401k Plan data: HEALTH AND WELFARE FUND OF LOCAL UNION 73 plan

HEALTH AND WELFARE FUND OF LOCAL UNION 73 401k Plan overview

Plan Name	HEALTH AND WELFARE FUND OF LOCAL UNION 73
Plan identification number	501

HEALTH AND WELFARE FUND OF LOCAL UNION 73 Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision Temporary disability (accident and sickness) Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE HEALTH & WELFARE FUND OF LOCAL UNION 73 has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF THE HEALTH & WELFARE FUND OF LOCAL UNION 73

Employer identification number (EIN): 237111189

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH AND WELFARE FUND OF LOCAL UNION 73

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-01-01 FRANK GRACE 2023-10-11
501 2021-01-01 FRANK GRACE 2022-10-15
501 2020-01-01 FRANK GRACE 2021-10-14
501 2019-01-01
501 2018-01-01
501 2017-01-01 FRANK GRACE - UNION TRUSTEE THOR EGELAND - EMPLOYER TRUSTEE 2018-10-07
501 2016-01-01 FRANK GRACE - UNION TRUSTEE THOR EGELAND - EMPLOYER TRUSTEE 2017-10-05
501 2015-01-01 FRANK GRACE - UNION TRUSTEE THOR EGELAND - EMPLOYER TRUSTEE 2016-10-15
501 2014-01-01 FRANK GRACE - UNION TRUSTEE THOR EGELAND - EMPLOYER TRUSTEE 2015-10-13
501 2013-01-01 DAVE WILLIAMS THOR EGELAND 2014-10-11
501 2012-01-01 DAVE WILLIAMS JOHN MULLEN 2013-10-09
501 2011-01-01 DAVE WILLIAMS JOHN MULLEN 2012-10-17
501 2010-01-01 DAVE WILLIAMS JOHN MULLEN 2011-09-30
501 2009-01-01 DAVE WILLIAMS EMERY CEO 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2022-01-01	FRANK GRACE	2023-10-11
501	2021-01-01	FRANK GRACE	2022-10-15
501	2020-01-01	FRANK GRACE	2021-10-14
501	2019-01-01
501	2018-01-01
501	2017-01-01	FRANK GRACE - UNION TRUSTEE		THOR EGELAND - EMPLOYER TRUSTEE	2018-10-07
501	2016-01-01	FRANK GRACE - UNION TRUSTEE		THOR EGELAND - EMPLOYER TRUSTEE	2017-10-05
501	2015-01-01	FRANK GRACE - UNION TRUSTEE		THOR EGELAND - EMPLOYER TRUSTEE	2016-10-15
501	2014-01-01	FRANK GRACE - UNION TRUSTEE		THOR EGELAND - EMPLOYER TRUSTEE	2015-10-13
501	2013-01-01	DAVE WILLIAMS		THOR EGELAND	2014-10-11
501	2012-01-01	DAVE WILLIAMS		JOHN MULLEN	2013-10-09
501	2011-01-01	DAVE WILLIAMS		JOHN MULLEN	2012-10-17
501	2010-01-01	DAVE WILLIAMS		JOHN MULLEN	2011-09-30
501	2009-01-01	DAVE WILLIAMS		EMERY CEO	2010-10-13

