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LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 401k Plan overview

Plan NameLOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND
Plan identification number 501

LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES BC&T WORKERS INTL UNION AFL-CIO HEALTH AND WELFARE F has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES BC&T WORKERS INTL UNION AFL-CIO HEALTH AND WELFARE F
Employer identification number (EIN):232522548
NAIC Classification:311800
NAIC Description: Bakeries and Tortilla Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-01-01HANK MCKAY
5012017-01-01HANK MCKAY
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01PHIL PATURZO
5012012-01-01PHIL PATURZO
5012011-01-01PHIL PATURZO
5012010-01-01PHIL PATURZO
5012009-01-01PHIL PATZURO

Plan Statistics for LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND

401k plan membership statisitcs for LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND

Measure Date Value
2018: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,585
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
Number of employers contributing to the scheme2018-01-0111
2017: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-012,171
Total number of active participants reported on line 7a of the Form 55002017-01-011,585
Number of retired or separated participants receiving benefits2017-01-01276
Total of all active and inactive participants2017-01-011,861
Total participants2017-01-011,861
Number of employers contributing to the scheme2017-01-0111
2016: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,356
Total number of active participants reported on line 7a of the Form 55002016-01-011,988
Number of retired or separated participants receiving benefits2016-01-01183
Total of all active and inactive participants2016-01-012,171
Number of employers contributing to the scheme2016-01-0116
2015: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,342
Total number of active participants reported on line 7a of the Form 55002015-01-012,148
Number of retired or separated participants receiving benefits2015-01-01208
Total of all active and inactive participants2015-01-012,356
Number of employers contributing to the scheme2015-01-0117
2014: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,782
Total number of active participants reported on line 7a of the Form 55002014-01-012,123
Number of retired or separated participants receiving benefits2014-01-01219
Total of all active and inactive participants2014-01-012,342
Number of employers contributing to the scheme2014-01-0117
2013: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-013,066
Total number of active participants reported on line 7a of the Form 55002013-01-012,425
Number of retired or separated participants receiving benefits2013-01-01357
Total of all active and inactive participants2013-01-012,782
Number of employers contributing to the scheme2013-01-0116
2012: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,547
Total number of active participants reported on line 7a of the Form 55002012-01-012,830
Number of retired or separated participants receiving benefits2012-01-01236
Total of all active and inactive participants2012-01-013,066
Number of employers contributing to the scheme2012-01-0126
2011: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-013,008
Total number of active participants reported on line 7a of the Form 55002011-01-011,004
Number of retired or separated participants receiving benefits2011-01-01317
Total of all active and inactive participants2011-01-011,321
Number of employers contributing to the scheme2011-01-0126
2010: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-013,608
Total number of active participants reported on line 7a of the Form 55002010-01-012,655
Number of retired or separated participants receiving benefits2010-01-01353
Total of all active and inactive participants2010-01-013,008
Number of employers contributing to the scheme2010-01-0126
2009: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-013,122
Total number of active participants reported on line 7a of the Form 55002009-01-013,187
Number of retired or separated participants receiving benefits2009-01-01421
Total of all active and inactive participants2009-01-013,608
Number of employers contributing to the scheme2009-01-0125

