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UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameUNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN
Plan identification number 501

UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

UNITED STEELWORKERS OF AMERICA AFL HIGHWAY & HEAVY BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:UNITED STEELWORKERS OF AMERICA AFL HIGHWAY & HEAVY BOARD OF TRUSTEES
Employer identification number (EIN):237022628
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-09-01
5012020-09-01
5012019-09-01
5012018-09-01
5012017-09-01
5012016-09-01GYPSY RATLIFF RODNEY MARTIN2018-06-12
5012015-09-01GYPSY RATLIFF RODNEY MARTIN2017-06-14
5012014-09-01GYPSY RATLIFF RODNEY MARTIN2016-06-14
5012013-09-01GYPSY RATLIFF RODNEY MARTIN2015-06-15
5012012-09-01GYPSY CANTRELL JOSEPH BURCHETT2014-06-12
5012011-09-01JOE BURCHETT GYPSY CANTRELL2013-06-11
5012009-09-01JOE BURCHETT GYPSY CANTRELL2011-06-15

Plan Statistics for UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN

401k plan membership statisitcs for UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN

Measure Date Value
2021: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01480
Total number of active participants reported on line 7a of the Form 55002021-09-01228
Number of retired or separated participants receiving benefits2021-09-01260
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-01488
Number of employers contributing to the scheme2021-09-016
2020: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01545
Total number of active participants reported on line 7a of the Form 55002020-09-01225
Number of retired or separated participants receiving benefits2020-09-01255
Number of other retired or separated participants entitled to future benefits2020-09-010
Total of all active and inactive participants2020-09-01480
Number of employers contributing to the scheme2020-09-016
2019: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01514
Total number of active participants reported on line 7a of the Form 55002019-09-01284
Number of retired or separated participants receiving benefits2019-09-01261
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-01545
Number of employers contributing to the scheme2019-09-016
2018: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01487
Total number of active participants reported on line 7a of the Form 55002018-09-01253
Number of retired or separated participants receiving benefits2018-09-01261
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-01514
Number of employers contributing to the scheme2018-09-017
2017: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01497
Total number of active participants reported on line 7a of the Form 55002017-09-01235
Number of retired or separated participants receiving benefits2017-09-01252
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-01487
Number of employers contributing to the scheme2017-09-019
2016: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01413
Total number of active participants reported on line 7a of the Form 55002016-09-01246
Number of retired or separated participants receiving benefits2016-09-01251
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-01497
Number of employers contributing to the scheme2016-09-019
2015: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01345
Total number of active participants reported on line 7a of the Form 55002015-09-01413
Number of retired or separated participants receiving benefits2015-09-01141
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-01554
Number of employers contributing to the scheme2015-09-019
2014: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01340
Total number of active participants reported on line 7a of the Form 55002014-09-01345
Number of retired or separated participants receiving benefits2014-09-01142
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-01487
Number of employers contributing to the scheme2014-09-0110
2013: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01476
Total number of active participants reported on line 7a of the Form 55002013-09-01340
Number of retired or separated participants receiving benefits2013-09-01147
Total of all active and inactive participants2013-09-01487
Number of employers contributing to the scheme2013-09-019
2012: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01357
Total number of active participants reported on line 7a of the Form 55002012-09-01340
Number of retired or separated participants receiving benefits2012-09-01136
Total of all active and inactive participants2012-09-01476
2011: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01411
Total number of active participants reported on line 7a of the Form 55002011-09-01357
Number of retired or separated participants receiving benefits2011-09-01131
Total of all active and inactive participants2011-09-01488
2009: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01448
Total number of active participants reported on line 7a of the Form 55002009-09-01347
Number of retired or separated participants receiving benefits2009-09-01121
Total of all active and inactive participants2009-09-01468

Financial Data on UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN

Measure Date Value
2022 : UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-08-31$-1,612,030
Total unrealized appreciation/depreciation of assets2022-08-31$-1,612,030
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$594,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$353,341
Total income from all sources (including contributions)2022-08-31$3,765,565
Total loss/gain on sale of assets2022-08-31$425,136
Total of all expenses incurred2022-08-31$4,994,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$4,549,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$4,693,963
Value of total assets at end of year2022-08-31$11,145,013
Value of total assets at beginning of year2022-08-31$12,133,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$444,861
Total interest from all sources2022-08-31$227,501
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$29,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Administrative expenses professional fees incurred2022-08-31$35,537
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$855,475
Participant contributions at end of year2022-08-31$9,526
Participant contributions at beginning of year2022-08-31$12,388
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-08-31$143,607
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-08-31$176,484
Other income not declared elsewhere2022-08-31$1,299
Administrative expenses (other) incurred2022-08-31$83,782
Liabilities. Value of operating payables at end of year2022-08-31$115,845
Liabilities. Value of operating payables at beginning of year2022-08-31$59,300
Total non interest bearing cash at end of year2022-08-31$186,251
Total non interest bearing cash at beginning of year2022-08-31$236,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-1,229,093
Value of net assets at end of year (total assets less liabilities)2022-08-31$10,550,911