Plan Statistics for HEALTH AND WELFARE FUND OF LOCAL UNION 73

401k plan membership statisitcs for HEALTH AND WELFARE FUND OF LOCAL UNION 73

Measure Date Value
2022: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2022 401k membership
Total participants, beginning-of-year 2022-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 89
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 89
Number of employers contributing to the scheme 2022-01-01 4
2021: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2021 401k membership
Total participants, beginning-of-year 2021-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 94
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 94
Number of employers contributing to the scheme 2021-01-01 4
2020: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2020 401k membership
Total participants, beginning-of-year 2020-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 121
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 121
Number of employers contributing to the scheme 2020-01-01 3
2019: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2019 401k membership
Total participants, beginning-of-year 2019-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 151
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 152
Number of employers contributing to the scheme 2019-01-01 3
2018: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2018 401k membership
Total participants, beginning-of-year 2018-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 169
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 170
Number of employers contributing to the scheme 2018-01-01 6
2017: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2017 401k membership
Total participants, beginning-of-year 2017-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 185
Number of retired or separated participants receiving benefits 2017-01-01 31
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 216
Number of employers contributing to the scheme 2017-01-01 6
2016: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2016 401k membership
Total participants, beginning-of-year 2016-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 183
Number of retired or separated participants receiving benefits 2016-01-01 27
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 210
Number of employers contributing to the scheme 2016-01-01 5
2015: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2015 401k membership
Total participants, beginning-of-year 2015-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 196
Number of retired or separated participants receiving benefits 2015-01-01 26
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 222
Number of employers contributing to the scheme 2015-01-01 5
2014: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2014 401k membership
Total participants, beginning-of-year 2014-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 228
Number of retired or separated participants receiving benefits 2014-01-01 27
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 255
2013: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2013 401k membership
Total participants, beginning-of-year 2013-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 225
Number of retired or separated participants receiving benefits 2013-01-01 28
Total of all active and inactive participants 2013-01-01 253
2012: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2012 401k membership
Total participants, beginning-of-year 2012-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 230
Number of retired or separated participants receiving benefits 2012-01-01 24
Total of all active and inactive participants 2012-01-01 254
2011: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2011 401k membership
Total participants, beginning-of-year 2011-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 230
Number of retired or separated participants receiving benefits 2011-01-01 19
Total of all active and inactive participants 2011-01-01 249
2010: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2010 401k membership
Total participants, beginning-of-year 2010-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 215
Number of retired or separated participants receiving benefits 2010-01-01 22
Total of all active and inactive participants 2010-01-01 237
2009: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2009 401k membership
Total participants, beginning-of-year 2009-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 272
Number of retired or separated participants receiving benefits 2009-01-01 15
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 287

Measure	Date	Value
2022: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2022 401k membership
Total participants, beginning-of-year	2022-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	89
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	89
Number of employers contributing to the scheme	2022-01-01	4
2021: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2021 401k membership
Total participants, beginning-of-year	2021-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	94
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	94
Number of employers contributing to the scheme	2021-01-01	4
2020: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2020 401k membership
Total participants, beginning-of-year	2020-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	121
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	121
Number of employers contributing to the scheme	2020-01-01	3
2019: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2019 401k membership
Total participants, beginning-of-year	2019-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	151
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	152
Number of employers contributing to the scheme	2019-01-01	3
2018: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2018 401k membership
Total participants, beginning-of-year	2018-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	169
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	170
Number of employers contributing to the scheme	2018-01-01	6
2017: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2017 401k membership
Total participants, beginning-of-year	2017-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	185
Number of retired or separated participants receiving benefits	2017-01-01	31
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	216
Number of employers contributing to the scheme	2017-01-01	6
2016: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2016 401k membership
Total participants, beginning-of-year	2016-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	183
Number of retired or separated participants receiving benefits	2016-01-01	27
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	210
Number of employers contributing to the scheme	2016-01-01	5
2015: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2015 401k membership
Total participants, beginning-of-year	2015-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	196
Number of retired or separated participants receiving benefits	2015-01-01	26
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	222
Number of employers contributing to the scheme	2015-01-01	5
2014: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2014 401k membership
Total participants, beginning-of-year	2014-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	228
Number of retired or separated participants receiving benefits	2014-01-01	27
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	255
2013: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2013 401k membership
Total participants, beginning-of-year	2013-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	225
Number of retired or separated participants receiving benefits	2013-01-01	28
Total of all active and inactive participants	2013-01-01	253
2012: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2012 401k membership
Total participants, beginning-of-year	2012-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	230
Number of retired or separated participants receiving benefits	2012-01-01	24
Total of all active and inactive participants	2012-01-01	254
2011: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2011 401k membership
Total participants, beginning-of-year	2011-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	230
Number of retired or separated participants receiving benefits	2011-01-01	19
Total of all active and inactive participants	2011-01-01	249
2010: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2010 401k membership
Total participants, beginning-of-year	2010-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	215
Number of retired or separated participants receiving benefits	2010-01-01	22
Total of all active and inactive participants	2010-01-01	237
2009: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2009 401k membership
Total participants, beginning-of-year	2009-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	272
Number of retired or separated participants receiving benefits	2009-01-01	15
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	287

