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TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 401k Plan overview

Plan NameTRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM
Plan identification number 510

TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

NAT'L UNION OF THE TRANSPORTATION COMMUNICATIONS UNION /IAM has sponsored the creation of one or more 401k plans.

Company Name:NAT'L UNION OF THE TRANSPORTATION COMMUNICATIONS UNION /IAM
Employer identification number (EIN):316000450
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5102023-01-01GREGORY KOCIALSKI2024-09-27
5102022-01-01STANLEY L. BOYD2023-10-11
5102021-01-01STANLEY L. BOYD2022-10-17
5102020-01-01STANLEY L. BOYD2021-05-13
5102019-01-01STANLEY L. BOYD2020-07-31
5102018-01-01
5102017-01-01
5102016-01-01
5102015-01-01
5102014-01-01
5102013-01-01
5102012-01-01RUSSELL C. OATHOUT
5102011-01-01RUSSELL C. OATHOUT
5102009-01-01RUSSELL C. OATHOUT
5102009-01-01RUSSELL C. OATHOUT

Plan Statistics for TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM

401k plan membership statisitcs for TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM

Measure Date Value
2023: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2023 401k membership
Total participants, beginning-of-year2023-01-01306
Total number of active participants reported on line 7a of the Form 55002023-01-01107
Number of retired or separated participants receiving benefits2023-01-01198
Total of all active and inactive participants2023-01-01305
2022: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-01301
Total number of active participants reported on line 7a of the Form 55002022-01-01109
Number of retired or separated participants receiving benefits2022-01-01197
Total of all active and inactive participants2022-01-01306
2021: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-01314
Total number of active participants reported on line 7a of the Form 55002021-01-01102
Number of retired or separated participants receiving benefits2021-01-01199
Total of all active and inactive participants2021-01-01301
2020: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-01318
Total number of active participants reported on line 7a of the Form 55002020-01-01109
Number of retired or separated participants receiving benefits2020-01-01205
Total of all active and inactive participants2020-01-01314
2019: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-01321
Total number of active participants reported on line 7a of the Form 55002019-01-01109
Number of retired or separated participants receiving benefits2019-01-01209
Total of all active and inactive participants2019-01-01318
2018: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-01327
Total number of active participants reported on line 7a of the Form 55002018-01-01107
Number of retired or separated participants receiving benefits2018-01-01214
Total of all active and inactive participants2018-01-01321
2017: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-01331
Total number of active participants reported on line 7a of the Form 55002017-01-01109
Number of retired or separated participants receiving benefits2017-01-01218
Total of all active and inactive participants2017-01-01327
2016: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-01350
Total number of active participants reported on line 7a of the Form 55002016-01-01111
Number of retired or separated participants receiving benefits2016-01-01220
Total of all active and inactive participants2016-01-01331
2015: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-01356
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-01236
Total of all active and inactive participants2015-01-01350
2014: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-01364
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-01248
Total of all active and inactive participants2014-01-01356
2013: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-01382
Total number of active participants reported on line 7a of the Form 55002013-01-01112
Number of retired or separated participants receiving benefits2013-01-01252
Total of all active and inactive participants2013-01-01364
2012: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-01395
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-01266
Total of all active and inactive participants2012-01-01382
2011: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-01400
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of retired or separated participants receiving benefits2011-01-01280
Total of all active and inactive participants2011-01-01395
2009: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-01412
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-01272
Total of all active and inactive participants2009-01-01402

Form 5500 Responses for TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM

2023: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: TRANSPORTATION COMMUNICATION UNION/IAM HEALTH AND WELFARE PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0163975
Policy instance 1
Insurance contract or identification number0163975
Number of Individuals Covered305
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $466,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0163975
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0163975
Policy instance 1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number604375
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1664599
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1664599
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number604375
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1664599
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number604375
Policy instance 1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number604375
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1664599
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1664599
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number604375
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberR166-L & R-715
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1664599
Policy instance 2
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberR166-L & R-715
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1664599
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1664599
Policy instance 2
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberR166-L & R-715
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberR166-L & R-715
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1664599
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1664599
Policy instance 2
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberR166-L & R-715
Policy instance 1

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