Financial Data on LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND

Measure Date Value
2018 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2018 401k financial data
Total transfer of assets from this plan2018-10-31$3,055,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$395,218
Total income from all sources (including contributions)2018-10-31$3,379,733
Total loss/gain on sale of assets2018-10-31$98,857
Total of all expenses incurred2018-10-31$4,016,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$3,443,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$3,347,073
Value of total assets at end of year2018-10-31$0
Value of total assets at beginning of year2018-10-31$4,088,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$573,666
Total interest from all sources2018-10-31$5,421
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$70,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$70,121
Administrative expenses professional fees incurred2018-10-31$94,550
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$3,000,000
If this is an individual account plan, was there a blackout period2018-10-31No
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$653,031
Other income not declared elsewhere2018-10-31$82,909
Administrative expenses (other) incurred2018-10-31$177,843
Total non interest bearing cash at beginning of year2018-10-31$162,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$-637,266
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$3,693,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Investment advisory and management fees2018-10-31$13,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$3,544,810
Value of interest in pooled separate accounts at end of year2018-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-10-31$381,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-10-31$381,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$5,421
Expenses. Payments to insurance carriers foe the provision of benefits2018-10-31$3,362,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$-224,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$2,694,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$81,028
Contract administrator fees2018-10-31$288,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-10-31No
Liabilities. Value of benefit claims payable at beginning of year2018-10-31$395,218
Did the plan have assets held for investment2018-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Aggregate proceeds on sale of assets2018-10-31$1,361,243
Aggregate carrying amount (costs) on sale of assets2018-10-31$1,262,386
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31No
Opinion of an independent qualified public accountant for this plan2018-10-31Unqualified
Accountancy firm name2018-10-31WAGNER & ZWERMAN, LLP
Accountancy firm EIN2018-10-31112836481
2017 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$395,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$490,480
Total income from all sources (including contributions)2017-12-31$4,844,855
Total loss/gain on sale of assets2017-12-31$168,588
Total of all expenses incurred2017-12-31$5,387,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,660,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,313,359
Value of total assets at end of year2017-12-31$4,088,303
Value of total assets at beginning of year2017-12-31$4,726,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$726,746
Total interest from all sources2017-12-31$3,329
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$102,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$102,918
Administrative expenses professional fees incurred2017-12-31$77,610
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$887,353
Other income not declared elsewhere2017-12-31$120,190
Administrative expenses (other) incurred2017-12-31$254,570
Total non interest bearing cash at end of year2017-12-31$162,468
Total non interest bearing cash at beginning of year2017-12-31$221,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-542,539
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,693,085
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,235,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$20,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,544,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,038,160
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$381,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$466,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$466,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,329
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,561,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$136,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,426,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$99,562
Contract administrator fees2017-12-31$373,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$395,218
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$490,480
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,661,763
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,493,175
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WAGNER & ZWERMAN, LLP
Accountancy firm EIN2017-12-31112836481
2016 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$490,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$890,950
Total income from all sources (including contributions)2016-12-31$5,325,168
Total loss/gain on sale of assets2016-12-31$96,458
Total of all expenses incurred2016-12-31$5,227,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,688,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,951,323
Value of total assets at end of year2016-12-31$4,726,104
Value of total assets at beginning of year2016-12-31$5,028,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$538,099
Total interest from all sources2016-12-31$528
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$104,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$104,482
Administrative expenses professional fees incurred2016-12-31$87,779
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,059,230
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$59,119
Other income not declared elsewhere2016-12-31$133,934
Administrative expenses (other) incurred2016-12-31$63,053
Total non interest bearing cash at end of year2016-12-31$221,074
Total non interest bearing cash at beginning of year2016-12-31$508,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$98,154
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,235,624
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,137,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$21,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,038,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,514,576
Income. Interest from corporate debt instruments2016-12-31$528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$466,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$569
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$592,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$38,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,892,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,037,096
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$5,000
Contract administrator fees2016-12-31$366,030
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$490,480
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$890,950
