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GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 401k Plan overview

Plan NameGRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND
Plan identification number 501

GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

GRAPHIC COMMUNICATIONS CONFERENCE IBT LOCAL 14-M HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:GRAPHIC COMMUNICATIONS CONFERENCE IBT LOCAL 14-M HEALTH & WELFARE FUND
Employer identification number (EIN):231599630
NAIC Classification:511190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-05-01
5012020-05-01
5012019-05-01
5012018-05-01
5012017-05-01JOHN POTTS DAVID SALTER2019-02-13
5012016-05-01JOHN POTTS DAVID SALTER2018-02-08
5012015-05-01JOHN POTTS DAVID SALTER2017-02-14
5012014-05-01JOHN POTTS DAVID SALTER2016-02-12
5012013-05-01JOHN POTTS DAVID SALTER2015-02-11
5012012-05-01JOHN POTTS DAVID SALTER2014-02-11
5012011-05-01JOHN POTTS DAVID THOMSON2013-02-07
5012010-05-01JOHN POTTS DAVID THOMSON2012-02-10
5012009-05-01JOHN POTTS DAVID THOMSON2011-02-02

Plan Statistics for GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND

401k plan membership statisitcs for GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND

Measure Date Value
2021: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-05-01256
Total number of active participants reported on line 7a of the Form 55002021-05-01253
Total of all active and inactive participants2021-05-01253
Number of employers contributing to the scheme2021-05-013
2020: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-05-01266
Total number of active participants reported on line 7a of the Form 55002020-05-01256
Total of all active and inactive participants2020-05-01256
Number of employers contributing to the scheme2020-05-013
2019: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-05-01278
Total number of active participants reported on line 7a of the Form 55002019-05-01266
Total of all active and inactive participants2019-05-01266
Number of employers contributing to the scheme2019-05-013
2018: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-05-01295
Total number of active participants reported on line 7a of the Form 55002018-05-01278
Total of all active and inactive participants2018-05-01278
Number of employers contributing to the scheme2018-05-014
2017: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-05-01297
Total number of active participants reported on line 7a of the Form 55002017-05-01295
Total of all active and inactive participants2017-05-01295
Number of employers contributing to the scheme2017-05-014
2016: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-05-01305
Total number of active participants reported on line 7a of the Form 55002016-05-01296
Number of retired or separated participants receiving benefits2016-05-011
Total of all active and inactive participants2016-05-01297
Number of employers contributing to the scheme2016-05-014
2015: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-05-01320
Total number of active participants reported on line 7a of the Form 55002015-05-01305
Number of retired or separated participants receiving benefits2015-05-010
Total of all active and inactive participants2015-05-01305
Number of employers contributing to the scheme2015-05-014
2014: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-05-01323
Total number of active participants reported on line 7a of the Form 55002014-05-01318
Number of retired or separated participants receiving benefits2014-05-012
Total of all active and inactive participants2014-05-01320
Number of employers contributing to the scheme2014-05-014
2013: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-05-01362
Total number of active participants reported on line 7a of the Form 55002013-05-01318
Number of retired or separated participants receiving benefits2013-05-015
Total of all active and inactive participants2013-05-01323
Number of employers contributing to the scheme2013-05-019
2012: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-05-01359
Total number of active participants reported on line 7a of the Form 55002012-05-01362
Total of all active and inactive participants2012-05-01362
Number of employers contributing to the scheme2012-05-0111
2011: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-05-01599
Total number of active participants reported on line 7a of the Form 55002011-05-01359
Number of retired or separated participants receiving benefits2011-05-010
Total of all active and inactive participants2011-05-01359
Number of employers contributing to the scheme2011-05-0111
2010: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-05-01702
Total number of active participants reported on line 7a of the Form 55002010-05-01348
Number of retired or separated participants receiving benefits2010-05-01251
Total of all active and inactive participants2010-05-01599
Number of employers contributing to the scheme2010-05-0111
2009: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-05-01826
Total number of active participants reported on line 7a of the Form 55002009-05-01397
Number of retired or separated participants receiving benefits2009-05-01305
Total of all active and inactive participants2009-05-01702
Number of employers contributing to the scheme2009-05-0113

Financial Data on GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND

Measure Date Value
2023 : GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-04-30$-34,349
Total unrealized appreciation/depreciation of assets2023-04-30$-34,349
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$278,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$594,446
Total income from all sources (including contributions)2023-04-30$4,156,970
Total loss/gain on sale of assets2023-04-30$-897
Total of all expenses incurred2023-04-30$3,437,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$3,327,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$4,036,486
Value of total assets at end of year2023-04-30$7,506,864
Value of total assets at beginning of year2023-04-30$7,103,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$110,169
Total interest from all sources2023-04-30$70,206
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$63,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$63,922
Administrative expenses professional fees incurred2023-04-30$71,448
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$1,100,000
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$802,694
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$67,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$56,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-04-30$137,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-04-30$147,261
Other income not declared elsewhere2023-04-30$61,370
Administrative expenses (other) incurred2023-04-30$38,721
Liabilities. Value of operating payables at end of year2023-04-30$0
