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IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 401k Plan overview

Plan NameIRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN
Plan identification number 501

IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN has sponsored the creation of one or more 401k plans.

Company Name:IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN
Employer identification number (EIN):340759023
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL 17 INSURANCE BENEFIT 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
5012018-05-01
5012018-05-01
5012017-05-01RICHARD JORDAN TIM LINVILLE2019-02-14
5012017-05-01
5012016-05-01RICHARD JORDAN GARY KNOPF2018-02-12
5012015-05-01RICHARD JORDAN GARY KNOPF2017-02-14
5012014-05-01TIMOTHY MCCARTHY GARY KNOPF2016-02-09
5012013-05-01TIMOTHY MCCARTHY GARY KNOPF2015-02-04
5012012-05-01TIMOTHY MCCARTHY GARY KNOPF2014-02-05
5012011-05-01TIMOTHY MCCARTHY GARY KNOPF2013-02-07
5012009-05-01TIMOTHY MCCARTHY GARY KNOPF2011-02-09

Plan Statistics for IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN

401k plan membership statisitcs for IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN

Measure Date Value
2022: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-011,038
Total number of active participants reported on line 7a of the Form 55002022-05-01624
Number of retired or separated participants receiving benefits2022-05-01426
Number of other retired or separated participants entitled to future benefits2022-05-010
Total of all active and inactive participants2022-05-011,050
Number of employers contributing to the scheme2022-05-01107
2021: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-011,023
Total number of active participants reported on line 7a of the Form 55002021-05-01605
Number of retired or separated participants receiving benefits2021-05-01433
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-011,038
Number of employers contributing to the scheme2021-05-01100
2020: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-011,208
Total number of active participants reported on line 7a of the Form 55002020-05-01581
Number of retired or separated participants receiving benefits2020-05-01442
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-011,023
Number of employers contributing to the scheme2020-05-0199
2019: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-011,196
Total number of active participants reported on line 7a of the Form 55002019-05-01719
Number of retired or separated participants receiving benefits2019-05-01489
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-011,208
Number of employers contributing to the scheme2019-05-01108
2018: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-011,126
Total number of active participants reported on line 7a of the Form 55002018-05-01707
Number of retired or separated participants receiving benefits2018-05-01489
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-011,196
Number of employers contributing to the scheme2018-05-01101
2017: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-011,138
Total number of active participants reported on line 7a of the Form 55002017-05-01626
Number of retired or separated participants receiving benefits2017-05-01500
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-011,126
Number of employers contributing to the scheme2017-05-01122
2016: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01549
Total number of active participants reported on line 7a of the Form 55002016-05-01611
Number of retired or separated participants receiving benefits2016-05-01527
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-011,138
Number of employers contributing to the scheme2016-05-01109
2015: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-011,209
Total number of active participants reported on line 7a of the Form 55002015-05-01549
Number of retired or separated participants receiving benefits2015-05-01544
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-011,093
Number of employers contributing to the scheme2015-05-01111
2014: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01650
Total number of active participants reported on line 7a of the Form 55002014-05-01639
Number of retired or separated participants receiving benefits2014-05-01570
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-011,209
Number of employers contributing to the scheme2014-05-01112
2013: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01649
Total number of active participants reported on line 7a of the Form 55002013-05-01650
Number of retired or separated participants receiving benefits2013-05-01596
Total of all active and inactive participants2013-05-011,246
Number of employers contributing to the scheme2013-05-01116
2012: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01692
Total number of active participants reported on line 7a of the Form 55002012-05-01649
Number of retired or separated participants receiving benefits2012-05-01621
Total of all active and inactive participants2012-05-011,270
Number of employers contributing to the scheme2012-05-01124
2011: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01590
Total number of active participants reported on line 7a of the Form 55002011-05-01692
Number of retired or separated participants receiving benefits2011-05-01460
Total of all active and inactive participants2011-05-011,152
Number of employers contributing to the scheme2011-05-01129
2009: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-011,220
Total number of active participants reported on line 7a of the Form 55002009-05-01580
Number of retired or separated participants receiving benefits2009-05-01487
Total of all active and inactive participants2009-05-011,067
Number of employers contributing to the scheme2009-05-01137

Financial Data on IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN

Measure Date Value
2023 : IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-04-30$123,898
Total unrealized appreciation/depreciation of assets2023-04-30$123,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$2,586,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$2,469,902
Total income from all sources (including contributions)2023-04-30$12,773,992
Total loss/gain on sale of assets2023-04-30$-208,465
Total of all expenses incurred2023-04-30$9,068,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$8,316,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$12,378,249
Value of total assets at end of year2023-04-30$23,322,779
Value of total assets at beginning of year2023-04-30$19,500,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$752,545
Total interest from all sources2023-04-30$193,040
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$222,908
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$222,908
Administrative expenses professional fees incurred2023-04-30$97,985
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$500,000
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$1,542,662
Participant contributions at end of year2023-04-30$109,720
Participant contributions at beginning of year2023-04-30$0
Assets. Other investments not covered elsewhere at end of year2023-04-30$1,188,231
Assets. Other investments not covered elsewhere at beginning of year2023-04-30$1,161,897
