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AERC HEALTH AND WELFARE BENEFITS TRUST 401k Plan overview

Plan NameAERC HEALTH AND WELFARE BENEFITS TRUST
Plan identification number 503

AERC HEALTH AND WELFARE BENEFITS TRUST Benefits

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

401k Sponsoring company profile

ASSOCIATED ESTATES REALTY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED ESTATES REALTY CORPORATION
Employer identification number (EIN):341747603
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Additional information about ASSOCIATED ESTATES REALTY CORPORATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1993-07-29
Company Identification Number: 850840
Legal Registered Office Address: 1 AEC PARKWAY
-
RICHMOND HEIGHTS
United States of America (USA)
44143

More information about ASSOCIATED ESTATES REALTY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AERC HEALTH AND WELFARE BENEFITS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032016-01-01KIM KNIGHT2017-07-26 KIM KNIGHT2017-07-26
5032015-01-01KIM KNIGHT
5032014-01-01
5032013-01-01
5032012-01-01DAN GOLD
5032011-01-01DAN GOLD
5032009-01-01DANIEL GOLD

Plan Statistics for AERC HEALTH AND WELFARE BENEFITS TRUST

401k plan membership statisitcs for AERC HEALTH AND WELFARE BENEFITS TRUST

Measure Date Value
2016: AERC HEALTH AND WELFARE BENEFITS TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-010
Total of all active and inactive participants2016-01-010
2015: AERC HEALTH AND WELFARE BENEFITS TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01397
Total number of active participants reported on line 7a of the Form 55002015-01-01155
Total of all active and inactive participants2015-01-01155
Total participants2015-01-01155
2014: AERC HEALTH AND WELFARE BENEFITS TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01383
Total number of active participants reported on line 7a of the Form 55002014-01-01397
Total of all active and inactive participants2014-01-01397
Total participants2014-01-01397
2013: AERC HEALTH AND WELFARE BENEFITS TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01384
Total number of active participants reported on line 7a of the Form 55002013-01-01383
Total of all active and inactive participants2013-01-01383
Total participants2013-01-01383
2012: AERC HEALTH AND WELFARE BENEFITS TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01386
Total number of active participants reported on line 7a of the Form 55002012-01-01384
Total of all active and inactive participants2012-01-01384
Total participants2012-01-01384
2011: AERC HEALTH AND WELFARE BENEFITS TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01318
Total number of active participants reported on line 7a of the Form 55002011-01-01386
Total of all active and inactive participants2011-01-01386
Total participants2011-01-01386
2009: AERC HEALTH AND WELFARE BENEFITS TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01321
Total number of active participants reported on line 7a of the Form 55002009-01-01318
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01318
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AERC HEALTH AND WELFARE BENEFITS TRUST

