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401k Plan overview

Plan NameEXCAVATING AND BUILDING MATERIAL DRIVERS UNION LOCAL 436 WELFARE FUND
Plan identification number 501

EXCAVATING AND BUILDING MATERIAL DRIVERS UNION LOCAL 436 WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

BOARD OF TRUSTEES OF EXCAVATING AN UNION LOCAL 436 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF EXCAVATING AN UNION LOCAL 436 WELFARE FUND
Employer identification number (EIN):340821253
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXCAVATING AND BUILDING MATERIAL DRIVERS UNION LOCAL 436 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-01-01DENNIS M. KASHI, SR. JOHN SARROUH2018-10-12
5012016-01-01GARY M. TIBONI JOHN SARROUH2017-10-16
5012015-01-01GARY M. TIBONI JOHN SARROUH2016-10-10
5012014-01-01GARY M. TIBONI JOHN SARROUH2015-10-14
5012013-01-01GARY M. TIBONI JOHN SARROUH2014-10-13
5012012-01-01GARY M. TIBONI JOHN SARROUH2013-10-14
5012011-01-01GARY M. TIBONI HOWARD G. RENKER2012-10-15
5012010-01-01GARY M. TIBONI HOWARD G. RENKER2011-10-14
5012009-01-01GARY M. TIBONI HOWARD G. RENKER2010-10-13

Plan Statistics for EXCAVATING AND BUILDING MATERIAL DRIVERS UNION LOCAL 436 WELFARE FUND

401k plan membership statisitcs for EXCAVATING AND BUILDING MATERIAL DRIVERS UNION LOCAL 436 WELFARE FUND

Measure Date Value
2017
Total participants, beginning-of-year2017-01-01338
Total number of active participants reported on line 7a of the Form 55002017-01-01278
Number of retired or separated participants receiving benefits2017-01-0176
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01354
Number of employers contributing to the scheme2017-01-0143
2016
Total participants, beginning-of-year2016-01-01346
Total number of active participants reported on line 7a of the Form 55002016-01-01254
Number of retired or separated participants receiving benefits2016-01-0184
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01338
Number of employers contributing to the scheme2016-01-0138
2015
Total participants, beginning-of-year2015-01-01425
Total number of active participants reported on line 7a of the Form 55002015-01-01392
Number of retired or separated participants receiving benefits2015-01-0192
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01484
Number of employers contributing to the scheme2015-01-0151
2014
Total participants, beginning-of-year2014-01-01384
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
2013
Total participants, beginning-of-year2013-01-01470
Total number of active participants reported on line 7a of the Form 55002013-01-01384
Number of retired or separated participants receiving benefits2013-01-01115
Total of all active and inactive participants2013-01-01499
Number of employers contributing to the scheme2013-01-0154
2012
Total participants, beginning-of-year2012-01-01473
Total number of active participants reported on line 7a of the Form 55002012-01-01353
Number of retired or separated participants receiving benefits2012-01-01117
Total of all active and inactive participants2012-01-01470
Number of employers contributing to the scheme2012-01-0170
2011
Total participants, beginning-of-year2011-01-01481
Total number of active participants reported on line 7a of the Form 55002011-01-01353
Number of retired or separated participants receiving benefits2011-01-01120
Total of all active and inactive participants2011-01-01473
2010
Total participants, beginning-of-year2010-01-01525
Total number of active participants reported on line 7a of the Form 55002010-01-01352
Number of retired or separated participants receiving benefits2010-01-01129
Total of all active and inactive participants2010-01-01481
2009
Total participants, beginning-of-year2009-01-01651
Total number of active participants reported on line 7a of the Form 55002009-01-01399
Number of retired or separated participants receiving benefits2009-01-01126
Total of all active and inactive participants2009-01-01525