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$3,053,550
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,957,092
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ARMAO LLP
Accountancy firm EIN2016-12-31462754053
2015 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$890,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$457,253
Total income from all sources (including contributions)2015-12-31$5,416,886
Total loss/gain on sale of assets2015-12-31$258,584
Total of all expenses incurred2015-12-31$6,696,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,164,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,223,146
Value of total assets at end of year2015-12-31$5,028,420
Value of total assets at beginning of year2015-12-31$5,874,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$532,482
Total interest from all sources2015-12-31$26
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$129,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$129,155
Administrative expenses professional fees incurred2015-12-31$48,957
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,054,643
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$12,743
Other income not declared elsewhere2015-12-31$151,790
Administrative expenses (other) incurred2015-12-31$62,515
Total non interest bearing cash at end of year2015-12-31$508,275
Total non interest bearing cash at beginning of year2015-12-31$196,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,279,916
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,137,470
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,417,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$26,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,514,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,670,222
Income. Interest from corporate debt instruments2015-12-31$26
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,998
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$547,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-345,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,168,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,603,987
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$5,000
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$5,000
Contract administrator fees2015-12-31$394,778
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$890,950
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$457,253
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$7,431,478
Aggregate carrying amount (costs) on sale of assets2015-12-31$7,172,894
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ARMAO LLP
Accountancy firm EIN2015-12-31462754053
2014 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$457,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$673,468
Total income from all sources (including contributions)2014-12-31$6,997,960
Total loss/gain on sale of assets2014-12-31$108,283
Total of all expenses incurred2014-12-31$6,898,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,193,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,401,215
Value of total assets at end of year2014-12-31$5,874,639
Value of total assets at beginning of year2014-12-31$5,991,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$705,216
Total interest from all sources2014-12-31$75
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$172,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$172,605
Administrative expenses professional fees incurred2014-12-31$100,123
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$964,862
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$278,242
Other income not declared elsewhere2014-12-31$264,675
Administrative expenses (other) incurred2014-12-31$90,456
Total non interest bearing cash at end of year2014-12-31$196,419
Total non interest bearing cash at beginning of year2014-12-31$345,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$98,965
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,417,386
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,318,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$26,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,670,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,641,224
Income. Interest from corporate debt instruments2014-12-31$75
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,998
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$624,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$51,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,436,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,291,054
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$5,000
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$5,000
Contract administrator fees2014-12-31$488,235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$457,253
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$673,468
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,461,681
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,353,398
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ARMAO LLP
Accountancy firm EIN2014-12-31462754053
2013 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$141,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$132,227
Total income from all sources (including contributions)2013-12-31$7,110,845
Total loss/gain on sale of assets2013-12-31$-136,709
Total of all expenses incurred2013-12-31$7,306,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,631,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,595,850
Value of total assets at end of year2013-12-31$5,991,889
Value of total assets at beginning of year2013-12-31$6,178,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$675,302
Total interest from all sources2013-12-31$39
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$171,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$171,096
Administrative expenses professional fees incurred2013-12-31$97,529
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$895,792
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$357,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,100
Other income not declared elsewhere2013-12-31$118,598
Administrative expenses (other) incurred2013-12-31$102,484
Total non interest bearing cash at end of year2013-12-31$345,665
Total non interest bearing cash at beginning of year2013-12-31$1,273,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-195,586
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,850,305
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,045,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$26,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,641,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,398,051
Income. Interest from corporate debt instruments2013-12-31$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$496,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$496,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$14
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$775,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$361,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,700,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,498,216
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$5,000
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$5,000
Contract administrator fees2013-12-31$448,795
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$141,584
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$132,227
