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LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 401k Plan overview

Plan NameLOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND
Plan identification number 501

LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

TRUSTEES OF LOCAL 10 OF THE PHILA. JT. BD., WORKERS has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF LOCAL 10 OF THE PHILA. JT. BD., WORKERS
Employer identification number (EIN):231610559
NAIC Classification:812320
NAIC Description:Drycleaning and Laundry Services (except Coin-Operated)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01RICHARD MINTER
5012015-07-01RICHARD MINTER
5012014-07-01RICHARD MINTER
5012013-07-01RICHARD MINTER
5012012-07-01RICHARD MINTER
5012011-07-01MICHAEL CONNELL
5012010-07-01MICHAEL CONNELL
5012009-07-01JOHN SHIFFERT MICHAEL CONNELL2011-04-13

Plan Statistics for LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND

401k plan membership statisitcs for LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND

Measure Date Value
2021: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2021 401k membership
Total participants, beginning-of-year2021-07-01318
Total number of active participants reported on line 7a of the Form 55002021-07-01245
Total of all active and inactive participants2021-07-01245
Number of employers contributing to the scheme2021-07-019
2020: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2020 401k membership
Total participants, beginning-of-year2020-07-01393
Total number of active participants reported on line 7a of the Form 55002020-07-01318
Total of all active and inactive participants2020-07-01318
Number of employers contributing to the scheme2020-07-019
2019: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2019 401k membership
Total participants, beginning-of-year2019-07-01401
Total number of active participants reported on line 7a of the Form 55002019-07-01393
Total of all active and inactive participants2019-07-01393
Number of employers contributing to the scheme2019-07-019
2018: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2018 401k membership
Total participants, beginning-of-year2018-07-01398
Total number of active participants reported on line 7a of the Form 55002018-07-01401
Total of all active and inactive participants2018-07-01401
Number of employers contributing to the scheme2018-07-018
2017: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01303
Total number of active participants reported on line 7a of the Form 55002017-07-01398
Total of all active and inactive participants2017-07-01398
Number of employers contributing to the scheme2017-07-018
2016: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01276
Total number of active participants reported on line 7a of the Form 55002016-07-01303
Total of all active and inactive participants2016-07-01303
Number of employers contributing to the scheme2016-07-017
2015: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01271
Total number of active participants reported on line 7a of the Form 55002015-07-01276
Total of all active and inactive participants2015-07-01276
Number of employers contributing to the scheme2015-07-016
2014: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01279
Total number of active participants reported on line 7a of the Form 55002014-07-01271
Total of all active and inactive participants2014-07-01271
Number of employers contributing to the scheme2014-07-016
2013: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01316
Total number of active participants reported on line 7a of the Form 55002013-07-01279
Total of all active and inactive participants2013-07-01279
Number of employers contributing to the scheme2013-07-018
2012: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01326
Total number of active participants reported on line 7a of the Form 55002012-07-01316
Total of all active and inactive participants2012-07-01316
Number of employers contributing to the scheme2012-07-018
2011: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01314
Total number of active participants reported on line 7a of the Form 55002011-07-01326
Total of all active and inactive participants2011-07-01326
Number of employers contributing to the scheme2011-07-018
2010: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2010 401k membership
Total participants, beginning-of-year2010-07-01340
Total number of active participants reported on line 7a of the Form 55002010-07-01313
Number of retired or separated participants receiving benefits2010-07-011
Total of all active and inactive participants2010-07-01314
Number of employers contributing to the scheme2010-07-018
2009: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01337
Total number of active participants reported on line 7a of the Form 55002009-07-01338
Number of retired or separated participants receiving benefits2009-07-012
Total of all active and inactive participants2009-07-01340
Number of employers contributing to the scheme2009-07-0110

Financial Data on LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND

Measure Date Value
2022 : LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-59,923
Total unrealized appreciation/depreciation of assets2022-06-30$-59,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$206,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$239,706
Total income from all sources (including contributions)2022-06-30$1,489,154
Total loss/gain on sale of assets2022-06-30$-16,088
Total of all expenses incurred2022-06-30$2,113,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,870,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,608,457
Value of total assets at end of year2022-06-30$3,000,579
Value of total assets at beginning of year2022-06-30$3,658,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$242,730
Total interest from all sources2022-06-30$9,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$137,860
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$15,186
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$184,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$226,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$2,652
Other income not declared elsewhere2022-06-30$876
Administrative expenses (other) incurred2022-06-30$84,870
Liabilities. Value of operating payables at end of year2022-06-30$122,935
Liabilities. Value of operating payables at beginning of year2022-06-30$59,225
Total non interest bearing cash at end of year2022-06-30$194,592
Total non interest bearing cash at beginning of year2022-06-30$282,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-624,334
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,794,117
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,418,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$20,000
Income. Interest from US Government securities2022-06-30$9,023
Value of interest in common/collective trusts at end of year2022-06-30$562,420