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$11,780,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Investment advisory and management fees2022-08-31$65,124
Interest earned on other investments2022-08-31$36,834
Income. Interest from US Government securities2022-08-31$35,775
Income. Interest from corporate debt instruments2022-08-31$150,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-31$135,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-31$80,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-31$80,364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-31$3,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-08-31$2,965,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-08-31$1,329,039
Expenses. Payments to insurance carriers foe the provision of benefits2022-08-31$1,190,050
Asset value of US Government securities at end of year2022-08-31$2,599,412
Asset value of US Government securities at beginning of year2022-08-31$3,291,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31Yes
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$3,838,488
Employer contributions (assets) at end of year2022-08-31$371,118
Employer contributions (assets) at beginning of year2022-08-31$325,623
Income. Dividends from common stock2022-08-31$29,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$3,359,747
Asset. Corporate debt instrument debt (other) at end of year2022-08-31$3,072,252
Asset. Corporate debt instrument debt (other) at beginning of year2022-08-31$3,988,350
Contract administrator fees2022-08-31$260,418
Assets. Corporate common stocks other than exployer securities at end of year2022-08-31$1,661,630
Assets. Corporate common stocks other than exployer securities at beginning of year2022-08-31$2,692,864
Liabilities. Value of benefit claims payable at end of year2022-08-31$478,257
Liabilities. Value of benefit claims payable at beginning of year2022-08-31$294,041
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Aggregate proceeds on sale of assets2022-08-31$8,258,040
Aggregate carrying amount (costs) on sale of assets2022-08-31$7,832,904
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2022-08-31611336870
2021 : UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-08-31$605,142
Total unrealized appreciation/depreciation of assets2021-08-31$605,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$353,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$391,894
Total income from all sources (including contributions)2021-08-31$5,063,417
Total loss/gain on sale of assets2021-08-31$-174,354
Total of all expenses incurred2021-08-31$4,803,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$4,384,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$4,411,275
Value of total assets at end of year2021-08-31$12,133,345
Value of total assets at beginning of year2021-08-31$11,912,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$419,221
Total interest from all sources2021-08-31$189,083
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$32,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Administrative expenses professional fees incurred2021-08-31$31,059
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$919,000
Participant contributions at end of year2021-08-31$12,388
Participant contributions at beginning of year2021-08-31$11,534
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-08-31$176,484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-08-31$82,681
Administrative expenses (other) incurred2021-08-31$76,757
Liabilities. Value of operating payables at end of year2021-08-31$59,300
Liabilities. Value of operating payables at beginning of year2021-08-31$66,218
Total non interest bearing cash at end of year2021-08-31$236,980
Total non interest bearing cash at beginning of year2021-08-31$301,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$259,759
Value of net assets at end of year (total assets less liabilities)2021-08-31$11,780,004
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$11,520,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Investment advisory and management fees2021-08-31$66,438
Income. Interest from US Government securities2021-08-31$99,263
Income. Interest from corporate debt instruments2021-08-31$85,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-08-31$80,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-08-31$198,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-08-31$198,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-08-31$4,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-08-31$1,329,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-08-31$1,294,098
Expenses. Payments to insurance carriers foe the provision of benefits2021-08-31$1,196,436
Asset value of US Government securities at end of year2021-08-31$3,291,253
Asset value of US Government securities at beginning of year2021-08-31$3,131,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$3,492,275
Employer contributions (assets) at end of year2021-08-31$325,623
Employer contributions (assets) at beginning of year2021-08-31$395,684
Income. Dividends from common stock2021-08-31$32,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$3,188,001
Asset. Corporate debt instrument debt (other) at end of year2021-08-31$3,988,350
Asset. Corporate debt instrument debt (other) at beginning of year2021-08-31$4,189,259
Contract administrator fees2021-08-31$244,967
Assets. Corporate common stocks other than exployer securities at end of year2021-08-31$2,692,864
Assets. Corporate common stocks other than exployer securities at beginning of year2021-08-31$2,307,298
Liabilities. Value of benefit claims payable at end of year2021-08-31$294,041
Liabilities. Value of benefit claims payable at beginning of year2021-08-31$325,676
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Aggregate proceeds on sale of assets2021-08-31$5,892,991
Aggregate carrying amount (costs) on sale of assets2021-08-31$6,067,345
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2021-08-31611336870
2020 : UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-08-31$342,090
Total unrealized appreciation/depreciation of assets2020-08-31$342,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$391,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$730,656
Total income from all sources (including contributions)2020-08-31$5,209,907
Total loss/gain on sale of assets2020-08-31$335,997
Total of all expenses incurred2020-08-31$4,703,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$4,310,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$4,276,871
Value of total assets at end of year2020-08-31$11,912,139
Value of total assets at beginning of year2020-08-31$11,744,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$392,615
Total interest from all sources2020-08-31$209,383
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$36,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Administrative expenses professional fees incurred2020-08-31$31,465
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$946,083
Participant contributions at end of year2020-08-31$11,534
Participant contributions at beginning of year2020-08-31$15,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-31$82,681