Liabilities. Value of operating payables at beginning of year2023-04-30$4,583
Total non interest bearing cash at end of year2023-04-30$0
Total non interest bearing cash at beginning of year2023-04-30$35,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$719,409
Value of net assets at end of year (total assets less liabilities)2023-04-30$7,228,094
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$6,508,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$924,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$1,342,837
Income. Interest from US Government securities2023-04-30$1,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$6,106,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$5,439,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$5,439,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$68,746
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-30$288,614
Asset value of US Government securities at end of year2023-04-30$222,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-39,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30No
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$3,233,792
Employer contributions (assets) at end of year2023-04-30$186,043
Employer contributions (assets) at beginning of year2023-04-30$229,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$3,038,778
Liabilities. Value of benefit claims payable at end of year2023-04-30$140,962
Liabilities. Value of benefit claims payable at beginning of year2023-04-30$442,602
Assets. Value of buildings and other operty used in plan operation at end of year2023-04-30$319
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-04-30$461
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Aggregate proceeds on sale of assets2023-04-30$732,075
Aggregate carrying amount (costs) on sale of assets2023-04-30$732,972
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2023-04-30611436956
2022 : GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$-152,212
Total unrealized appreciation/depreciation of assets2022-04-30$-152,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$594,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$383,783
Total income from all sources (including contributions)2022-04-30$4,216,910
Total loss/gain on sale of assets2022-04-30$-7,960
Total of all expenses incurred2022-04-30$4,301,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$4,172,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$4,384,024
Value of total assets at end of year2022-04-30$7,103,131
Value of total assets at beginning of year2022-04-30$6,976,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$128,309
Total interest from all sources2022-04-30$54,848
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$45,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$45,994
Administrative expenses professional fees incurred2022-04-30$92,516
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$1,100,000
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$908,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$56,637
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$65,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$147,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$156,713
Administrative expenses (other) incurred2022-04-30$35,793
Liabilities. Value of operating payables at end of year2022-04-30$4,583
Liabilities. Value of operating payables at beginning of year2022-04-30$4,583
Total non interest bearing cash at end of year2022-04-30$35,013
Total non interest bearing cash at beginning of year2022-04-30$412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-84,198
Value of net assets at end of year (total assets less liabilities)2022-04-30$6,508,685
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$6,592,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$1,342,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$1,289,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$5,439,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$5,374,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$5,374,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$54,848
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$288,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-107,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$3,475,274
Employer contributions (assets) at end of year2022-04-30$229,164
Employer contributions (assets) at beginning of year2022-04-30$246,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$3,884,496
Liabilities. Value of benefit claims payable at end of year2022-04-30$442,602
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$222,487
Assets. Value of buildings and other operty used in plan operation at end of year2022-04-30$461
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-04-30$603
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$1,547,650
Aggregate carrying amount (costs) on sale of assets2022-04-30$1,555,610
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-04-30611436956
2021 : GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-04-30$-5,646
Total unrealized appreciation/depreciation of assets2021-04-30$-5,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$383,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$336,252
Total income from all sources (including contributions)2021-04-30$4,541,759
Total loss/gain on sale of assets2021-04-30$-10,383
Total of all expenses incurred2021-04-30$3,903,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$3,785,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$4,356,584
Value of total assets at end of year2021-04-30$6,976,666
Value of total assets at beginning of year2021-04-30$6,291,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$117,964
Total interest from all sources2021-04-30$70,180
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$43,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$43,909
Administrative expenses professional fees incurred2021-04-30$81,742
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$1,100,000
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$875,441
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$65,005
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$68,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-04-30$156,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-04-30$166,166
Other income not declared elsewhere2021-04-30$4,220
Administrative expenses (other) incurred2021-04-30$36,222
Liabilities. Value of operating payables at end of year2021-04-30$4,583
Liabilities. Value of operating payables at beginning of year2021-04-30$5,690
Total non interest bearing cash at end of year2021-04-30$412
Total non interest bearing cash at beginning of year2021-04-30$623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$637,891
Value of net assets at end of year (total assets less liabilities)2021-04-30$6,592,883