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$2,288,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$1,634,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-04-30$1,950,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-04-30$1,481,615
Other income not declared elsewhere2023-04-30$31,910
Administrative expenses (other) incurred2023-04-30$28,749
Liabilities. Value of operating payables at end of year2023-04-30$27,678
Liabilities. Value of operating payables at beginning of year2023-04-30$129,706
Total non interest bearing cash at end of year2023-04-30$3,913,983
Total non interest bearing cash at beginning of year2023-04-30$1,009,585
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$3,705,360
Value of net assets at end of year (total assets less liabilities)2023-04-30$20,735,842
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$17,030,482
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
Investment advisory and management fees2023-04-30$39,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$7,363,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$6,807,954
Income. Interest from US Government securities2023-04-30$66,683
Income. Interest from corporate debt instruments2023-04-30$123,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$17,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$464,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$464,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$2,539
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-30$552,254
Asset value of US Government securities at end of year2023-04-30$3,286,473
Asset value of US Government securities at beginning of year2023-04-30$2,857,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$32,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30Yes
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$10,835,587
Employer contributions (assets) at end of year2023-04-30$1,317,715
Employer contributions (assets) at beginning of year2023-04-30$1,487,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$7,763,833
Asset. Corporate debt instrument debt (other) at end of year2023-04-30$3,837,535
Asset. Corporate debt instrument debt (other) at beginning of year2023-04-30$4,076,416
Contract administrator fees2023-04-30$586,565
Liabilities. Value of benefit claims payable at end of year2023-04-30$608,471
Liabilities. Value of benefit claims payable at beginning of year2023-04-30$821,000
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
Aggregate proceeds on sale of assets2023-04-30$6,714,700
Aggregate carrying amount (costs) on sale of assets2023-04-30$6,923,165
Liabilities. Value of acquisition indebtedness at end of year2023-04-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-04-30$37,581
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30J. SCHAEFER & COMPANY LLC
Accountancy firm EIN2023-04-30823706925
2022 : IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$-452,391
Total unrealized appreciation/depreciation of assets2022-04-30$-452,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$2,469,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$2,569,825
Total income from all sources (including contributions)2022-04-30$11,631,987
Total loss/gain on sale of assets2022-04-30$-65,520
Total of all expenses incurred2022-04-30$9,087,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$8,499,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$12,085,930
Value of total assets at end of year2022-04-30$19,500,384
Value of total assets at beginning of year2022-04-30$17,055,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$587,848
Total interest from all sources2022-04-30$163,560
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$106,825
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$106,825
Administrative expenses professional fees incurred2022-04-30$144,891
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
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$1,701,117
Assets. Other investments not covered elsewhere at end of year2022-04-30$1,161,897
Assets. Other investments not covered elsewhere at beginning of year2022-04-30$1,090,321
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$1,634,093
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$933,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$1,481,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$1,148,008
Other income not declared elsewhere2022-04-30$57,023
Administrative expenses (other) incurred2022-04-30$29,283
Liabilities. Value of operating payables at end of year2022-04-30$129,706
Liabilities. Value of operating payables at beginning of year2022-04-30$135,817
Total non interest bearing cash at end of year2022-04-30$1,009,585
Total non interest bearing cash at beginning of year2022-04-30$8,900
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$2,544,786
Value of net assets at end of year (total assets less liabilities)2022-04-30$17,030,482
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$14,485,696
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
Investment advisory and management fees2022-04-30$38,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$6,807,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$6,897,815
Income. Interest from US Government securities2022-04-30$43,206
Income. Interest from corporate debt instruments2022-04-30$120,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$464,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$28,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$28,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$52
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$454,548
Asset value of US Government securities at end of year2022-04-30$2,857,630
Asset value of US Government securities at beginning of year2022-04-30$2,621,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-263,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
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$10,384,813
Employer contributions (assets) at end of year2022-04-30$1,487,956
Employer contributions (assets) at beginning of year2022-04-30$816,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$8,044,805
Asset. Corporate debt instrument debt (other) at end of year2022-04-30$4,076,416
Asset. Corporate debt instrument debt (other) at beginning of year2022-04-30$4,658,469
Contract administrator fees2022-04-30$375,666
Liabilities. Value of benefit claims payable at end of year2022-04-30$821,000
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$1,286,000
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
Aggregate proceeds on sale of assets2022-04-30$9,768,445
Aggregate carrying amount (costs) on sale of assets2022-04-30$9,833,965
Liabilities. Value of acquisition indebtedness at end of year2022-04-30$37,581
Liabilities. Value of acquisition indebtedness at beginning of year2022-04-30$0
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30J. SCHAEFER & COMPANY LLC
Accountancy firm EIN2022-04-30823706925
2021 : IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-04-30$-235,227
Total unrealized appreciation/depreciation of assets2021-04-30$-235,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$2,569,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$2,871,942
Total income from all sources (including contributions)2021-04-30$10,657,310
Total loss/gain on sale of assets2021-04-30$278,823
Total of all expenses incurred2021-04-30$11,421,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$10,904,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$9,126,383
