401k Plan data: TEAMSTERS LOCAL 830 WELFARE PLAN plan

TEAMSTERS LOCAL 830 WELFARE PLAN 401k Plan overview

Plan Name	TEAMSTERS LOCAL 830 WELFARE PLAN
Plan identification number	501

TEAMSTERS LOCAL 830 WELFARE PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF TEAMSTERS LOCAL 830 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF TEAMSTERS LOCAL 830 WELFARE FUND

Employer identification number (EIN): 231415471

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL 830 WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2021-09-01 DANIEL GRACE - UNION TRUSTEE 2023-06-07 DOMINIC ORIGLIO - EMPLOYER TRUSTEE 2023-06-07
501 2020-09-01 DANIEL GRACE - UNION TRUSTEE 2022-06-06 DOMINIC ORIGLIO - EMPLOYER TRUSTEE 2022-06-08
501 2019-09-01 DANIEL GRACE - UNION TRUSTEE 2021-06-03 DOMINIC ORIGLIO - EMPLOYER TRUSTEE 2021-06-03
501 2018-09-01 DANIEL GRACE - UNION TRUSTEE 2020-07-08 DOMINIC ORIGLIO - EMPLOYER TRUSTEE 2020-07-08
501 2017-09-01
501 2016-09-01 UNION TRUSTEE
501 2015-09-01 UNION TRUSTEE
501 2014-09-01 UNION TRUSTEE
501 2013-09-01 UNION TRUSTEE
501 2012-09-01 UNION TRUSTEE
501 2011-09-01 UNION TRUSTEE
501 2010-09-01 UNION TRUSTEE
501 2009-09-01 UNION TRUSTEE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2021-09-01	DANIEL GRACE - UNION TRUSTEE	2023-06-07	DOMINIC ORIGLIO - EMPLOYER TRUSTEE	2023-06-07
501	2020-09-01	DANIEL GRACE - UNION TRUSTEE	2022-06-06	DOMINIC ORIGLIO - EMPLOYER TRUSTEE	2022-06-08
501	2019-09-01	DANIEL GRACE - UNION TRUSTEE	2021-06-03	DOMINIC ORIGLIO - EMPLOYER TRUSTEE	2021-06-03
501	2018-09-01	DANIEL GRACE - UNION TRUSTEE	2020-07-08	DOMINIC ORIGLIO - EMPLOYER TRUSTEE	2020-07-08
501	2017-09-01
501	2016-09-01	UNION TRUSTEE
501	2015-09-01	UNION TRUSTEE
501	2014-09-01	UNION TRUSTEE
501	2013-09-01	UNION TRUSTEE
501	2012-09-01	UNION TRUSTEE
501	2011-09-01	UNION TRUSTEE
501	2010-09-01	UNION TRUSTEE
501	2009-09-01	UNION TRUSTEE

Plan Statistics for TEAMSTERS LOCAL 830 WELFARE PLAN

401k plan membership statisitcs for TEAMSTERS LOCAL 830 WELFARE PLAN

Measure Date Value
2021: TEAMSTERS LOCAL 830 WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 2,145
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 1,946
Number of retired or separated participants receiving benefits 2021-09-01 155
Total of all active and inactive participants 2021-09-01 2,101
Number of employers contributing to the scheme 2021-09-01 36
2020: TEAMSTERS LOCAL 830 WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 2,143
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 1,959
Number of retired or separated participants receiving benefits 2020-09-01 186
Total of all active and inactive participants 2020-09-01 2,145
Number of employers contributing to the scheme 2020-09-01 36
2019: TEAMSTERS LOCAL 830 WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 2,277
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 2,117
Number of retired or separated participants receiving benefits 2019-09-01 26
Number of other retired or separated participants entitled to future benefits 2019-09-01 0
Total of all active and inactive participants 2019-09-01 2,143
Number of employers contributing to the scheme 2019-09-01 34
2018: TEAMSTERS LOCAL 830 WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 2,201
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 2,252
Number of retired or separated participants receiving benefits 2018-09-01 25
Total of all active and inactive participants 2018-09-01 2,277
Number of employers contributing to the scheme 2018-09-01 34
2017: TEAMSTERS LOCAL 830 WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 1,904
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 2,201
Total of all active and inactive participants 2017-09-01 2,201
Total participants 2017-09-01 2,201
Number of employers contributing to the scheme 2017-09-01 61
2016: TEAMSTERS LOCAL 830 WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 1,953
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 1,904
Total of all active and inactive participants 2016-09-01 1,904
Total participants 2016-09-01 1,904
Number of employers contributing to the scheme 2016-09-01 60
2015: TEAMSTERS LOCAL 830 WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 1,953
Total of all active and inactive participants 2015-09-01 1,953
Total participants 2015-09-01 0
Number of employers contributing to the scheme 2015-09-01 60
2014: TEAMSTERS LOCAL 830 WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 1,792
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 1,763
Total of all active and inactive participants 2014-09-01 1,763
Total participants 2014-09-01 0
Number of employers contributing to the scheme 2014-09-01 60
2013: TEAMSTERS LOCAL 830 WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 1,783
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 1,792
Total of all active and inactive participants 2013-09-01 1,792
Total participants 2013-09-01 0
Number of employers contributing to the scheme 2013-09-01 0
2012: TEAMSTERS LOCAL 830 WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 1,734
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 1,783
Total of all active and inactive participants 2012-09-01 1,783
Total participants 2012-09-01 0
2011: TEAMSTERS LOCAL 830 WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 1,824
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 1,734
Total of all active and inactive participants 2011-09-01 1,734
Total participants 2011-09-01 1,734
2010: TEAMSTERS LOCAL 830 WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 2,013
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 1,824
Total of all active and inactive participants 2010-09-01 1,824
Total participants 2010-09-01 1,824
2009: TEAMSTERS LOCAL 830 WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 2,647
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 2,013
Total of all active and inactive participants 2009-09-01 2,013
Total participants 2009-09-01 2,013