Value of interest in common/collective trusts at beginning of year2022-06-30$775,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$11,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$18,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$18,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$19
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$168,292
Asset value of US Government securities at end of year2022-06-30$1,911,384
Asset value of US Government securities at beginning of year2022-06-30$2,218,106
Net investment gain or loss from common/collective trusts2022-06-30$-53,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,593,271
Employer contributions (assets) at end of year2022-06-30$128,884
Employer contributions (assets) at beginning of year2022-06-30$125,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,702,466
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Liabilities. Value of benefit claims payable at end of year2022-06-30$80,875
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$180,481
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$7,211
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$10,881
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$1,807,153
Aggregate carrying amount (costs) on sale of assets2022-06-30$1,823,241
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-06-30611436956
2021 : LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$-8,269
Total unrealized appreciation/depreciation of assets2021-06-30$-8,269
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$239,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$450,093
Total income from all sources (including contributions)2021-06-30$2,431,860
Total loss/gain on sale of assets2021-06-30$-10,679
Total of all expenses incurred2021-06-30$2,780,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,562,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,895,128
Value of total assets at end of year2021-06-30$3,658,157
Value of total assets at beginning of year2021-06-30$4,216,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$218,083
Total interest from all sources2021-06-30$21,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$126,566
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$17,987
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$226,497
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$423,730
Other income not declared elsewhere2021-06-30$230,151
Administrative expenses (other) incurred2021-06-30$71,531
Liabilities. Value of operating payables at end of year2021-06-30$59,225
Liabilities. Value of operating payables at beginning of year2021-06-30$46,821
Total non interest bearing cash at end of year2021-06-30$282,971
Total non interest bearing cash at beginning of year2021-06-30$110,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-348,229
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,418,451
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,766,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$19,986
Income. Interest from US Government securities2021-06-30$21,086
Value of interest in common/collective trusts at end of year2021-06-30$775,666
Value of interest in common/collective trusts at beginning of year2021-06-30$893,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$18,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$31,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$31,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$34
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$96,495
Asset value of US Government securities at end of year2021-06-30$2,218,106
Asset value of US Government securities at beginning of year2021-06-30$2,394,790
Net investment gain or loss from common/collective trusts2021-06-30$304,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,877,141
Employer contributions (assets) at end of year2021-06-30$125,983
Employer contributions (assets) at beginning of year2021-06-30$347,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,465,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Liabilities. Value of benefit claims payable at end of year2021-06-30$180,481
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$403,272
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$10,881
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$14,552
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$2,476,327
Aggregate carrying amount (costs) on sale of assets2021-06-30$2,487,006
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-06-30611436956
2020 : LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$38,181
Total unrealized appreciation/depreciation of assets2020-06-30$38,181
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$450,093
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$227,938
Total income from all sources (including contributions)2020-06-30$2,542,230
Total loss/gain on sale of assets2020-06-30$17,016
Total of all expenses incurred2020-06-30$3,510,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,163,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,349,022
Value of total assets at end of year2020-06-30$4,216,773
Value of total assets at beginning of year2020-06-30$4,962,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$347,011
Total interest from all sources2020-06-30$60,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$110,513
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$13,899
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$423,730
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$219,050
Other income not declared elsewhere2020-06-30$988
Administrative expenses (other) incurred2020-06-30$216,470
Liabilities. Value of operating payables at end of year2020-06-30$46,821
Liabilities. Value of operating payables at beginning of year2020-06-30$39,658
Total non interest bearing cash at end of year2020-06-30$110,782
Total non interest bearing cash at beginning of year2020-06-30$393,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-967,937
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,766,680
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,734,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$20,028
Income. Interest from US Government securities2020-06-30$60,144
Value of interest in common/collective trusts at end of year2020-06-30$893,983
Value of interest in common/collective trusts at beginning of year2020-06-30$1,047,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$31,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$40,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$40,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$546
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$209,936
Asset value of US Government securities at end of year2020-06-30$2,394,790
Asset value of US Government securities at beginning of year2020-06-30$3,061,645
Net investment gain or loss from common/collective trusts2020-06-30$76,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$2,335,123
Employer contributions (assets) at end of year2020-06-30$347,124
Employer contributions (assets) at beginning of year2020-06-30$190,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,953,220
