BOARD OF TRUSTEES BC&T WORKERS INTL UNION AFL-CIO HEALTH AND WELFARE F has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2018 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2018 401k financial data |
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Total transfer of assets from this plan | 2018-10-31 | $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 assets | 2018-10-31 | $98,857 |
Total of all expenses incurred | 2018-10-31 | $4,016,999 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-10-31 | $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 year | 2018-10-31 | $0 |
Value of total assets at beginning of year | 2018-10-31 | $4,088,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-10-31 | $573,666 |
Total interest from all sources | 2018-10-31 | $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 year | 2018-10-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-10-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-10-31 | $70,121 |
Administrative expenses professional fees incurred | 2018-10-31 | $94,550 |
Was this plan covered by a fidelity bond | 2018-10-31 | Yes |
Value of fidelity bond cover | 2018-10-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-10-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-10-31 | No |
Contributions received from participants | 2018-10-31 | $653,031 |
Other income not declared elsewhere | 2018-10-31 | $82,909 |
Administrative expenses (other) incurred | 2018-10-31 | $177,843 |
Total non interest bearing cash at beginning of year | 2018-10-31 | $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 appraiser | 2018-10-31 | No |
Value of net income/loss | 2018-10-31 | $-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) | 2018-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-10-31 | No |
Investment advisory and management fees | 2018-10-31 | $13,219 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-10-31 | $3,544,810 |
Value of interest in pooled separate accounts at end of year | 2018-10-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-10-31 | $381,025 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-10-31 | $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 benefits | 2018-10-31 | $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 assets | 2018-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-10-31 | No |
Contributions received in cash from employer | 2018-10-31 | $2,694,042 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-10-31 | $81,028 |
Contract administrator fees | 2018-10-31 | $288,054 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-10-31 | No |
Liabilities. Value of benefit claims payable at beginning of year | 2018-10-31 | $395,218 |
Did the plan have assets held for investment | 2018-10-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-10-31 | No |
Aggregate proceeds on sale of assets | 2018-10-31 | $1,361,243 |
Aggregate carrying amount (costs) on sale of assets | 2018-10-31 | $1,262,386 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-10-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-10-31 | Unqualified |
Accountancy firm name | 2018-10-31 | WAGNER & ZWERMAN, LLP |
Accountancy firm EIN | 2018-10-31 | 112836481 |
2017 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2017 401k financial data |
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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 assets | 2017-12-31 | $168,588 |
Total of all expenses incurred | 2017-12-31 | $5,387,394 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $4,088,303 |
Value of total assets at beginning of year | 2017-12-31 | $4,726,104 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $726,746 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $102,918 |
Administrative expenses professional fees incurred | 2017-12-31 | $77,610 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $887,353 |
Other income not declared elsewhere | 2017-12-31 | $120,190 |
Administrative expenses (other) incurred | 2017-12-31 | $254,570 |
Total non interest bearing cash at end of year | 2017-12-31 | $162,468 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $20,720 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,544,810 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,038,160 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $381,025 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $466,870 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 benefits | 2017-12-31 | $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 assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $3,426,006 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $99,562 |
Contract administrator fees | 2017-12-31 | $373,846 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $395,218 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $490,480 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $3,661,763 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $3,493,175 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | WAGNER & ZWERMAN, LLP |
Accountancy firm EIN | 2017-12-31 | 112836481 |
2016 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2016 401k financial data |
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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 assets | 2016-12-31 | $96,458 |
Total of all expenses incurred | 2016-12-31 | $5,227,014 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $4,726,104 |
Value of total assets at beginning of year | 2016-12-31 | $5,028,420 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $538,099 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $104,482 |
Administrative expenses professional fees incurred | 2016-12-31 | $87,779 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,059,230 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $59,119 |
Other income not declared elsewhere | 2016-12-31 | $133,934 |
Administrative expenses (other) incurred | 2016-12-31 | $63,053 |
Total non interest bearing cash at end of year | 2016-12-31 | $221,074 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $21,237 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,038,160 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,514,576 |
Income. Interest from corporate debt instruments | 2016-12-31 | $528 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $466,870 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $569 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $569 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $3,892,093 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,037,096 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $5,000 |
Contract administrator fees | 2016-12-31 | $366,030 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $490,480 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $890,950 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $3,053,550 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $2,957,092 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | ARMAO LLP |
Accountancy firm EIN | 2016-12-31 | 462754053 |
2015 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2015 401k financial data |
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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 assets | 2015-12-31 | $258,584 |
Total of all expenses incurred | 2015-12-31 | $6,696,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $5,028,420 |
Value of total assets at beginning of year | 2015-12-31 | $5,874,639 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $532,482 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $129,155 |
Administrative expenses professional fees incurred | 2015-12-31 | $48,957 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,054,643 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $12,743 |
Other income not declared elsewhere | 2015-12-31 | $151,790 |
Administrative expenses (other) incurred | 2015-12-31 | $62,515 |
Total non interest bearing cash at end of year | 2015-12-31 | $508,275 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $26,232 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,514,576 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,670,222 |