Value of total assets at end of year2021-04-30$17,055,521
Value of total assets at beginning of year2021-04-30$18,122,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$517,326
Total interest from all sources2021-04-30$195,417
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$170,913
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$170,913
Administrative expenses professional fees incurred2021-04-30$55,842
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
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$1,857,959
Assets. Other investments not covered elsewhere at end of year2021-04-30$1,090,321
Assets. Other investments not covered elsewhere at beginning of year2021-04-30$1,008,187
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$933,948
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$431,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-04-30$1,148,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-04-30$1,688,695
Other income not declared elsewhere2021-04-30$33,056
Administrative expenses (other) incurred2021-04-30$24,058
Liabilities. Value of operating payables at end of year2021-04-30$135,817
Liabilities. Value of operating payables at beginning of year2021-04-30$132,247
Total non interest bearing cash at end of year2021-04-30$8,900
Total non interest bearing cash at beginning of year2021-04-30$1,439,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$-764,473
Value of net assets at end of year (total assets less liabilities)2021-04-30$14,485,696
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$15,250,169
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$33,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$6,897,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$6,338,958
Income. Interest from US Government securities2021-04-30$56,876
Income. Interest from corporate debt instruments2021-04-30$138,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$28,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$117,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$117,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$46
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$1,403,054
Asset value of US Government securities at end of year2021-04-30$2,621,203
Asset value of US Government securities at beginning of year2021-04-30$3,110,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$1,087,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
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$7,268,424
Employer contributions (assets) at end of year2021-04-30$816,575
Employer contributions (assets) at beginning of year2021-04-30$747,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$9,501,403
Asset. Corporate debt instrument debt (other) at end of year2021-04-30$4,658,469
Asset. Corporate debt instrument debt (other) at beginning of year2021-04-30$4,928,483
Contract administrator fees2021-04-30$404,043
Liabilities. Value of benefit claims payable at end of year2021-04-30$1,286,000
Liabilities. Value of benefit claims payable at beginning of year2021-04-30$1,051,000
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
Aggregate proceeds on sale of assets2021-04-30$11,347,800
Aggregate carrying amount (costs) on sale of assets2021-04-30$11,068,977
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30J. SCHAEFER & COMPANY LLC
Accountancy firm EIN2021-04-30823706925
2020 : IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$369,779
Total unrealized appreciation/depreciation of assets2020-04-30$369,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$2,871,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$2,650,238
Total income from all sources (including contributions)2020-04-30$11,971,682
Total loss/gain on sale of assets2020-04-30$107,023
Total of all expenses incurred2020-04-30$11,934,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$11,404,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$11,180,077
Value of total assets at end of year2020-04-30$18,122,111
Value of total assets at beginning of year2020-04-30$17,863,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$529,818
Total interest from all sources2020-04-30$255,210
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$183,165
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$183,165
Administrative expenses professional fees incurred2020-04-30$46,350
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
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$1,731,396
Assets. Other investments not covered elsewhere at end of year2020-04-30$1,008,187
Assets. Other investments not covered elsewhere at beginning of year2020-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$431,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$381,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$1,688,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-30$1,757,841
Other income not declared elsewhere2020-04-30$11,687
Administrative expenses (other) incurred2020-04-30$23,635
Liabilities. Value of operating payables at end of year2020-04-30$132,247
Liabilities. Value of operating payables at beginning of year2020-04-30$133,397
Total non interest bearing cash at end of year2020-04-30$1,439,490
Total non interest bearing cash at beginning of year2020-04-30$1,189,402
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$37,223
Value of net assets at end of year (total assets less liabilities)2020-04-30$15,250,169
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$15,212,946
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$39,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$6,338,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$6,291,053
Income. Interest from US Government securities2020-04-30$67,208
Income. Interest from corporate debt instruments2020-04-30$184,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$117,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$248,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$248,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$3,518
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$1,795,608
Asset value of US Government securities at end of year2020-04-30$3,110,673
Asset value of US Government securities at beginning of year2020-04-30$3,272,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-135,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
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$9,448,681
Employer contributions (assets) at end of year2020-04-30$747,393
Employer contributions (assets) at beginning of year2020-04-30$840,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$9,609,033
Asset. Corporate debt instrument debt (other) at end of year2020-04-30$4,928,483
Asset. Corporate debt instrument debt (other) at beginning of year2020-04-30$5,639,657
Contract administrator fees2020-04-30$420,042
Liabilities. Value of benefit claims payable at end of year2020-04-30$1,051,000
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$759,000
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
Aggregate proceeds on sale of assets2020-04-30$10,829,731
Aggregate carrying amount (costs) on sale of assets2020-04-30$10,722,708
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 name2020-04-30J. SCHAEFER & COMPANY LLC
Accountancy firm EIN2020-04-30823706925
2019 : IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-04-30$289,680