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$5,954,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$1,289,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$962,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$5,374,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$5,064,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$5,064,565
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$70,180
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$274,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$82,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$3,481,143
Employer contributions (assets) at end of year2021-04-30$246,250
Employer contributions (assets) at beginning of year2021-04-30$194,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$3,511,466
Liabilities. Value of benefit claims payable at end of year2021-04-30$222,487
Liabilities. Value of benefit claims payable at beginning of year2021-04-30$164,396
Assets. Value of buildings and other operty used in plan operation at end of year2021-04-30$603
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$2,027,602
Aggregate carrying amount (costs) on sale of assets2021-04-30$2,037,985
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-04-30611436956
2020 : GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$89,097
Total unrealized appreciation/depreciation of assets2020-04-30$89,097
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$336,252
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$555,124
Total income from all sources (including contributions)2020-04-30$4,559,993
Total loss/gain on sale of assets2020-04-30$7,794
Total of all expenses incurred2020-04-30$4,755,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$4,637,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$4,365,238
Value of total assets at end of year2020-04-30$6,291,244
Value of total assets at beginning of year2020-04-30$6,705,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$117,823
Total interest from all sources2020-04-30$105,763
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$48,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$48,555
Administrative expenses professional fees incurred2020-04-30$77,135
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$1,100,000
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$884,921
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$68,282
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$72,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$166,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-30$177,209
Other income not declared elsewhere2020-04-30$156
Administrative expenses (other) incurred2020-04-30$40,688
Liabilities. Value of operating payables at end of year2020-04-30$5,690
Liabilities. Value of operating payables at beginning of year2020-04-30$5,700
Total non interest bearing cash at end of year2020-04-30$623
Total non interest bearing cash at beginning of year2020-04-30$50,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$-195,502
Value of net assets at end of year (total assets less liabilities)2020-04-30$5,954,992
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$6,150,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$962,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$870,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$5,064,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$5,652,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$5,652,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$105,763
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$263,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-56,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$3,480,317
Employer contributions (assets) at end of year2020-04-30$194,854
Employer contributions (assets) at beginning of year2020-04-30$58,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$4,374,520
Liabilities. Value of benefit claims payable at end of year2020-04-30$164,396
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$372,215
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$2,001,469
Aggregate carrying amount (costs) on sale of assets2020-04-30$1,993,675
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-04-30611436956
2019 : GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-04-30$26,097
Total unrealized appreciation/depreciation of assets2019-04-30$26,097
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$555,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$545,050
Total income from all sources (including contributions)2019-04-30$4,744,633
Total loss/gain on sale of assets2019-04-30$2,882
Total of all expenses incurred2019-04-30$4,935,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$4,820,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$4,552,475
Value of total assets at end of year2019-04-30$6,705,618
Value of total assets at beginning of year2019-04-30$6,886,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$115,024
Total interest from all sources2019-04-30$105,136
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$47,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$47,482
Administrative expenses professional fees incurred2019-04-30$76,842
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$1,100,000
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$936,535
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$72,387
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$134,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-04-30$177,209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-04-30$186,932
Other income not declared elsewhere2019-04-30$1,051
Administrative expenses (other) incurred2019-04-30$38,182
Liabilities. Value of operating payables at end of year2019-04-30$5,700
Liabilities. Value of operating payables at beginning of year2019-04-30$8,771
Total non interest bearing cash at end of year2019-04-30$50,363
Total non interest bearing cash at beginning of year2019-04-30$412,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$-190,742
Value of net assets at end of year (total assets less liabilities)2019-04-30$6,150,494
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$6,341,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$870,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$813,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$5,652,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$5,398,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$5,398,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$105,136
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-30$278,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$9,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30No
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$3,615,940
Employer contributions (assets) at end of year2019-04-30$58,891
Employer contributions (assets) at beginning of year2019-04-30$101,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$4,541,367
