Income. Interest from US Government securities2019-12-31$364,479
Income. Interest from US Government securities2019-12-31$364,479
Income. Interest from corporate debt instruments2019-12-31$294,966
Income. Interest from corporate debt instruments2019-12-31$294,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,999,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,999,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,063,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,063,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,063,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,063,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,681
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$174,539
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$174,539
Asset value of US Government securities at end of year2019-12-31$11,597,669
Asset value of US Government securities at end of year2019-12-31$11,597,669
Asset value of US Government securities at beginning of year2019-12-31$11,056,424
Asset value of US Government securities at beginning of year2019-12-31$11,056,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$21,584,396
Contributions received in cash from employer2019-12-31$21,584,396
Employer contributions (assets) at end of year2019-12-31$2,128,404
Employer contributions (assets) at end of year2019-12-31$2,128,404
Employer contributions (assets) at beginning of year2019-12-31$2,064,724
Employer contributions (assets) at beginning of year2019-12-31$2,064,724
Income. Dividends from common stock2019-12-31$131,673
Income. Dividends from common stock2019-12-31$131,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,683,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,683,622
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$3,620,360
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$3,620,360
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$3,547,688
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$3,547,688
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$4,587,344
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$4,587,344
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$4,418,454
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$4,418,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,096,321
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,096,321
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,129,681
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,129,681
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,823,900
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,823,900
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,012,600
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,012,600
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$10,537
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$10,537
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$17,416
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$17,416
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$21,081,936
Aggregate proceeds on sale of assets2019-12-31$21,081,936
Aggregate carrying amount (costs) on sale of assets2019-12-31$20,949,986
Aggregate carrying amount (costs) on sale of assets2019-12-31$20,949,986
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm name2019-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2019-12-31131578842
Accountancy firm EIN2019-12-31131578842
2018 : TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-510,347
Total unrealized appreciation/depreciation of assets2018-12-31$-510,347
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,261,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,991,467
Total income from all sources (including contributions)2018-12-31$21,547,540
Total loss/gain on sale of assets2018-12-31$-134,890
Total of all expenses incurred2018-12-31$18,283,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,153,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,938,692
Value of total assets at end of year2018-12-31$28,196,470
Value of total assets at beginning of year2018-12-31$24,662,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,129,449
Total interest from all sources2018-12-31$565,502
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$94,955
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$204,796
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$54,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$898,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,003,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,888
Other income not declared elsewhere2018-12-31$593,628
Administrative expenses (other) incurred2018-12-31$1,881,188
Liabilities. Value of operating payables at end of year2018-12-31$248,330
Liabilities. Value of operating payables at beginning of year2018-12-31$243,379
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$3,264,441
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,935,021
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,670,580
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$43,465
Income. Interest from US Government securities2018-12-31$328,154
Income. Interest from corporate debt instruments2018-12-31$217,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,063,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,271,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,271,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$20,292
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$182,205
Asset value of US Government securities at end of year2018-12-31$11,056,424
Asset value of US Government securities at beginning of year2018-12-31$8,932,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$20,883,983
Employer contributions (assets) at end of year2018-12-31$2,064,724
Employer contributions (assets) at beginning of year2018-12-31$1,938,978
Income. Dividends from common stock2018-12-31$94,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,971,445
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$3,547,688
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$2,320,682
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$4,418,454
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$3,978,862
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,129,681
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$3,188,547
Liabilities. Value of benefit claims payable at end of year2018-12-31$3,012,600
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,741,200
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$17,416
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$26,882
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
Aggregate proceeds on sale of assets2018-12-31$20,968,936
Aggregate carrying amount (costs) on sale of assets2018-12-31$21,103,826
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 name2018-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2018-12-31131578842
2017 : TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$535,515
Total unrealized appreciation/depreciation of assets2017-12-31$535,515
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,991,467
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,435,927
Total income from all sources (including contributions)2017-12-31$21,764,548
Total loss/gain on sale of assets2017-12-31$-35,610
Total of all expenses incurred2017-12-31$16,824,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,732,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$20,273,348
Value of total assets at end of year2017-12-31$24,662,047
Value of total assets at beginning of year2017-12-31$21,166,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,092,300
Total interest from all sources2017-12-31$428,708
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$82,329
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$216,512
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$75,708