Total unrealized appreciation/depreciation of assets2019-04-30$289,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$2,650,238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$2,080,995
Total income from all sources (including contributions)2019-04-30$12,176,262
Total loss/gain on sale of assets2019-04-30$83,468
Total of all expenses incurred2019-04-30$11,605,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$10,719,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$11,381,323
Value of total assets at end of year2019-04-30$17,863,184
Value of total assets at beginning of year2019-04-30$16,723,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$886,703
Total interest from all sources2019-04-30$372,944
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$48,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Administrative expenses professional fees incurred2019-04-30$41,161
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$500,000
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$1,769,636
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-04-30$9,236,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$381,692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$859,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-04-30$1,757,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-04-30$1,288,598
Other income not declared elsewhere2019-04-30$2
Administrative expenses (other) incurred2019-04-30$749,512
Liabilities. Value of operating payables at end of year2019-04-30$133,397
Liabilities. Value of operating payables at beginning of year2019-04-30$133,397
Total non interest bearing cash at end of year2019-04-30$1,189,402
Total non interest bearing cash at beginning of year2019-04-30$519,077
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$570,538
Value of net assets at end of year (total assets less liabilities)2019-04-30$15,212,946
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$14,642,408
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$23,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$6,291,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$2,397,107
Income. Interest from US Government securities2019-04-30$34,994
Income. Interest from corporate debt instruments2019-04-30$331,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$248,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$60,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$60,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$5,953
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-30$1,482,529
Asset value of US Government securities at end of year2019-04-30$3,272,246
Asset value of US Government securities at beginning of year2019-04-30$1,029,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30Yes
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$9,611,687
Employer contributions (assets) at end of year2019-04-30$840,147
Employer contributions (assets) at beginning of year2019-04-30$1,041,529
Income. Dividends from common stock2019-04-30$48,847
Asset. Corporate debt instrument debt (other) at end of year2019-04-30$5,639,657
Asset. Corporate debt instrument debt (other) at beginning of year2019-04-30$10,816,005
Contract administrator fees2019-04-30$72,358
Liabilities. Value of benefit claims payable at end of year2019-04-30$759,000
Liabilities. Value of benefit claims payable at beginning of year2019-04-30$659,000
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
Aggregate proceeds on sale of assets2019-04-30$35,319,323
Aggregate carrying amount (costs) on sale of assets2019-04-30$35,235,855
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30REA & ASSOCIATES, INC.
Accountancy firm EIN2019-04-30341310124
2018 : IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-04-30$-196,190
Total unrealized appreciation/depreciation of assets2018-04-30$-196,190
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$2,080,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$1,252,516
Total income from all sources (including contributions)2018-04-30$10,383,860
Total loss/gain on sale of assets2018-04-30$-70,269
Total of all expenses incurred2018-04-30$10,787,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$10,230,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$10,004,917
Value of total assets at end of year2018-04-30$16,723,402
Value of total assets at beginning of year2018-04-30$16,298,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$556,932
Total interest from all sources2018-04-30$365,420
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$43,438
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$43,438
Administrative expenses professional fees incurred2018-04-30$29,298
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$500,000
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$1,824,309
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$859,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$784,508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-04-30$1,288,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-04-30$1,093,026
Administrative expenses (other) incurred2018-04-30$430,463
Liabilities. Value of operating payables at end of year2018-04-30$133,397
Liabilities. Value of operating payables at beginning of year2018-04-30$159,490
Total non interest bearing cash at end of year2018-04-30$519,077
Total non interest bearing cash at beginning of year2018-04-30$578,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$-404,026
Value of net assets at end of year (total assets less liabilities)2018-04-30$14,642,407
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$15,046,433
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$30,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$2,397,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$2,117,125
Income. Interest from US Government securities2018-04-30$27,467
Income. Interest from corporate debt instruments2018-04-30$336,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$60,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$31,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$31,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$1,763
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-30$1,751,552
Asset value of US Government securities at end of year2018-04-30$1,029,669
Asset value of US Government securities at beginning of year2018-04-30$1,717,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$236,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30Yes
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$8,180,608
Employer contributions (assets) at end of year2018-04-30$1,041,528
Employer contributions (assets) at beginning of year2018-04-30$721,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$8,479,402
Asset. Corporate debt instrument debt (other) at end of year2018-04-30$10,816,005
Asset. Corporate debt instrument debt (other) at beginning of year2018-04-30$10,348,373
Contract administrator fees2018-04-30$67,046
Liabilities. Value of benefit claims payable at end of year2018-04-30$659,000
Liabilities. Value of benefit claims payable at beginning of year2018-04-30$0
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
Aggregate proceeds on sale of assets2018-04-30$13,338,891
Aggregate carrying amount (costs) on sale of assets2018-04-30$13,409,160
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30REA & ASSOCIATES, INC.