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Liabilities. Value of benefit claims payable at end of year2020-06-30$403,272
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$188,280
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$14,552
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$10,164
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$2,715,084
Aggregate carrying amount (costs) on sale of assets2020-06-30$2,698,068
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30NOVAK FRANCELLA LLC
Accountancy firm EIN2020-06-30611436956
2019 : LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$42,677
Total unrealized appreciation/depreciation of assets2019-06-30$42,677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$227,938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$340,522
Total income from all sources (including contributions)2019-06-30$2,491,763
Total loss/gain on sale of assets2019-06-30$8,125
Total of all expenses incurred2019-06-30$2,249,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,815,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,262,138
Value of total assets at end of year2019-06-30$4,962,555
Value of total assets at beginning of year2019-06-30$4,832,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$433,485
Total interest from all sources2019-06-30$64,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$167,548
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$11,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$219,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$202,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$19,202
Administrative expenses (other) incurred2019-06-30$245,937
Liabilities. Value of operating payables at end of year2019-06-30$39,658
Liabilities. Value of operating payables at beginning of year2019-06-30$46,261
Total non interest bearing cash at end of year2019-06-30$393,265
Total non interest bearing cash at beginning of year2019-06-30$242,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$242,566
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,734,617
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,492,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$20,000
Income. Interest from US Government securities2019-06-30$64,257
Value of interest in common/collective trusts at end of year2019-06-30$1,047,171
Value of interest in common/collective trusts at beginning of year2019-06-30$1,155,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$40,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$24,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$24,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$740
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$180,838
Asset value of US Government securities at end of year2019-06-30$3,061,645
Asset value of US Government securities at beginning of year2019-06-30$2,984,531
Net investment gain or loss from common/collective trusts2019-06-30$113,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,250,823
Employer contributions (assets) at end of year2019-06-30$190,470
Employer contributions (assets) at beginning of year2019-06-30$211,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,634,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Liabilities. Value of benefit claims payable at end of year2019-06-30$188,280
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$275,059
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$10,164
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$11,310
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$2,364,320
Aggregate carrying amount (costs) on sale of assets2019-06-30$2,356,195
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-06-30611436956
2018 : LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-28,724
Total unrealized appreciation/depreciation of assets2018-06-30$-28,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$340,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$384,163
Total income from all sources (including contributions)2018-06-30$2,015,236
Total loss/gain on sale of assets2018-06-30$-10,925
Total of all expenses incurred2018-06-30$1,952,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,553,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,859,733
Value of total assets at end of year2018-06-30$4,832,573
Value of total assets at beginning of year2018-06-30$4,813,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$398,881
Total interest from all sources2018-06-30$41,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$133,977
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$19,056
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$202,514
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$185,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$19,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$25,427
Administrative expenses (other) incurred2018-06-30$244,904
Liabilities. Value of operating payables at end of year2018-06-30$46,261
Liabilities. Value of operating payables at beginning of year2018-06-30$42,302
Total non interest bearing cash at end of year2018-06-30$242,511
Total non interest bearing cash at beginning of year2018-06-30$155,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$63,031
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,492,051
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,429,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$20,000
Income. Interest from US Government securities2018-06-30$41,093
Value of interest in common/collective trusts at end of year2018-06-30$1,155,545
Value of interest in common/collective trusts at beginning of year2018-06-30$1,242,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$24,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$39,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$39,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$15
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$188,027
Asset value of US Government securities at end of year2018-06-30$2,984,531
Asset value of US Government securities at beginning of year2018-06-30$3,058,806
Net investment gain or loss from common/collective trusts2018-06-30$154,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,840,677
Employer contributions (assets) at end of year2018-06-30$211,434
Employer contributions (assets) at beginning of year2018-06-30$131,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,365,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Liabilities. Value of benefit claims payable at end of year2018-06-30$275,059
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$316,434
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$11,310
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$2,865,002
Aggregate carrying amount (costs) on sale of assets2018-06-30$2,875,927
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2018-06-30611436956
2017 : LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-19,916