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,003,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,527,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,459,841
Other income not declared elsewhere2017-12-31$480,258
Administrative expenses (other) incurred2017-12-31$1,840,056
Liabilities. Value of operating payables at end of year2017-12-31$243,379
Liabilities. Value of operating payables at beginning of year2017-12-31$177,257
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$4,940,201
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,670,580
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,730,379
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$35,732
Income. Interest from US Government securities2017-12-31$259,061
Income. Interest from corporate debt instruments2017-12-31$153,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,271,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,963,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,963,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$15,792
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$204,429
Asset value of US Government securities at end of year2017-12-31$8,932,618
Asset value of US Government securities at beginning of year2017-12-31$6,513,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$20,197,640
Employer contributions (assets) at end of year2017-12-31$1,938,978
Employer contributions (assets) at beginning of year2017-12-31$2,220,656
Income. Dividends from common stock2017-12-31$82,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,527,618
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$2,320,682
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$1,081,323
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$3,978,862
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,176,765
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$3,188,547
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,662,996
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,741,200
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,798,829
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$26,882
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$20,389
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
Aggregate proceeds on sale of assets2017-12-31$21,498,205
Aggregate carrying amount (costs) on sale of assets2017-12-31$21,533,815
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 name2017-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2017-12-31131578842
2016 : TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$51,289
Total unrealized appreciation/depreciation of assets2016-12-31$51,289
Total transfer of assets to this plan2016-12-31$1,798,216
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,435,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,907,535
Total income from all sources (including contributions)2016-12-31$20,338,657
Total loss/gain on sale of assets2016-12-31$4,781
Total of all expenses incurred2016-12-31$15,312,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,164,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,870,595
Value of total assets at end of year2016-12-31$21,166,306
Value of total assets at beginning of year2016-12-31$12,813,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,148,364
Total interest from all sources2016-12-31$133,094
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$47,352
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$212,110
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$63,543
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,527,157
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,117,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,459,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$99,828
Other income not declared elsewhere2016-12-31$241,608
Administrative expenses (other) incurred2016-12-31$1,909,016
Liabilities. Value of operating payables at end of year2016-12-31$177,257
Liabilities. Value of operating payables at beginning of year2016-12-31$223,107
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$5,025,965
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,730,379
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,906,198
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
Assets. partnership/joint venture interests at beginning of year2016-12-31$1,146,752
Investment advisory and management fees2016-12-31$27,238
Income. Interest from US Government securities2016-12-31$74,043
Income. Interest from corporate debt instruments2016-12-31$57,258
Value of interest in common/collective trusts at beginning of year2016-12-31$5,322,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,963,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,355,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,355,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,793
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$242,265
Asset value of US Government securities at end of year2016-12-31$6,513,506
Net investment gain or loss from common/collective trusts2016-12-31$-10,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$19,807,052
Employer contributions (assets) at end of year2016-12-31$2,220,656
Employer contributions (assets) at beginning of year2016-12-31$1,844,867
Income. Dividends from common stock2016-12-31$47,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,922,063
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$1,081,323
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,176,765
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
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,662,996
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,798,829
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,584,600
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$20,389
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$25,789
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
Aggregate proceeds on sale of assets2016-12-31$21,905,747
Aggregate carrying amount (costs) on sale of assets2016-12-31$21,900,966
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2016-12-31131578842
2015 : TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-42,011
Total unrealized appreciation/depreciation of assets2015-12-31$-42,011
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,907,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,638,181
Total income from all sources (including contributions)2015-12-31$18,748,949
Total of all expenses incurred2015-12-31$15,550,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,316,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,908,086
Value of total assets at end of year2015-12-31$12,813,733
Value of total assets at beginning of year2015-12-31$10,346,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,233,885
Total interest from all sources2015-12-31$2,150
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$210,399
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$32,162
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,117,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$545,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$99,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$137,914
Other income not declared elsewhere2015-12-31$914,535
Administrative expenses (other) incurred2015-12-31$1,988,923
Liabilities. Value of operating payables at end of year2015-12-31$223,107
Liabilities. Value of operating payables at beginning of year2015-12-31$99,812
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$3,198,276
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,906,198
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,707,922
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
Assets. partnership/joint venture interests at end of year2015-12-31$1,146,752
Assets. partnership/joint venture interests at beginning of year2015-12-31$1,088,763
Investment advisory and management fees2015-12-31$34,563
Value of interest in common/collective trusts at end of year2015-12-31$5,322,704