Financial Data on HEALTH AND WELFARE FUND OF LOCAL UNION 73

Measure	Date	Value
2022 : HEALTH AND WELFARE FUND OF LOCAL UNION 73 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$1,522,985
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,604,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,502,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,607,110
Value of total assets at end of year	2022-12-31	$2,359,923
Value of total assets at beginning of year	2022-12-31	$2,441,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$102,313
Total interest from all sources	2022-12-31	$14,537
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$16,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$16,759
Administrative expenses professional fees incurred	2022-12-31	$48,522
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$112,554
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$3,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$24
Administrative expenses (other) incurred	2022-12-31	$22,202
Total non interest bearing cash at end of year	2022-12-31	$437,346
Total non interest bearing cash at beginning of year	2022-12-31	$234,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-81,982
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,359,923
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,441,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$5,802
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$964,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,064,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$954,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,143,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,143,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$14,537
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$1,400,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-115,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,494,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$101,657
Contract administrator fees	2022-12-31	$25,787
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$201,067
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$201,067
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	J SCHAEFER & COMPANY LLC
Accountancy firm EIN	2022-12-31	823706925
2021 : HEALTH AND WELFARE FUND OF LOCAL UNION 73 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,787,909
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,657,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,562,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,690,227
Value of total assets at end of year	2021-12-31	$2,441,905
Value of total assets at beginning of year	2021-12-31	$2,311,434
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$94,592
Total interest from all sources	2021-12-31	$385
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$9,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$9,520
Administrative expenses professional fees incurred	2021-12-31	$37,701
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$169,855
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$24
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$14
Administrative expenses (other) incurred	2021-12-31	$17,709
Total non interest bearing cash at end of year	2021-12-31	$234,401
Total non interest bearing cash at beginning of year	2021-12-31	$200,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$130,471
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,441,905
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,311,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$5,542
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,064,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$491,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,143,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,619,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,619,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$385
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$1,450,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$87,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,520,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$112,573
Contract administrator fees	2021-12-31	$33,640
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	J. SCHAEFER & COMPANY LLC
Accountancy firm EIN	2021-12-31	823706925
2020 : HEALTH AND WELFARE FUND OF LOCAL UNION 73 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,005,705
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,102,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,939,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,921,149
Value of total assets at end of year	2020-12-31	$2,311,434
Value of total assets at beginning of year	2020-12-31	$2,407,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$162,883
Total interest from all sources	2020-12-31	$6,106
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$9,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$9,624
Administrative expenses professional fees incurred	2020-12-31	$100,465
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$92,069
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$14
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$17,206
Total non interest bearing cash at end of year	2020-12-31	$200,807
Total non interest bearing cash at beginning of year	2020-12-31	$280,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-96,486
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,311,434
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,407,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$6,034
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$491,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$415,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,619,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,711,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,711,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$6,106
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$1,821,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$68,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,829,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$117,542
Contract administrator fees	2020-12-31	$39,178
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	J. SCHAEFER & COMPANY LLC
Accountancy firm EIN	2020-12-31	823706925
2019 : HEALTH AND WELFARE FUND OF LOCAL UNION 73 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,177,194
Total income from all sources (including contributions)	2019-12-31	$2,177,194
Total of all expenses incurred	2019-12-31	$2,077,674
Total of all expenses incurred	2019-12-31	$2,077,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,916,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,916,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,044,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,044,983
Value of total assets at end of year	2019-12-31	$2,407,920
Value of total assets at end of year	2019-12-31	$2,407,920
Value of total assets at beginning of year	2019-12-31	$2,308,400
Value of total assets at beginning of year	2019-12-31	$2,308,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$160,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$160,835
Total interest from all sources	2019-12-31	$35,424
Total interest from all sources	2019-12-31	$35,424
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$7,679
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$7,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$7,679
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$7,679
Administrative expenses professional fees incurred	2019-12-31	$98,496
Administrative expenses professional fees incurred	2019-12-31	$98,496
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$121,122
Contributions received from participants	2019-12-31	$121,122
Administrative expenses (other) incurred	2019-12-31	$43,004
Administrative expenses (other) incurred	2019-12-31	$43,004
Total non interest bearing cash at end of year	2019-12-31	$280,815
Total non interest bearing cash at end of year	2019-12-31	$280,815
Total non interest bearing cash at beginning of year	2019-12-31	$512,509
Total non interest bearing cash at beginning of year	2019-12-31	$512,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$99,520
Value of net income/loss	2019-12-31	$99,520
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,407,920
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,407,920
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,308,400
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,308,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$5,998
Investment advisory and management fees	2019-12-31	$5,998
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$415,324