Measure	Date	Value
2021: TEAMSTERS LOCAL 830 WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	2,145
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	1,946
Number of retired or separated participants receiving benefits	2021-09-01	155
Total of all active and inactive participants	2021-09-01	2,101
Number of employers contributing to the scheme	2021-09-01	36
2020: TEAMSTERS LOCAL 830 WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	2,143
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	1,959
Number of retired or separated participants receiving benefits	2020-09-01	186
Total of all active and inactive participants	2020-09-01	2,145
Number of employers contributing to the scheme	2020-09-01	36
2019: TEAMSTERS LOCAL 830 WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	2,277
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	2,117
Number of retired or separated participants receiving benefits	2019-09-01	26
Number of other retired or separated participants entitled to future benefits	2019-09-01	0
Total of all active and inactive participants	2019-09-01	2,143
Number of employers contributing to the scheme	2019-09-01	34
2018: TEAMSTERS LOCAL 830 WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	2,201
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	2,252
Number of retired or separated participants receiving benefits	2018-09-01	25
Total of all active and inactive participants	2018-09-01	2,277
Number of employers contributing to the scheme	2018-09-01	34
2017: TEAMSTERS LOCAL 830 WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	1,904
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	2,201
Total of all active and inactive participants	2017-09-01	2,201
Total participants	2017-09-01	2,201
Number of employers contributing to the scheme	2017-09-01	61
2016: TEAMSTERS LOCAL 830 WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	1,953
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	1,904
Total of all active and inactive participants	2016-09-01	1,904
Total participants	2016-09-01	1,904
Number of employers contributing to the scheme	2016-09-01	60
2015: TEAMSTERS LOCAL 830 WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	1,953
Total of all active and inactive participants	2015-09-01	1,953
Total participants	2015-09-01	0
Number of employers contributing to the scheme	2015-09-01	60
2014: TEAMSTERS LOCAL 830 WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	1,792
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	1,763
Total of all active and inactive participants	2014-09-01	1,763
Total participants	2014-09-01	0
Number of employers contributing to the scheme	2014-09-01	60
2013: TEAMSTERS LOCAL 830 WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	1,783
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	1,792
Total of all active and inactive participants	2013-09-01	1,792
Total participants	2013-09-01	0
Number of employers contributing to the scheme	2013-09-01	0
2012: TEAMSTERS LOCAL 830 WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	1,734
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	1,783
Total of all active and inactive participants	2012-09-01	1,783
Total participants	2012-09-01	0
2011: TEAMSTERS LOCAL 830 WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	1,824
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	1,734
Total of all active and inactive participants	2011-09-01	1,734
Total participants	2011-09-01	1,734
2010: TEAMSTERS LOCAL 830 WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	2,013
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	1,824
Total of all active and inactive participants	2010-09-01	1,824
Total participants	2010-09-01	1,824
2009: TEAMSTERS LOCAL 830 WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	2,647
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	2,013
Total of all active and inactive participants	2009-09-01	2,013
Total participants	2009-09-01	2,013