Total unrealized appreciation/depreciation of assets2017-06-30$-19,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$384,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$74,977
Total income from all sources (including contributions)2017-06-30$1,828,024
Total loss/gain on sale of assets2017-06-30$-14,088
Total of all expenses incurred2017-06-30$2,006,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,613,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,634,387
Value of total assets at end of year2017-06-30$4,813,183
Value of total assets at beginning of year2017-06-30$4,682,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$393,017
Total interest from all sources2017-06-30$30,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$134,041
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$28,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$185,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$65,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$25,427
Administrative expenses (other) incurred2017-06-30$239,031
Liabilities. Value of operating payables at end of year2017-06-30$42,302
Liabilities. Value of operating payables at beginning of year2017-06-30$65,741
Total non interest bearing cash at end of year2017-06-30$155,018
Total non interest bearing cash at beginning of year2017-06-30$24,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-178,414
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,429,020
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,607,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$19,945
Income. Interest from US Government securities2017-06-30$30,869
Value of interest in common/collective trusts at end of year2017-06-30$1,242,501
Value of interest in common/collective trusts at beginning of year2017-06-30$1,272,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$39,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$127,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$127,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$68
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$846,066
Asset value of US Government securities at end of year2017-06-30$3,058,806
Asset value of US Government securities at beginning of year2017-06-30$3,085,820
Net investment gain or loss from common/collective trusts2017-06-30$196,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,606,326
Employer contributions (assets) at end of year2017-06-30$131,316
Employer contributions (assets) at beginning of year2017-06-30$106,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$767,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Liabilities. Value of benefit claims payable at end of year2017-06-30$316,434
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$9,236
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$3,322,396
Aggregate carrying amount (costs) on sale of assets2017-06-30$3,336,484
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30NOVAK FRANCELLA LLC
Accountancy firm EIN2017-06-30611436956
2016 : LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$15,385
Total unrealized appreciation/depreciation of assets2016-06-30$15,385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$74,977
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$128,183
Total income from all sources (including contributions)2016-06-30$1,554,592
Total loss/gain on sale of assets2016-06-30$-3,384
Total of all expenses incurred2016-06-30$1,772,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,371,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,465,212
Value of total assets at end of year2016-06-30$4,682,411
Value of total assets at beginning of year2016-06-30$4,953,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$401,234
Total interest from all sources2016-06-30$28,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$137,125
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$29,650
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$65,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$54,339
Administrative expenses (other) incurred2016-06-30$243,978
Liabilities. Value of operating payables at end of year2016-06-30$65,741
Liabilities. Value of operating payables at beginning of year2016-06-30$123,193
Total non interest bearing cash at end of year2016-06-30$24,379
Total non interest bearing cash at beginning of year2016-06-30$12,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-217,697
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,607,434
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,825,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$20,131
Income. Interest from US Government securities2016-06-30$28,419
Value of interest in common/collective trusts at end of year2016-06-30$1,272,775
Value of interest in common/collective trusts at beginning of year2016-06-30$1,233,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$127,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$147,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$147,173
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$44
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$1,211,356
Asset value of US Government securities at end of year2016-06-30$3,085,820
Asset value of US Government securities at beginning of year2016-06-30$3,419,904
Net investment gain or loss from common/collective trusts2016-06-30$48,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,435,562
Employer contributions (assets) at end of year2016-06-30$106,391
Employer contributions (assets) at beginning of year2016-06-30$84,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$159,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Liabilities. Value of benefit claims payable at end of year2016-06-30$9,236
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$4,990
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$1,217
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$2,336,632
Aggregate carrying amount (costs) on sale of assets2016-06-30$2,340,016
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2016-06-30611436956
2015 : LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$7,197
Total unrealized appreciation/depreciation of assets2015-06-30$7,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$128,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$76,875
Total income from all sources (including contributions)2015-06-30$1,530,256
Total loss/gain on sale of assets2015-06-30$244
Total of all expenses incurred2015-06-30$2,048,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,618,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,403,300
Value of total assets at end of year2015-06-30$4,953,314
Value of total assets at beginning of year2015-06-30$5,420,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$429,413
Total interest from all sources2015-06-30$24,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$173,752
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$8,792
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$54,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$28,496