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$415,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$258,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$258,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,711,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,711,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,537,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,537,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,537,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,537,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$35,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$35,424
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$1,811,348
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$1,811,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$89,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$89,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,923,861
Contributions received in cash from employer	2019-12-31	$1,923,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$105,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$105,491
Contract administrator fees	2019-12-31	$13,337
Contract administrator fees	2019-12-31	$13,337
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	GARY M. TIBONI, CPA
Accountancy firm name	2019-12-31	GARY M. TIBONI, CPA
Accountancy firm EIN	2019-12-31	341900872
Accountancy firm EIN	2019-12-31	341900872
2018 : HEALTH AND WELFARE FUND OF LOCAL UNION 73 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,395,827
Total of all expenses incurred	2018-12-31	$2,291,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,162,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,383,312
Value of total assets at end of year	2018-12-31	$2,308,400
Value of total assets at beginning of year	2018-12-31	$2,203,982
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$129,013
Total interest from all sources	2018-12-31	$24,337
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$5,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$5,247
Administrative expenses professional fees incurred	2018-12-31	$61,522
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$189,534
Other income not declared elsewhere	2018-12-31	$155
Administrative expenses (other) incurred	2018-12-31	$49,446
Total non interest bearing cash at end of year	2018-12-31	$512,509
Total non interest bearing cash at beginning of year	2018-12-31	$419,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$104,418
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,308,400
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,203,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$5,899
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$258,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$270,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,537,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,513,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,513,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$24,337
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$2,032,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-17,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,193,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$130,276
Contract administrator fees	2018-12-31	$12,146
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	GARY M. TIBONI, CPA
Accountancy firm EIN	2018-12-31	341900872
2017 : HEALTH AND WELFARE FUND OF LOCAL UNION 73 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,492,070
Total of all expenses incurred	2017-12-31	$2,374,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,246,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,433,301
Value of total assets at end of year	2017-12-31	$2,203,982
Value of total assets at beginning of year	2017-12-31	$2,086,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$127,781
Total interest from all sources	2017-12-31	$10,378
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$4,768
Administrative expenses professional fees incurred	2017-12-31	$61,410
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$271,387
Administrative expenses (other) incurred	2017-12-31	$46,613
Total non interest bearing cash at end of year	2017-12-31	$419,708
Total non interest bearing cash at beginning of year	2017-12-31	$360,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$117,654
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,203,982
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,086,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$5,511
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$270,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$222,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,513,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,503,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,503,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$10,378
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$2,119,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$43,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,161,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$127,253
Contract administrator fees	2017-12-31	$14,247
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	GARY M. TIBONI, CPA
Accountancy firm EIN	2017-12-31	341900872
2016 : HEALTH AND WELFARE FUND OF LOCAL UNION 73 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,540,853
Total of all expenses incurred	2016-12-31	$2,513,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,399,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,516,516
Value of total assets at end of year	2016-12-31	$2,086,328
Value of total assets at beginning of year	2016-12-31	$2,059,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$114,837
Total interest from all sources	2016-12-31	$3,169
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$3,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$3,900
Administrative expenses professional fees incurred	2016-12-31	$49,260
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$325,080
Administrative expenses (other) incurred	2016-12-31	$46,127
Total non interest bearing cash at end of year	2016-12-31	$360,604
Total non interest bearing cash at beginning of year	2016-12-31	$358,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$26,932
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,086,328
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,059,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$1,425
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$222,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$100,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,503,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,600,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,600,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$3,169
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$2,250,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$17,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,191,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$148,228
Contract administrator fees	2016-12-31	$18,025
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	GARY M. TIBONI, CPA
Accountancy firm EIN	2016-12-31	341900872
2015 : HEALTH AND WELFARE FUND OF LOCAL UNION 73 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$367
Total unrealized appreciation/depreciation of assets	2015-12-31	$367
Total income from all sources (including contributions)	2015-12-31	$2,499,940
Total of all expenses incurred	2015-12-31	$2,261,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,138,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,498,830
Value of total assets at end of year	2015-12-31	$2,024,847
Value of total assets at beginning of year	2015-12-31	$1,786,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$123,250
Total interest from all sources	2015-12-31	$156
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$587
Administrative expenses professional fees incurred	2015-12-31	$61,708
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$303,848
Administrative expenses (other) incurred	2015-12-31	$9,308
Total non interest bearing cash at end of year	2015-12-31	$323,460
Total non interest bearing cash at beginning of year	2015-12-31	$386,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$238,152
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,024,847
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,786,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$1,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$100,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,600,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,400,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,400,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$156
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$2,005,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,194,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$132,841
Contract administrator fees	2015-12-31	$50,734
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$73
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	GARY M. TIBONI, CPA
Accountancy firm EIN	2015-12-31	341900872
2014 : HEALTH AND WELFARE FUND OF LOCAL UNION 73 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,399,629