Financial Data on TEAMSTERS LOCAL 830 WELFARE PLAN

Measure	Date	Value
2022 : TEAMSTERS LOCAL 830 WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-08-31	$-2,088,505
Total unrealized appreciation/depreciation of assets	2022-08-31	$-2,088,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$6,323,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$5,660,126
Total income from all sources (including contributions)	2022-08-31	$32,690,514
Total loss/gain on sale of assets	2022-08-31	$-695,085
Total of all expenses incurred	2022-08-31	$33,717,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$32,565,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$34,192,922
Value of total assets at end of year	2022-08-31	$43,729,329
Value of total assets at beginning of year	2022-08-31	$44,092,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$1,152,206
Total interest from all sources	2022-08-31	$1,281,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Administrative expenses professional fees incurred	2022-08-31	$164,028
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$723,107
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-08-31	$373,800
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-08-31	$1,316,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-08-31	$1,413,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-08-31	$590,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-08-31	$100,091
Administrative expenses (other) incurred	2022-08-31	$858,459
Liabilities. Value of operating payables at end of year	2022-08-31	$83,890
Liabilities. Value of operating payables at beginning of year	2022-08-31	$81,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-1,026,782
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$37,405,559
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$38,432,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Assets. partnership/joint venture interests at end of year	2022-08-31	$5,445,884
Assets. partnership/joint venture interests at beginning of year	2022-08-31	$5,157,835
Investment advisory and management fees	2022-08-31	$129,719
Interest earned on other investments	2022-08-31	$276,609
Income. Interest from US Government securities	2022-08-31	$55,741
Income. Interest from corporate debt instruments	2022-08-31	$929,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-31	$8,445,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-31	$10,341,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-31	$10,341,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-08-31	$19,608
Expenses. Payments to insurance carriers foe the provision of benefits	2022-08-31	$1,418,179
Asset value of US Government securities at end of year	2022-08-31	$6,653,368
Asset value of US Government securities at beginning of year	2022-08-31	$5,660,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Contributions received in cash from employer	2022-08-31	$33,469,815
Employer contributions (assets) at end of year	2022-08-31	$1,679,894
Employer contributions (assets) at beginning of year	2022-08-31	$1,057,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$30,773,111
Asset. Corporate debt instrument debt (other) at end of year	2022-08-31	$20,187,838
Asset. Corporate debt instrument debt (other) at beginning of year	2022-08-31	$20,461,426
Liabilities. Value of benefit claims payable at end of year	2022-08-31	$5,649,657
Liabilities. Value of benefit claims payable at beginning of year	2022-08-31	$5,478,641
Did the plan have assets held for investment	2022-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Aggregate proceeds on sale of assets	2022-08-31	$32,951,585
Aggregate carrying amount (costs) on sale of assets	2022-08-31	$33,646,670
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	NOVAK FRANCELLA, LLC
Accountancy firm EIN	2022-08-31	611436956
2021 : TEAMSTERS LOCAL 830 WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-08-31	$273,664
Total unrealized appreciation/depreciation of assets	2021-08-31	$273,664
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$5,660,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$4,973,380
Total income from all sources (including contributions)	2021-08-31	$36,304,281
Total loss/gain on sale of assets	2021-08-31	$-116,746
Total of all expenses incurred	2021-08-31	$32,697,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$31,720,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$35,073,539
Value of total assets at end of year	2021-08-31	$44,092,467
Value of total assets at beginning of year	2021-08-31	$39,799,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$977,526
Total interest from all sources	2021-08-31	$1,073,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Administrative expenses professional fees incurred	2021-08-31	$140,932
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Contributions received from participants	2021-08-31	$691,075
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-08-31	$373,311
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-08-31	$1,413,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-08-31	$1,073,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-08-31	$100,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-08-31	$131,797
Administrative expenses (other) incurred	2021-08-31	$715,680
Liabilities. Value of operating payables at end of year	2021-08-31	$81,394
Liabilities. Value of operating payables at beginning of year	2021-08-31	$89,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$3,606,389
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$38,432,341
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$34,825,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Assets. partnership/joint venture interests at end of year	2021-08-31	$5,157,835
Assets. partnership/joint venture interests at beginning of year	2021-08-31	$4,194,698
Investment advisory and management fees	2021-08-31	$120,914
Interest earned on other investments	2021-08-31	$191,949
Income. Interest from US Government securities	2021-08-31	$45,042
Income. Interest from corporate debt instruments	2021-08-31	$825,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-08-31	$10,341,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-08-31	$10,255,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-08-31	$10,255,619
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-08-31	$11,713
Expenses. Payments to insurance carriers foe the provision of benefits	2021-08-31	$1,481,370
Asset value of US Government securities at end of year	2021-08-31	$5,660,681
Asset value of US Government securities at beginning of year	2021-08-31	$4,045,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Contributions received in cash from employer	2021-08-31	$34,382,464
Employer contributions (assets) at end of year	2021-08-31	$1,057,796
Employer contributions (assets) at beginning of year	2021-08-31	$1,976,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$29,865,685
Asset. Corporate debt instrument debt (other) at end of year	2021-08-31	$20,461,426
Asset. Corporate debt instrument debt (other) at beginning of year	2021-08-31	$18,254,273
Liabilities. Value of benefit claims payable at end of year	2021-08-31	$5,478,641
Liabilities. Value of benefit claims payable at beginning of year	2021-08-31	$4,752,068
Did the plan have assets held for investment	2021-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Aggregate proceeds on sale of assets	2021-08-31	$41,739,366
Aggregate carrying amount (costs) on sale of assets	2021-08-31	$41,856,112
Opinion of an independent qualified public accountant for this plan	2021-08-31	Unqualified
Accountancy firm name	2021-08-31	NOVAK FRANCELLA, LLC
Accountancy firm EIN	2021-08-31	611436956
2020 : TEAMSTERS LOCAL 830 WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-08-31	$263,735
Total unrealized appreciation/depreciation of assets	2020-08-31	$263,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$4,973,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$5,199,267
Total income from all sources (including contributions)	2020-08-31	$37,691,708
Total loss/gain on sale of assets	2020-08-31	$-1,855
Total of all expenses incurred	2020-08-31	$32,594,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$31,642,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$36,360,368
Value of total assets at end of year	2020-08-31	$39,799,332
Value of total assets at beginning of year	2020-08-31	$34,927,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$952,083
Total interest from all sources	2020-08-31	$1,069,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Administrative expenses professional fees incurred	2020-08-31	$170,863
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$615,261
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-08-31	$372,461