Income. Interest from corporate debt instruments | 2015-12-31 | $26 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $569 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,998 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $2,998 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $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 assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $4,168,503 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,603,987 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $5,000 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $5,000 |
Contract administrator fees | 2015-12-31 | $394,778 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $890,950 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $457,253 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $7,431,478 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $7,172,894 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | ARMAO LLP |
Accountancy firm EIN | 2015-12-31 | 462754053 |
2014 : LOCAL 6 BC&T WORKERS INTERNATIONAL UNION AFL-CIO HEALTH AND WELFARE FUND 2014 401k financial data |
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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 assets | 2014-12-31 | $108,283 |
Total of all expenses incurred | 2014-12-31 | $6,898,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $5,874,639 |
Value of total assets at beginning of year | 2014-12-31 | $5,991,889 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $705,216 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $172,605 |
Administrative expenses professional fees incurred | 2014-12-31 | $100,123 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $964,862 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $278,242 |
Other income not declared elsewhere | 2014-12-31 | $264,675 |
Administrative expenses (other) incurred | 2014-12-31 | $90,456 |
Total non interest bearing cash at end of year | 2014-12-31 | $196,419 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $26,402 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,670,222 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,641,224 |
Income. Interest from corporate debt instruments | 2014-12-31 | $75 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $2,998 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $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 assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $5,436,353 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,291,054 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $5,000 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $5,000 |
Contract administrator fees | 2014-12-31 | $488,235 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $457,253 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $673,468 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $2,461,681 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $2,353,398 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | ARMAO LLP |
Accountancy firm EIN | 2014-12-31 | 462754053 |
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 assets | 2013-12-31 | $-136,709 |
Total of all expenses incurred | 2013-12-31 | $7,306,431 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $5,991,889 |
Value of total assets at beginning of year | 2013-12-31 | $6,178,118 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $675,302 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $171,096 |
Administrative expenses professional fees incurred | 2013-12-31 | $97,529 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $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 year | 2013-12-31 | $5,100 |
Other income not declared elsewhere | 2013-12-31 | $118,598 |
Administrative expenses (other) incurred | 2013-12-31 | $102,484 |
Total non interest bearing cash at end of year | 2013-12-31 | $345,665 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $26,494 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,641,224 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,398,051 |
Income. Interest from corporate debt instruments | 2013-12-31 | $25 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $496,826 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 benefits | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $5,700,058 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,498,216 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $5,000 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $5,000 |
Contract administrator fees | 2013-12-31 | $448,795 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $141,584 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $132,227 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $1,814,374 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,951,083 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | ALAN ROSS & COMPANY PC |
Accountancy firm EIN | 2013-12-31 | 205367494 |
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 incurred | 2012-12-31 | $6,690,031 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $6,178,118 |
Value of total assets at beginning of year | 2012-12-31 | $5,200,211 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $666,893 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $146,524 |
Administrative expenses professional fees incurred | 2012-12-31 | $124,937 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $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 year | 2012-12-31 | $5,100 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,618 |
Other income not declared elsewhere | 2012-12-31 | $267,850 |
Administrative expenses (other) incurred | 2012-12-31 | $109,680 |
Total non interest bearing cash at end of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $18,385 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,398,051 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,909,115 |
Income. Interest from corporate debt instruments | 2012-12-31 | $50 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $496,826 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,286,096 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 benefits | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $6,133,608 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,913,805 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $5,000 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $5,000 |
Contract administrator fees | 2012-12-31 | $413,891 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $132,227 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $117,632 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | ALAN ROSS & COMPANY PC |
Accountancy firm EIN | 2012-12-31 | 205367494 |
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) assets | 2011-12-31 | $-1,195 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-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 incurred | 2011-12-31 | $7,161,476 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $5,200,211 |
Value of total assets at beginning of year | 2011-12-31 | $5,093,363 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $321,616 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $129,214 |
Administrative expenses professional fees incurred | 2011-12-31 | $135,665 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $696,414 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,618 |
Other income not declared elsewhere | 2011-12-31 | $133,221 |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $21,734 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,909,115 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,892,955 |
Interest earned on other investments | 2011-12-31 | $400 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,286,096 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,170,408 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 benefits | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $6,390,191 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,117,785 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $5,000 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $30,000 |
