?>
Logo

ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN
Plan identification number 501

ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Vision
  • Long-term disability cover

401k Sponsoring company profile

ROOFERS LOCAL UNION 210 has sponsored the creation of one or more 401k plans.

Company Name:ROOFERS LOCAL UNION 210
Employer identification number (EIN):256390935
NAIC Classification:324120

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-05-01
5012021-05-01
5012020-05-01
5012019-05-01
5012018-05-01
5012017-05-01SCOTT JOHNSON2019-01-23 SCOTT JOHNSON2019-01-23
5012016-05-01SCOTT JOHNSON2018-02-05 SCOTT JOHNSON2018-02-05
5012015-05-01SCOTT JOHNSON2016-11-15 SCOTT JOHNSON2016-11-15
5012014-05-01DALE BOKSHAN2016-01-20 DALE BOKSHAN2016-01-20

Plan Statistics for ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN

401k plan membership statisitcs for ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN

Measure Date Value
2022: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-0175
Total number of active participants reported on line 7a of the Form 55002022-05-0182
Total of all active and inactive participants2022-05-0182
Number of employers contributing to the scheme2022-05-018
2021: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-0169
Total number of active participants reported on line 7a of the Form 55002021-05-0175
Total of all active and inactive participants2021-05-0175
Number of employers contributing to the scheme2021-05-018
2020: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-0180
Total number of active participants reported on line 7a of the Form 55002020-05-0169
Total of all active and inactive participants2020-05-0169
Number of employers contributing to the scheme2020-05-018
2019: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-0156
Total number of active participants reported on line 7a of the Form 55002019-05-0180
Total of all active and inactive participants2019-05-0180
Number of employers contributing to the scheme2019-05-018
2018: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-0160
Total number of active participants reported on line 7a of the Form 55002018-05-0156
Total of all active and inactive participants2018-05-0156
Number of employers contributing to the scheme2018-05-018
2017: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-0163
Total number of active participants reported on line 7a of the Form 55002017-05-0160
Total of all active and inactive participants2017-05-0160
Number of employers contributing to the scheme2017-05-018
2016: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-0194
Total number of active participants reported on line 7a of the Form 55002016-05-0193
Total of all active and inactive participants2016-05-0193
Number of employers contributing to the scheme2016-05-018
2015: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01100
Total number of active participants reported on line 7a of the Form 55002015-05-0194
Total of all active and inactive participants2015-05-0194
Number of employers contributing to the scheme2015-05-019
2014: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01101
Total number of active participants reported on line 7a of the Form 55002014-05-01100
Total of all active and inactive participants2014-05-01100
Number of employers contributing to the scheme2014-05-0110