Administrative expenses (other) incurred2015-06-30$234,869
Liabilities. Value of operating payables at end of year2015-06-30$123,193
Liabilities. Value of operating payables at beginning of year2015-06-30$69,696
Total non interest bearing cash at end of year2015-06-30$12,374
Total non interest bearing cash at beginning of year2015-06-30$11,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-518,028
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,825,131
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,343,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$20,792
Income. Interest from US Government securities2015-06-30$24,099
Value of interest in common/collective trusts at end of year2015-06-30$1,233,880
Value of interest in common/collective trusts at beginning of year2015-06-30$1,393,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$147,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$120,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$120,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$38
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$1,382,769
Asset value of US Government securities at end of year2015-06-30$3,419,904
Asset value of US Government securities at beginning of year2015-06-30$3,777,533
Net investment gain or loss from common/collective trusts2015-06-30$95,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,394,508
Employer contributions (assets) at end of year2015-06-30$84,427
Employer contributions (assets) at beginning of year2015-06-30$85,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$236,102
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Liabilities. Value of benefit claims payable at end of year2015-06-30$4,990
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$7,179
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$1,217
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$2,754
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$3,758,895
Aggregate carrying amount (costs) on sale of assets2015-06-30$3,758,651
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2015-06-30611436956
2014 : LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$8,659
Total unrealized appreciation/depreciation of assets2014-06-30$8,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$76,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$32,679
Total income from all sources (including contributions)2014-06-30$1,907,019
Total loss/gain on sale of assets2014-06-30$1,195
Total of all expenses incurred2014-06-30$2,108,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,704,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,554,146
Value of total assets at end of year2014-06-30$5,420,034
Value of total assets at beginning of year2014-06-30$5,577,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$404,392
Total interest from all sources2014-06-30$19,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$168,201
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,866
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$28,496
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$24,379
Administrative expenses (other) incurred2014-06-30$214,613
Liabilities. Value of operating payables at end of year2014-06-30$69,696
Liabilities. Value of operating payables at beginning of year2014-06-30$30,724
Total non interest bearing cash at end of year2014-06-30$11,708
Total non interest bearing cash at beginning of year2014-06-30$9,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-201,792
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,343,159
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,544,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$21,578
Income. Interest from US Government securities2014-06-30$19,249
Value of interest in common/collective trusts at end of year2014-06-30$1,393,502
Value of interest in common/collective trusts at beginning of year2014-06-30$1,394,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$120,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$118,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$118,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$26
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$1,524,899
Asset value of US Government securities at end of year2014-06-30$3,777,533
Asset value of US Government securities at beginning of year2014-06-30$3,934,755
Net investment gain or loss from common/collective trusts2014-06-30$323,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,552,280
Employer contributions (assets) at end of year2014-06-30$85,920
Employer contributions (assets) at beginning of year2014-06-30$91,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$179,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Liabilities. Value of benefit claims payable at end of year2014-06-30$7,179
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$1,955
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$2,754
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$4,291
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$3,459,312
Aggregate carrying amount (costs) on sale of assets2014-06-30$3,458,117
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2014-06-30611436956
2013 : LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-12,414
Total unrealized appreciation/depreciation of assets2013-06-30$-12,414
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$32,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$39,762
Total income from all sources (including contributions)2013-06-30$1,879,938
Total loss/gain on sale of assets2013-06-30$3,383
Total of all expenses incurred2013-06-30$2,035,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,666,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,583,062
Value of total assets at end of year2013-06-30$5,577,630
Value of total assets at beginning of year2013-06-30$5,740,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$369,013
Total interest from all sources2013-06-30$23,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$101,672
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$24,379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$29,653
Administrative expenses (other) incurred2013-06-30$244,659
Liabilities. Value of operating payables at end of year2013-06-30$30,724
Liabilities. Value of operating payables at beginning of year2013-06-30$34,866
Total non interest bearing cash at end of year2013-06-30$9,498
Total non interest bearing cash at beginning of year2013-06-30$3,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-155,958
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,544,951
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,700,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$22,682
Income. Interest from US Government securities2013-06-30$22,500
Value of interest in common/collective trusts at end of year2013-06-30$1,394,753
Value of interest in common/collective trusts at beginning of year2013-06-30$1,397,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$118,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$129,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$129,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$1,086