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-31$149,936
Other income not declared elsewhere2020-08-31$9,245
Administrative expenses (other) incurred2020-08-31$68,458
Liabilities. Value of operating payables at end of year2020-08-31$66,218
Liabilities. Value of operating payables at beginning of year2020-08-31$57,784
Total non interest bearing cash at end of year2020-08-31$301,470
Total non interest bearing cash at beginning of year2020-08-31$149,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$506,792
Value of net assets at end of year (total assets less liabilities)2020-08-31$11,520,245
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$11,013,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Investment advisory and management fees2020-08-31$64,255
Income. Interest from US Government securities2020-08-31$110,183
Income. Interest from corporate debt instruments2020-08-31$94,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-08-31$198,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-08-31$145,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-08-31$145,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-31$4,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$1,294,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$1,259,893
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$1,278,958
Asset value of US Government securities at end of year2020-08-31$3,131,322
Asset value of US Government securities at beginning of year2020-08-31$3,257,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31Yes
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$3,330,788
Employer contributions (assets) at end of year2020-08-31$395,684
Employer contributions (assets) at beginning of year2020-08-31$393,137
Income. Dividends from common stock2020-08-31$36,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$3,031,542
Asset. Corporate debt instrument debt (other) at end of year2020-08-31$4,189,259
Asset. Corporate debt instrument debt (other) at beginning of year2020-08-31$4,158,693
Contract administrator fees2020-08-31$228,437
Assets. Corporate common stocks other than exployer securities at end of year2020-08-31$2,307,298
Assets. Corporate common stocks other than exployer securities at beginning of year2020-08-31$2,214,794
Liabilities. Value of benefit claims payable at end of year2020-08-31$325,676
Liabilities. Value of benefit claims payable at beginning of year2020-08-31$672,872
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Aggregate proceeds on sale of assets2020-08-31$9,725,791
Aggregate carrying amount (costs) on sale of assets2020-08-31$9,389,794
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31No
Opinion of an independent qualified public accountant for this plan2020-08-31Unqualified
Accountancy firm name2020-08-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2020-08-31611336870
2019 : UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-08-31$343,976
Total unrealized appreciation/depreciation of assets2019-08-31$343,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$730,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$913,524
Total income from all sources (including contributions)2019-08-31$4,629,358
Total loss/gain on sale of assets2019-08-31$49,546
Total of all expenses incurred2019-08-31$5,240,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$4,854,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$3,937,554
Value of total assets at end of year2019-08-31$11,744,109
Value of total assets at beginning of year2019-08-31$12,538,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$385,978
Total interest from all sources2019-08-31$252,216
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$46,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Administrative expenses professional fees incurred2019-08-31$31,591
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$853,206
Participant contributions at end of year2019-08-31$15,065
Participant contributions at beginning of year2019-08-31$10,241
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-31$149,936
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-31$88,841
Administrative expenses (other) incurred2019-08-31$67,292
Liabilities. Value of operating payables at end of year2019-08-31$57,784
Liabilities. Value of operating payables at beginning of year2019-08-31$122,907
Total non interest bearing cash at end of year2019-08-31$149,578
Total non interest bearing cash at beginning of year2019-08-31$78,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$-611,344
Value of net assets at end of year (total assets less liabilities)2019-08-31$11,013,453
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$11,624,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$67,682
Income. Interest from US Government securities2019-08-31$134,135
Income. Interest from corporate debt instruments2019-08-31$115,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-08-31$145,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-08-31$507,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-08-31$507,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-08-31$2,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$1,259,893
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$1,261,443
Asset value of US Government securities at end of year2019-08-31$3,257,169
Asset value of US Government securities at beginning of year2019-08-31$4,037,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31Yes
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$3,084,348
Employer contributions (assets) at end of year2019-08-31$393,137
Employer contributions (assets) at beginning of year2019-08-31$341,680
Income. Dividends from common stock2019-08-31$46,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$3,593,281
Asset. Corporate debt instrument debt (other) at end of year2019-08-31$4,158,693
Asset. Corporate debt instrument debt (other) at beginning of year2019-08-31$4,972,526
Contract administrator fees2019-08-31$219,413
Assets. Corporate common stocks other than exployer securities at end of year2019-08-31$2,214,794
Assets. Corporate common stocks other than exployer securities at beginning of year2019-08-31$2,501,265
Liabilities. Value of benefit claims payable at end of year2019-08-31$672,872
Liabilities. Value of benefit claims payable at beginning of year2019-08-31$790,617
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Aggregate proceeds on sale of assets2019-08-31$11,851,535
Aggregate carrying amount (costs) on sale of assets2019-08-31$11,801,989
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31No
Opinion of an independent qualified public accountant for this plan2019-08-31Unqualified
Accountancy firm name2019-08-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2019-08-31611336870
2018 : UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-08-31$-131,649
Total unrealized appreciation/depreciation of assets2018-08-31$-131,649
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$913,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$513,022
Total income from all sources (including contributions)2018-08-31$4,416,891