Contract administrator fees | 2011-12-31 | $49,500 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $117,532 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $155,537 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | ALAN ROSS & COMPANY, PC |
Accountancy firm EIN | 2011-12-31 | 205367494 |
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) assets | 2010-12-31 | $-229 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-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 incurred | 2010-12-31 | $6,984,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $5,093,363 |
Value of total assets at beginning of year | 2010-12-31 | $4,912,745 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $258,511 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $109,459 |
Administrative expenses professional fees incurred | 2010-12-31 | $70,298 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $696,411 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $2,109 |
Other income not declared elsewhere | 2010-12-31 | $110,703 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $18,818 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,892,955 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,547,136 |
Interest earned on other investments | 2010-12-31 | $1,263 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,170,408 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,335,609 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 benefits | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $5,968,254 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,069,992 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $30,000 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $30,000 |
Contract administrator fees | 2010-12-31 | $66,000 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $155,537 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $123,273 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ALAN ROSS & COMAPNY, PC |
Accountancy firm EIN | 2010-12-31 | 205367494 |
SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38776 ) |
Policy contract number | JBM-214-PA-16 |
Policy instance | 4 |
Insurance contract or identification number | JBM-214-PA-16 | Number of Individuals Covered | 155 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 01-016611-00 |
Policy instance | 3 |
Insurance contract or identification number | 01-016611-00 | Number of Individuals Covered | 136 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $52,301 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D AND SHORT TERM DISABILITY | Welfare Benefit Premiums Paid to Carrier | USD $81,028 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $52,301 | Insurance broker organization code? | 3 |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | AE466692 |
Policy instance | 2 |
Insurance contract or identification number | AE466692 | Number of Individuals Covered | 203 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $15,825 | Welfare Benefit Premiums Paid to Carrier | USD $503,560 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,825 | Insurance broker organization code? | 3 |
|
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
Policy contract number | 12147 |
Policy instance | 1 |
Insurance contract or identification number | 12147 | Number of Individuals Covered | 159 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-10-31 | Total amount of commissions paid to insurance broker | USD $738 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $39,000 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $738 | Insurance broker organization code? | 3 |
|
ESI (National Association of Insurance Commissioners NAIC id number: 62419 ) |
Policy contract number | 3908 |
Policy instance | 5 |
Insurance contract or identification number | 3908 | Number of Individuals Covered | 1471 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-10-31 | Total amount of commissions paid to insurance broker | USD $1,131 | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $20,355 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,131 | Insurance broker organization code? | 3 |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 01-016611-00 |
Policy instance | 3 |
Insurance contract or identification number | 01-016611-00 | Number of Individuals Covered | 189 | Insurance policy start date | 2016-03-01 | Insurance policy end date | 2017-02-28 | Total amount of commissions paid to insurance broker | USD $15,864 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D AND SHORT TERM DISABILITY | Welfare Benefit Premiums Paid to Carrier | USD $99,562 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,188 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES I |
|
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
Policy contract number | 12147 |
Policy instance | 1 |
Insurance contract or identification number | 12147 | Number of Individuals Covered | 171 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,340 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $32,927 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,340 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC. |
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SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38776 ) |
Policy contract number | JBM-214-PA-16 |
Policy instance | 4 |
Insurance contract or identification number | JBM-214-PA-16 | Number of Individuals Covered | 183 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $213,962 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ESI (National Association of Insurance Commissioners NAIC id number: 62419 ) |
Policy contract number | 3908 |
Policy instance | 5 |
Insurance contract or identification number | 3908 | Number of Individuals Covered | 1471 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,357 | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $33,925 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,357 | Insurance broker organization code? | 3 | Insurance broker name | MADISON CONSULTING GROUP LLC |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | AE466692 |
Policy instance | 2 |
Insurance contract or identification number | AE466692 | Number of Individuals Covered | 213 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $16,650 | Welfare Benefit Premiums Paid to Carrier | USD $489,053 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,650 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC. |
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SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 ) |
Policy contract number | H2001 |
Policy instance | 1 |
Insurance contract or identification number | H2001 | Number of Individuals Covered | 244 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $3,183 | Total amount of fees paid to insurance company | USD $14,883 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $526,748 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,183 | Amount paid for insurance broker fees | 14883 | Additional information about fees paid to insurance broker | ADMINISTRATION FEE | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC |
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DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
Policy contract number | 12147 |
Policy instance | 2 |
Insurance contract or identification number | 12147 | Number of Individuals Covered | 163 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $3,189 | Total amount of fees paid to insurance company | USD $14,883 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,189 | Amount paid for insurance broker fees | 14883 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | H1509 |
Policy instance | 1 |
Insurance contract or identification number | H1509 | Number of Individuals Covered | 256 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $513,924 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
Policy contract number | 12147 |
Policy instance | 2 |