Asset. Corporate debt instrument debt (other) at beginning of year2019-04-30$25,193
Liabilities. Value of benefit claims payable at end of year2019-04-30$372,215
Liabilities. Value of benefit claims payable at beginning of year2019-04-30$349,347
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Aggregate proceeds on sale of assets2019-04-30$1,499,632
Aggregate carrying amount (costs) on sale of assets2019-04-30$1,496,750
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30NOVAK FRANCELLA LLC
Accountancy firm EIN2019-04-30611436956
2018 : GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-04-30$-25,504
Total unrealized appreciation/depreciation of assets2018-04-30$-25,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$545,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$360,395
Total income from all sources (including contributions)2018-04-30$4,524,209
Total loss/gain on sale of assets2018-04-30$571
Total of all expenses incurred2018-04-30$4,211,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$4,102,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$4,458,628
Value of total assets at end of year2018-04-30$6,886,286
Value of total assets at beginning of year2018-04-30$6,388,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$109,223
Total interest from all sources2018-04-30$77,432
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$35,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$35,328
Administrative expenses professional fees incurred2018-04-30$69,158
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$1,100,000
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$993,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$134,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$40,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-04-30$186,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-04-30$195,310
Other income not declared elsewhere2018-04-30$2,438
Administrative expenses (other) incurred2018-04-30$40,065
Liabilities. Value of operating payables at end of year2018-04-30$8,771
Liabilities. Value of operating payables at beginning of year2018-04-30$5,716
Total non interest bearing cash at end of year2018-04-30$412,897
Total non interest bearing cash at beginning of year2018-04-30$147,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$312,662
Value of net assets at end of year (total assets less liabilities)2018-04-30$6,341,236
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$6,028,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$813,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$585,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$5,398,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$5,369,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$5,369,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$77,432
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-30$287,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$-24,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30Yes
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$3,465,439
Employer contributions (assets) at end of year2018-04-30$101,140
Employer contributions (assets) at beginning of year2018-04-30$186,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$3,814,647
Asset. Corporate debt instrument debt (other) at end of year2018-04-30$25,193
Asset. Corporate debt instrument debt (other) at beginning of year2018-04-30$59,325
Liabilities. Value of benefit claims payable at end of year2018-04-30$349,347
Liabilities. Value of benefit claims payable at beginning of year2018-04-30$159,369
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Aggregate proceeds on sale of assets2018-04-30$1,654,519
Aggregate carrying amount (costs) on sale of assets2018-04-30$1,653,948
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30NOVAK FRANCELLA LLC
Accountancy firm EIN2018-04-30611436956
2017 : GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-04-30$-4,298
Total unrealized appreciation/depreciation of assets2017-04-30$-4,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$360,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$466,027
Total income from all sources (including contributions)2017-04-30$4,777,159
Total loss/gain on sale of assets2017-04-30$314
Total of all expenses incurred2017-04-30$4,320,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$4,193,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$4,678,196
Value of total assets at end of year2017-04-30$6,388,969
Value of total assets at beginning of year2017-04-30$6,038,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$127,145
Total interest from all sources2017-04-30$58,981
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$25,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$25,725
Administrative expenses professional fees incurred2017-04-30$83,692
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$1,100,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$997,708
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$40,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$110,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-04-30$195,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$204,410
Other income not declared elsewhere2017-04-30$500
Administrative expenses (other) incurred2017-04-30$43,453
Liabilities. Value of operating payables at end of year2017-04-30$5,716
Liabilities. Value of operating payables at beginning of year2017-04-30$1,121
Total non interest bearing cash at end of year2017-04-30$147,935
Total non interest bearing cash at beginning of year2017-04-30$147,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$456,430
Value of net assets at end of year (total assets less liabilities)2017-04-30$6,028,574
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$5,572,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$585,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$460,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$5,369,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$5,121,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$5,121,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$58,981
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$285,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$17,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30Yes
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$3,680,488
Employer contributions (assets) at end of year2017-04-30$186,410
Employer contributions (assets) at beginning of year2017-04-30$163,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$3,907,763
Asset. Corporate debt instrument debt (other) at end of year2017-04-30$59,325
Asset. Corporate debt instrument debt (other) at beginning of year2017-04-30$34,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-04-30No
Liabilities. Value of benefit claims payable at end of year2017-04-30$159,369