Financial Data on EXCAVATING AND BUILDING MATERIAL DRIVERS UNION LOCAL 436 WELFARE FUND

Measure Date Value
2018
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$30,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,537
Total income from all sources (including contributions)2018-12-31$3,506,047
Total of all expenses incurred2018-12-31$3,922,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,506,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,553,115
Value of total assets at end of year2018-12-31$2,221,514
Value of total assets at beginning of year2018-12-31$2,637,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$415,550
Total interest from all sources2018-12-31$302
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$57,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$57,346
Administrative expenses professional fees incurred2018-12-31$120,166
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$487,344
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$40,236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$314,658
Other income not declared elsewhere2018-12-31$2,774
Administrative expenses (other) incurred2018-12-31$288,345
Liabilities. Value of operating payables at end of year2018-12-31$30,459
Liabilities. Value of operating payables at beginning of year2018-12-31$29,537
Total non interest bearing cash at end of year2018-12-31$28,191
Total non interest bearing cash at beginning of year2018-12-31$27,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-416,444
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,191,055
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,607,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,698,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,748,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$239,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$303,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$303,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$302
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,491,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-107,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,065,771
Employer contributions (assets) at end of year2018-12-31$198,589
Employer contributions (assets) at beginning of year2018-12-31$233,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,392
Contract administrator fees2018-12-31$7,039
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$17,279
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$8,830
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31TRAMER, SHORE & ZWICK
Accountancy firm EIN2018-12-31341595557
2017
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,537
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$49,126
Total income from all sources (including contributions)2017-12-31$3,539,268
Total of all expenses incurred2017-12-31$3,737,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,368,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,396,833
Value of total assets at end of year2017-12-31$2,637,036
Value of total assets at beginning of year2017-12-31$2,854,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$368,545
Total interest from all sources2017-12-31$3,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$82,835
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$506,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$314,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$51,278
Other income not declared elsewhere2017-12-31$9,012
Administrative expenses (other) incurred2017-12-31$281,446
Liabilities. Value of operating payables at end of year2017-12-31$29,537
Liabilities. Value of operating payables at beginning of year2017-12-31$49,126
Total non interest bearing cash at end of year2017-12-31$27,755
Total non interest bearing cash at beginning of year2017-12-31$668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-198,027
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,607,499
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,805,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$4,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,748,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,868,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$303,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$720,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$720,513
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,211
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$3,354,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$130,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,890,811
Employer contributions (assets) at end of year2017-12-31$233,664
Employer contributions (assets) at beginning of year2017-12-31$201,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,677
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$8,830
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$12,835
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31TRAMER, SHORE & ZWICK
Accountancy firm EIN2017-12-31341595557
2016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$49,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$41,993
Total income from all sources (including contributions)2016-12-31$3,354,235
Total of all expenses incurred2016-12-31$3,820,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,443,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,193,837
Value of total assets at end of year2016-12-31$2,854,652
Value of total assets at beginning of year2016-12-31$3,313,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$376,301
Total interest from all sources2016-12-31$831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$111,063
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$509,361
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$51,278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$53,471
Other income not declared elsewhere2016-12-31$10,901
Administrative expenses (other) incurred2016-12-31$264,040
Liabilities. Value of operating payables at end of year2016-12-31$49,126
Liabilities. Value of operating payables at beginning of year2016-12-31$41,993
Total non interest bearing cash at end of year2016-12-31$668
Total non interest bearing cash at beginning of year2016-12-31$5,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-465,987
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,805,526
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,271,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,868,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,719,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$720,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,287,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,287,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$831
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,412,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$148,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,684,476
Employer contributions (assets) at end of year2016-12-31$201,150
Employer contributions (assets) at beginning of year2016-12-31$229,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$31,651
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$12,835
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$17,906
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31TRAMER, SHORE & ZWICK
Accountancy firm EIN2016-12-31341595557