Value of interest in common/collective trusts at beginning of year2015-12-31$4,456,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,355,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,442,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,442,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,150
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$240,856
Net investment gain or loss from common/collective trusts2015-12-31$-33,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$17,875,924
Employer contributions (assets) at end of year2015-12-31$1,844,867
Employer contributions (assets) at beginning of year2015-12-31$1,798,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,075,932
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
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,584,600
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,400,455
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$25,789
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$14,203
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 PBGC2015-12-31No
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 name2015-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2015-12-31131578842
2014 : TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$221,056
Total unrealized appreciation/depreciation of assets2014-12-31$221,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,638,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,577,665
Total income from all sources (including contributions)2014-12-31$17,107,226
Total loss/gain on sale of assets2014-12-31$-194,476
Total of all expenses incurred2014-12-31$15,902,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,078,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,514,998
Value of total assets at end of year2014-12-31$10,346,103
Value of total assets at beginning of year2014-12-31$8,081,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,824,592
Total interest from all sources2014-12-31$1,104
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$187,363
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$32,625
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$545,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$395,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$137,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$63,775
Other income not declared elsewhere2014-12-31$357,649
Administrative expenses (other) incurred2014-12-31$1,598,199
Liabilities. Value of operating payables at end of year2014-12-31$99,812
Liabilities. Value of operating payables at beginning of year2014-12-31$150,190
Total non interest bearing cash at end of year2014-12-31$1,442,857
Total non interest bearing cash at beginning of year2014-12-31$398,762
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$1,204,430
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,707,922
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,503,492
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
Assets. partnership/joint venture interests at end of year2014-12-31$1,088,763
Assets. partnership/joint venture interests at beginning of year2014-12-31$1,062,183
Investment advisory and management fees2014-12-31$39,030
Value of interest in common/collective trusts at end of year2014-12-31$4,456,520
Value of interest in common/collective trusts at beginning of year2014-12-31$4,749,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,000,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,104
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$237,098
Net investment gain or loss from common/collective trusts2014-12-31$206,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$16,482,373
Employer contributions (assets) at end of year2014-12-31$1,798,051
Employer contributions (assets) at beginning of year2014-12-31$1,463,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,841,106
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
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,400,455
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,363,700
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$14,203
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$12,123
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 PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$470,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$664,476
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 name2014-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2014-12-31131578842
2013 : TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$150,271
Total unrealized appreciation/depreciation of assets2013-12-31$150,271
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,577,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,667,753
Total income from all sources (including contributions)2013-12-31$15,063,661
Total loss/gain on sale of assets2013-12-31$-79,735
Total of all expenses incurred2013-12-31$15,769,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,984,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,000,292
Value of total assets at end of year2013-12-31$8,081,157
Value of total assets at beginning of year2013-12-31$8,877,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,785,395
Total interest from all sources2013-12-31$796
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$226,833
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$82,787
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$395,216
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$517,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$63,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$173,410
Other income not declared elsewhere2013-12-31$112,540
Administrative expenses (other) incurred2013-12-31$1,518,196
Liabilities. Value of operating payables at end of year2013-12-31$150,190
Liabilities. Value of operating payables at beginning of year2013-12-31$66,543
Total non interest bearing cash at end of year2013-12-31$398,762
Total non interest bearing cash at beginning of year2013-12-31$405,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-706,222
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,503,492
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,209,714
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
Assets. partnership/joint venture interests at end of year2013-12-31$1,062,183
Assets. partnership/joint venture interests at beginning of year2013-12-31$1,364,648
Investment advisory and management fees2013-12-31$40,366
Value of interest in common/collective trusts at end of year2013-12-31$4,749,625
Value of interest in common/collective trusts at beginning of year2013-12-31$5,092,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$796
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$227,823
Net investment gain or loss from common/collective trusts2013-12-31$-120,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$14,917,505
Employer contributions (assets) at end of year2013-12-31$1,463,248
Employer contributions (assets) at beginning of year2013-12-31$1,480,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,756,665
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
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,363,700
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,427,800
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$12,123
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$16,642
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
Aggregate proceeds on sale of assets2013-12-31$373,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$452,735
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 name2013-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2013-12-31131578842
2012 : TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$66,209
Total unrealized appreciation/depreciation of assets2012-12-31$66,209
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,667,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,221,169