Financial Data on ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN

Measure Date Value
2023 : ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$9,552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$5,086
Total income from all sources (including contributions)2023-04-30$1,748,059
Total of all expenses incurred2023-04-30$1,844,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$1,197,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$1,721,374
Value of total assets at end of year2023-04-30$1,769,782
Value of total assets at beginning of year2023-04-30$1,861,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$646,512
Total interest from all sources2023-04-30$9,942
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$17,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$17,847
Administrative expenses professional fees incurred2023-04-30$25,470
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$3,000,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$41,822
Participant contributions at end of year2023-04-30$7,013
Participant contributions at beginning of year2023-04-30$4,062
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$1,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$1,240
Administrative expenses (other) incurred2023-04-30$1,904
Liabilities. Value of operating payables at end of year2023-04-30$9,552
Liabilities. Value of operating payables at beginning of year2023-04-30$5,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$-95,996
Value of net assets at end of year (total assets less liabilities)2023-04-30$1,760,230
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$1,856,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$1,042,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$912,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$548,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$807,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$807,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$9,942
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-30$1,059,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-1,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30No
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$1,679,552
Employer contributions (assets) at end of year2023-04-30$169,941
Employer contributions (assets) at beginning of year2023-04-30$136,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$138,477
Contract administrator fees2023-04-30$619,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-04-30No
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30FELIX & GLOEKLER, P.C,
Accountancy firm EIN2023-04-30260001555
2022 : ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$5,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$5,086
Total income from all sources (including contributions)2022-04-30$1,512,873
Total of all expenses incurred2022-04-30$1,681,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$926,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$1,592,454
Value of total assets at end of year2022-04-30$1,861,312
Value of total assets at beginning of year2022-04-30$2,030,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$755,680
Total interest from all sources2022-04-30$11,361
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$18,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$18,069
Administrative expenses professional fees incurred2022-04-30$22,925
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$3,000,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$38,947
Participant contributions at end of year2022-04-30$4,062
Participant contributions at beginning of year2022-04-30$4,381
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$1,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$1,240
Administrative expenses (other) incurred2022-04-30$24,709
Liabilities. Value of operating payables at end of year2022-04-30$5,086
Liabilities. Value of operating payables at beginning of year2022-04-30$5,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-168,880
Value of net assets at end of year (total assets less liabilities)2022-04-30$1,856,226
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$2,025,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$862,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$1,114,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$856,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$825,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$825,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$11,361
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$797,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-109,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$1,553,507
Employer contributions (assets) at end of year2022-04-30$136,371
Employer contributions (assets) at beginning of year2022-04-30$84,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$128,095
Contract administrator fees2022-04-30$708,046
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-04-30No
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30FELIX & GLOEKLER, P.C,
Accountancy firm EIN2022-04-30260001555
2021 : ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$5,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$5,086
Total income from all sources (including contributions)2021-04-30$1,501,288
Total of all expenses incurred2021-04-30$1,439,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$744,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$1,469,521
Value of total assets at end of year2021-04-30$2,030,192
Value of total assets at beginning of year2021-04-30$1,968,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$694,617
Total interest from all sources2021-04-30$13,796
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$17,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$17,456
Administrative expenses professional fees incurred2021-04-30$25,569
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$3,000,000
If this is an individual account plan, was there a blackout period2021-04-30No
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$48,408
Participant contributions at end of year2021-04-30$4,381
Participant contributions at beginning of year2021-04-30$4,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$1,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$1,240
Administrative expenses (other) incurred2021-04-30$15,951
Liabilities. Value of operating payables at end of year2021-04-30$5,086
Liabilities. Value of operating payables at beginning of year2021-04-30$5,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$62,052
Value of net assets at end of year (total assets less liabilities)2021-04-30$2,025,106
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$1,963,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$653,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$1,114,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$959,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$825,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$968,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$968,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$13,796
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$647,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30No
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$1,421,113
Employer contributions (assets) at end of year2021-04-30$84,082
Employer contributions (assets) at beginning of year2021-04-30$33,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$97,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-04-30No
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30FELIX & GLOEKLER, PC
Accountancy firm EIN2021-04-30260001555
2020 : ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$5,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$4,457
Total income from all sources (including contributions)2020-04-30$1,560,634
Total of all expenses incurred2020-04-30$1,221,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$590,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$1,469,535
Value of total assets at end of year2020-04-30$1,968,140
Value of total assets at beginning of year2020-04-30$1,628,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$631,010
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$38,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$38,835
Administrative expenses professional fees incurred2020-04-30$23,753
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$3,000,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$41,221
Participant contributions at end of year2020-04-30$4,723
Participant contributions at beginning of year2020-04-30$4,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$1,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$1,240
Administrative expenses (other) incurred2020-04-30$18,554
Liabilities. Value of operating payables at end of year2020-04-30$5,086
Liabilities. Value of operating payables at beginning of year2020-04-30$4,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$339,490
Value of net assets at end of year (total assets less liabilities)2020-04-30$1,963,054
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$1,623,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$588,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$1,684,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$1,241,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$244,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$261,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$261,571
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$434,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$52,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$1,428,314
Employer contributions (assets) at end of year2020-04-30$33,638
Employer contributions (assets) at beginning of year2020-04-30$119,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$155,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-04-30No
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30FELIX & GLOEKLER, PC
Accountancy firm EIN2020-04-30260001555
2019 : ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$4,457
Total income from all sources (including contributions)2019-04-30$1,425,844
Total of all expenses incurred2019-04-30$1,131,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$613,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$1,408,525
Value of total assets at end of year2019-04-30$1,628,021
Value of total assets at beginning of year2019-04-30$1,329,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$518,693
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$18,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$18,264
Administrative expenses professional fees incurred2019-04-30$17,860
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$3,000,000
If this is an individual account plan, was there a blackout period2019-04-30No
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$33,022
Participant contributions at end of year2019-04-30$4,723
Participant contributions at beginning of year2019-04-30$5,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$1,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$1,239
