INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND
401k plan membership statisitcs for INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND
| Measure | Date | Value |
|---|
| 2022: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 7 |
| Total of all active and inactive participants | 2022-01-01 | 67 |
| Total participants | 2022-01-01 | 67 |
| Number of employers contributing to the scheme | 2022-01-01 | 20 |
| 2021: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 62 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 7 |
| Total of all active and inactive participants | 2021-01-01 | 69 |
| Total participants | 2021-01-01 | 69 |
| Number of employers contributing to the scheme | 2021-01-01 | 22 |
| 2020: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 76 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 78 |
| Total participants | 2020-01-01 | 78 |
| Number of employers contributing to the scheme | 2020-01-01 | 23 |
| 2019: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 86 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 88 |
| Total participants | 2019-01-01 | 88 |
| Number of employers contributing to the scheme | 2019-01-01 | 19 |
| 2018: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 81 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 83 |
| Total participants | 2018-01-01 | 83 |
| Number of employers contributing to the scheme | 2018-01-01 | 22 |
| 2017: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 79 |
| Total participants | 2017-01-01 | 79 |
| Number of employers contributing to the scheme | 2017-01-01 | 20 |
| 2016: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 78 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 82 |
| Total participants | 2016-01-01 | 82 |
| Number of employers contributing to the scheme | 2016-01-01 | 18 |
| 2015: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 78 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 82 |
| Number of employers contributing to the scheme | 2015-01-01 | 20 |
| 2014: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 73 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 77 |
| Number of employers contributing to the scheme | 2014-01-01 | 21 |
| 2013: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 75 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 74 |
| Number of employers contributing to the scheme | 2013-01-01 | 26 |
| 2012: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 71 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 75 |
| Number of employers contributing to the scheme | 2012-01-01 | 24 |
| 2011: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 72 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 77 |
| Number of employers contributing to the scheme | 2011-01-01 | 28 |
| 2010: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 76 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 84 |
| Number of employers contributing to the scheme | 2010-01-01 | 26 |
| 2009: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 89 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 93 |
| Number of employers contributing to the scheme | 2009-01-01 | 26 |
| Measure | Date | Value |
|---|
| 2022 : INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $246,993 |
| Total plan liabilities at beginning of year | 2022-12-31 | $179,628 |
| Total income from all sources | 2022-12-31 | $1,791,242 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,718,325 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $2,610,509 |
| Total plan assets at end of year | 2022-12-31 | $2,479,424 |
| Total plan assets at beginning of year | 2022-12-31 | $3,339,142 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $164,011 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $60,561 |
| Other income received | 2022-12-31 | $-307,836 |
| Net income (gross income less expenses) | 2022-12-31 | $-927,083 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,232,431 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,159,514 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,935,067 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $47,255 |
| 2021 : INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $179,628 |
| Total plan liabilities at beginning of year | 2021-12-31 | $222,183 |
| Total income from all sources | 2021-12-31 | $2,134,829 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $2,759,042 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $2,646,855 |
| Total plan assets at end of year | 2021-12-31 | $3,339,142 |
| Total plan assets at beginning of year | 2021-12-31 | $4,005,910 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $112,912 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $66,259 |
| Other income received | 2021-12-31 | $298,402 |
| Net income (gross income less expenses) | 2021-12-31 | $-624,213 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,159,514 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,783,727 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,723,515 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $45,928 |
| 2020 : INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $222,183 |
| Total plan liabilities at beginning of year | 2020-12-31 | $964,225 |
| Total income from all sources | 2020-12-31 | $2,671,151 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,903,533 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,789,776 |
| Total plan assets at end of year | 2020-12-31 | $4,005,910 |
| Total plan assets at beginning of year | 2020-12-31 | $4,980,334 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $39,751 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $69,261 |
| Other income received | 2020-12-31 | $361,146 |
| Net income (gross income less expenses) | 2020-12-31 | $-232,382 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,783,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,016,109 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $2,270,254 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $44,496 |
| 2019 : INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $964,225 |
| Total plan liabilities at beginning of year | 2019-12-31 | $448,636 |
| Total income from all sources | 2019-12-31 | $4,555,966 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $3,706,200 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $3,608,747 |
| Total plan assets at end of year | 2019-12-31 | $4,980,334 |
| Total plan assets at beginning of year | 2019-12-31 | $3,614,979 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $21,659 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $54,553 |
