GARRY HARPER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST
| Measure | Date | Value |
|---|
| 2015: IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 118 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| 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 | 118 |
| Total participants | 2015-01-01 | 118 |
| Number of participants with account balances | 2015-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 120 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| 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 | 120 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 120 |
| Number of participants with account balances | 2014-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 109 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 109 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 109 |
| Number of participants with account balances | 2013-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 107 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 107 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 107 |
| Number of participants with account balances | 2012-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 75 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 96 |
| Total participants | 2011-01-01 | 96 |
| 2010: IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 75 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 76 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 76 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 76 |
| Number of participants with account balances | 2010-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $1,477,067 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,483,029 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,475,614 |
| Total plan assets at end of year | 2015-12-31 | $0 |
| Total plan assets at beginning of year | 2015-12-31 | $5,962 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $7,415 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $0 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-5,962 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,962 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $1,477,067 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $1,316,896 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,312,517 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,312,517 |
| Total plan assets at end of year | 2014-12-31 | $5,961 |
| Total plan assets at beginning of year | 2014-12-31 | $1,582 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $0 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $4,379 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,961 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,582 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $1,316,896 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,225,176 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,323,340 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,320,820 |
| Total plan assets at end of year | 2013-12-31 | $1,582 |
| Total plan assets at beginning of year | 2013-12-31 | $99,746 |
| Total contributions received or receivable from participants | 2013-12-31 | $3,553 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $20 |
| Other income received | 2013-12-31 | $4,173 |
| Net income (gross income less expenses) | 2013-12-31 | $-98,164 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $99,746 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $1,217,450 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,500 |
| 2012 : IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $1,160,054 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,078,158 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,073,158 |
| Total plan assets at end of year | 2012-12-31 | $99,748 |
| Total plan assets at beginning of year | 2012-12-31 | $17,850 |
| Net income (gross income less expenses) | 2012-12-31 | $81,896 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $99,748 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,850 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $1,160,054 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,000 |
| 2011 : IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $864,059 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $879,040 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $873,995 |
| Total plan assets at end of year | 2011-12-31 | $17,850 |
| Total plan assets at beginning of year | 2011-12-31 | $32,831 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $45 |
| Net income (gross income less expenses) | 2011-12-31 | $-14,981 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $17,850 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $32,831 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $864,059 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,000 |
| 2010 : IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $624,390 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $607,342 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $597,462 |
| Total plan assets at end of year | 2010-12-31 | $32,861 |
| Total plan assets at beginning of year | 2010-12-31 | $15,783 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $30 |
| Other income received | 2010-12-31 | $20,790 |
| Net income (gross income less expenses) | 2010-12-31 | $17,048 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $32,861 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $15,783 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $603,600 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $9,850 |
| 2015: IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 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: IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 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: IAMAW LOCAL LODGE 47 WELFARE BENEFIT TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 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 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
| Policy contract number | 28835 |
| Policy instance | 1 |
| Insurance contract or identification number | 28835 | | Number of Individuals Covered | 261 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | No | | 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 $1,483,029 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
| Policy contract number | 28835 |
| Policy instance | 1 |
| Insurance contract or identification number | 28835 | | Number of Individuals Covered | 278 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 $1,312,517 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
| Policy contract number | 28835 |
| Policy instance | 1 |
| Insurance contract or identification number | 28835 | | Number of Individuals Covered | 270 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 $1,320,820 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
| Policy contract number | 28835 |
| Policy instance | 1 |
| Insurance contract or identification number | 28835 | | Number of Individuals Covered | 257 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,066,280 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
| Policy contract number | 28835 |
| Policy instance | 1 |
| Insurance contract or identification number | 28835 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $873,995 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
| Policy contract number | 28835 |
| Policy instance | 1 |
| Insurance contract or identification number | 28835 | | Number of Individuals Covered | 176 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $597,462 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