Measure Date Value
2015 : AERC HEALTH AND WELFARE BENEFITS TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$122,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$279,499
Total income from all sources (including contributions)2015-12-31$2,006,458
Total of all expenses incurred2015-12-31$2,409,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,023,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,006,138
Value of total assets at end of year2015-12-31$832,360
Value of total assets at beginning of year2015-12-31$1,391,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$385,946
Total interest from all sources2015-12-31$320
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$32,449
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$848,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$60,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$36,858
Administrative expenses (other) incurred2015-12-31$353,497
Liabilities. Value of operating payables at end of year2015-12-31$54,853
Liabilities. Value of operating payables at beginning of year2015-12-31$51,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-402,715
Value of net assets at end of year (total assets less liabilities)2015-12-31$709,507
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,112,222
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$825,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,330,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,330,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$320
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$1,157,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,023,227
Liabilities. Value of benefit claims payable at end of year2015-12-31$68,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$191,000
Did the plan have assets held for investment2015-12-31No
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31521088612
2014 : AERC HEALTH AND WELFARE BENEFITS TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$279,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$284,875
Total income from all sources (including contributions)2014-12-31$2,564,246
Total of all expenses incurred2014-12-31$2,652,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,178,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,562,899
Value of total assets at end of year2014-12-31$1,391,721
Value of total assets at beginning of year2014-12-31$1,485,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$474,211
Total interest from all sources2014-12-31$1,347
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$18,973
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$995,973
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$60,915
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$40,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$36,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,571
Administrative expenses (other) incurred2014-12-31$455,238
Liabilities. Value of operating payables at end of year2014-12-31$51,641
Liabilities. Value of operating payables at beginning of year2014-12-31$67,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-88,149
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,112,222
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,200,371
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,330,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,444,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,444,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,347
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$1,566,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,178,184
Liabilities. Value of benefit claims payable at end of year2014-12-31$191,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$209,000
Did the plan have assets held for investment2014-12-31No
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31521088612
2013 : AERC HEALTH AND WELFARE BENEFITS TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$284,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$398,642
Total income from all sources (including contributions)2013-12-31$2,376,589
Total of all expenses incurred2013-12-31$2,188,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,799,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,374,677
Value of total assets at end of year2013-12-31$1,485,246
Value of total assets at beginning of year2013-12-31$1,410,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$388,970
Total interest from all sources2013-12-31$1,912
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$17,040
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$917,373
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$40,769
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$250
Administrative expenses (other) incurred2013-12-31$371,930
Liabilities. Value of operating payables at end of year2013-12-31$67,304
Liabilities. Value of operating payables at beginning of year2013-12-31$49,392
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$188,034
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,200,371
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,012,337
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 bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,444,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,379,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,379,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,912
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$1,457,304
Employer contributions (assets) at beginning of year2013-12-31$25,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,799,585
Liabilities. Value of benefit claims payable at end of year2013-12-31$209,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$349,000
Did the plan have assets held for investment2013-12-31No
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31521088612
2012 : AERC HEALTH AND WELFARE BENEFITS TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$398,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$154,611
Total income from all sources (including contributions)2012-12-31$2,583,455
Total of all expenses incurred2012-12-31$2,372,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,996,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,582,165
Value of total assets at end of year2012-12-31$1,410,979
Value of total assets at beginning of year2012-12-31$955,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$375,674
Total interest from all sources2012-12-31$1,290
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$18,370
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,019,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$37,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$29,737
Administrative expenses (other) incurred2012-12-31$357,304
Liabilities. Value of operating payables at end of year2012-12-31$49,392
Liabilities. Value of operating payables at beginning of year2012-12-31$19,874
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$211,028
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,012,337
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$801,309
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 bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,379,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$899,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$899,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,290
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$1,562,794
Employer contributions (assets) at end of year2012-12-31$25,600
Employer contributions (assets) at beginning of year2012-12-31$18,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,996,753
Liabilities. Value of benefit claims payable at end of year2012-12-31$349,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$105,000
Did the plan have assets held for investment2012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31COHNREZNICK LLP
Accountancy firm EIN2012-12-31521088612
2011 : AERC HEALTH AND WELFARE BENEFITS TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$154,611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$127,708
Total income from all sources (including contributions)2011-12-31$2,449,235
Total of all expenses incurred2011-12-31$2,189,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,866,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,447,557
Value of total assets at end of year2011-12-31$955,920
Value of total assets at beginning of year2011-12-31$669,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$322,985
Total interest from all sources2011-12-31$1,678
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$17,038
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$896,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$37,932
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$29,737
Administrative expenses (other) incurred2011-12-31$305,947
Liabilities. Value of operating payables at end of year2011-12-31$19,874
Liabilities. Value of operating payables at beginning of year2011-12-31$33,708
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$259,503
Value of net assets at end of year (total assets less liabilities)2011-12-31$801,309
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$541,806
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 bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$899,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$653,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$653,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$1,551,172
Employer contributions (assets) at end of year2011-12-31$18,060
Employer contributions (assets) at beginning of year2011-12-31$9,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,866,747
Liabilities. Value of benefit claims payable at end of year2011-12-31$105,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$94,000
Did the plan have assets held for investment2011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31REZNICK GROUP, P.C.
Accountancy firm EIN2011-12-31521088612
2010 : AERC HEALTH AND WELFARE BENEFITS TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$127,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$236,218
Total income from all sources (including contributions)2010-12-31$2,189,489
Total of all expenses incurred2010-12-31$2,042,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,722,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,182,607
Value of total assets at end of year2010-12-31$669,514
Value of total assets at beginning of year2010-12-31$630,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$320,192
Total interest from all sources2010-12-31$6,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$24,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$865,440
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,909
Administrative expenses (other) incurred2010-12-31$296,192
Liabilities. Value of operating payables at end of year2010-12-31$33,708
Liabilities. Value of operating payables at beginning of year2010-12-31$39,218
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$147,044
Value of net assets at end of year (total assets less liabilities)2010-12-31$541,806
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$394,762
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 bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$653,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$603,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$603,055
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$1,317,167
Employer contributions (assets) at end of year2010-12-31$9,496
Employer contributions (assets) at beginning of year2010-12-31$19,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,722,253
Liabilities. Value of benefit claims payable at end of year2010-12-31$94,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$197,000
Did the plan have assets held for investment2010-12-31No
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
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 name2010-12-31REZNICK GROUP, P.C.
Accountancy firm EIN2010-12-31521088612