2015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$41,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$38,323
Total income from all sources (including contributions)2015-12-31$3,328,967
Total of all expenses incurred2015-12-31$3,603,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,240,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,447,500
Value of total assets at end of year2015-12-31$3,313,506
Value of total assets at beginning of year2015-12-31$3,584,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$363,722
Total interest from all sources2015-12-31$6,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$88,924
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$559,616
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$53,471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$83,247
Other income not declared elsewhere2015-12-31$1,728
Administrative expenses (other) incurred2015-12-31$273,729
Liabilities. Value of operating payables at end of year2015-12-31$41,993
Liabilities. Value of operating payables at beginning of year2015-12-31$38,323
Total non interest bearing cash at end of year2015-12-31$5,269
Total non interest bearing cash at beginning of year2015-12-31$2,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-275,014
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,271,513
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,546,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,719,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,846,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,287,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,424,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,424,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6,039
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,213,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-126,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,887,884
Employer contributions (assets) at end of year2015-12-31$229,200
Employer contributions (assets) at beginning of year2015-12-31$203,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$26,471
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$17,906
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$24,809
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TRAMER, SHORE & ZWICK
Accountancy firm EIN2015-12-31341595557
2014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$38,323
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$45,800
Total income from all sources (including contributions)2014-12-31$3,749,772
Total of all expenses incurred2014-12-31$3,816,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,474,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,654,529
Value of total assets at end of year2014-12-31$3,584,850
Value of total assets at beginning of year2014-12-31$3,658,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$341,931
Total interest from all sources2014-12-31$5,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$71,239
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$632,301
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$83,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$232,351
Other income not declared elsewhere2014-12-31$5,245
Administrative expenses (other) incurred2014-12-31$268,884
Liabilities. Value of operating payables at end of year2014-12-31$38,323
Liabilities. Value of operating payables at beginning of year2014-12-31$45,800
Total non interest bearing cash at end of year2014-12-31$2,711
Total non interest bearing cash at beginning of year2014-12-31$8,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-66,294
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,546,527
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,612,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,846,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,762,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,424,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,305,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,305,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5,863
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,446,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$84,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,022,228
Employer contributions (assets) at end of year2014-12-31$203,565
Employer contributions (assets) at beginning of year2014-12-31$317,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$28,017
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$24,809
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$32,143
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TRAMER, SHORE & ZWICK
Accountancy firm EIN2014-12-31341595557
2013
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$45,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$100,967
Total income from all sources (including contributions)2013-12-31$3,920,372
Total of all expenses incurred2013-12-31$3,852,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,481,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,818,819
Value of total assets at end of year2013-12-31$3,658,621
Value of total assets at beginning of year2013-12-31$3,645,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$370,180
Total interest from all sources2013-12-31$3,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$84,352
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$697,291
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$232,351
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$340,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$18,555
Administrative expenses (other) incurred2013-12-31$285,828
Liabilities. Value of operating payables at end of year2013-12-31$45,800
Liabilities. Value of operating payables at beginning of year2013-12-31$82,412
Total non interest bearing cash at end of year2013-12-31$8,571
Total non interest bearing cash at beginning of year2013-12-31$25,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$68,298
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,612,821
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,544,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,762,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,664,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,305,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,312,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,312,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,227
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,464,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$98,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,121,528
Employer contributions (assets) at end of year2013-12-31$317,756
Employer contributions (assets) at beginning of year2013-12-31$284,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,731
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$32,143
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$18,384
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TRAMER, SHORE & ZWICK
Accountancy firm EIN2013-12-31341595557
2012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$100,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$138,700
Total income from all sources (including contributions)2012-12-31$4,108,092
Total of all expenses incurred2012-12-31$3,882,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,550,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,887,408