Accountancy firm EIN2018-04-30341310124
2017 : IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-04-30$-133,188
Total unrealized appreciation/depreciation of assets2017-04-30$-133,188
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$1,252,516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$1,493,814
Total income from all sources (including contributions)2017-04-30$9,708,382
Total loss/gain on sale of assets2017-04-30$-77,646
Total of all expenses incurred2017-04-30$9,537,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$8,884,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$9,235,906
Value of total assets at end of year2017-04-30$16,298,949
Value of total assets at beginning of year2017-04-30$16,369,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$653,063
Total interest from all sources2017-04-30$361,918
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$39,475
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$39,475
Administrative expenses professional fees incurred2017-04-30$94,758
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$500,000
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$2,063,269
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$784,508
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$1,441,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-04-30$1,093,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$1,142,488
Other income not declared elsewhere2017-04-30$369
Administrative expenses (other) incurred2017-04-30$454,687
Liabilities. Value of operating payables at end of year2017-04-30$159,490
Liabilities. Value of operating payables at beginning of year2017-04-30$351,326
Total non interest bearing cash at end of year2017-04-30$578,335
Total non interest bearing cash at beginning of year2017-04-30$4,205
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$170,466
Value of net assets at end of year (total assets less liabilities)2017-04-30$15,046,433
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$14,875,967
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$28,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$2,117,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$1,796,103
Income. Interest from US Government securities2017-04-30$54,960
Income. Interest from corporate debt instruments2017-04-30$306,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$31,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$174,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$174,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$565
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$882,757
Asset value of US Government securities at end of year2017-04-30$1,717,730
Asset value of US Government securities at beginning of year2017-04-30$3,393,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$281,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30Yes
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$7,172,637
Employer contributions (assets) at end of year2017-04-30$721,383
Employer contributions (assets) at beginning of year2017-04-30$808,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$8,002,096
Asset. Corporate debt instrument debt (other) at end of year2017-04-30$10,348,373
Asset. Corporate debt instrument debt (other) at beginning of year2017-04-30$8,751,661
Contract administrator fees2017-04-30$74,822
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
Aggregate proceeds on sale of assets2017-04-30$15,025,262
Aggregate carrying amount (costs) on sale of assets2017-04-30$15,102,908
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30TRAMER, SHORE & ZWICK CPA'S
Accountancy firm EIN2017-04-30341736265
2016 : IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-04-30$-78,882
Total unrealized appreciation/depreciation of assets2016-04-30$-78,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$1,493,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$859,620
Total income from all sources (including contributions)2016-04-30$10,424,112
Total loss/gain on sale of assets2016-04-30$-78,947
Total of all expenses incurred2016-04-30$8,977,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$8,261,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$10,208,289
Value of total assets at end of year2016-04-30$16,369,781
Value of total assets at beginning of year2016-04-30$14,288,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$715,172
Total interest from all sources2016-04-30$332,017
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$32,062
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$32,062
Administrative expenses professional fees incurred2016-04-30$74,054
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$500,000
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$2,182,967
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$1,441,541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$690,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-04-30$1,142,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-04-30$693,034
Administrative expenses (other) incurred2016-04-30$532,407
Liabilities. Value of operating payables at end of year2016-04-30$351,326
Liabilities. Value of operating payables at beginning of year2016-04-30$166,586
Total non interest bearing cash at end of year2016-04-30$4,205
Total non interest bearing cash at beginning of year2016-04-30$132,194
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$1,446,980
Value of net assets at end of year (total assets less liabilities)2016-04-30$14,875,967
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$13,428,987
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
Investment advisory and management fees2016-04-30$29,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$1,796,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$1,454,468
Income. Interest from US Government securities2016-04-30$60,874
Income. Interest from corporate debt instruments2016-04-30$270,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$174,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$144,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$144,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$215
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$324,872
Asset value of US Government securities at end of year2016-04-30$3,393,841
Asset value of US Government securities at beginning of year2016-04-30$3,299,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$9,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
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$8,025,322
Employer contributions (assets) at end of year2016-04-30$808,376
Employer contributions (assets) at beginning of year2016-04-30$1,014,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$7,937,088
Asset. Corporate debt instrument debt (other) at end of year2016-04-30$8,751,661
Asset. Corporate debt instrument debt (other) at beginning of year2016-04-30$7,553,272
Contract administrator fees2016-04-30$79,104
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
Aggregate proceeds on sale of assets2016-04-30$17,858,392
Aggregate carrying amount (costs) on sale of assets2016-04-30$17,937,339
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30TRAMER, SHORE & ZWICK CPA'S
Accountancy firm EIN2016-04-30341736265
2015 : IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-04-30$-176,809
Total unrealized appreciation/depreciation of assets2015-04-30$-176,809
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$859,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$998,530
Total income from all sources (including contributions)2015-04-30$10,811,335
Total loss/gain on sale of assets2015-04-30$-41,196
Total of all expenses incurred2015-04-30$9,621,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$8,924,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$10,535,550
Value of total assets at end of year2015-04-30$14,288,607
Value of total assets at beginning of year2015-04-30$13,237,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$697,527
Total interest from all sources2015-04-30$318,421
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$27,767
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$27,767
Administrative expenses professional fees incurred2015-04-30$76,779