Liabilities. Value of benefit claims payable at beginning of year2017-04-30$260,496
Assets. Value of buildings and other operty used in plan operation at end of year2017-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-04-30$700
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Aggregate proceeds on sale of assets2017-04-30$1,653,577
Aggregate carrying amount (costs) on sale of assets2017-04-30$1,653,263
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2017-04-30611436956
2016 : GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-04-30$13,512
Total unrealized appreciation/depreciation of assets2016-04-30$13,512
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$466,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$254,703
Total income from all sources (including contributions)2016-04-30$4,991,383
Total loss/gain on sale of assets2016-04-30$-2,031
Total of all expenses incurred2016-04-30$4,699,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$4,538,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$4,905,623
Value of total assets at end of year2016-04-30$6,038,171
Value of total assets at beginning of year2016-04-30$5,535,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$160,919
Total interest from all sources2016-04-30$51,187
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$25,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$25,249
Administrative expenses professional fees incurred2016-04-30$86,760
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$1,100,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$939,433
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$110,288
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$31,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-04-30$204,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-04-30$213,429
Other income not declared elsewhere2016-04-30$20,665
Administrative expenses (other) incurred2016-04-30$74,159
Liabilities. Value of operating payables at end of year2016-04-30$1,121
Liabilities. Value of operating payables at beginning of year2016-04-30$11,002
Total non interest bearing cash at end of year2016-04-30$147,935
Total non interest bearing cash at beginning of year2016-04-30$1,014,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$291,560
Value of net assets at end of year (total assets less liabilities)2016-04-30$5,572,144
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$5,280,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$460,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$457,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$5,121,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$3,961,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$3,961,467
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$51,187
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$-15,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-22,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$3,966,190
Employer contributions (assets) at end of year2016-04-30$163,616
Employer contributions (assets) at beginning of year2016-04-30$68,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$4,554,253
Asset. Corporate debt instrument debt (other) at end of year2016-04-30$34,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-04-30No
Liabilities. Value of benefit claims payable at end of year2016-04-30$260,496
Liabilities. Value of benefit claims payable at beginning of year2016-04-30$30,272
Assets. Value of buildings and other operty used in plan operation at end of year2016-04-30$700
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-04-30$2,336
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Aggregate proceeds on sale of assets2016-04-30$1,008,381
Aggregate carrying amount (costs) on sale of assets2016-04-30$1,010,412
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30NOVAK FRANCELLA LLC
Accountancy firm EIN2016-04-30611436956
2015 : GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-04-30$9,566
Total unrealized appreciation/depreciation of assets2015-04-30$9,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$254,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$250,248
Total income from all sources (including contributions)2015-04-30$5,296,946
Total loss/gain on sale of assets2015-04-30$695
Total of all expenses incurred2015-04-30$4,502,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$4,357,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$5,230,178
Value of total assets at end of year2015-04-30$5,535,287
Value of total assets at beginning of year2015-04-30$4,736,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$144,869
Total interest from all sources2015-04-30$37,499
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$25,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$25,014
Administrative expenses professional fees incurred2015-04-30$71,985
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$1,100,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$1,117,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$31,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$32,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-04-30$213,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-04-30$223,669
Administrative expenses (other) incurred2015-04-30$72,884
Liabilities. Value of operating payables at end of year2015-04-30$11,002
Liabilities. Value of operating payables at beginning of year2015-04-30$6,867
Total non interest bearing cash at end of year2015-04-30$1,014,733
Total non interest bearing cash at beginning of year2015-04-30$735,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$794,821
Value of net assets at end of year (total assets less liabilities)2015-04-30$5,280,584
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$4,485,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$457,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$439,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$3,961,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$3,438,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$3,438,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$37,499
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$126,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$-6,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$4,112,839
Employer contributions (assets) at end of year2015-04-30$68,109
Employer contributions (assets) at beginning of year2015-04-30$86,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$4,231,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-04-30No
Liabilities. Value of benefit claims payable at end of year2015-04-30$30,272
Liabilities. Value of benefit claims payable at beginning of year2015-04-30$19,712
Assets. Value of buildings and other operty used in plan operation at end of year2015-04-30$2,336
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-04-30$3,982