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-08-31	$1,073,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-08-31	$519,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-08-31	$131,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-08-31	$508,906
Administrative expenses (other) incurred	2020-08-31	$675,912
Liabilities. Value of operating payables at end of year	2020-08-31	$89,515
Liabilities. Value of operating payables at beginning of year	2020-08-31	$97,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$5,097,604
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$34,825,952
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$29,728,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Assets. partnership/joint venture interests at end of year	2020-08-31	$4,194,698
Assets. partnership/joint venture interests at beginning of year	2020-08-31	$2,041,267
Investment advisory and management fees	2020-08-31	$105,308
Interest earned on other investments	2020-08-31	$193,448
Income. Interest from US Government securities	2020-08-31	$76,342
Income. Interest from corporate debt instruments	2020-08-31	$764,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-08-31	$10,255,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-08-31	$8,307,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-08-31	$8,307,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-08-31	$35,094
Expenses. Payments to insurance carriers foe the provision of benefits	2020-08-31	$1,483,117
Asset value of US Government securities at end of year	2020-08-31	$4,045,064
Asset value of US Government securities at beginning of year	2020-08-31	$6,350,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$35,745,107
Employer contributions (assets) at end of year	2020-08-31	$1,976,494
Employer contributions (assets) at beginning of year	2020-08-31	$1,709,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$29,786,443
Asset. Corporate debt instrument debt (other) at end of year	2020-08-31	$18,254,273
Asset. Corporate debt instrument debt (other) at beginning of year	2020-08-31	$15,636,059
Liabilities. Value of benefit claims payable at end of year	2020-08-31	$4,752,068
Liabilities. Value of benefit claims payable at beginning of year	2020-08-31	$4,592,363
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-08-31	$364,000
Did the plan have assets held for investment	2020-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Aggregate proceeds on sale of assets	2020-08-31	$30,530,698
Aggregate carrying amount (costs) on sale of assets	2020-08-31	$30,532,553
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	No
Opinion of an independent qualified public accountant for this plan	2020-08-31	Unqualified
Accountancy firm name	2020-08-31	NOVAK FRANCELLA, LLC
Accountancy firm EIN	2020-08-31	611436956
2019 : TEAMSTERS LOCAL 830 WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-08-31	$390,019
Total unrealized appreciation/depreciation of assets	2019-08-31	$390,019
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$5,199,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$2,531,107
Total income from all sources (including contributions)	2019-08-31	$38,141,556
Total loss/gain on sale of assets	2019-08-31	$46,375
Total of all expenses incurred	2019-08-31	$33,609,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$32,688,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$37,069,063
Value of total assets at end of year	2019-08-31	$34,927,615
Value of total assets at beginning of year	2019-08-31	$27,727,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$921,304
Total interest from all sources	2019-08-31	$524,135
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$120,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-08-31	$120,694
Administrative expenses professional fees incurred	2019-08-31	$158,602
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Contributions received from participants	2019-08-31	$560,900
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-08-31	$331,029
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-08-31	$519,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-08-31	$171,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-08-31	$508,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-08-31	$127,800
Administrative expenses (other) incurred	2019-08-31	$706,826
Liabilities. Value of operating payables at end of year	2019-08-31	$97,998
Liabilities. Value of operating payables at beginning of year	2019-08-31	$37,307
Total non interest bearing cash at beginning of year	2019-08-31	$20,694,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$4,532,035
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$29,728,348
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$25,196,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Assets. partnership/joint venture interests at end of year	2019-08-31	$2,041,267
Investment advisory and management fees	2019-08-31	$55,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$4,408,298
Interest earned on other investments	2019-08-31	$505
Income. Interest from US Government securities	2019-08-31	$66,888
Income. Interest from corporate debt instruments	2019-08-31	$295,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-08-31	$8,307,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-08-31	$160,846
Expenses. Payments to insurance carriers foe the provision of benefits	2019-08-31	$1,237,996
Asset value of US Government securities at end of year	2019-08-31	$6,350,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$-8,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$36,508,163
Employer contributions (assets) at end of year	2019-08-31	$1,709,220
Employer contributions (assets) at beginning of year	2019-08-31	$2,452,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$31,119,192
Asset. Corporate debt instrument debt (other) at end of year	2019-08-31	$15,636,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-08-31	No
Liabilities. Value of benefit claims payable at end of year	2019-08-31	$4,592,363
Liabilities. Value of benefit claims payable at beginning of year	2019-08-31	$2,366,000
Assets. Value of buildings and other operty used in plan operation at end of year	2019-08-31	$364,000
Did the plan have assets held for investment	2019-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Aggregate proceeds on sale of assets	2019-08-31	$35,305,369
Aggregate carrying amount (costs) on sale of assets	2019-08-31	$35,258,994
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	No
Opinion of an independent qualified public accountant for this plan	2019-08-31	Unqualified
Accountancy firm name	2019-08-31	NOVAK FRANCELLA LLC
Accountancy firm EIN	2019-08-31	611436956
2018 : TEAMSTERS LOCAL 830 WELFARE PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$2,531,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$2,573,346
Total income from all sources (including contributions)	2018-08-31	$33,426,996
Total of all expenses incurred	2018-08-31	$28,367,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$27,551,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$33,346,242
Value of total assets at end of year	2018-08-31	$27,727,420
Value of total assets at beginning of year	2018-08-31	$22,710,303
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$815,680
Total interest from all sources	2018-08-31	$29,768
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$50,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-08-31	$50,986
Administrative expenses professional fees incurred	2018-08-31	$167,512
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$412,522
Income. Received or receivable in cash from other sources (including rollovers)	2018-08-31	$120,957
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-08-31	$171,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-08-31	$159,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-08-31	$127,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-08-31	$120,297
Administrative expenses (other) incurred	2018-08-31	$648,168
Liabilities. Value of operating payables at end of year	2018-08-31	$37,307
Liabilities. Value of operating payables at beginning of year	2018-08-31	$37,049
Total non interest bearing cash at end of year	2018-08-31	$20,694,980
Total non interest bearing cash at beginning of year	2018-08-31	$15,473,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$5,059,356
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$25,196,313
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$20,136,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$4,408,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$4,357,312
Value of interest in common/collective trusts at end of year	2018-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-08-31	$29,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$32,812,763