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$500,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$2,206,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$690,944
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$846,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-04-30$693,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-04-30$619,108
Other income not declared elsewhere2015-04-30$-571
Administrative expenses (other) incurred2015-04-30$526,684
Liabilities. Value of operating payables at end of year2015-04-30$166,586
Liabilities. Value of operating payables at beginning of year2015-04-30$379,422
Total non interest bearing cash at end of year2015-04-30$132,194
Total non interest bearing cash at beginning of year2015-04-30$9,219
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$1,189,592
Value of net assets at end of year (total assets less liabilities)2015-04-30$13,428,987
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$12,239,395
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$26,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$1,454,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$1,528,528
Income. Interest from US Government securities2015-04-30$53,426
Income. Interest from corporate debt instruments2015-04-30$264,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$144,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$146,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$146,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$22
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$274,808
Asset value of US Government securities at end of year2015-04-30$3,299,147
Asset value of US Government securities at beginning of year2015-04-30$3,040,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$148,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
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$8,328,989
Employer contributions (assets) at end of year2015-04-30$1,014,086
Employer contributions (assets) at beginning of year2015-04-30$747,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$8,649,408
Asset. Corporate debt instrument debt (other) at end of year2015-04-30$7,553,272
Asset. Corporate debt instrument debt (other) at beginning of year2015-04-30$6,918,486
Contract administrator fees2015-04-30$67,795
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
Aggregate proceeds on sale of assets2015-04-30$10,336,919
Aggregate carrying amount (costs) on sale of assets2015-04-30$10,378,115
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30TRAMER, SHORE & ZWICK CPA'S
Accountancy firm EIN2015-04-30341736265
2014 : IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-04-30$-83,858
Total unrealized appreciation/depreciation of assets2014-04-30$-83,858
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$998,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$832,933
Total income from all sources (including contributions)2014-04-30$10,116,265
Total loss/gain on sale of assets2014-04-30$-96,831
Total of all expenses incurred2014-04-30$11,140,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$10,515,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$9,678,338
Value of total assets at end of year2014-04-30$13,237,925
Value of total assets at beginning of year2014-04-30$14,096,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$625,282
Total interest from all sources2014-04-30$275,267
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$35,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$35,243
Administrative expenses professional fees incurred2014-04-30$517,119
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$500,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$2,313,607
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$846,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$827,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-04-30$619,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-04-30$561,172
Administrative expenses (other) incurred2014-04-30$15,060
Liabilities. Value of operating payables at end of year2014-04-30$379,422
Liabilities. Value of operating payables at beginning of year2014-04-30$271,761
Total non interest bearing cash at end of year2014-04-30$9,219
Total non interest bearing cash at beginning of year2014-04-30$18,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$-1,024,145
Value of net assets at end of year (total assets less liabilities)2014-04-30$12,239,395
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$13,263,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$25,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$1,528,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$1,935,179
Income. Interest from US Government securities2014-04-30$46,217
Income. Interest from corporate debt instruments2014-04-30$229,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$146,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$68,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$68,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$19
Expenses. Payments to insurance carriers foe the provision of benefits2014-04-30$243,328
Asset value of US Government securities at end of year2014-04-30$3,040,777
Asset value of US Government securities at beginning of year2014-04-30$3,673,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$308,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$7,364,731
Employer contributions (assets) at end of year2014-04-30$747,435
Employer contributions (assets) at beginning of year2014-04-30$711,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$10,271,800
Asset. Corporate debt instrument debt (other) at end of year2014-04-30$6,918,486
Asset. Corporate debt instrument debt (other) at beginning of year2014-04-30$6,862,407
Contract administrator fees2014-04-30$67,192
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$13,593,652
Aggregate carrying amount (costs) on sale of assets2014-04-30$13,690,483
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30TRAMER, SHORE & ZWICK CPA'S
Accountancy firm EIN2014-04-30341736265
2013 : IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$-103,770
Total unrealized appreciation/depreciation of assets2013-04-30$-103,770
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$832,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$615,584
Total income from all sources (including contributions)2013-04-30$10,345,782
Total loss/gain on sale of assets2013-04-30$-35,831
Total of all expenses incurred2013-04-30$10,507,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$9,888,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$9,919,066
Value of total assets at end of year2013-04-30$14,096,473
Value of total assets at beginning of year2013-04-30$14,040,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$618,676
Total interest from all sources2013-04-30$286,935
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$38,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$38,321
Administrative expenses professional fees incurred2013-04-30$493,838
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$500,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$2,339,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$827,287
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$1,361,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-04-30$561,172
Other income not declared elsewhere2013-04-30$337
Administrative expenses (other) incurred2013-04-30$14,471
Liabilities. Value of operating payables at end of year2013-04-30$271,761
Liabilities. Value of operating payables at beginning of year2013-04-30$615,584
Total non interest bearing cash at end of year2013-04-30$18,840
Total non interest bearing cash at beginning of year2013-04-30$2,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$-161,514
Value of net assets at end of year (total assets less liabilities)2013-04-30$13,263,540
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$13,425,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$27,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$1,935,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$1,656,134
Income. Interest from US Government securities2013-04-30$76,531