Form 5500 Responses for AERC HEALTH AND WELFARE BENEFITS TRUST

2016: AERC HEALTH AND WELFARE BENEFITS TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
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: AERC HEALTH AND WELFARE BENEFITS TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: AERC HEALTH AND WELFARE BENEFITS TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: AERC HEALTH AND WELFARE BENEFITS TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: AERC HEALTH AND WELFARE BENEFITS TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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: AERC HEALTH AND WELFARE BENEFITS TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AERC HEALTH AND WELFARE BENEFITS TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3169864
Policy instance 2
Insurance contract or identification number3169864
Number of Individuals Covered25
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
HEALTH SMART (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAE4184
Policy instance 1
Insurance contract or identification numberAE4184
Number of Individuals Covered21
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number
Policy instance 3
Number of Individuals Covered21
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Vision Insurance Welfare BenefitYes
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number867957G
Policy instance 4
Insurance contract or identification number867957G
Number of Individuals Covered90
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $60,625
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number905996
Policy instance 5
Insurance contract or identification number905996
Number of Individuals Covered31
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,208
Total amount of fees paid to insurance companyUSD $97
Other welfare benefits providedGROUP LONG TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $28,944
Commission paid to Insurance BrokerUSD $1,552
Amount paid for insurance broker fees97
Insurance broker nameCHRISTINE M MCCULLUGH
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00191948
Policy instance 7
Insurance contract or identification number00191948
Number of Individuals Covered155
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number66305-1
Policy instance 6
Insurance contract or identification number66305-1
Number of Individuals Covered10
Insurance policy start date2015-09-01
Insurance policy end date2015-12-31
Other welfare benefits providedCRITICAL ILLNESS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number905996
Policy instance 5
Insurance contract or identification number905996
Number of Individuals Covered63
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,556
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010093813 00
Policy instance 4
Insurance contract or identification number000010093813 00
Number of Individuals Covered397
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $65,369
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number
Policy instance 3
Number of Individuals Covered193
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Vision Insurance Welfare BenefitYes
CIGNA DENTAL HEALTH OF OHIO, INC. (National Association of Insurance Commissioners NAIC id number: 47805 )
Policy contract number3169864
Policy instance 2
Insurance contract or identification number3169864
Number of Individuals Covered266
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
HEALTH SMART (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAE4184
Policy instance 1
Insurance contract or identification numberAE4184
Number of Individuals Covered254
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number905996
Policy instance 5
Insurance contract or identification number905996
Number of Individuals Covered55
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,556
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number
Policy instance 3
Number of Individuals Covered163
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Vision Insurance Welfare BenefitYes
CIGNA DENTAL HEALTH OF OHIO, INC. (National Association of Insurance Commissioners NAIC id number: 47805 )
Policy contract number3169864
Policy instance 2
Insurance contract or identification number3169864
Number of Individuals Covered214
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
HEALTH SMART (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAE4184
Policy instance 1
Insurance contract or identification numberAE4184
Number of Individuals Covered207
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010093813 00
Policy instance 4
Insurance contract or identification number000010093813 00
Number of Individuals Covered383
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $66,341
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3169864
Policy instance 1
Insurance contract or identification number3169864
Number of Individuals Covered227
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number905996
Policy instance 5
Insurance contract or identification number905996
Number of Individuals Covered48
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,556
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010093813 00
Policy instance 4
Insurance contract or identification number000010093813 00
Number of Individuals Covered384
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,665
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number
Policy instance 3
Number of Individuals Covered182
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Vision Insurance Welfare BenefitYes
CIGNA DENTAL HEALTH OF OHIO, INC. (National Association of Insurance Commissioners NAIC id number: 47805 )
Policy contract number3169864
Policy instance 2
Insurance contract or identification number3169864
Number of Individuals Covered236
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010093813 00
Policy instance 4
Insurance contract or identification number000010093813 00
Number of Individuals Covered51
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $49,746
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number
Policy instance 3
Number of Individuals Covered172
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Vision Insurance Welfare BenefitYes
CIGNA DENTAL HEALTH OF OHIO, INC. (National Association of Insurance Commissioners NAIC id number: 47805 )
Policy contract number3169864
Policy instance 2
Insurance contract or identification number3169864
Number of Individuals Covered222
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3169864
Policy instance 1
Insurance contract or identification number3169864
Number of Individuals Covered218
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number905996
Policy instance 5
Insurance contract or identification number905996
Number of Individuals Covered386
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,507
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number905996
Policy instance 5
Insurance contract or identification number905996
Number of Individuals Covered318
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,700
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010093813 00
Policy instance 4
Insurance contract or identification number000010093813 00
Number of Individuals Covered34
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,446
CIGNA DENTAL HEALTH OF OHIO, INC. (National Association of Insurance Commissioners NAIC id number: 47805 )
Policy contract number3169864
Policy instance 2
Insurance contract or identification number3169864
Number of Individuals Covered224
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3169864
Policy instance 1
Insurance contract or identification number3169864
Number of Individuals Covered212
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number
Policy instance 3
Number of Individuals Covered152
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes

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