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$3,139,264
Aggregate carrying amount (costs) on sale of assets2015-04-30$3,138,569
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30NOVAK FRANCELLA LLC
Accountancy firm EIN2015-04-30611436956
2014 : GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-04-30$487
Total unrealized appreciation/depreciation of assets2014-04-30$487
Total transfer of assets to this plan2014-04-30$112,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$250,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$274,489
Total income from all sources (including contributions)2014-04-30$5,435,695
Total loss/gain on sale of assets2014-04-30$-324
Total of all expenses incurred2014-04-30$4,624,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$4,504,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$5,406,943
Value of total assets at end of year2014-04-30$4,736,011
Value of total assets at beginning of year2014-04-30$3,836,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$119,372
Total interest from all sources2014-04-30$11,910
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$24,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$24,840
Administrative expenses professional fees incurred2014-04-30$84,715
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$1,100,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$1,217,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$32,591
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$21,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-04-30$223,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-04-30$229,971
Administrative expenses (other) incurred2014-04-30$34,657
Liabilities. Value of operating payables at end of year2014-04-30$6,867
Liabilities. Value of operating payables at beginning of year2014-04-30$5,067
Total non interest bearing cash at end of year2014-04-30$735,442
Total non interest bearing cash at beginning of year2014-04-30$925,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$811,594
Value of net assets at end of year (total assets less liabilities)2014-04-30$4,485,763
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$3,561,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$439,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$313,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$3,438,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$2,492,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$2,492,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$11,910
Expenses. Payments to insurance carriers foe the provision of benefits2014-04-30$389,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$-8,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$4,189,304
Employer contributions (assets) at end of year2014-04-30$86,289
Employer contributions (assets) at beginning of year2014-04-30$77,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$4,115,727
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-04-30No
Liabilities. Value of benefit claims payable at end of year2014-04-30$19,712
Liabilities. Value of benefit claims payable at beginning of year2014-04-30$39,451
Assets. Value of buildings and other operty used in plan operation at end of year2014-04-30$3,982
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-04-30$5,685
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$912,454
Aggregate carrying amount (costs) on sale of assets2014-04-30$912,778
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30NOVAK FRANCELLA LLC
Accountancy firm EIN2014-04-30611436956
2013 : GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$11,474
Total unrealized appreciation/depreciation of assets2013-04-30$11,474
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$274,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$58,545
Total income from all sources (including contributions)2013-04-30$5,663,254
Total of all expenses incurred2013-04-30$5,262,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$4,919,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$5,641,465
Value of total assets at end of year2013-04-30$3,836,166
Value of total assets at beginning of year2013-04-30$3,219,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$342,860
Total interest from all sources2013-04-30$10,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$54,687
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$1,100,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$1,315,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$21,550
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$29,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-04-30$229,971
Administrative expenses (other) incurred2013-04-30$288,173
Liabilities. Value of operating payables at end of year2013-04-30$5,067
Liabilities. Value of operating payables at beginning of year2013-04-30$5,170
Total non interest bearing cash at end of year2013-04-30$925,873
Total non interest bearing cash at beginning of year2013-04-30$1,245,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$401,002
Value of net assets at end of year (total assets less liabilities)2013-04-30$3,561,677
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$3,160,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$313,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$2,492,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$1,778,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$1,778,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$10,315
Expenses. Payments to insurance carriers foe the provision of benefits2013-04-30$454,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30Yes
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$4,326,274
Employer contributions (assets) at end of year2013-04-30$77,002
Employer contributions (assets) at beginning of year2013-04-30$154,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$4,465,064
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-04-30No
Liabilities. Value of benefit claims payable at end of year2013-04-30$39,451
Liabilities. Value of benefit claims payable at beginning of year2013-04-30$53,375
Assets. Value of buildings and other operty used in plan operation at end of year2013-04-30$5,685
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-04-30$10,054
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2013-04-30611436956
2012 : GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$58,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$82,114
Total income from all sources (including contributions)2012-04-30$5,727,151
Total of all expenses incurred2012-04-30$4,407,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$4,289,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$5,718,181
Value of total assets at end of year2012-04-30$3,219,220
Value of total assets at beginning of year2012-04-30$1,922,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$118,008