Total loss/gain on sale of assets2018-08-31$57,399
Total of all expenses incurred2018-08-31$4,959,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$4,590,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$4,162,664
Value of total assets at end of year2018-08-31$12,538,321
Value of total assets at beginning of year2018-08-31$12,680,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$369,691
Total interest from all sources2018-08-31$298,073
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$30,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Administrative expenses professional fees incurred2018-08-31$24,260
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$832,529
Participant contributions at end of year2018-08-31$10,241
Participant contributions at beginning of year2018-08-31$12,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$88,841
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$273,993
Other income not declared elsewhere2018-08-31$65
Administrative expenses (other) incurred2018-08-31$71,325
Liabilities. Value of operating payables at end of year2018-08-31$122,907
Liabilities. Value of operating payables at beginning of year2018-08-31$63,925
Total non interest bearing cash at end of year2018-08-31$78,889
Total non interest bearing cash at beginning of year2018-08-31$327,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$-542,868
Value of net assets at end of year (total assets less liabilities)2018-08-31$11,624,797
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$12,167,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Investment advisory and management fees2018-08-31$75,240
Income. Interest from US Government securities2018-08-31$147,684
Income. Interest from corporate debt instruments2018-08-31$149,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-31$507,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-31$261,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-31$261,815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$960
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$1,267,255
Asset value of US Government securities at end of year2018-08-31$4,037,210
Asset value of US Government securities at beginning of year2018-08-31$3,458,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31Yes
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$3,330,135
Employer contributions (assets) at end of year2018-08-31$341,680
Employer contributions (assets) at beginning of year2018-08-31$344,042
Income. Dividends from common stock2018-08-31$30,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$3,322,813
Asset. Corporate debt instrument debt (other) at end of year2018-08-31$4,972,526
Asset. Corporate debt instrument debt (other) at beginning of year2018-08-31$5,521,811
Contract administrator fees2018-08-31$198,866
Assets. Corporate common stocks other than exployer securities at end of year2018-08-31$2,501,265
Assets. Corporate common stocks other than exployer securities at beginning of year2018-08-31$2,481,113
Liabilities. Value of benefit claims payable at end of year2018-08-31$790,617
Liabilities. Value of benefit claims payable at beginning of year2018-08-31$449,097
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Aggregate proceeds on sale of assets2018-08-31$6,384,036
Aggregate carrying amount (costs) on sale of assets2018-08-31$6,326,637
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31No
Opinion of an independent qualified public accountant for this plan2018-08-31Unqualified
Accountancy firm name2018-08-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2018-08-31611336870
2017 : UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-08-31$28,970
Total unrealized appreciation/depreciation of assets2017-08-31$28,970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$513,022
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$720,513
Total income from all sources (including contributions)2017-08-31$4,672,389
Total loss/gain on sale of assets2017-08-31$135,768
Total of all expenses incurred2017-08-31$4,608,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$4,245,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$4,193,462
Value of total assets at end of year2017-08-31$12,680,687
Value of total assets at beginning of year2017-08-31$12,824,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$363,081
Total interest from all sources2017-08-31$285,190
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$28,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Administrative expenses professional fees incurred2017-08-31$25,807
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$858,983
Participant contributions at end of year2017-08-31$12,216
Participant contributions at beginning of year2017-08-31$13,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$273,993
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$148,330
Administrative expenses (other) incurred2017-08-31$69,426
Liabilities. Value of operating payables at end of year2017-08-31$63,925
Liabilities. Value of operating payables at beginning of year2017-08-31$75,680
Total non interest bearing cash at end of year2017-08-31$327,184
Total non interest bearing cash at beginning of year2017-08-31$726,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$63,716
Value of net assets at end of year (total assets less liabilities)2017-08-31$12,167,665
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$12,103,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Investment advisory and management fees2017-08-31$72,962
Income. Interest from US Government securities2017-08-31$141,288
Income. Interest from corporate debt instruments2017-08-31$142,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$261,815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$272,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$272,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$944
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$1,147,605
Asset value of US Government securities at end of year2017-08-31$3,458,513
Asset value of US Government securities at beginning of year2017-08-31$3,999,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31Yes
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$3,334,479
Employer contributions (assets) at end of year2017-08-31$344,042
Employer contributions (assets) at beginning of year2017-08-31$368,584
Income. Dividends from common stock2017-08-31$28,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$3,097,987
Asset. Corporate debt instrument debt (other) at end of year2017-08-31$5,521,811
Asset. Corporate debt instrument debt (other) at beginning of year2017-08-31$5,082,192
Contract administrator fees2017-08-31$194,886
Assets. Corporate common stocks other than exployer securities at end of year2017-08-31$2,481,113
Assets. Corporate common stocks other than exployer securities at beginning of year2017-08-31$2,213,305
Liabilities. Value of benefit claims payable at end of year2017-08-31$449,097
Liabilities. Value of benefit claims payable at beginning of year2017-08-31$644,833
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Aggregate proceeds on sale of assets2017-08-31$8,943,919