Total of all expenses incurred	2014-12-31	$1,957,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,848,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,396,808
Value of total assets at end of year	2014-12-31	$1,786,695
Value of total assets at beginning of year	2014-12-31	$1,344,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$109,160
Total interest from all sources	2014-12-31	$180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$50,471
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$370,644
Other income not declared elsewhere	2014-12-31	$2,641
Administrative expenses (other) incurred	2014-12-31	$41,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$442,382
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,786,695
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,344,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$1,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,786,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,344,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,344,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$180
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$1,685,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,026,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$162,751
Contract administrator fees	2014-12-31	$15,372
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$73
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$247
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	GARY M. TIBONI, CPA
Accountancy firm EIN	2014-12-31	341900872
2013 : HEALTH AND WELFARE FUND OF LOCAL UNION 73 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,343,735
Total of all expenses incurred	2013-12-31	$2,357,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,249,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,343,559
Value of total assets at end of year	2013-12-31	$1,344,313
Value of total assets at beginning of year	2013-12-31	$1,358,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$108,108
Total interest from all sources	2013-12-31	$176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$48,423
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$466,169
Administrative expenses (other) incurred	2013-12-31	$41,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-14,057
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,344,313
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,358,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$1,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,344,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,357,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,357,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$176
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$2,085,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,877,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$163,959
Contract administrator fees	2013-12-31	$17,379
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$247
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$421
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	GARY M. TIBONI, CPA
Accountancy firm EIN	2013-12-31	341900872
2012 : HEALTH AND WELFARE FUND OF LOCAL UNION 73 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-5
Total unrealized appreciation/depreciation of assets	2012-12-31	$-5
Total income from all sources (including contributions)	2012-12-31	$2,369,882
Total of all expenses incurred	2012-12-31	$2,252,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,145,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,367,037
Value of total assets at end of year	2012-12-31	$1,358,370
Value of total assets at beginning of year	2012-12-31	$1,240,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$107,227
Total interest from all sources	2012-12-31	$233
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$46,079
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$487,873
Other income not declared elsewhere	2012-12-31	$780
Administrative expenses (other) incurred	2012-12-31	$40,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$117,390
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,358,370
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,240,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$1,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,357,949
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,240,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,240,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$233
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$1,973,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,879,164
Income. Dividends from common stock	2012-12-31	$1,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$171,391
Contract administrator fees	2012-12-31	$18,427
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$5
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$421
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$596
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	GARY M. TIBONI, CPA
Accountancy firm EIN	2012-12-31	341900872
2011 : HEALTH AND WELFARE FUND OF LOCAL UNION 73 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-6
Total unrealized appreciation/depreciation of assets	2011-12-31	$-6
Total income from all sources (including contributions)	2011-12-31	$2,247,103
Total of all expenses incurred	2011-12-31	$2,358,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,240,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,245,350
Value of total assets at end of year	2011-12-31	$1,240,980
Value of total assets at beginning of year	2011-12-31	$1,352,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$118,407
Total interest from all sources	2011-12-31	$539
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$55,890
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$530,560
Administrative expenses (other) incurred	2011-12-31	$42,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-111,794
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,240,980
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,352,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$1,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,240,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,351,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,351,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$539
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$2,065,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,714,790
Income. Dividends from common stock	2011-12-31	$1,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$174,754
Contract administrator fees	2011-12-31	$18,480
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$5
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$11
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$596
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$770
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	GARY M. TIBONI, CPA
Accountancy firm EIN	2011-12-31	341900872
2010 : HEALTH AND WELFARE FUND OF LOCAL UNION 73 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$-9
Total unrealized appreciation/depreciation of assets	2010-12-31	$-9
Total income from all sources (including contributions)	2010-12-31	$2,189,984
Total of all expenses incurred	2010-12-31	$2,068,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,944,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,185,261
Value of total assets at end of year	2010-12-31	$1,352,774
Value of total assets at beginning of year	2010-12-31	$1,230,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$123,348
Total interest from all sources	2010-12-31	$4,647
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$37
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$52,631
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$416,043
Other income not declared elsewhere	2010-12-31	$48
Administrative expenses (other) incurred	2010-12-31	$45,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$121,896
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,352,774
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,230,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$1,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,351,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,230,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,230,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$4,647
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$1,734,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,769,218
Income. Dividends from common stock	2010-12-31	$37
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$210,551
Contract administrator fees	2010-12-31	$23,883
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$11
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$20
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$770
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$174
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MAYOR CPA GROUP, LLC
Accountancy firm EIN	2010-12-31	341971860