Administrative expenses (other) incurred2019-04-30$16,863
Liabilities. Value of operating payables at end of year2019-04-30$4,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$294,055
Value of net assets at end of year (total assets less liabilities)2019-04-30$1,623,564
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$1,329,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Investment advisory and management fees2019-04-30$483,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$1,241,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$492,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$261,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$760,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$760,103
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-30$446,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$-945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30No
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$1,375,503
Employer contributions (assets) at end of year2019-04-30$119,355
Employer contributions (assets) at beginning of year2019-04-30$70,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$166,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-04-30No
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30FELIX AND GLOEKLER, PC
Accountancy firm EIN2019-04-30260001555
2018 : ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-04-30$1,248,693
Total of all expenses incurred2018-04-30$858,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$440,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$1,229,959
Value of total assets at end of year2018-04-30$1,329,509
Value of total assets at beginning of year2018-04-30$939,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$418,629
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$15,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$15,709
Administrative expenses professional fees incurred2018-04-30$12,498
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$3,000,000
If this is an individual account plan, was there a blackout period2018-04-30No
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$32,995
Participant contributions at end of year2018-04-30$5,031
Participant contributions at beginning of year2018-04-30$4,859
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$1,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$1,239
Administrative expenses (other) incurred2018-04-30$12,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$390,064
Value of net assets at end of year (total assets less liabilities)2018-04-30$1,329,509
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$939,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Investment advisory and management fees2018-04-30$393,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$492,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$473,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$760,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$355,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$355,450
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-30$333,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$3,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$1,196,964
Employer contributions (assets) at end of year2018-04-30$70,983
Employer contributions (assets) at beginning of year2018-04-30$104,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$106,970
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-04-30No
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30FELIX AND GLOEKLER, PC
Accountancy firm EIN2018-04-30260001555
2017 : ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$51,489
Total income from all sources (including contributions)2017-04-30$1,101,929
Total of all expenses incurred2017-04-30$851,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$719,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$1,074,770
Value of total assets at end of year2017-04-30$939,445
Value of total assets at beginning of year2017-04-30$740,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$132,131
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$10,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$10,870
Administrative expenses professional fees incurred2017-04-30$12,096
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$3,000,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$39,262
Participant contributions at end of year2017-04-30$4,859
Participant contributions at beginning of year2017-04-30$10,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$1,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$1,239
Administrative expenses (other) incurred2017-04-30$16,471
Liabilities. Value of operating payables at end of year2017-04-30$0
Liabilities. Value of operating payables at beginning of year2017-04-30$8,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$250,047
Value of net assets at end of year (total assets less liabilities)2017-04-30$939,445
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$689,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$103,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$473,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$446,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$355,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$224,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$224,973
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$566,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$16,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$1,035,508
Employer contributions (assets) at end of year2017-04-30$104,478
Employer contributions (assets) at beginning of year2017-04-30$57,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$153,422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-04-30No
Liabilities. Value of benefit claims payable at end of year2017-04-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-04-30$42,883
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30FELIX AND GLOEKLER, PC
Accountancy firm EIN2017-04-30260001555
2016 : ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$51,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$59,240
Total income from all sources (including contributions)2016-04-30$1,063,665
Total of all expenses incurred2016-04-30$980,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$970,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$1,059,008
Value of total assets at end of year2016-04-30$740,887
Value of total assets at beginning of year2016-04-30$665,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$10,756
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$14,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$14,492
Administrative expenses professional fees incurred2016-04-30$6,132
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$3,000,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$52,970
Participant contributions at end of year2016-04-30$10,771
Participant contributions at beginning of year2016-04-30$4,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$1,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$36,239
Administrative expenses (other) incurred2016-04-30$4,624
Liabilities. Value of operating payables at end of year2016-04-30$8,606
Liabilities. Value of operating payables at beginning of year2016-04-30$12,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$82,898
Value of net assets at end of year (total assets less liabilities)2016-04-30$689,398
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$606,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$446,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$442,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$224,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$118,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$118,805
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$841,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-9,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$1,006,038
Employer contributions (assets) at end of year2016-04-30$57,643
Employer contributions (assets) at beginning of year2016-04-30$63,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$128,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-04-30No
Liabilities. Value of benefit claims payable at end of year2016-04-30$42,883
Liabilities. Value of benefit claims payable at beginning of year2016-04-30$46,621
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30FELIX AND GLOEKLER PC
Accountancy firm EIN2016-04-30260001555
2015 : ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$59,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$141,425
Total income from all sources (including contributions)2015-04-30$957,006
Total of all expenses incurred2015-04-30$930,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$911,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$935,807
Value of total assets at end of year2015-04-30$665,740
Value of total assets at beginning of year2015-04-30$721,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$19,807
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$6,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$6,114
Administrative expenses professional fees incurred2015-04-30$12,411
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$2,000,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30Yes
Amount of non-exempt transactions with any party-in-interest2015-04-30$36,793
Contributions received from participants2015-04-30$39,297
Participant contributions at end of year2015-04-30$4,923
Participant contributions at beginning of year2015-04-30$4,528
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$36,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$1,500
Other income not declared elsewhere2015-04-30$1,793
Administrative expenses (other) incurred2015-04-30$5,676
Liabilities. Value of operating payables at end of year2015-04-30$12,619
Liabilities. Value of operating payables at beginning of year2015-04-30$14,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$26,178
Value of net assets at end of year (total assets less liabilities)2015-04-30$606,500
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$580,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$1,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$442,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$423,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$118,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$205,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$205,367
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$835,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$13,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$896,510
Employer contributions (assets) at end of year2015-04-30$63,169
Employer contributions (assets) at beginning of year2015-04-30$87,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$75,337
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-04-30No
Liabilities. Value of benefit claims payable at end of year2015-04-30$46,621
Liabilities. Value of benefit claims payable at beginning of year2015-04-30$126,843
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30FELIX AND GLOEKLER PC
Accountancy firm EIN2015-04-30260001555