Aggregate carrying amount (costs) on sale of assets2017-08-31$8,808,151
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31No
Opinion of an independent qualified public accountant for this plan2017-08-31Unqualified
Accountancy firm name2017-08-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2017-08-31611336870
2016 : UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-08-31$236,511
Total unrealized appreciation/depreciation of assets2016-08-31$236,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$720,513
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$567,699
Total income from all sources (including contributions)2016-08-31$6,026,968
Total loss/gain on sale of assets2016-08-31$33,424
Total of all expenses incurred2016-08-31$5,347,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$4,955,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$5,431,607
Value of total assets at end of year2016-08-31$12,824,462
Value of total assets at beginning of year2016-08-31$11,991,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$391,919
Total interest from all sources2016-08-31$275,361
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$49,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Administrative expenses professional fees incurred2016-08-31$33,018
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$827,522
Participant contributions at end of year2016-08-31$13,473
Participant contributions at beginning of year2016-08-31$10,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$148,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$363,421
Other income not declared elsewhere2016-08-31$85
Administrative expenses (other) incurred2016-08-31$69,262
Liabilities. Value of operating payables at end of year2016-08-31$75,680
Liabilities. Value of operating payables at beginning of year2016-08-31$95,696
Total non interest bearing cash at end of year2016-08-31$726,560
Total non interest bearing cash at beginning of year2016-08-31$621,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$679,777
Value of net assets at end of year (total assets less liabilities)2016-08-31$12,103,949
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$11,424,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$68,143
Income. Interest from US Government securities2016-08-31$117,058
Income. Interest from corporate debt instruments2016-08-31$157,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$272,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$143,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$143,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$967
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$1,176,660
Asset value of US Government securities at end of year2016-08-31$3,999,334
Asset value of US Government securities at beginning of year2016-08-31$3,220,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31Yes
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$4,604,085
Employer contributions (assets) at end of year2016-08-31$368,584
Employer contributions (assets) at beginning of year2016-08-31$499,633
Income. Dividends from common stock2016-08-31$49,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$3,778,612
Asset. Corporate debt instrument debt (other) at end of year2016-08-31$5,082,192
Asset. Corporate debt instrument debt (other) at beginning of year2016-08-31$5,077,468
Contract administrator fees2016-08-31$221,496
Assets. Corporate common stocks other than exployer securities at end of year2016-08-31$2,213,305
Assets. Corporate common stocks other than exployer securities at beginning of year2016-08-31$2,054,827
Liabilities. Value of benefit claims payable at end of year2016-08-31$644,833
Liabilities. Value of benefit claims payable at beginning of year2016-08-31$472,003
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Aggregate proceeds on sale of assets2016-08-31$9,117,479
Aggregate carrying amount (costs) on sale of assets2016-08-31$9,084,055
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31No
Opinion of an independent qualified public accountant for this plan2016-08-31Unqualified
Accountancy firm name2016-08-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2016-08-31611336870
2015 : UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-08-31$-62,932
Total unrealized appreciation/depreciation of assets2015-08-31$-62,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$567,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$933,517
Total income from all sources (including contributions)2015-08-31$5,359,871
Total loss/gain on sale of assets2015-08-31$-63,171
Total of all expenses incurred2015-08-31$5,294,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$4,887,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$5,293,756
Value of total assets at end of year2015-08-31$11,991,871
Value of total assets at beginning of year2015-08-31$12,291,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$406,899
Total interest from all sources2015-08-31$239,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Administrative expenses professional fees incurred2015-08-31$31,957
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$785,868
Participant contributions at end of year2015-08-31$10,696
Participant contributions at beginning of year2015-08-31$12,104
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$363,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$375,536
Other income not declared elsewhere2015-08-31$-47,386
Administrative expenses (other) incurred2015-08-31$61,001
Liabilities. Value of operating payables at end of year2015-08-31$95,696
Liabilities. Value of operating payables at beginning of year2015-08-31$202,756
Total non interest bearing cash at end of year2015-08-31$621,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$65,741
Value of net assets at end of year (total assets less liabilities)2015-08-31$11,424,172
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$11,358,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Investment advisory and management fees2015-08-31$66,557
Income. Interest from US Government securities2015-08-31$116,164
Income. Interest from corporate debt instruments2015-08-31$122,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$143,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$5,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$5,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$645
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$1,020,737
Asset value of US Government securities at end of year2015-08-31$3,220,774
Asset value of US Government securities at beginning of year2015-08-31$5,814,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$4,507,888
Employer contributions (assets) at end of year2015-08-31$499,633
Employer contributions (assets) at beginning of year2015-08-31$519,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$3,866,494
Asset. Corporate debt instrument debt (other) at end of year2015-08-31$5,077,468
Asset. Corporate debt instrument debt (other) at beginning of year2015-08-31$5,564,475
Contract administrator fees2015-08-31$247,384
Assets. Corporate common stocks other than exployer securities at end of year2015-08-31$2,054,827