Employer contributions (assets) at end of year	2018-08-31	$2,452,764
Employer contributions (assets) at beginning of year	2018-08-31	$2,719,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$27,551,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-08-31	No
Liabilities. Value of benefit claims payable at end of year	2018-08-31	$2,366,000
Liabilities. Value of benefit claims payable at beginning of year	2018-08-31	$2,416,000
Did the plan have assets held for investment	2018-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	No
Opinion of an independent qualified public accountant for this plan	2018-08-31	Unqualified
Accountancy firm name	2018-08-31	E. TEN BROECK LLC
Accountancy firm EIN	2018-08-31	202017396
2017 : TEAMSTERS LOCAL 830 WELFARE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$2,573,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$2,530,598
Total income from all sources (including contributions)	2017-08-31	$31,436,239
Total of all expenses incurred	2017-08-31	$29,020,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$28,260,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$31,134,334
Value of total assets at end of year	2017-08-31	$22,710,303
Value of total assets at beginning of year	2017-08-31	$20,252,118
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$760,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Administrative expenses professional fees incurred	2017-08-31	$155,609
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$379,678
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-08-31	$159,655
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-08-31	$181,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-08-31	$120,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-08-31	$120,071
Other income not declared elsewhere	2017-08-31	$29,599
Administrative expenses (other) incurred	2017-08-31	$604,502
Liabilities. Value of operating payables at end of year	2017-08-31	$37,049
Liabilities. Value of operating payables at beginning of year	2017-08-31	$71,527
Total non interest bearing cash at end of year	2017-08-31	$15,473,634
Total non interest bearing cash at beginning of year	2017-08-31	$14,293,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$2,415,437
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$20,136,957
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$17,721,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$4,357,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$4,085,006
Value of interest in common/collective trusts at end of year	2017-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$272,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$30,754,656
Employer contributions (assets) at end of year	2017-08-31	$2,719,702
Employer contributions (assets) at beginning of year	2017-08-31	$1,691,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$28,260,691
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-08-31	No
Liabilities. Value of benefit claims payable at end of year	2017-08-31	$2,416,000
Liabilities. Value of benefit claims payable at beginning of year	2017-08-31	$2,339,000
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	No
Opinion of an independent qualified public accountant for this plan	2017-08-31	Unqualified
Accountancy firm name	2017-08-31	E. TEN BROECK LLC
Accountancy firm EIN	2017-08-31	202017396
2016 : TEAMSTERS LOCAL 830 WELFARE PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-08-31	$2,530,598
Total plan liabilities at beginning of year	2016-08-31	$2,093,403
Total income from all sources	2016-08-31	$31,593,364
Expenses. Total of all expenses incurred	2016-08-31	$28,754,136
Benefits paid (including direct rollovers)	2016-08-31	$27,941,642
Total plan assets at end of year	2016-08-31	$20,252,118
Total plan assets at beginning of year	2016-08-31	$16,975,695
Value of fidelity bond covering the plan	2016-08-31	$500,000
Total contributions received or receivable from participants	2016-08-31	$314,949
Expenses. Other expenses not covered elsewhere	2016-08-31	$812,494
Other income received	2016-08-31	$250,598
Net income (gross income less expenses)	2016-08-31	$2,839,228
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$17,721,520
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$14,882,292
Total contributions received or receivable from employer(s)	2016-08-31	$31,027,817
2015 : TEAMSTERS LOCAL 830 WELFARE PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$2,093,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$966,351
Total income from all sources (including contributions)	2015-08-31	$28,722,190
Total of all expenses incurred	2015-08-31	$23,219,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$22,394,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$28,737,091
Value of total assets at end of year	2015-08-31	$16,975,695
Value of total assets at beginning of year	2015-08-31	$10,345,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$824,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Administrative expenses professional fees incurred	2015-08-31	$191,156
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$500,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Contributions received from participants	2015-08-31	$296,148
Income. Received or receivable in cash from other sources (including rollovers)	2015-08-31	$57,482
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-08-31	$326,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-08-31	$199,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-08-31	$201,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-08-31	$287,595
Administrative expenses (other) incurred	2015-08-31	$633,629
Liabilities. Value of operating payables at end of year	2015-08-31	$72,727
Liabilities. Value of operating payables at beginning of year	2015-08-31	$72,145
Total non interest bearing cash at end of year	2015-08-31	$11,238,589
Total non interest bearing cash at beginning of year	2015-08-31	$6,747,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$5,502,898
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$14,882,292
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$9,379,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$4,018,643
Value of interest in common/collective trusts at end of year	2015-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-08-31	$1,833,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-08-31	$1,833,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-14,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$28,383,461
Employer contributions (assets) at end of year	2015-08-31	$1,391,834
Employer contributions (assets) at beginning of year	2015-08-31	$1,564,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$22,394,507
Liabilities. Value of benefit claims payable at end of year	2015-08-31	$1,818,700
Liabilities. Value of benefit claims payable at beginning of year	2015-08-31	$606,611
Did the plan have assets held for investment	2015-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	No
Opinion of an independent qualified public accountant for this plan	2015-08-31	Unqualified
Accountancy firm name	2015-08-31	E. TEN BROECK LLC
Accountancy firm EIN	2015-08-31	202017396
2014 : TEAMSTERS LOCAL 830 WELFARE PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$969,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$1,083,063
Total income from all sources (including contributions)	2014-08-31	$26,505,459
Total of all expenses incurred	2014-08-31	$21,967,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$21,166,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$26,230,029
Value of total assets at end of year	2014-08-31	$10,355,745
Value of total assets at beginning of year	2014-08-31	$5,931,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$800,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$500,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$196,621
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-08-31	$200,291
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-08-31	$19,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-08-31	$290,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-08-31	$404,918
Other income not declared elsewhere	2014-08-31	$219,654
Administrative expenses (other) incurred	2014-08-31	$800,465
Liabilities. Value of operating payables at end of year	2014-08-31	$72,145
Liabilities. Value of operating payables at beginning of year	2014-08-31	$72,145
Total non interest bearing cash at end of year	2014-08-31	$6,757,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$4,538,430
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$9,386,394
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$4,847,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$1,833,157