Total interest from all sources2012-04-30$8,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Administrative expenses professional fees incurred2012-04-30$36,530
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$1,100,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$1,364,292
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$29,948
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$36,686
Administrative expenses (other) incurred2012-04-30$81,478
Liabilities. Value of operating payables at end of year2012-04-30$5,170
Liabilities. Value of operating payables at beginning of year2012-04-30$3,639
Total non interest bearing cash at end of year2012-04-30$1,245,410
Total non interest bearing cash at beginning of year2012-04-30$1,117,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$1,320,093
Value of net assets at end of year (total assets less liabilities)2012-04-30$3,160,675
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$1,840,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$1,778,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$682,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$682,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$8,970
Expenses. Payments to insurance carriers foe the provision of benefits2012-04-30$477,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$4,353,889
Employer contributions (assets) at end of year2012-04-30$154,888
Employer contributions (assets) at beginning of year2012-04-30$80,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$3,811,073
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-04-30No
Liabilities. Value of benefit claims payable at end of year2012-04-30$53,375
Liabilities. Value of benefit claims payable at beginning of year2012-04-30$78,475
Assets. Value of buildings and other operty used in plan operation at end of year2012-04-30$10,054
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-04-30$4,551
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2012-04-30611436956
2011 : GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$82,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$65,181
Total income from all sources (including contributions)2011-04-30$5,734,510
Total loss/gain on sale of assets2011-04-30$33,752
Total of all expenses incurred2011-04-30$5,332,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$5,216,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$5,681,492
Value of total assets at end of year2011-04-30$1,922,696
Value of total assets at beginning of year2011-04-30$1,503,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$115,217
Total interest from all sources2011-04-30$9,082
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$8,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Administrative expenses professional fees incurred2011-04-30$41,023
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$1,100,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$1,443,596
Assets. Other investments not covered elsewhere at beginning of year2011-04-30$425,105
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$36,686
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$77,412
Other income not declared elsewhere2011-04-30$1,990
Administrative expenses (other) incurred2011-04-30$74,194
Liabilities. Value of operating payables at end of year2011-04-30$3,639
Liabilities. Value of operating payables at beginning of year2011-04-30$2,275
Total non interest bearing cash at end of year2011-04-30$1,117,664
Total non interest bearing cash at beginning of year2011-04-30$153,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$402,454
Value of net assets at end of year (total assets less liabilities)2011-04-30$1,840,582
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$1,438,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$682,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$798,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$798,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$9,082
Expenses. Payments to insurance carriers foe the provision of benefits2011-04-30$534,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$4,237,896
Employer contributions (assets) at end of year2011-04-30$80,884
Employer contributions (assets) at beginning of year2011-04-30$42,516
Income. Dividends from common stock2011-04-30$8,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$4,682,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-04-30No
Liabilities. Value of benefit claims payable at end of year2011-04-30$78,475
Liabilities. Value of benefit claims payable at beginning of year2011-04-30$62,906
Assets. Value of buildings and other operty used in plan operation at end of year2011-04-30$4,551
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-04-30$6,289
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$458,857
Aggregate carrying amount (costs) on sale of assets2011-04-30$425,105
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30NOVAK FRANCELLA LLC
Accountancy firm EIN2011-04-30611436956

Form 5500 Responses for GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND

2021: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2010 form 5500 responses
2010-05-01Type of plan entityMulti-employer plan
2010-05-01Plan is a collectively bargained planYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: GRAPHIC COMMUNICATIONS CONFERENCE INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 14-M HEALTH & WELFARE FUND 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01This submission is the final filingNo
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number240061
Policy instance 3
Insurance contract or identification number240061
Number of Individuals Covered148
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $83,772
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 number0146859
Policy instance 2
Insurance contract or identification number0146859
Number of Individuals Covered229
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $26,078
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number33865
Policy instance 1
Insurance contract or identification number33865
Number of Individuals Covered214
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedNJ TDB
Welfare Benefit Premiums Paid to CarrierUSD $185,602
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number240061
Policy instance 3
Insurance contract or identification number240061
Number of Individuals Covered151
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $80,905
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 number0146859
Policy instance 2
Insurance contract or identification number0146859
Number of Individuals Covered253
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $14,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number33865
Policy instance 1
Insurance contract or identification number33865
Number of Individuals Covered230
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedNJ TDB