Income. Interest from corporate debt instruments2013-04-30$210,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$68,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$229,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$229,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$22
Expenses. Payments to insurance carriers foe the provision of benefits2013-04-30$230,428
Asset value of US Government securities at end of year2013-04-30$3,673,459
Asset value of US Government securities at beginning of year2013-04-30$5,905,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$240,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30Yes
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$7,579,260
Employer contributions (assets) at end of year2013-04-30$711,116
Employer contributions (assets) at beginning of year2013-04-30$626,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$9,658,192
Asset. Corporate debt instrument debt (other) at end of year2013-04-30$6,862,407
Asset. Corporate debt instrument debt (other) at beginning of year2013-04-30$4,259,505
Contract administrator fees2013-04-30$83,053
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$11,232,697
Aggregate carrying amount (costs) on sale of assets2013-04-30$11,268,528
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30TRAMER, SHORE & ZWICK CPA'S
Accountancy firm EIN2013-04-30341736265
2012 : IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$-64,548
Total unrealized appreciation/depreciation of assets2012-04-30$-64,548
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$615,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$506,322
Total income from all sources (including contributions)2012-04-30$10,220,987
Total loss/gain on sale of assets2012-04-30$-37,692
Total of all expenses incurred2012-04-30$9,086,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$8,434,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$9,972,198
Value of total assets at end of year2012-04-30$14,040,638
Value of total assets at beginning of year2012-04-30$12,797,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$652,665
Total interest from all sources2012-04-30$276,152
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$30,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$30,742
Administrative expenses professional fees incurred2012-04-30$543,008
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$2,398,569
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$1,361,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$885,355
Administrative expenses (other) incurred2012-04-30$9,754
Liabilities. Value of operating payables at end of year2012-04-30$615,584
Liabilities. Value of operating payables at beginning of year2012-04-30$506,322
Total non interest bearing cash at end of year2012-04-30$2,448
Total non interest bearing cash at beginning of year2012-04-30$18,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$1,134,029
Value of net assets at end of year (total assets less liabilities)2012-04-30$13,425,054
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$12,291,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$31,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$1,656,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$1,581,257
Income. Interest from US Government securities2012-04-30$115,619
Income. Interest from corporate debt instruments2012-04-30$160,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$229,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$496,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$496,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$28
Expenses. Payments to insurance carriers foe the provision of benefits2012-04-30$204,216
Asset value of US Government securities at end of year2012-04-30$5,905,470
Asset value of US Government securities at beginning of year2012-04-30$4,852,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$44,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$7,573,629
Employer contributions (assets) at end of year2012-04-30$626,124
Employer contributions (assets) at beginning of year2012-04-30$563,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$8,230,077
Asset. Corporate debt instrument debt (other) at end of year2012-04-30$4,259,505
Asset. Corporate debt instrument debt (other) at beginning of year2012-04-30$4,400,018
Contract administrator fees2012-04-30$68,436
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$8,418,706
Aggregate carrying amount (costs) on sale of assets2012-04-30$8,456,398
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30TRAMER, SHORE & ZWICK CPA'S
Accountancy firm EIN2012-04-30341595557
2011 : IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$25,783
Total unrealized appreciation/depreciation of assets2011-04-30$25,783
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$506,322
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$889,790
Total income from all sources (including contributions)2011-04-30$8,670,963
Total loss/gain on sale of assets2011-04-30$-94,685
Total of all expenses incurred2011-04-30$7,527,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$6,898,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$8,291,964
Value of total assets at end of year2011-04-30$12,797,347
Value of total assets at beginning of year2011-04-30$12,036,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$628,093
Total interest from all sources2011-04-30$212,155
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$26,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$26,855
Administrative expenses professional fees incurred2011-04-30$478,088
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$2,489,859
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$885,355
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$470,313
Other income not declared elsewhere2011-04-30$3,861
Administrative expenses (other) incurred2011-04-30$9,757
Liabilities. Value of operating payables at end of year2011-04-30$506,322
Liabilities. Value of operating payables at beginning of year2011-04-30$889,790
Total non interest bearing cash at end of year2011-04-30$18,011
Total non interest bearing cash at beginning of year2011-04-30$10,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$1,143,878
Value of net assets at end of year (total assets less liabilities)2011-04-30$12,291,025
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$11,147,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$29,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$1,581,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$1,349,372
Income. Interest from US Government securities2011-04-30$92,689
Income. Interest from corporate debt instruments2011-04-30$118,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$496,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$741,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$741,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$701
Expenses. Payments to insurance carriers foe the provision of benefits2011-04-30$180,715
Asset value of US Government securities at end of year2011-04-30$4,852,813
Asset value of US Government securities at beginning of year2011-04-30$5,360,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$205,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$5,802,105
Employer contributions (assets) at end of year2011-04-30$563,891
Employer contributions (assets) at beginning of year2011-04-30$482,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$6,718,277
Asset. Corporate debt instrument debt (other) at end of year2011-04-30$4,400,018
Asset. Corporate debt instrument debt (other) at beginning of year2011-04-30$3,622,904
Contract administrator fees2011-04-30$111,055
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$18,283,444
Aggregate carrying amount (costs) on sale of assets2011-04-30$18,378,129
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30TRAMER, SHORE & ZWICK CPAS
Accountancy firm EIN2011-04-30341595557

Form 5500 Responses for IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN

2022: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2022 form 5500 responses
2022-05-01Type of plan entityMulti-employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