Insurance contract or identification number | 12147 | Number of Individuals Covered | 294 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $4,225 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,225 | Insurance broker organization code? | 3 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC |
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DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
Policy contract number | 12147 |
Policy instance | 3 |
Insurance contract or identification number | 12147 | Number of Individuals Covered | 1257 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $6,409 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,409 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC |
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EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
Policy contract number | 720783 |
Policy instance | 2 |
Insurance contract or identification number | 720783 | Number of Individuals Covered | 247 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $10,062 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $583,126 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,062 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 872836G |
Policy instance | 1 |
Insurance contract or identification number | 872836G | Number of Individuals Covered | 264 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $13,733 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $137,332 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,733 | Insurance broker name | QUANTUM FINANCIAL STRATEGIES INC |
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INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 ) |
Policy contract number | |
Policy instance | 6 |
Number of Individuals Covered | 0 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
Policy contract number | 3037 |
Policy instance | 8 |
Insurance contract or identification number | 3037 | Number of Individuals Covered | 4 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,593 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 ) |
Policy contract number | |
Policy instance | 2 |
Number of Individuals Covered | 148 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 ) |
Policy contract number | |
Policy instance | 3 |
Number of Individuals Covered | 0 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 ) |
Policy contract number | 00509943 |
Policy instance | 4 |
Insurance contract or identification number | 00509943 | Number of Individuals Covered | 93 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $155,043 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 ) |
Policy contract number | |
Policy instance | 5 |
Number of Individuals Covered | 37 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,743 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $33,326 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,743 | Insurance broker name | |
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DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
Policy contract number | 657 |
Policy instance | 7 |
Insurance contract or identification number | 657 | Number of Individuals Covered | 154 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,183 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $43,739 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,619 | Insurance broker name | GALLAGHER BENEFITS INSURANCE SERV |
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INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 ) |
Policy contract number | |
Policy instance | 1 |
Number of Individuals Covered | 0 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | MG19115 |
Policy instance | 7 |
Insurance contract or identification number | MG19115 | Number of Individuals Covered | 293 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $74,445 | Total amount of fees paid to insurance company | USD $16,483 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $586,794 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
Policy contract number | |
Policy instance | 8 |
Number of Individuals Covered | 0 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
Policy contract number | 3037 |
Policy instance | 9 |
Insurance contract or identification number | 3037 | Number of Individuals Covered | 676 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 ) |
Policy contract number | |
Policy instance | 10 |
Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 ) |
Policy contract number | |
Policy instance | 3 |
Number of Individuals Covered | 89 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 ) |
Policy contract number | |
Policy instance | 6 |
Number of Individuals Covered | 941 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 ) |
Policy contract number | |
Policy instance | 5 |
Number of Individuals Covered | 34 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $32,305 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 ) |
Policy contract number | |
Policy instance | 11 |
Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 ) |
Policy contract number | |
Policy instance | 1 |
Number of Individuals Covered | 657 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 ) |
Policy contract number | |
Policy instance | 2 |
Number of Individuals Covered | 164 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 ) |
Policy contract number | 00509943 |
Policy instance | 4 |
Insurance contract or identification number | 00509943 | Number of Individuals Covered | 88 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $146,547 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 ) |
Policy contract number | 00509943 |
Policy instance | 4 |
Insurance contract or identification number | 00509943 | Number of Individuals Covered | 88 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $132,722 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 ) |
Policy contract number | |
Policy instance | 5 |
Number of Individuals Covered | 34 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $31,514 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 ) |
Policy contract number | |
Policy instance | 6 |
Number of Individuals Covered | 998 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | MG19115 |
Policy instance | 7 |
Insurance contract or identification number | MG19115 | Number of Individuals Covered | 268 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $7,810 | Total amount of fees paid to insurance company | USD $5,425 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $88,235 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,810 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 5425 | Insurance broker name | AMERIHEALTH AGENCY, INC |
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DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 3066 |
Policy instance | 8 |
Insurance contract or identification number | 3066 | Number of Individuals Covered | 5 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
Policy contract number | 3037 |
Policy instance | 9 |
Insurance contract or identification number | 3037 | Number of Individuals Covered | 808 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 ) |
Policy contract number | |
Policy instance | 3 |
Number of Individuals Covered | 110 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $723,819 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 ) |
Policy contract number | |
Policy instance | 11 |
Number of Individuals Covered | 0 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,747 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 ) |
Policy contract number | |
Policy instance | 1 |
Number of Individuals Covered | 695 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 ) |
Policy contract number | |
Policy instance | 2 |
Number of Individuals Covered | 165 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $423,462 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 ) |
Policy contract number | |
Policy instance | 10 |
Number of Individuals Covered | 0 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $650 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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