Form 5500 Responses for HEALTH AND WELFARE FUND OF LOCAL UNION 73

2022: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: HEALTH AND WELFARE FUND OF LOCAL UNION 73 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: HEALTH AND WELFARE FUND OF LOCAL UNION 73 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: HEALTH AND WELFARE FUND OF LOCAL UNION 73 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: HEALTH AND WELFARE FUND OF LOCAL UNION 73 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: HEALTH AND WELFARE FUND OF LOCAL UNION 73 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: HEALTH AND WELFARE FUND OF LOCAL UNION 73 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: HEALTH AND WELFARE FUND OF LOCAL UNION 73 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: HEALTH AND WELFARE FUND OF LOCAL UNION 73 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: HEALTH AND WELFARE FUND OF LOCAL UNION 73 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: HEALTH AND WELFARE FUND OF LOCAL UNION 73 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: HEALTH AND WELFARE FUND OF LOCAL UNION 73 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
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

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

105968

Policy instance

Insurance contract or identification number	105968
Number of Individuals Covered	89
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $1,400,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

105968

Policy instance

Insurance contract or identification number	105968
Number of Individuals Covered	94
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $1,450,273
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )

Policy contract number

50897-01

Policy instance

Insurance contract or identification number	50897-01
Number of Individuals Covered	121
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $1,821,766
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )

Policy contract number

50897-01

Policy instance

Insurance contract or identification number	50897-01
Number of Individuals Covered	152
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,789,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

MG19121

Policy instance

Insurance contract or identification number	MG19121
Number of Individuals Covered	152
Insurance policy start date	2018-05-01
Insurance policy end date	2019-04-30
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $21,856
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

MG19121

Policy instance

Insurance contract or identification number	MG19121
Number of Individuals Covered	212
Insurance policy start date	2017-05-01
Insurance policy end date	2018-04-30
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $32,451
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )

Policy contract number

50897-01

Policy instance

Insurance contract or identification number	50897-01
Number of Individuals Covered	215
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 $1,999,669
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )

Policy contract number

50897-01

Policy instance

Insurance contract or identification number	50897-01
Number of Individuals Covered	215
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 $2,086,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

MG19121

Policy instance

Insurance contract or identification number	MG19121
Number of Individuals Covered	208
Insurance policy start date	2016-05-01
Insurance policy end date	2017-04-30
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $33,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )

Policy contract number

38493-01

Policy instance

Insurance contract or identification number	38493-01
Number of Individuals Covered	181
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,972,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

MG19121

Policy instance

Insurance contract or identification number	MG19121
Number of Individuals Covered	221
Insurance policy start date	2014-05-01
Insurance policy end date	2015-04-30
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $33,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

MG19121

Policy instance

Insurance contract or identification number	MG19121
Number of Individuals Covered	223
Insurance policy start date	2013-05-01
Insurance policy end date	2014-04-30
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $34,326
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )

Policy contract number

38493-01

Policy instance

Insurance contract or identification number	38493-01
Number of Individuals Covered	186
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,651,010
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

MG19121

Policy instance

Insurance contract or identification number	MG19121
Number of Individuals Covered	223
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $31,748
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )

Policy contract number

3335444

Policy instance

Insurance contract or identification number	3335444
Number of Individuals Covered	420
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,053,977
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )

Policy contract number

3335444

Policy instance

Insurance contract or identification number	3335444
Number of Individuals Covered	435
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,947,587
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

MG19121

Policy instance

Insurance contract or identification number	MG19121
Number of Individuals Covered	253
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $26,287
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

MG19121

Policy instance

Insurance contract or identification number	MG19121
Number of Individuals Covered	253
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ADD
Welfare Benefit Premiums Paid to Carrier	USD $24,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )

Policy contract number

7234

Policy instance

Insurance contract or identification number	7234
Number of Individuals Covered	488
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,040,743
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

MG19121

Policy instance

Insurance contract or identification number	MG19121
Number of Individuals Covered	253
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ADD
Welfare Benefit Premiums Paid to Carrier	USD $23,351
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )

Policy contract number

7234

Policy instance

Insurance contract or identification number	7234
Number of Individuals Covered	488
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,710,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BOARD OF TRUSTEES OF THE HEALTH & WELFARE FUND OF LOCAL UNION 73
Employer identification number (EIN):	237111189
NAIC Classification:	339900