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$1,500,924
Asset value of US Government securities at end of year2013-06-30$3,934,755
Asset value of US Government securities at beginning of year2013-06-30$4,079,190
Net investment gain or loss from common/collective trusts2013-06-30$282,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,583,062
Employer contributions (assets) at end of year2013-06-30$91,146
Employer contributions (assets) at beginning of year2013-06-30$96,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$165,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Liabilities. Value of benefit claims payable at end of year2013-06-30$1,955
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$4,896
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$4,291
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$5,828
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$2,602,562
Aggregate carrying amount (costs) on sale of assets2013-06-30$2,599,179
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30NOVAK FRANCELLA LLC
Accountancy firm EIN2013-06-30611436956
2012 : LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$4,901
Total unrealized appreciation/depreciation of assets2012-06-30$4,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$39,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$112,299
Total income from all sources (including contributions)2012-06-30$1,655,021
Total loss/gain on sale of assets2012-06-30$-8,525
Total of all expenses incurred2012-06-30$1,863,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,526,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,538,662
Value of total assets at end of year2012-06-30$5,740,671
Value of total assets at beginning of year2012-06-30$6,022,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$337,782
Total interest from all sources2012-06-30$40,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$78,054
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$29,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$94,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$39,925
Administrative expenses (other) incurred2012-06-30$236,856
Liabilities. Value of operating payables at end of year2012-06-30$34,866
Liabilities. Value of operating payables at beginning of year2012-06-30$38,428
Total non interest bearing cash at end of year2012-06-30$3,336
Total non interest bearing cash at beginning of year2012-06-30$27,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-208,793
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,700,909
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,909,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$22,872
Income. Interest from US Government securities2012-06-30$40,808
Value of interest in common/collective trusts at end of year2012-06-30$1,397,389
Value of interest in common/collective trusts at beginning of year2012-06-30$1,388,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$129,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$44,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$44,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$70
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$1,352,538
Asset value of US Government securities at end of year2012-06-30$4,079,190
Asset value of US Government securities at beginning of year2012-06-30$4,394,501
Net investment gain or loss from common/collective trusts2012-06-30$79,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,537,096
Employer contributions (assets) at end of year2012-06-30$96,223
Employer contributions (assets) at beginning of year2012-06-30$66,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$173,494
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Liabilities. Value of benefit claims payable at end of year2012-06-30$4,896
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$33,946
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$5,828
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$7,365
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$2,711,797
Aggregate carrying amount (costs) on sale of assets2012-06-30$2,720,322
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30NOVAK FRANCELLA LLC
Accountancy firm EIN2012-06-30611436956
2011 : LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$8,837
Total unrealized appreciation/depreciation of assets2011-06-30$8,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$112,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$41,672
Total income from all sources (including contributions)2011-06-30$1,903,122
Total loss/gain on sale of assets2011-06-30$-21,191
Total of all expenses incurred2011-06-30$1,915,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,621,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,521,534
Value of total assets at end of year2011-06-30$6,022,001
Value of total assets at beginning of year2011-06-30$5,963,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$293,529
Total interest from all sources2011-06-30$78,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$77,613
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$7,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$94,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$171,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$39,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$6,940
Administrative expenses (other) incurred2011-06-30$192,203
Liabilities. Value of operating payables at end of year2011-06-30$38,428
Liabilities. Value of operating payables at beginning of year2011-06-30$28,107
Total non interest bearing cash at end of year2011-06-30$27,143
Total non interest bearing cash at beginning of year2011-06-30$8,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-12,155
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,909,702
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,921,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$23,713
Interest earned on other investments2011-06-30$10
Income. Interest from US Government securities2011-06-30$78,790
Value of interest in common/collective trusts at end of year2011-06-30$1,388,303
Value of interest in common/collective trusts at beginning of year2011-06-30$1,018,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$44,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$34,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$34,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$125
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$1,414,016
Asset value of US Government securities at end of year2011-06-30$4,394,501
Asset value of US Government securities at beginning of year2011-06-30$4,655,001
Net investment gain or loss from common/collective trusts2011-06-30$315,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,514,317
Employer contributions (assets) at end of year2011-06-30$66,268
Employer contributions (assets) at beginning of year2011-06-30$74,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$207,732