Liabilities. Value of benefit claims payable at end of year2015-08-31$472,003
Liabilities. Value of benefit claims payable at beginning of year2015-08-31$730,761
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Aggregate proceeds on sale of assets2015-08-31$20,975,000
Aggregate carrying amount (costs) on sale of assets2015-08-31$21,038,171
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Unqualified
Accountancy firm name2015-08-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2015-08-31611336870
2014 : UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-08-31$62,642
Total unrealized appreciation/depreciation of assets2014-08-31$62,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$933,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$769,005
Total income from all sources (including contributions)2014-08-31$4,783,131
Total loss/gain on sale of assets2014-08-31$-191,527
Total of all expenses incurred2014-08-31$5,360,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$4,958,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$4,499,376
Value of total assets at end of year2014-08-31$12,291,948
Value of total assets at beginning of year2014-08-31$12,704,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$401,254
Total interest from all sources2014-08-31$272,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Administrative expenses professional fees incurred2014-08-31$41,842
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$886,377
Participant contributions at end of year2014-08-31$12,104
Participant contributions at beginning of year2014-08-31$14,268
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$375,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$352,417
Other income not declared elsewhere2014-08-31$139,980
Administrative expenses (other) incurred2014-08-31$51,018
Liabilities. Value of operating payables at end of year2014-08-31$202,756
Liabilities. Value of operating payables at beginning of year2014-08-31$81,718
Total non interest bearing cash at beginning of year2014-08-31$277,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$-576,918
Value of net assets at end of year (total assets less liabilities)2014-08-31$11,358,431
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$11,935,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$64,485
Income. Interest from US Government securities2014-08-31$124,470
Income. Interest from corporate debt instruments2014-08-31$148,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$5,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$55
Expenses. Payments to insurance carriers foe the provision of benefits2014-08-31$459,087
Asset value of US Government securities at end of year2014-08-31$5,814,682
Asset value of US Government securities at beginning of year2014-08-31$5,683,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31Yes
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$3,612,999
Employer contributions (assets) at end of year2014-08-31$519,175
Employer contributions (assets) at beginning of year2014-08-31$489,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$4,499,708
Asset. Corporate debt instrument debt (other) at end of year2014-08-31$5,564,475
Asset. Corporate debt instrument debt (other) at beginning of year2014-08-31$5,888,082
Contract administrator fees2014-08-31$243,909
Liabilities. Value of benefit claims payable at end of year2014-08-31$730,761
Liabilities. Value of benefit claims payable at beginning of year2014-08-31$687,287
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Aggregate proceeds on sale of assets2014-08-31$8,852,315
Aggregate carrying amount (costs) on sale of assets2014-08-31$9,043,842
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2014-08-31611336870
2013 : UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$-197,972
Total unrealized appreciation/depreciation of assets2013-08-31$-197,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$769,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$684,456
Total income from all sources (including contributions)2013-08-31$4,121,557
Total loss/gain on sale of assets2013-08-31$-122,631
Total of all expenses incurred2013-08-31$4,988,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$4,584,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$3,980,033
Value of total assets at end of year2013-08-31$12,704,354
Value of total assets at beginning of year2013-08-31$13,486,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$403,795
Total interest from all sources2013-08-31$362,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Administrative expenses professional fees incurred2013-08-31$41,854
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$835,665
Participant contributions at end of year2013-08-31$14,268
Participant contributions at beginning of year2013-08-31$16,940
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$352,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$420,778
Other income not declared elsewhere2013-08-31$100,036
Administrative expenses (other) incurred2013-08-31$55,593
Liabilities. Value of operating payables at end of year2013-08-31$81,718
Liabilities. Value of operating payables at beginning of year2013-08-31$75,168
Total non interest bearing cash at end of year2013-08-31$277,009
Total non interest bearing cash at beginning of year2013-08-31$299,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$-866,826
Value of net assets at end of year (total assets less liabilities)2013-08-31$11,935,349
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$12,802,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$69,836
Income. Interest from US Government securities2013-08-31$151,004
Income. Interest from corporate debt instruments2013-08-31$210,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$803,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$803,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$147
Expenses. Payments to insurance carriers foe the provision of benefits2013-08-31$553,219
Asset value of US Government securities at end of year2013-08-31$5,683,149
Asset value of US Government securities at beginning of year2013-08-31$5,306,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31Yes
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$3,144,368
Employer contributions (assets) at end of year2013-08-31$489,429
Employer contributions (assets) at beginning of year2013-08-31$454,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$4,031,369
Asset. Corporate debt instrument debt (other) at end of year2013-08-31$5,888,082
Asset. Corporate debt instrument debt (other) at beginning of year2013-08-31$6,183,379
Contract administrator fees2013-08-31$236,512
Liabilities. Value of benefit claims payable at end of year2013-08-31$687,287
Liabilities. Value of benefit claims payable at beginning of year2013-08-31$609,288
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Aggregate proceeds on sale of assets2013-08-31$16,080,839
Aggregate carrying amount (costs) on sale of assets2013-08-31$16,203,470
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2013-08-31611336870