Value of interest in common/collective trusts at end of year	2014-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$4,726,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$4,726,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$55,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Contributions received in cash from employer	2014-08-31	$26,033,408
Employer contributions (assets) at end of year	2014-08-31	$1,564,655
Employer contributions (assets) at beginning of year	2014-08-31	$1,185,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$21,166,564
Liabilities. Value of benefit claims payable at end of year	2014-08-31	$606,611
Liabilities. Value of benefit claims payable at beginning of year	2014-08-31	$606,000
Did the plan have assets held for investment	2014-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	No
Opinion of an independent qualified public accountant for this plan	2014-08-31	Unqualified
Accountancy firm name	2014-08-31	E. TEN BROECK LLC
Accountancy firm EIN	2014-08-31	202017396
2013 : TEAMSTERS LOCAL 830 WELFARE PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$1,083,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$720,896
Total income from all sources (including contributions)	2013-08-31	$26,545,430
Total of all expenses incurred	2013-08-31	$26,196,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$25,416,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$26,477,505
Value of total assets at end of year	2013-08-31	$5,931,027
Value of total assets at beginning of year	2013-08-31	$5,219,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$780,249
Total interest from all sources	2013-08-31	$67,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$85,944
Income. Received or receivable in cash from other sources (including rollovers)	2013-08-31	$130,450
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-08-31	$1,292,716
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-08-31	$19,060
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-08-31	$13,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-08-31	$404,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-08-31	$55,085
Administrative expenses (other) incurred	2013-08-31	$780,249
Liabilities. Value of operating payables at end of year	2013-08-31	$72,145
Liabilities. Value of operating payables at beginning of year	2013-08-31	$55,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$348,905
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$4,847,964
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$4,499,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Value of interest in common/collective trusts at end of year	2013-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-31	$4,726,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-31	$3,698,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-31	$3,698,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-08-31	$67,925
Expenses. Payments to insurance carriers foe the provision of benefits	2013-08-31	$19,324,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$26,261,111
Employer contributions (assets) at end of year	2013-08-31	$1,185,787
Employer contributions (assets) at beginning of year	2013-08-31	$1,508,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$4,798,658
Liabilities. Value of benefit claims payable at end of year	2013-08-31	$606,000
Liabilities. Value of benefit claims payable at beginning of year	2013-08-31	$610,700
Did the plan have assets held for investment	2013-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	No
Opinion of an independent qualified public accountant for this plan	2013-08-31	Unqualified
Accountancy firm name	2013-08-31	E. TEN BROECK LLC
Accountancy firm EIN	2013-08-31	202017396
2012 : TEAMSTERS LOCAL 830 WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-08-31	$37,156
Total unrealized appreciation/depreciation of assets	2012-08-31	$37,156
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$720,896
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$705,997
Total income from all sources (including contributions)	2012-08-31	$25,255,015
Total of all expenses incurred	2012-08-31	$24,774,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$23,991,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$25,175,553
Value of total assets at end of year	2012-08-31	$5,219,955
Value of total assets at beginning of year	2012-08-31	$4,724,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$783,100
Total interest from all sources	2012-08-31	$42,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-08-31	$122,572
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-08-31	$13,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-08-31	$17,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-08-31	$55,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-08-31	$66,002
Administrative expenses (other) incurred	2012-08-31	$783,100
Liabilities. Value of operating payables at end of year	2012-08-31	$55,111
Liabilities. Value of operating payables at beginning of year	2012-08-31	$55,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$480,226
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$4,499,059
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$4,018,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-08-31	$3,698,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-08-31	$3,368,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-08-31	$3,368,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-08-31	$42,306
Expenses. Payments to insurance carriers foe the provision of benefits	2012-08-31	$17,555,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$25,052,981
Employer contributions (assets) at end of year	2012-08-31	$1,508,240
Employer contributions (assets) at beginning of year	2012-08-31	$1,338,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$6,435,954
Liabilities. Value of benefit claims payable at end of year	2012-08-31	$610,700
Liabilities. Value of benefit claims payable at beginning of year	2012-08-31	$584,910
Did the plan have assets held for investment	2012-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	No
Opinion of an independent qualified public accountant for this plan	2012-08-31	Unqualified
Accountancy firm name	2012-08-31	E. TEN BROECK LLC
Accountancy firm EIN	2012-08-31	202017396
2011 : TEAMSTERS LOCAL 830 WELFARE PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$705,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$669,018
Total income from all sources (including contributions)	2011-08-31	$23,889,353
Total of all expenses incurred	2011-08-31	$24,306,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$23,524,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$23,855,142
Value of total assets at end of year	2011-08-31	$4,724,830
Value of total assets at beginning of year	2011-08-31	$5,105,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$782,328
Total interest from all sources	2011-08-31	$17,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Administrative expenses professional fees incurred	2011-08-31	$150,616
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$475,814
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-08-31	$17,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-08-31	$42,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-08-31	$66,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-08-31	$52,113
Other income not declared elsewhere	2011-08-31	$16,914
Administrative expenses (other) incurred	2011-08-31	$631,712
Liabilities. Value of operating payables at end of year	2011-08-31	$55,085
Liabilities. Value of operating payables at beginning of year	2011-08-31	$57,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$-417,149
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$4,018,833
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$4,435,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-31	$3,368,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$4,396,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$4,396,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-31	$17,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$23,379,328
Employer contributions (assets) at end of year	2011-08-31	$1,338,188
Employer contributions (assets) at beginning of year	2011-08-31	$666,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$23,524,174
Liabilities. Value of benefit claims payable at end of year	2011-08-31	$584,910
Liabilities. Value of benefit claims payable at beginning of year	2011-08-31	$559,700
Did the plan have assets held for investment	2011-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	No
Opinion of an independent qualified public accountant for this plan	2011-08-31	Unqualified
Accountancy firm name	2011-08-31	E. TEN BROECK LLC
Accountancy firm EIN	2011-08-31	202017396