Value of total assets at end of year2012-12-31$3,645,490
Value of total assets at beginning of year2012-12-31$3,457,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$331,918
Total interest from all sources2012-12-31$1,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$60,272
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$745,096
Assets. Other investments not covered elsewhere at end of year2012-12-31$263,806
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,078
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$76,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$94,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$18,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$69,819
Administrative expenses (other) incurred2012-12-31$271,646
Liabilities. Value of operating payables at end of year2012-12-31$82,412
Liabilities. Value of operating payables at beginning of year2012-12-31$68,881
Total non interest bearing cash at end of year2012-12-31$25,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$225,760
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,544,523
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,318,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,664,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,445,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,312,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,579,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,579,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,939
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,521,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$218,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,142,312
Employer contributions (assets) at end of year2012-12-31$284,497
Employer contributions (assets) at beginning of year2012-12-31$317,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$29,305
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$18,384
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$17,775
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TRAMER, SHORE & ZWICK
Accountancy firm EIN2012-12-31341595557
2011
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-35,428
Total unrealized appreciation/depreciation of assets2011-12-31$-35,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$138,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$64,529
Total income from all sources (including contributions)2011-12-31$4,324,651
Total of all expenses incurred2011-12-31$3,883,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,525,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,242,691
Value of total assets at end of year2011-12-31$3,457,463
Value of total assets at beginning of year2011-12-31$2,942,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$357,947
Total interest from all sources2011-12-31$7,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$114,709
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$803,057
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,078
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$47,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$94,063
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$159,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$69,819
Other income not declared elsewhere2011-12-31$27,500
Administrative expenses (other) incurred2011-12-31$243,238
Liabilities. Value of operating payables at end of year2011-12-31$68,881
Liabilities. Value of operating payables at beginning of year2011-12-31$64,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$441,167
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,318,763
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,877,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,445,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,393,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,579,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,158,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,158,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7,844
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,497,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$82,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,439,634
Employer contributions (assets) at end of year2011-12-31$317,104
Employer contributions (assets) at beginning of year2011-12-31$158,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$28,281
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$17,775
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$25,821
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TRAMER, SHORE & ZWICK
Accountancy firm EIN2011-12-31341595557
2010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$64,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$72,606
Total income from all sources (including contributions)2010-12-31$3,566,993
Total loss/gain on sale of assets2010-12-31$-1,099
Total of all expenses incurred2010-12-31$3,864,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,327,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,353,963
Value of total assets at end of year2010-12-31$2,942,125
Value of total assets at beginning of year2010-12-31$3,247,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$537,517
Total interest from all sources2010-12-31$3,357
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$78,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$78,628
Administrative expenses professional fees incurred2010-12-31$156,005
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$720,914
Assets. Other investments not covered elsewhere at end of year2010-12-31$47,259
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$286,754
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$159,291
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,847
Other income not declared elsewhere2010-12-31$43,070
Administrative expenses (other) incurred2010-12-31$381,512
Liabilities. Value of operating payables at end of year2010-12-31$64,529
Liabilities. Value of operating payables at beginning of year2010-12-31$72,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-297,757
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,877,596
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,175,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,393,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,226,905
Income. Interest from US Government securities2010-12-31$35
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,158,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,442,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,442,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,322
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,845,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$89,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,633,049
Employer contributions (assets) at end of year2010-12-31$158,145
Employer contributions (assets) at beginning of year2010-12-31$269,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$481,429
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$25,821
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$15,959
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$100,000
Aggregate carrying amount (costs) on sale of assets2010-12-31$101,099
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MAYOR CPA GROUP, LLC
Accountancy firm EIN2010-12-31341971860