Total income from all sources (including contributions)2012-12-31$14,248,438
Total loss/gain on sale of assets2012-12-31$13,093
Total of all expenses incurred2012-12-31$16,855,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,215,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,471,365
Value of total assets at end of year2012-12-31$8,877,467
Value of total assets at beginning of year2012-12-31$11,037,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,639,777
Total interest from all sources2012-12-31$581
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$130,519
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$79,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$517,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$274,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$173,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$56,092
Other income not declared elsewhere2012-12-31$200,819
Administrative expenses (other) incurred2012-12-31$1,468,762
Liabilities. Value of operating payables at end of year2012-12-31$66,543
Liabilities. Value of operating payables at beginning of year2012-12-31$166,377
Total non interest bearing cash at end of year2012-12-31$405,575
Total non interest bearing cash at beginning of year2012-12-31$198,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,607,031
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,209,714
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,816,745
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
Assets. partnership/joint venture interests at end of year2012-12-31$1,364,648
Assets. partnership/joint venture interests at beginning of year2012-12-31$1,672,668
Investment advisory and management fees2012-12-31$40,496
Value of interest in common/collective trusts at end of year2012-12-31$5,092,131
Value of interest in common/collective trusts at beginning of year2012-12-31$7,510,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$581
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$214,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$496,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$13,391,840
Employer contributions (assets) at end of year2012-12-31$1,480,934
Employer contributions (assets) at beginning of year2012-12-31$1,358,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,001,307
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
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,427,800
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,998,700
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$16,642
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$22,656
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
Aggregate proceeds on sale of assets2012-12-31$490,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$476,907
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 name2012-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2012-12-31131578842
2011 : TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$58,360
Total unrealized appreciation/depreciation of assets2011-12-31$58,360
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,221,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,632,060
Total income from all sources (including contributions)2011-12-31$13,067,538
Total of all expenses incurred2011-12-31$14,389,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,831,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,204,525
Value of total assets at end of year2011-12-31$11,037,914
Value of total assets at beginning of year2011-12-31$11,770,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,557,565
Total interest from all sources2011-12-31$2,506
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$71,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$71,627
Administrative expenses professional fees incurred2011-12-31$139,447
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$98,919
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$274,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$226,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$56,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$39,086
Other income not declared elsewhere2011-12-31$140,943
Administrative expenses (other) incurred2011-12-31$1,369,857
Liabilities. Value of operating payables at end of year2011-12-31$166,377
Liabilities. Value of operating payables at beginning of year2011-12-31$90,874
Total non interest bearing cash at end of year2011-12-31$198,984
Total non interest bearing cash at beginning of year2011-12-31$357,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,321,840
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,816,745
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,138,585
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
Assets. partnership/joint venture interests at end of year2011-12-31$1,672,668
Investment advisory and management fees2011-12-31$48,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,604,046
Value of interest in common/collective trusts at end of year2011-12-31$7,510,760
Value of interest in common/collective trusts at beginning of year2011-12-31$7,859,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$418,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$418,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,506
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$173,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-61,364
Net investment gain or loss from common/collective trusts2011-12-31$650,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$12,105,606
Employer contributions (assets) at end of year2011-12-31$1,358,052
Employer contributions (assets) at beginning of year2011-12-31$1,299,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,657,840
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
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,998,700
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,502,100
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$22,656
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$5,140
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 name2011-12-31BUCHBINDER TUNICK & COMPANY LLC
Accountancy firm EIN2011-12-31131578842
2010 : TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,632,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,670,599
Total income from all sources (including contributions)2010-12-31$11,949,009
Total of all expenses incurred2010-12-31$10,100,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,282,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,137,531
Value of total assets at end of year2010-12-31$11,770,645
Value of total assets at beginning of year2010-12-31$9,960,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$817,480
Total interest from all sources2010-12-31$5,810
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$111,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$111,551
Administrative expenses professional fees incurred2010-12-31$130,937
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$123,018
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$226,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$256,579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$39,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$67,702
Other income not declared elsewhere2010-12-31$55,182
Administrative expenses (other) incurred2010-12-31$647,713
Liabilities. Value of operating payables at end of year2010-12-31$90,874
Liabilities. Value of operating payables at beginning of year2010-12-31$67,997
Total non interest bearing cash at end of year2010-12-31$357,759
Total non interest bearing cash at beginning of year2010-12-31$251,963
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$1,848,675
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,138,585
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,289,910