| Other income received | 2019-12-31 | $399,084 |
| Net income (gross income less expenses) | 2019-12-31 | $849,766 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,016,109 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,166,343 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $4,135,223 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $42,900 |
| 2018 : INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $448,636 |
| Total plan liabilities at beginning of year | 2018-12-31 | $336,108 |
| Total income from all sources | 2018-12-31 | $2,775,145 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,990,913 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,742,754 |
| Total plan assets at end of year | 2018-12-31 | $3,614,979 |
| Total plan assets at beginning of year | 2018-12-31 | $3,718,219 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $22,729 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $206,159 |
| Other income received | 2018-12-31 | $-46,592 |
| Net income (gross income less expenses) | 2018-12-31 | $-215,768 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,166,343 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,382,111 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $2,799,008 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $42,000 |
| 2017 : INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $336,108 |
| Total plan liabilities at beginning of year | 2017-12-31 | $231,144 |
| Total income from all sources | 2017-12-31 | $2,997,432 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,658,622 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,518,775 |
| Total plan assets at end of year | 2017-12-31 | $3,718,219 |
| Total plan assets at beginning of year | 2017-12-31 | $3,274,445 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $35,511 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $139,847 |
| Other income received | 2017-12-31 | $222,883 |
| Net income (gross income less expenses) | 2017-12-31 | $338,810 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,382,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,043,301 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $2,739,038 |
| 2016 : INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $231,144 |
| Total plan liabilities at beginning of year | 2016-12-31 | $207,150 |
| Total income from all sources | 2016-12-31 | $2,339,165 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,380,422 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,201,933 |
| Total plan assets at end of year | 2016-12-31 | $3,274,445 |
| Total plan assets at beginning of year | 2016-12-31 | $3,291,708 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $48,025 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $178,489 |
| Other income received | 2016-12-31 | $104,580 |
| Net income (gross income less expenses) | 2016-12-31 | $-41,257 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,043,301 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,084,558 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $2,186,560 |
| 2015 : INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $207,150 |
| Total plan liabilities at beginning of year | 2015-12-31 | $313,669 |
| Total income from all sources | 2015-12-31 | $2,676,282 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,533,125 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,364,292 |
| Total plan assets at end of year | 2015-12-31 | $3,291,708 |
| Total plan assets at beginning of year | 2015-12-31 | $3,255,070 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $34,041 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $168,833 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $119,230 |
| Other income received | 2015-12-31 | $7,861 |
| Net income (gross income less expenses) | 2015-12-31 | $143,157 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,084,558 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,941,401 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $2,515,150 |
| 2014 : INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $313,669 |
| Total plan liabilities at beginning of year | 2014-12-31 | $278,124 |
| Total income from all sources | 2014-12-31 | $2,307,335 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,186,882 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $2,023,361 |
| Total plan assets at end of year | 2014-12-31 | $3,255,070 |
| Total plan assets at beginning of year | 2014-12-31 | $3,099,072 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $57,059 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $163,521 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $197,885 |
| Other income received | 2014-12-31 | $114,983 |
| Net income (gross income less expenses) | 2014-12-31 | $120,453 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,941,401 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,820,948 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $1,937,408 |
| 2013 : INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $278,124 |
| Total plan liabilities at beginning of year | 2013-12-31 | $169,091 |
| Total income from all sources | 2013-12-31 | $2,038,773 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,118,268 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,958,606 |
| Total plan assets at end of year | 2013-12-31 | $3,099,072 |
| Total plan assets at beginning of year | 2013-12-31 | $3,069,534 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $39,495 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $159,662 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $239,863 |
| Other income received | 2013-12-31 | $87,106 |
| Net income (gross income less expenses) | 2013-12-31 | $-79,495 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,820,948 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,900,443 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $1,672,309 |
| 2012 : INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $169,091 |
| Total plan liabilities at beginning of year | 2012-12-31 | $326,267 |
| Total income from all sources | 2012-12-31 | $2,056,587 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,148,935 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,990,247 |
| Total plan assets at end of year | 2012-12-31 | $3,069,534 |
| Total plan assets at beginning of year | 2012-12-31 | $3,319,058 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $29,667 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $158,688 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $144,091 |
| Other income received | 2012-12-31 | $178,753 |