Form 5500 Responses for TEAMSTERS LOCAL 830 WELFARE PLAN

2021: TEAMSTERS LOCAL 830 WELFARE PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Multi-employer plan
2021-09-01	Plan is a collectively bargained plan	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: TEAMSTERS LOCAL 830 WELFARE PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Multi-employer plan
2020-09-01	Plan is a collectively bargained plan	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: TEAMSTERS LOCAL 830 WELFARE PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Multi-employer plan
2019-09-01	Plan is a collectively bargained plan	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: TEAMSTERS LOCAL 830 WELFARE PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Multi-employer plan
2018-09-01	Plan is a collectively bargained plan	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: TEAMSTERS LOCAL 830 WELFARE PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Multi-employer plan
2017-09-01	Plan is a collectively bargained plan	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: TEAMSTERS LOCAL 830 WELFARE PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Multi-employer plan
2016-09-01	Plan is a collectively bargained plan	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: TEAMSTERS LOCAL 830 WELFARE PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Multi-employer plan
2015-09-01	Plan is a collectively bargained plan	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: TEAMSTERS LOCAL 830 WELFARE PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Multi-employer plan
2014-09-01	Plan is a collectively bargained plan	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: TEAMSTERS LOCAL 830 WELFARE PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Multi-employer plan
2013-09-01	Plan is a collectively bargained plan	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: TEAMSTERS LOCAL 830 WELFARE PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Multi-employer plan
2012-09-01	Plan is a collectively bargained plan	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: TEAMSTERS LOCAL 830 WELFARE PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Multi-employer plan
2011-09-01	Plan is a collectively bargained plan	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: TEAMSTERS LOCAL 830 WELFARE PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Multi-employer plan
2010-09-01	Submission has been amended	Yes
2010-09-01	Plan is a collectively bargained plan	Yes
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement – Insurance	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: TEAMSTERS LOCAL 830 WELFARE PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Multi-employer plan
2009-09-01	Plan is a collectively bargained plan	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )

Policy contract number

404829-0010SSLS

Policy instance

Insurance contract or identification number	404829-0010SSLS
Number of Individuals Covered	1953
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $19,966
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $723,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,966
Insurance broker organization code?	3

UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )

Policy contract number

856683-000/099

Policy instance

Insurance contract or identification number	856683-000/099
Number of Individuals Covered	46
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $8,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

5343805/806

Policy instance

Insurance contract or identification number	5343805/806
Number of Individuals Covered	1786
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $67,074
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $740,705
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $67,074
Insurance broker organization code?	3

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

5343805

Policy instance

Insurance contract or identification number	5343805
Number of Individuals Covered	1750
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $68,679
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $779,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $68,679
Insurance broker organization code?	3

UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )

Policy contract number

856683-000/099

Policy instance

Insurance contract or identification number	856683-000/099
Number of Individuals Covered	37
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $7,020
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )

Policy contract number

404829-0010SSLS

Policy instance

Insurance contract or identification number	404829-0010SSLS
Number of Individuals Covered	1994
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $720,724
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TS05343805

Policy instance

Insurance contract or identification number	TS05343805
Number of Individuals Covered	1866
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $51,527
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $780,687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $51,527
Insurance broker organization code?	3

UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )

Policy contract number

856683-009

Policy instance

Insurance contract or identification number	856683-009
Number of Individuals Covered	52
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $8,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )

Policy contract number

404829-0010SSLS

Policy instance

Insurance contract or identification number	404829-0010SSLS
Number of Individuals Covered	2070
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $730,849
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )

Policy contract number

856683-009

Policy instance

Insurance contract or identification number	856683-009
Number of Individuals Covered	52
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $8,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )

Policy contract number

159858

Policy instance

Insurance contract or identification number	159858
Number of Individuals Covered	4267
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $626,896
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )

Policy contract number

159858

Policy instance

Insurance contract or identification number	159858
Number of Individuals Covered	545
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $74,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TS05343805

Policy instance

Insurance contract or identification number	TS05343805
Number of Individuals Covered	1895
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $51,135
Total amount of fees paid to insurance company	USD $10
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $576,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $30,954
Insurance broker organization code?	3
Amount paid for insurance broker fees	10
Additional information about fees paid to insurance broker	NON-MONETARY COMPENSATION