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$38,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,604,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,100,873
Value of interest in common/collective trusts at end of year2010-12-31$7,859,820
Value of interest in common/collective trusts at beginning of year2010-12-31$7,012,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$418,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$413,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$413,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,810
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$136,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$91,621
Net investment gain or loss from common/collective trusts2010-12-31$547,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$11,014,513
Employer contributions (assets) at end of year2010-12-31$1,299,028
Employer contributions (assets) at beginning of year2010-12-31$922,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,145,999
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
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,502,100
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,534,900
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$5,140
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$2,075
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31BUCHBINDER TUNICK & COMPANY LLC
Accountancy firm EIN2010-12-31131578842

Form 5500 Responses for TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND

2022: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MHN SERVICES (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number008631
Policy instance 2
Insurance contract or identification number008631
Number of Individuals Covered901
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $16,186
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26NJ07
Policy instance 1
Insurance contract or identification number26NJ07
Number of Individuals Covered2465
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $153,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MHN SERVICES (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number008631
Policy instance 2
Insurance contract or identification number008631
Number of Individuals Covered943
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $17,245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26NJ07
Policy instance 1
Insurance contract or identification number26NJ07
Number of Individuals Covered2517
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $162,169
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26NJ07
Policy instance 1
Insurance contract or identification number26NJ07
Number of Individuals Covered2103
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $176,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MHN SERVICES (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number008631
Policy instance 2
Insurance contract or identification number008631
Number of Individuals Covered1430
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $19,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MHN SERVICES (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number008631
Policy instance 2
Insurance contract or identification number008631
Number of Individuals Covered1400
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $20,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26NJ07
Policy instance 1
Insurance contract or identification number26NJ07
Number of Individuals Covered2922
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $186,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26NJ07
Policy instance 1
Insurance contract or identification number26NJ07
Number of Individuals Covered3052
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $194,332
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MHN SERVICES (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number008631
Policy instance 2
Insurance contract or identification number008631
Number of Individuals Covered1364
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $20,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MHN SERVICES (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number8631
Policy instance 2
Insurance contract or identification number8631
Number of Individuals Covered1352
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $21,777
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number647119
Policy instance 1
Insurance contract or identification number647119
Number of Individuals Covered1990
Insurance policy start date2017-01-01
Insurance policy end date2017-03-31
Total amount of commissions paid to insurance brokerUSD $2,658
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,658
Insurance broker organization code?3
Insurance broker nameCENTERSTONE INSURANCE AND FINANCIAL
MHN SERVICES (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number8631
Policy instance 2
Insurance contract or identification number8631
Number of Individuals Covered1196
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $21,452
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number647119
Policy instance 1
Insurance contract or identification number647119
Number of Individuals Covered1914
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $19,352
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENT DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,352
Insurance broker organization code?3
Insurance broker nameCENTERSTONE INSURANCE AND FINANCIAL
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number647119
Policy instance 1
Insurance contract or identification number647119
Number of Individuals Covered1895
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,113
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENT DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,113
Insurance broker organization code?3
Insurance broker nameCENTERSTONE INSURANCE AND FINANCIAL
MHN SERVICES (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number8631
Policy instance 2
Insurance contract or identification number8631
Number of Individuals Covered1191
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $21,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MHN SERVICES (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number8631
Policy instance 2
Insurance contract or identification number8631
Number of Individuals Covered1178
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $21,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number647119
Policy instance 1
Insurance contract or identification number647119
Number of Individuals Covered1899
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $23,790
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENT DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,068
Insurance broker organization code?3
Insurance broker nameWESTON INSURANCE BROKERAGE INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number647119
Policy instance 1
Insurance contract or identification number647119
Number of Individuals Covered1145
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,980
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENT DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,980
Insurance broker organization code?3
Insurance broker nameCENTERSTONE INSURANCE AND FINANCIAL
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number647119
Policy instance 1
Insurance contract or identification number647119
Number of Individuals Covered1089
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,966
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENT DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number647119
Policy instance 1
Insurance contract or identification number647119
Number of Individuals Covered1101
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,802
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENT DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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