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Liabilities. Value of benefit claims payable at end of year2011-06-30$33,946
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$6,625
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$7,365
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$693
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$2,858,333
Aggregate carrying amount (costs) on sale of assets2011-06-30$2,879,524
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30NOVAK FRANCELLA LLC
Accountancy firm EIN2011-06-30611436956

Form 5500 Responses for LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND

2021: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: LOCAL 10 OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED AND THE TEXTILE INDUSTRY OF PHILADELPHIA & VICINITY WELFARE & SECURITY FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract numberAG000017
Policy instance 2
Insurance contract or identification numberAG000017
Number of Individuals Covered244
Insurance policy start date2021-07-31
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $98,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number16899
Policy instance 1
Insurance contract or identification number16899
Number of Individuals Covered245
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL 10337
Policy instance 2
Insurance contract or identification numberSL 10337
Number of Individuals Covered324
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $54,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number16899
Policy instance 1
Insurance contract or identification number16899
Number of Individuals Covered326
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $61
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,986
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL 10337
Policy instance 2
Insurance contract or identification numberSL 10337
Number of Individuals Covered389
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $146,252
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number16899
Policy instance 1
Insurance contract or identification number16899
Number of Individuals Covered390
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $110
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $110
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberAG000017
Policy instance 2
Insurance contract or identification numberAG000017
Number of Individuals Covered392
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $139,373
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number16899
Policy instance 1
Insurance contract or identification number16899
Number of Individuals Covered392
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10337
Policy instance 3
Insurance contract or identification numberSL10337
Number of Individuals Covered398
Insurance policy start date2018-01-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $78,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number16899
Policy instance 1
Insurance contract or identification number16899
Number of Individuals Covered371
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number
Policy instance 2
Number of Individuals Covered398
Insurance policy start date2017-07-01
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 $61,182
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number40659
Policy instance 2
Insurance contract or identification number40659
Number of Individuals Covered230
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number40659
Policy instance 3
Insurance contract or identification number40659
Number of Individuals Covered41
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number40659
Policy instance 1
Insurance contract or identification number40659
Number of Individuals Covered271
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGELP-1104-PA
Policy instance 5
Insurance contract or identification numberGELP-1104-PA
Number of Individuals Covered267
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 $9,735
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number16899
Policy instance 4
Insurance contract or identification number16899
Number of Individuals Covered272
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number40659
Policy instance 3
Insurance contract or identification number40659
Number of Individuals Covered40
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number40659
Policy instance 1
Insurance contract or identification number40659
Number of Individuals Covered272
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number40659
Policy instance 2
Insurance contract or identification number40659
Number of Individuals Covered228
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number40659
Policy instance 3
Insurance contract or identification number40659
Number of Individuals Covered51
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number40659
Policy instance 2
Insurance contract or identification number40659
Number of Individuals Covered226
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number40659
Policy instance 1
Insurance contract or identification number40659
Number of Individuals Covered275
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number40659
Policy instance 1
Insurance contract or identification number40659
Number of Individuals Covered301
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number40659
Policy instance 3
Insurance contract or identification number40659
Number of Individuals Covered46
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number40659
Policy instance 2
Insurance contract or identification number40659
Number of Individuals Covered255
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number40659
Policy instance 3
Insurance contract or identification number40659
Number of Individuals Covered44
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number40659
Policy instance 2
Insurance contract or identification number40659
Number of Individuals Covered252
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number40659
Policy instance 1
Insurance contract or identification number40659
Number of Individuals Covered295
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number40659
Policy instance 3
Insurance contract or identification number40659
Number of Individuals Covered50
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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 $209,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number40659
Policy instance 1
Insurance contract or identification number40659
Number of Individuals Covered316
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,349
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number40659
Policy instance 2
Insurance contract or identification number40659
Number of Individuals Covered261
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,183,767
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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