| Net income (gross income less expenses) | 2012-12-31 | $-92,348 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,900,443 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,992,791 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $1,704,076 |
| 2011 : INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $326,267 |
| Total plan liabilities at beginning of year | 2011-12-31 | $264,956 |
| Total income from all sources | 2011-12-31 | $2,524,641 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,362,451 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,203,578 |
| Total plan assets at end of year | 2011-12-31 | $3,319,058 |
| Total plan assets at beginning of year | 2011-12-31 | $3,095,557 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $68,625 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $24,055 |
| Other income received | 2011-12-31 | $117,655 |
| Net income (gross income less expenses) | 2011-12-31 | $162,190 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,992,791 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,830,601 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $2,314,306 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $158,873 |
| 2010 : INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $264,956 |
| Total plan liabilities at beginning of year | 2010-12-31 | $237,980 |
| Total income from all sources | 2010-12-31 | $2,240,379 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,272,576 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $2,109,323 |
| Total plan assets at end of year | 2010-12-31 | $3,095,557 |
| Total plan assets at beginning of year | 2010-12-31 | $3,100,778 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $89,070 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $60,539 |
| Other income received | 2010-12-31 | $104,743 |
| Net income (gross income less expenses) | 2010-12-31 | $-32,197 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,830,601 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,862,798 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $1,986,027 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $163,253 |
| 2022: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Multi-employer plan |
| 2022-01-01 | Plan is a collectively bargained plan | Yes |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Multi-employer plan |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Multi-employer plan |
| 2020-01-01 | Plan is a collectively bargained plan | Yes |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Multi-employer plan |
| 2019-01-01 | Plan is a collectively bargained plan | Yes |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Multi-employer plan |
| 2018-01-01 | Plan is a collectively bargained plan | Yes |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Multi-employer plan |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Multi-employer plan |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Multi-employer plan |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Multi-employer plan |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Multi-employer plan |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Multi-employer plan |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Multi-employer plan |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Multi-employer plan |
| 2010-01-01 | Plan is a collectively bargained plan | Yes |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: INTERNATIONAL ASSOCIATION OF HEAT,FROST & ALLIED WORKERS LU 91 WELFARE FUND 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Multi-employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3342682 |
| Policy instance | 3 |
| Insurance contract or identification number | 3342682 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,525,756 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | G000AT65 |
| Policy instance | 2 |
| Insurance contract or identification number | G000AT65 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $99 | | Total amount of fees paid to insurance company | USD $28 | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $659 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $99 | | Amount paid for insurance broker fees | 28 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
| Policy contract number | GOOAT65 |
| Policy instance | 1 |
| Insurance contract or identification number | GOOAT65 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $2,071 | | Total amount of fees paid to insurance company | USD $553 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,806 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,071 | | Amount paid for insurance broker fees | 553 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3342682 |
| Policy instance | 3 |
| Insurance contract or identification number | 3342682 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,627,107 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | G000AT65 |
| Policy instance | 2 |
| Insurance contract or identification number | G000AT65 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $101 | | Total amount of fees paid to insurance company | USD $50 | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $674 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $101 | | Amount paid for insurance broker fees | 50 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION |
|
| COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
| Policy contract number | GOOAT65 |
| Policy instance | 1 |
| Insurance contract or identification number | GOOAT65 | | Number of Individuals Covered | 93 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $2,031 | | Total amount of fees paid to insurance company | USD $883 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,537 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,031 | | Amount paid for insurance broker fees | 883 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | G000AT65 |
| Policy instance | 2 |
| Insurance contract or identification number | G000AT65 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-01-23 | | Total amount of commissions paid to insurance broker | USD $125 | | Total amount of fees paid to insurance company | USD $47 | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $834 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $125 | | Amount paid for insurance broker fees | 47 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD. OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3342682 |
| Policy instance | 3 |