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,814,374
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,951,083
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ALAN ROSS & COMPANY PC
Accountancy firm EIN2013-12-31205367494
2012 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$132,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$119,250
Total income from all sources (including contributions)2012-12-31$7,654,961
Total of all expenses incurred2012-12-31$6,690,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,023,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,905,352
Value of total assets at end of year2012-12-31$6,178,118
Value of total assets at beginning of year2012-12-31$5,200,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$666,893
Total interest from all sources2012-12-31$990
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$146,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$146,524
Administrative expenses professional fees incurred2012-12-31$124,937
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$771,744
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$282,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,618
Other income not declared elsewhere2012-12-31$267,850
Administrative expenses (other) incurred2012-12-31$109,680
Total non interest bearing cash at end of year2012-12-31$1,273,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$964,930
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,045,891
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,080,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$18,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,398,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,909,115
Income. Interest from corporate debt instruments2012-12-31$50
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$496,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,286,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,286,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$940
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,827,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$334,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,133,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,913,805
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$5,000
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$5,000
Contract administrator fees2012-12-31$413,891
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$132,227
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$117,632
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ALAN ROSS & COMPANY PC
Accountancy firm EIN2012-12-31205367494
2011 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,195
Total unrealized appreciation/depreciation of assets2011-12-31$-1,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$119,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$155,537
Total income from all sources (including contributions)2011-12-31$7,304,711
Total of all expenses incurred2011-12-31$7,161,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,839,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,086,605
Value of total assets at end of year2011-12-31$5,200,211
Value of total assets at beginning of year2011-12-31$5,093,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$321,616
Total interest from all sources2011-12-31$2,162
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$129,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$129,214
Administrative expenses professional fees incurred2011-12-31$135,665
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$696,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,618
Other income not declared elsewhere2011-12-31$133,221
Administrative expenses (other) incurred2011-12-31$114,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$143,235
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,081,061
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,937,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$21,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,909,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,892,955
Interest earned on other investments2011-12-31$400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,286,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,170,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,170,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,762
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$4,722,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-45,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,390,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,117,785
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$5,000
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$30,000
Contract administrator fees2011-12-31$49,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$117,532
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$155,537
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2011-12-31205367494
2010 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-229
Total unrealized appreciation/depreciation of assets2010-12-31$-229
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$155,537
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$125,382
Total income from all sources (including contributions)2010-12-31$7,134,842
Total of all expenses incurred2010-12-31$6,984,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,725,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,664,665
Value of total assets at end of year2010-12-31$5,093,363
Value of total assets at beginning of year2010-12-31$4,912,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$258,511
Total interest from all sources2010-12-31$3,884
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$109,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$109,459
Administrative expenses professional fees incurred2010-12-31$70,298
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$696,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,109
Other income not declared elsewhere2010-12-31$110,703
Administrative expenses (other) incurred2010-12-31$103,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$150,463
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,937,826
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,787,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$18,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,892,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,547,136
Interest earned on other investments2010-12-31$1,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,170,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,335,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,335,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,621
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$4,655,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$246,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,968,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,069,992
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$30,000
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$30,000
Contract administrator fees2010-12-31$66,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$155,537
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$123,273
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ALAN ROSS & COMAPNY, PC
Accountancy firm EIN2010-12-31205367494