Welfare Benefit Premiums Paid to CarrierUSD $190,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number33865
Policy instance 1
Insurance contract or identification number33865
Number of Individuals Covered234
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedNJ TDB
Welfare Benefit Premiums Paid to CarrierUSD $191,126
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 number0146859
Policy instance 2
Insurance contract or identification number0146859
Number of Individuals Covered256
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $10,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number240061
Policy instance 3
Insurance contract or identification number240061
Number of Individuals Covered263
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $67,627
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number240061
Policy instance 3
Insurance contract or identification number240061
Number of Individuals Covered266
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $59,873
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 number0146859
Policy instance 2
Insurance contract or identification number0146859
Number of Individuals Covered266
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $10,019
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number33865
Policy instance 1
Insurance contract or identification number33865
Number of Individuals Covered237
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedNJ TDB
Welfare Benefit Premiums Paid to CarrierUSD $195,095
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number240061
Policy instance 3
Insurance contract or identification number240061
Number of Individuals Covered284
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $66,637
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 number0146859
Policy instance 2
Insurance contract or identification number0146859
Number of Individuals Covered278
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $9,984
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number33865
Policy instance 1
Insurance contract or identification number33865
Number of Individuals Covered253
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedNJ TDB
Welfare Benefit Premiums Paid to CarrierUSD $205,609
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number240061
Policy instance 3
Insurance contract or identification number240061
Number of Individuals Covered285
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $58,306
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 number0146859
Policy instance 2
Insurance contract or identification number0146859
Number of Individuals Covered295
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $9,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number33865
Policy instance 1
Insurance contract or identification number33865
Number of Individuals Covered263
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedNJ TDB
Welfare Benefit Premiums Paid to CarrierUSD $217,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number33865
Policy instance 1
Insurance contract or identification number33865
Number of Individuals Covered287
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $194,334
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 number0146859
Policy instance 2
Insurance contract or identification number0146859
Number of Individuals Covered320
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $121
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $9,607
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees121
Insurance broker organization code?3
Insurance broker nameBUCK CONSULTANTS
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number240061
Policy instance 3
Insurance contract or identification number240061
Number of Individuals Covered297
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $48,820
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number
Policy instance 1
Number of Individuals Covered320
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $95,504
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 number0146859
Policy instance 2
Insurance contract or identification number0146859
Number of Individuals Covered320
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $9,808
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: 60054 )
Policy contract number367000
Policy instance 1
Insurance contract or identification number367000
Number of Individuals Covered194
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $145,159
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS333237
Policy instance 2
Insurance contract or identification numberUS333237
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $20,519
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 number0146859
Policy instance 3
Insurance contract or identification number0146859
Number of Individuals Covered318
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $10,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number367000
Policy instance 1
Insurance contract or identification number367000
Number of Individuals Covered228
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $161,100
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 number0146859
Policy instance 3
Insurance contract or identification number0146859
Number of Individuals Covered723
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBUCK CONSULTANTS LLC
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS333237
Policy instance 2
Insurance contract or identification numberUS333237
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $20,742
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 number0146859
Policy instance 3
Insurance contract or identification number0146859
Number of Individuals Covered1071
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $51
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $132,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS333237
Policy instance 2
Insurance contract or identification numberUS333237
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $24,935
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: 60054 )
Policy contract number367000
Policy instance 1
Insurance contract or identification number367000
Number of Individuals Covered359
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Welfare Benefit Premiums Paid to CarrierUSD $54,573
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: 60054 )
Policy contract number367000
Policy instance 1
Insurance contract or identification number367000
Number of Individuals Covered1135
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $425,569
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS333237
Policy instance 2
Insurance contract or identification numberUS333237
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $241,072
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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