2012 : UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-08-31$-156,609
Total unrealized appreciation/depreciation of assets2012-08-31$-156,609
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$684,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$671,979
Total income from all sources (including contributions)2012-08-31$4,424,385
Total loss/gain on sale of assets2012-08-31$-76,877
Total of all expenses incurred2012-08-31$4,572,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$4,147,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$4,101,416
Value of total assets at end of year2012-08-31$13,486,631
Value of total assets at beginning of year2012-08-31$13,621,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$424,713
Total interest from all sources2012-08-31$412,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Administrative expenses professional fees incurred2012-08-31$36,417
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31No
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$835,866
Participant contributions at end of year2012-08-31$16,940
Participant contributions at beginning of year2012-08-31$17,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$420,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$300,758
Other income not declared elsewhere2012-08-31$144,387
Administrative expenses (other) incurred2012-08-31$58,542
Liabilities. Value of operating payables at end of year2012-08-31$75,168
Liabilities. Value of operating payables at beginning of year2012-08-31$88,701
Total non interest bearing cash at end of year2012-08-31$299,932
Total non interest bearing cash at beginning of year2012-08-31$243,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$-147,665
Value of net assets at end of year (total assets less liabilities)2012-08-31$12,802,175
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$12,949,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Investment advisory and management fees2012-08-31$70,761
Income. Interest from US Government securities2012-08-31$202,165
Income. Interest from corporate debt instruments2012-08-31$209,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$803,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$87,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$87,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$137
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$404,398
Asset value of US Government securities at end of year2012-08-31$5,306,958
Asset value of US Government securities at beginning of year2012-08-31$7,347,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31Yes
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$3,265,550
Employer contributions (assets) at end of year2012-08-31$454,946
Employer contributions (assets) at beginning of year2012-08-31$457,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$3,742,939
Asset. Corporate debt instrument debt (other) at end of year2012-08-31$6,183,379
Asset. Corporate debt instrument debt (other) at beginning of year2012-08-31$5,167,023
Contract administrator fees2012-08-31$258,993
Liabilities. Value of benefit claims payable at end of year2012-08-31$609,288
Liabilities. Value of benefit claims payable at beginning of year2012-08-31$583,278
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Aggregate proceeds on sale of assets2012-08-31$10,802,933
Aggregate carrying amount (costs) on sale of assets2012-08-31$10,879,810
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Unqualified
Accountancy firm name2012-08-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2012-08-31611336870
2011 : UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-08-31$-215,256
Total unrealized appreciation/depreciation of assets2011-08-31$-215,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$671,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$880,697
Total income from all sources (including contributions)2011-08-31$4,400,509
Total loss/gain on sale of assets2011-08-31$-64,016
Total of all expenses incurred2011-08-31$5,208,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$4,792,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$3,942,850
Value of total assets at end of year2011-08-31$13,621,819
Value of total assets at beginning of year2011-08-31$14,638,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$416,260
Total interest from all sources2011-08-31$470,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Administrative expenses professional fees incurred2011-08-31$36,945
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$865,602
Participant contributions at end of year2011-08-31$17,749
Participant contributions at beginning of year2011-08-31$68,808
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$300,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$436,164
Other income not declared elsewhere2011-08-31$266,525
Administrative expenses (other) incurred2011-08-31$66,381
Liabilities. Value of operating payables at end of year2011-08-31$88,701
Liabilities. Value of operating payables at beginning of year2011-08-31$97,814
Total non interest bearing cash at end of year2011-08-31$243,428
Total non interest bearing cash at beginning of year2011-08-31$152,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$-808,227
Value of net assets at end of year (total assets less liabilities)2011-08-31$12,949,840
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$13,758,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Investment advisory and management fees2011-08-31$74,518
Income. Interest from US Government securities2011-08-31$239,384
Income. Interest from corporate debt instruments2011-08-31$230,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$87,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$2,489,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$2,489,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$969
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$349,843
Asset value of US Government securities at end of year2011-08-31$7,347,818
Asset value of US Government securities at beginning of year2011-08-31$6,012,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31Yes
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$3,077,248
Employer contributions (assets) at end of year2011-08-31$457,102
Employer contributions (assets) at beginning of year2011-08-31$346,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$4,442,633
Asset. Corporate debt instrument debt (other) at end of year2011-08-31$5,167,023
Asset. Corporate debt instrument debt (other) at beginning of year2011-08-31$5,132,672
Contract administrator fees2011-08-31$238,416
Liabilities. Value of benefit claims payable at end of year2011-08-31$583,278
Liabilities. Value of benefit claims payable at beginning of year2011-08-31$782,883
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Aggregate proceeds on sale of assets2011-08-31$15,096,791
Aggregate carrying amount (costs) on sale of assets2011-08-31$15,160,807
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2011-08-31611336870

Form 5500 Responses for UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN

2021: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-09-01Type of plan entityMulti-employer plan
2021-09-01Plan is a collectively bargained planYes
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-09-01Type of plan entityMulti-employer plan
2020-09-01Plan is a collectively bargained planYes
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-09-01Type of plan entityMulti-employer plan
2019-09-01Plan is a collectively bargained planYes
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-09-01Type of plan entityMulti-employer plan
2018-09-01Plan is a collectively bargained planYes
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-09-01Type of plan entityMulti-employer plan
2017-09-01Plan is a collectively bargained planYes
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-09-01Type of plan entityMulti-employer plan
2016-09-01Plan is a collectively bargained planYes
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-09-01Type of plan entityMulti-employer plan
2015-09-01Plan is a collectively bargained planYes
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-09-01Type of plan entityMulti-employer plan
2014-09-01Plan is a collectively bargained planYes
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-09-01Type of plan entityMulti-employer plan
2013-09-01Plan is a collectively bargained planYes
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-09-01Type of plan entityMulti-employer plan
2012-09-01Plan is a collectively bargained planYes
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-09-01Type of plan entityMulti-employer plan
2011-09-01Plan is a collectively bargained planYes
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2009: UNITED STEELWORKERS AFLCIOCLC HIGHWAY HEAVY CONTRACTORS MULTIEMPLOYER HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-09-01Type of plan entityMulti-employer plan
2009-09-01Plan is a collectively bargained planYes
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number41706412040
Policy instance 3
Insurance contract or identification number41706412040
Number of Individuals Covered251
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Welfare Benefit Premiums Paid to CarrierUSD $32,365
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number
Policy instance 2
Number of Individuals Covered259
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Welfare Benefit Premiums Paid to CarrierUSD $299,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3248/C4512
Policy instance 1
Insurance contract or identification numberG3248/C4512
Number of Individuals Covered298
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $66,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895751 087
Policy instance 5
Insurance contract or identification number895751 087
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number895751+087
Policy instance 4
Insurance contract or identification number895751+087
Number of Individuals Covered251
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Welfare Benefit Premiums Paid to CarrierUSD $821,692
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3248/C4512
Policy instance 1
Insurance contract or identification numberG3248/C4512
Number of Individuals Covered324
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $68,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number
Policy instance 2
Number of Individuals Covered259
Insurance policy start date2019-09-01
Insurance policy end date2020-09-01
Welfare Benefit Premiums Paid to CarrierUSD $267,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number41706412040
Policy instance 3
Insurance contract or identification number41706412040
Number of Individuals Covered251
Insurance policy start date2019-09-01
Insurance policy end date2020-09-01
Welfare Benefit Premiums Paid to CarrierUSD $30,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number895751+087
Policy instance 4
Insurance contract or identification number895751+087
Number of Individuals Covered251
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Welfare Benefit Premiums Paid to CarrierUSD $852,611
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895751 087
Policy instance 5
Insurance contract or identification number895751 087
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895751+087
Policy instance 5
Insurance contract or identification number895751+087
Insurance policy start date2019-01-31
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number895751+087
Policy instance 4
Insurance contract or identification number895751+087
Number of Individuals Covered251
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Welfare Benefit Premiums Paid to CarrierUSD $901,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number41706412040
Policy instance 3
Insurance contract or identification number41706412040
Number of Individuals Covered251
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Welfare Benefit Premiums Paid to CarrierUSD $30,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number
Policy instance 2
Number of Individuals Covered259
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Welfare Benefit Premiums Paid to CarrierUSD $267,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3248/C4512
Policy instance 1
Insurance contract or identification numberG3248/C4512
Number of Individuals Covered324
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $67,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3248/C4512
Policy instance 1
Insurance contract or identification numberG3248/C4512
Number of Individuals Covered324
Insurance policy start date2019-04-01
Insurance policy end date2019-03-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $65,847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number
Policy instance 2
Number of Individuals Covered231
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Welfare Benefit Premiums Paid to CarrierUSD $327,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number41706412040
Policy instance 3
Insurance contract or identification number41706412040
Number of Individuals Covered251
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $33,913
Welfare Benefit Premiums Paid to CarrierUSD $36,076
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,913
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895751+087
Policy instance 4
Insurance contract or identification number895751+087
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number292134
Policy instance 3
Insurance contract or identification number292134
Number of Individuals Covered251
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Welfare Benefit Premiums Paid to CarrierUSD $882,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number
Policy instance 2
Number of Individuals Covered241
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Welfare Benefit Premiums Paid to CarrierUSD $341,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3248/C4512
Policy instance 1
Insurance contract or identification numberG3248/C4512
Number of Individuals Covered367
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $57,965
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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