Form 5500 Responses

2017
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number754720
Policy instance 6
Insurance contract or identification number754720
Number of Individuals Covered67
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,490
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $49,793
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,490
Insurance broker nameTHE INDEMNITY GROUP LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10162134
Policy instance 2
Insurance contract or identification number10162134
Number of Individuals Covered230
Insurance policy start date2017-01-01
Insurance policy end date2017-07-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $6,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameINDEMNITY GROUP LLC
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number2420/D9105
Policy instance 1
Insurance contract or identification number2420/D9105
Number of Individuals Covered187
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $400,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number855252
Policy instance 3
Insurance contract or identification number855252
Number of Individuals Covered224
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $2,886,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract numberAL00006212
Policy instance 5
Insurance contract or identification numberAL00006212
Number of Individuals Covered242
Insurance policy start date2017-08-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number000K2503
Policy instance 4
Insurance contract or identification number000K2503
Number of Individuals Covered13
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,256
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameTHE IDEMNITY GROUP LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10162134
Policy instance 4
Insurance contract or identification number10162134
Number of Individuals Covered248
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,320
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $11,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,320
Insurance broker nameINDEMNITY GROUP LLC
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number2420/D9105
Policy instance 3
Insurance contract or identification number2420/D9105
Number of Individuals Covered107
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $439,847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number144158
Policy instance 2
Insurance contract or identification number144158
Number of Individuals Covered53
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,238
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number1009-AA-14
Policy instance 1
Insurance contract or identification number1009-AA-14
Number of Individuals Covered547
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $2,719,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number1009-AA-14
Policy instance 1
Insurance contract or identification number1009-AA-14
Number of Individuals Covered601
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $2,954,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number2420/D9105
Policy instance 3
Insurance contract or identification number2420/D9105
Number of Individuals Covered117
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $442,656
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number144158
Policy instance 2
Insurance contract or identification number144158
Number of Individuals Covered53
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract numberD9105
Policy instance 4
Insurance contract or identification numberD9105
Number of Individuals Covered248
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $146,553
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number2420/D9105
Policy instance 3
Insurance contract or identification number2420/D9105
Number of Individuals Covered248
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $309,672
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number1009
Policy instance 1
Insurance contract or identification number1009
Number of Individuals Covered645
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $2,955,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number144158
Policy instance 2
Insurance contract or identification number144158
Number of Individuals Covered54
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,815
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number1009
Policy instance 1
Insurance contract or identification number1009
Number of Individuals Covered663
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $3,178,419
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number144158
Policy instance 2
Insurance contract or identification number144158
Number of Individuals Covered58
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number2420
Policy instance 3
Insurance contract or identification number2420
Number of Individuals Covered127
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $331,649
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract numberD9105
Policy instance 4
Insurance contract or identification numberD9105
Number of Individuals Covered128
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $164,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMH770817
Policy instance 5
Insurance contract or identification numberMH770817
Number of Individuals Covered353
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedOTHER SPECIFY
Welfare Benefit Premiums Paid to CarrierUSD $11,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number2420
Policy instance 3
Insurance contract or identification number2420
Number of Individuals Covered131
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $289,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number144158
Policy instance 2
Insurance contract or identification number144158
Number of Individuals Covered65
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,472
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number1009 OHIO
Policy instance 1
Insurance contract or identification number1009 OHIO
Number of Individuals Covered723
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,967,340
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract numberD9105
Policy instance 4
Insurance contract or identification numberD9105
Number of Individuals Covered131
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Welfare Benefit Premiums Paid to CarrierUSD $188,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00389645
Policy instance 1
Insurance contract or identification number00389645
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $547
Total amount of fees paid to insurance companyUSD $138
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,591
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number1009 OHIO
Policy instance 3
Insurance contract or identification number1009 OHIO
Number of Individuals Covered758
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,355,421
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract numberD9105
Policy instance 6
Insurance contract or identification numberD9105
Number of Individuals Covered139
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,109
Welfare Benefit Premiums Paid to CarrierUSD $168,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number2420
Policy instance 5
Insurance contract or identification number2420
Number of Individuals Covered139
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,440
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $274,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number144158
Policy instance 4
Insurance contract or identification number144158
Number of Individuals Covered68
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,140
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,306
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMH770817
Policy instance 2
Insurance contract or identification numberMH770817
Number of Individuals Covered340
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $978
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $13,035
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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