| Insurance contract or identification number | 3342682 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,654,669 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
| Policy contract number | GOOAT65 |
| Policy instance | 1 |
| Insurance contract or identification number | GOOAT65 | | Number of Individuals Covered | 111 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $2,202 | | Total amount of fees paid to insurance company | USD $872 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,682 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,202 | | Amount paid for insurance broker fees | 872 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | G000AT65 |
| Policy instance | 4 |
| Insurance contract or identification number | G000AT65 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $118 | | Total amount of fees paid to insurance company | USD $42 | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $786 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $118 | | Amount paid for insurance broker fees | 42 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD. OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
| Policy contract number | 414180 |
| Policy instance | 5 |
| Insurance contract or identification number | 414180 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-04-30 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $116,083 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3342682 |
| Policy instance | 6 |
| Insurance contract or identification number | 3342682 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,253,706 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 ) |
| Policy contract number | 10668 |
| Policy instance | 2 |
| Insurance contract or identification number | 10668 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,389 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
| Policy contract number | 414180 |
| Policy instance | 1 |
| Insurance contract or identification number | 414180 | | Number of Individuals Covered | 155 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-04-30 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $322,311 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
| Policy contract number | GOOAT65 |
| Policy instance | 3 |
| Insurance contract or identification number | GOOAT65 | | Number of Individuals Covered | 108 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,124 | | Total amount of fees paid to insurance company | USD $764 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,160 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,124 | | Amount paid for insurance broker fees | 764 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD. OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
| Policy contract number | 414180 |
| Policy instance | 5 |
| Insurance contract or identification number | 414180 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-16 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $337,034 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | G000AT65 |
| Policy instance | 4 |
| Insurance contract or identification number | G000AT65 | | Number of Individuals Covered | 112 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $117 | | Total amount of fees paid to insurance company | USD $33 | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $781 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $117 | | Amount paid for insurance broker fees | 33 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD. OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
| Policy contract number | GOOAT65 |
| Policy instance | 3 |
| Insurance contract or identification number | GOOAT65 | | Number of Individuals Covered | 112 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $2,172 | | Total amount of fees paid to insurance company | USD $620 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,480 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,172 | | Amount paid for insurance broker fees | 620 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD. OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 ) |
| Policy contract number | 10668 |
| Policy instance | 2 |
| Insurance contract or identification number | 10668 | | Number of Individuals Covered | 85 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $4,119 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $82,376 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,119 |
|
| MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
| Policy contract number | 414180 |
| Policy instance | 1 |
| Insurance contract or identification number | 414180 | | Number of Individuals Covered | 162 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $973,416 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
| Policy contract number | 414180 |
| Policy instance | 5 |
| Insurance contract or identification number | 414180 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-16 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $287,878 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | G000AT65 |
| Policy instance | 4 |
| Insurance contract or identification number | G000AT65 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $104 | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $695 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $104 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD. OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | BROWN AND BROWN OF NEW YORK INC |
|
| COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
| Policy contract number | GOOAT65 |
| Policy instance | 3 |
| Insurance contract or identification number | GOOAT65 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,982 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,216 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,982 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD. OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | BROWN AND BROWN OF NEW YORK INC |
|
| DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 ) |
| Policy contract number | 10668 |
| Policy instance | 2 |
| Insurance contract or identification number | 10668 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,990 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $79,794 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,990 | | Insurance broker name | ULSTER INSURANCE SERVICES |
|
| MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 ) |
| Policy contract number | 414180 |
| Policy instance | 1 |
| Insurance contract or identification number | 414180 | | Number of Individuals Covered | 160 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $979,497 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