Form 5500 Responses for ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN

2022: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-05-01Type of plan entityMulti-employer plan
2022-05-01Plan is a collectively bargained planYes
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement - TrustYes
2021: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: ROOFERS LOCAL UNION #210 JOINT HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01First time form 5500 has been submittedYes
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF009616-1
Policy instance 2
Insurance contract or identification numberF009616-1
Number of Individuals Covered135
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number042564
Policy instance 1
Insurance contract or identification number042564
Number of Individuals Covered82
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $22,639
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,639
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF009616-1
Policy instance 2
Insurance contract or identification numberF009616-1
Number of Individuals Covered149
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number042564
Policy instance 1
Insurance contract or identification number042564
Number of Individuals Covered75
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $19,687
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,687
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF009616-1
Policy instance 2
Insurance contract or identification numberF009616-1
Number of Individuals Covered135
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number042564
Policy instance 1
Insurance contract or identification number042564
Number of Individuals Covered69
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $19,069
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,069
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF009616-1
Policy instance 2
Insurance contract or identification numberF009616-1
Number of Individuals Covered128
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number042564
Policy instance 1
Insurance contract or identification number042564
Number of Individuals Covered80
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17,325
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,325
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF009616-1
Policy instance 2
Insurance contract or identification numberF009616-1
Number of Individuals Covered128
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number042564
Policy instance 1
Insurance contract or identification number042564
Number of Individuals Covered56
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,054
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $400,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,054
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF009616-1
Policy instance 2
Insurance contract or identification numberF009616-1
Number of Individuals Covered115
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number042564
Policy instance 1
Insurance contract or identification number042564
Number of Individuals Covered60
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,862
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $286,324
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 numberF009616-1
Policy instance 2
Insurance contract or identification numberF009616-1
Number of Individuals Covered100
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number042 564
Policy instance 1
Insurance contract or identification number042 564
Number of Individuals Covered194
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF009616-1
Policy instance 2
Insurance contract or identification numberF009616-1
Number of Individuals Covered100
Insurance policy start date2014-01-01
Insurance policy end date2014-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number042 564
Policy instance 1
Insurance contract or identification number042 564
Number of Individuals Covered194
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3