Form 5500 Responses for LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND

2018: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38776 )
Policy contract numberJBM-214-PA-16
Policy instance 4
Insurance contract or identification numberJBM-214-PA-16
Number of Individuals Covered155
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $150,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016611-00
Policy instance 3
Insurance contract or identification number01-016611-00
Number of Individuals Covered136
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $52,301
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND SHORT TERM DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $81,028
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,301
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE466692
Policy instance 2
Insurance contract or identification numberAE466692
Number of Individuals Covered203
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,825
Welfare Benefit Premiums Paid to CarrierUSD $503,560
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,825
Insurance broker organization code?3
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number12147
Policy instance 1
Insurance contract or identification number12147
Number of Individuals Covered159
Insurance policy start date2018-01-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $738
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $738
Insurance broker organization code?3
ESI (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract number3908
Policy instance 5
Insurance contract or identification number3908
Number of Individuals Covered1471
Insurance policy start date2018-01-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $1,131
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $20,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,131
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016611-00
Policy instance 3
Insurance contract or identification number01-016611-00
Number of Individuals Covered189
Insurance policy start date2016-03-01
Insurance policy end date2017-02-28
Total amount of commissions paid to insurance brokerUSD $15,864
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND SHORT TERM DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $99,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,188
Insurance broker organization code?3
Insurance broker nameQUANTUM FINANCIAL STRATEGIES I
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number12147
Policy instance 1
Insurance contract or identification number12147
Number of Individuals Covered171
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,340
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,927
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,340
Insurance broker organization code?3
Insurance broker nameQUANTUM FINANCIAL STRATEGIES INC.
SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38776 )
Policy contract numberJBM-214-PA-16
Policy instance 4
Insurance contract or identification numberJBM-214-PA-16
Number of Individuals Covered183
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $213,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ESI (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract number3908
Policy instance 5
Insurance contract or identification number3908
Number of Individuals Covered1471
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,357
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $33,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,357
Insurance broker organization code?3
Insurance broker nameMADISON CONSULTING GROUP LLC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE466692
Policy instance 2
Insurance contract or identification numberAE466692
Number of Individuals Covered213
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,650
Welfare Benefit Premiums Paid to CarrierUSD $489,053
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,650
Insurance broker organization code?3
Insurance broker nameQUANTUM FINANCIAL STRATEGIES INC.
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered244
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,183
Total amount of fees paid to insurance companyUSD $14,883
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $526,748
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,183
Amount paid for insurance broker fees14883
Additional information about fees paid to insurance brokerADMINISTRATION FEE
Insurance broker organization code?3
Insurance broker nameQUANTUM FINANCIAL STRATEGIES INC
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number12147
Policy instance 2
Insurance contract or identification number12147
Number of Individuals Covered163
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,189
Total amount of fees paid to insurance companyUSD $14,883
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,189
Amount paid for insurance broker fees14883
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameQUANTUM FINANCIAL STRATEGIES INC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberH1509
Policy instance 1
Insurance contract or identification numberH1509
Number of Individuals Covered256
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $513,924
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 number12147
Policy instance 2
Insurance contract or identification number12147
Number of Individuals Covered294
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,225
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
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,225
Insurance broker organization code?3
Insurance broker nameQUANTUM FINANCIAL STRATEGIES INC
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number12147
Policy instance 3
Insurance contract or identification number12147
Number of Individuals Covered1257
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,409
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
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,409
Insurance broker nameQUANTUM FINANCIAL STRATEGIES INC
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number720783
Policy instance 2
Insurance contract or identification number720783
Number of Individuals Covered247
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,062
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 $583,126
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,062
Insurance broker nameQUANTUM FINANCIAL STRATEGIES INC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number872836G
Policy instance 1
Insurance contract or identification number872836G
Number of Individuals Covered264
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,733
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $137,332
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,733
Insurance broker nameQUANTUM FINANCIAL STRATEGIES INC
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number
Policy instance 6
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
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 number3037
Policy instance 8
Insurance contract or identification number3037
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,593
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number
Policy instance 2
Number of Individuals Covered148
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health 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 number
Policy instance 3
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number00509943
Policy instance 4
Insurance contract or identification number00509943
Number of Individuals Covered93
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $155,043
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number
Policy instance 5
Number of Individuals Covered37
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,743
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 $33,326
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,743
Insurance broker name
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number657
Policy instance 7
Insurance contract or identification number657
Number of Individuals Covered154
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,183
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $43,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,619
Insurance broker nameGALLAGHER BENEFITS INSURANCE SERV
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number
Policy instance 1
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMG19115
Policy instance 7
Insurance contract or identification numberMG19115
Number of Individuals Covered293
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $74,445
Total amount of fees paid to insurance companyUSD $16,483
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $586,794
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 number
Policy instance 8
Number of Individuals Covered0
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
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 number3037
Policy instance 9
Insurance contract or identification number3037
Number of Individuals Covered676
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental 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 number
Policy instance 10
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health 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 number
Policy instance 3
Number of Individuals Covered89
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number
Policy instance 6
Number of Individuals Covered941
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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: 52411 )
Policy contract number
Policy instance 5
Number of Individuals Covered34
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number
Policy instance 11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number
Policy instance 1
Number of Individuals Covered657
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
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 number
Policy instance 2
Number of Individuals Covered164
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number00509943
Policy instance 4
Insurance contract or identification number00509943
Number of Individuals Covered88
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $146,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number00509943
Policy instance 4
Insurance contract or identification number00509943
Number of Individuals Covered88
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $132,722
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number
Policy instance 5
Number of Individuals Covered34
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,514
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number
Policy instance 6
Number of Individuals Covered998
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMG19115
Policy instance 7
Insurance contract or identification numberMG19115
Number of Individuals Covered268
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,810
Total amount of fees paid to insurance companyUSD $5,425
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $88,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,810
Insurance broker organization code?3
Amount paid for insurance broker fees5425
Insurance broker nameAMERIHEALTH AGENCY, INC
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number3066
Policy instance 8
Insurance contract or identification number3066
Number of Individuals Covered5
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
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 number3037
Policy instance 9
Insurance contract or identification number3037
Number of Individuals Covered808
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental 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 number
Policy instance 3
Number of Individuals Covered110
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $723,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number
Policy instance 11
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number
Policy instance 1
Number of Individuals Covered695
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
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 number
Policy instance 2
Number of Individuals Covered165
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $423,462
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number
Policy instance 10
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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