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: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
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: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
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: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
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: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Submission has been amendedYes
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
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: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
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: IRON WORKERS LOCAL 17 INSURANCE BENEFIT 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: IRON WORKERS LOCAL 17 INSURANCE BENEFIT 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: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
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
2013: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCAL 17 INSURANCE BENEFIT PLAN 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number4171
Policy instance 3
Insurance contract or identification number4171
Number of Individuals Covered971
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $66,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered380
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $86,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL37043
Policy instance 1
Insurance contract or identification numberHCL37043
Number of Individuals Covered670
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $423,533
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered392
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $91,575
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number596196
Policy instance 1
Insurance contract or identification number596196
Number of Individuals Covered658
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $223,240
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number596196
Policy instance 1
Insurance contract or identification number596196
Number of Individuals Covered627
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $458,452
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number297999
Policy instance 2
Insurance contract or identification number297999
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,400
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $913,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,400
Insurance broker organization code?3
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 3
Insurance contract or identification numberH2001
Number of Individuals Covered410
Insurance policy start date2021-01-01
Insurance policy end date2021-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $31,231
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number297999
Policy instance 2
Insurance contract or identification number297999
Number of Individuals Covered432
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $45,800
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $1,325,751
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,800
Insurance broker organization code?3
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number596196
Policy instance 1
Insurance contract or identification number596196
Number of Individuals Covered756
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $469,857
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number297999
Policy instance 2
Insurance contract or identification number297999
Number of Individuals Covered453
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $71,750
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $1,410,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71,750
Insurance broker organization code?3
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number596196
Policy instance 1
Insurance contract or identification number596196
Number of Individuals Covered767
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $436,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
NATIONAL VISION ADMINISTRATORS, LLC (National Association of Insurance Commissioners NAIC id number: 11686 )
Policy contract number4171
Policy instance 3
Insurance contract or identification number4171
Number of Individuals Covered2122
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $68,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number297999
Policy instance 2
Insurance contract or identification number297999
Number of Individuals Covered460
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $1,050
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $1,297,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number596196
Policy instance 1
Insurance contract or identification number596196
Number of Individuals Covered1126
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $375,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number596196
Policy instance 1
Insurance contract or identification number596196
Number of Individuals Covered711
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Welfare Benefit Premiums Paid to CarrierUSD $324,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract number312
Policy instance 2
Insurance contract or identification number312
Number of Individuals Covered1035
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $68,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BENISTAR (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number01418
Policy instance 3
Insurance contract or identification number01418
Number of Individuals Covered474
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number596196
Policy instance 1
Insurance contract or identification number596196
Number of Individuals Covered738
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Welfare Benefit Premiums Paid to CarrierUSD $274,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract number312
Policy instance 2
Insurance contract or identification number312
Number of Individuals Covered1038
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number596196
Policy instance 1
Insurance contract or identification number596196
Number of Individuals Covered736
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Welfare Benefit Premiums Paid to CarrierUSD $243,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract number312
Policy instance 2
Insurance contract or identification number312
Number of Individuals Covered1057
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,159
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract number312
Policy instance 2
Insurance contract or identification number312
Number of Individuals Covered1084
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $73,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number596196
Policy instance 1
Insurance contract or identification number596196
Number of Individuals Covered778
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Welfare Benefit Premiums Paid to CarrierUSD $230,428
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract number312
Policy instance 2
Insurance contract or identification number312
Number of Individuals Covered1140
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $72,534
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number596196
Policy instance 1
Insurance contract or identification number596196
Number of Individuals Covered795
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Welfare Benefit Premiums Paid to CarrierUSD $204,216
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION EYE CARE CENTER INC. (National Association of Insurance Commissioners NAIC id number: 44613 )
Policy contract number312
Policy instance 2
Insurance contract or identification number312
Number of Individuals Covered2241
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $65,709
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number596196
Policy instance 1
Insurance contract or identification number596196
Number of Individuals Covered702
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Welfare Benefit Premiums Paid to CarrierUSD $180,715
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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