UNITED CONCORDIA DENTAL PLANS OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47089 )

Policy contract number

856683

Policy instance

Insurance contract or identification number	856683
Number of Individuals Covered	52
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,079
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )

Policy contract number

Policy instance

Number of Individuals Covered	125
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )

Policy contract number

Policy instance

Number of Individuals Covered	98
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $111,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TS05343805

Policy instance

Insurance contract or identification number	TS05343805
Number of Individuals Covered	1966
Total amount of commissions paid to insurance broker	USD $67,081
Total amount of fees paid to insurance company	USD $85
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISABILITY
Welfare Benefit Premiums Paid to Carrier	USD $725,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Number of Individuals Covered	402
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Number of Individuals Covered	4254
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E4169991

Policy instance

Insurance contract or identification number	E4169991
Number of Individuals Covered	1678
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $441
Total amount of fees paid to insurance company	USD $175
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $107
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $407
Amount paid for insurance broker fees	130
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	4
Insurance broker name	FRANKLIN BENEFIT CONSULTING

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	116
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $18,933
Total amount of fees paid to insurance company	USD $10,396
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $126,223
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $18,933
Amount paid for insurance broker fees	10396
Insurance broker organization code?	3
Insurance broker name	EMERSON REID LLC

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	1372
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $6,049
Total amount of fees paid to insurance company	USD $15,813
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $195,133
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $6,049
Amount paid for insurance broker fees	15813
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	EMERSON REID LLC

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $11,010
Total amount of fees paid to insurance company	USD $6,258
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $73,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $11,010
Amount paid for insurance broker fees	6258
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	EMERSON REID LLC

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	1185
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $10,619
Total amount of fees paid to insurance company	USD $29,619
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $424,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $10,619
Amount paid for insurance broker fees	29619
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	EMERSON REID LLC

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Number of Individuals Covered	43
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	45
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $1,852
Total amount of fees paid to insurance company	USD $1,295
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $18,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $1,852
Amount paid for insurance broker fees	1295
Additional information about fees paid to insurance broker	AGENT OR BROKER OF RECORD OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	EMERSON REID LLC

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Number of Individuals Covered	73
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $71,831
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Number of Individuals Covered	39
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $19,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $10,988
Total amount of fees paid to insurance company	USD $41,823
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $435,533
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $10,988
Amount paid for insurance broker fees	41823
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	EMERSON REID LLC

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $18,970
Total amount of fees paid to insurance company	USD $14,486
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $126,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $18,970
Amount paid for insurance broker fees	14486
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	EMERSON REID LLC

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $5,939
Total amount of fees paid to insurance company	USD $22,132
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $191,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $5,939
Amount paid for insurance broker fees	22132
Additional information about fees paid to insurance broker	AGENT OR BROKER OF RECORD OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	EMERSON REID LLC

AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )

Policy contract number

08661130HNO

Policy instance

Insurance contract or identification number	08661130HNO
Number of Individuals Covered	63
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $10,771
Welfare Benefit Premiums Paid to Carrier	USD $223,270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,771
Insurance broker name	FRANKLIN EMPLOYEE BENEFITS

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E4169991

Policy instance

Insurance contract or identification number	E4169991
Number of Individuals Covered	1678
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $549,098
Total amount of fees paid to insurance company	USD $65,301
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $291,550
Amount paid for insurance broker fees	27068
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	4
Insurance broker name	SHEALY BENEFITS SERVICES INC

AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Number of Individuals Covered	126
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Number of Individuals Covered	4113
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $11,482
Total amount of fees paid to insurance company	USD $8,308
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $76,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $11,482
Amount paid for insurance broker fees	8308
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	EMERSON REID LLC

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

US450497

Policy instance

Insurance contract or identification number	US450497
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $203,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	1415
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Total amount of commissions paid to insurance broker	USD $49,603
Total amount of fees paid to insurance company	USD $61,152
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $195,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $49,603
Amount paid for insurance broker fees	61152
Additional information about fees paid to insurance broker	AGENT OR BROKER OF RECORD OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	EMERSON REID

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	115
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $75,428
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $127,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	52
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $20,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Number of Individuals Covered	45
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $65,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $440,945
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Number of Individuals Covered	4354
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

US450497

Policy instance

Insurance contract or identification number	US450497
Number of Individuals Covered	84
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $105,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	115
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $70,605
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	1355
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $448,801
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	54
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $20,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )

Policy contract number

Policy instance

Number of Individuals Covered	60
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $58,941
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Number of Individuals Covered	4345
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	1121
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $127,400
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	1452
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Total amount of commissions paid to insurance broker	USD $89,567
Total amount of fees paid to insurance company	USD $43,744
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $208,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	130
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Total amount of fees paid to insurance company	USD $37,017
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $12,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	1337
Insurance policy start date	2009-09-01
Insurance policy end date	2010-08-31
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $456,601
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	118
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	54
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $20,041
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	130
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $12,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )

Policy contract number

33810

Policy instance

Insurance contract or identification number	33810
Number of Individuals Covered	4363
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $50,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000337J

Policy instance

Insurance contract or identification number	G000337J
Number of Individuals Covered	979
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $113,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BOARD OF TRUSTEES OF TEAMSTERS LOCAL 830 WELFARE FUND
Employer identification number (EIN):	231415471
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance