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INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 401k Plan overview

Plan NameINTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND
Plan identification number 501

INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Supplemental unemployment
  • Dental
  • Vision

401k Sponsoring company profile

I.B.E.W. LOCAL 38 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:I.B.E.W. LOCAL 38 HEALTH & WELFARE FUND
Employer identification number (EIN):346529234
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-05-01
5012020-05-01
5012019-05-01
5012018-05-01
5012018-05-01
5012017-05-01MICHAEL MUZIC THOMAS SHREVES2019-02-15
5012017-05-01
5012016-05-01MICHAEL MUZIC THOMAS W. SHREVES2018-02-13
5012015-05-01WALTER O'MALLEY THOMAS W. SHREVES2017-02-07
5012014-05-01WALTER O'MALLEY THOMAS W. SHREVES2015-11-11
5012013-05-01WALTER O'MALLEY THOMAS W. SHREVES2015-02-10
5012012-05-01WALTER O'MALLEY THOMAS W. SHREVES2014-01-16
5012011-05-01WALTER O'MALLEY THOMAS W. SHREVES2013-02-13
5012009-05-01WALTER O'MALLEY RICHARD NEWCOMER2011-02-04

Plan Statistics for INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND

401k plan membership statisitcs for INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND

Measure Date Value
2021: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-05-012,367
Total number of active participants reported on line 7a of the Form 55002021-05-011,688
Number of retired or separated participants receiving benefits2021-05-01944
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-012,632
Number of employers contributing to the scheme2021-05-01106
2020: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-05-012,406
Total number of active participants reported on line 7a of the Form 55002020-05-011,613
Number of retired or separated participants receiving benefits2020-05-01754
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-012,367
Number of employers contributing to the scheme2020-05-01105
2019: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-05-012,430
Total number of active participants reported on line 7a of the Form 55002019-05-011,667
Number of retired or separated participants receiving benefits2019-05-01739
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-012,406
Number of employers contributing to the scheme2019-05-01146
2018: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-05-012,513
Total number of active participants reported on line 7a of the Form 55002018-05-011,687
Number of retired or separated participants receiving benefits2018-05-01743
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-012,430
Number of employers contributing to the scheme2018-05-01109
2017: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-05-012,498
Total number of active participants reported on line 7a of the Form 55002017-05-011,568
Number of retired or separated participants receiving benefits2017-05-01945
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-012,513
Number of employers contributing to the scheme2017-05-01116
2016: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-05-012,513
Total number of active participants reported on line 7a of the Form 55002016-05-011,573
Number of retired or separated participants receiving benefits2016-05-01925
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-012,498
Number of employers contributing to the scheme2016-05-01112
2015: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-05-012,514
Total number of active participants reported on line 7a of the Form 55002015-05-011,597
Number of retired or separated participants receiving benefits2015-05-01916
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-012,513
Number of employers contributing to the scheme2015-05-01122
2014: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-05-011,679
Total number of active participants reported on line 7a of the Form 55002014-05-011,614
Number of retired or separated participants receiving benefits2014-05-01900
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-012,514
Number of employers contributing to the scheme2014-05-01118
2013: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-05-012,595
Total number of active participants reported on line 7a of the Form 55002013-05-011,679
Number of retired or separated participants receiving benefits2013-05-01893
Total of all active and inactive participants2013-05-012,572
Number of employers contributing to the scheme2013-05-01126
2012: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-05-012,345
Total number of active participants reported on line 7a of the Form 55002012-05-011,724
Number of retired or separated participants receiving benefits2012-05-01871
Total of all active and inactive participants2012-05-012,595
Number of employers contributing to the scheme2012-05-01109
2011: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-05-012,338
Total number of active participants reported on line 7a of the Form 55002011-05-011,707
Number of retired or separated participants receiving benefits2011-05-01638
Total of all active and inactive participants2011-05-012,345
Number of employers contributing to the scheme2011-05-01126
2009: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-05-012,633
Total number of active participants reported on line 7a of the Form 55002009-05-011,720
Number of retired or separated participants receiving benefits2009-05-01618
Total of all active and inactive participants2009-05-012,338
Number of employers contributing to the scheme2009-05-01151

Financial Data on INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND

Measure Date Value
2023 : INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-04-30$-194,732
Total unrealized appreciation/depreciation of assets2023-04-30$-194,732
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$6,584,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$7,751,002
Total income from all sources (including contributions)2023-04-30$35,868,722
Total loss/gain on sale of assets2023-04-30$-258,281
Total of all expenses incurred2023-04-30$33,912,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$32,233,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$35,570,661
Value of total assets at end of year2023-04-30$23,258,341
Value of total assets at beginning of year2023-04-30$22,468,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$1,678,947
Total interest from all sources2023-04-30$519,434
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$178,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Administrative expenses professional fees incurred2023-04-30$173,050
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$500,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$5,788,615
Assets. Other investments not covered elsewhere at end of year2023-04-30$761,781
Assets. Other investments not covered elsewhere at beginning of year2023-04-30$1,165,508
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$1,219,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$411,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-04-30$4,674,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-04-30$4,397,977
Other income not declared elsewhere2023-04-30$150,246
Administrative expenses (other) incurred2023-04-30$79,574
Liabilities. Value of operating payables at end of year2023-04-30$231,118
Liabilities. Value of operating payables at beginning of year2023-04-30$383,025
Total non interest bearing cash at end of year2023-04-30$106,905
Total non interest bearing cash at beginning of year2023-04-30$152,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$1,955,977
Value of net assets at end of year (total assets less liabilities)2023-04-30$16,673,496
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$14,717,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$62,092
Income. Interest from US Government securities2023-04-30$276,518
Income. Interest from corporate debt instruments2023-04-30$234,954
Value of interest in common/collective trusts at end of year2023-04-30$452,146
Value of interest in common/collective trusts at beginning of year2023-04-30$1,869,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$1,707,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$686,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$686,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$7,962
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-30$501,607
Asset value of US Government securities at end of year2023-04-30$6,614,463
Asset value of US Government securities at beginning of year2023-04-30$5,810,779
Net investment gain or loss from common/collective trusts2023-04-30$-97,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30Yes
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$29,782,046
Employer contributions (assets) at end of year2023-04-30$2,561,747
Employer contributions (assets) at beginning of year2023-04-30$2,286,757
Income. Dividends from common stock2023-04-30$178,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$31,732,191
Asset. Corporate debt instrument debt (other) at end of year2023-04-30$6,254,573
Asset. Corporate debt instrument debt (other) at beginning of year2023-04-30$6,336,488
Contract administrator fees2023-04-30$1,364,231
Assets. Corporate common stocks other than exployer securities at end of year2023-04-30$3,497,456
Assets. Corporate common stocks other than exployer securities at beginning of year2023-04-30$3,652,087
Liabilities. Value of benefit claims payable at end of year2023-04-30$1,679,000
Liabilities. Value of benefit claims payable at beginning of year2023-04-30$2,970,000
Assets. Value of buildings and other operty used in plan operation at end of year2023-04-30$82,383
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-04-30$95,906
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Aggregate proceeds on sale of assets2023-04-30$10,178,810
Aggregate carrying amount (costs) on sale of assets2023-04-30$10,437,091
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2023-04-30341638235
2022 : INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$-1,945,710
Total unrealized appreciation/depreciation of assets2022-04-30$-1,945,710
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$7,751,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$7,859,489
Total income from all sources (including contributions)2022-04-30$31,301,325
Total loss/gain on sale of assets2022-04-30$385,593
Total of all expenses incurred2022-04-30$35,111,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$33,612,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$32,174,930
Value of total assets at end of year2022-04-30$22,468,521
Value of total assets at beginning of year2022-04-30$26,387,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$1,499,206
Total interest from all sources2022-04-30$467,474
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$180,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Administrative expenses professional fees incurred2022-04-30$101,103
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$6,121,715
Assets. Other investments not covered elsewhere at end of year2022-04-30$1,165,508
Assets. Other investments not covered elsewhere at beginning of year2022-04-30$1,478,294
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$411,863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$408,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$4,397,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$4,322,720
Other income not declared elsewhere2022-04-30$73,139
Administrative expenses (other) incurred2022-04-30$67,384
Liabilities. Value of operating payables at end of year2022-04-30$383,025
Liabilities. Value of operating payables at beginning of year2022-04-30$106,769
Total non interest bearing cash at end of year2022-04-30$152,506
Total non interest bearing cash at beginning of year2022-04-30$205,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-3,810,580
Value of net assets at end of year (total assets less liabilities)2022-04-30$14,717,519
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$18,528,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$72,952
Income. Interest from US Government securities2022-04-30$1,204
Income. Interest from corporate debt instruments2022-04-30$466,116
Value of interest in common/collective trusts at end of year2022-04-30$1,869,937
Value of interest in common/collective trusts at beginning of year2022-04-30$1,823,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$686,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$497,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$497,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$154
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$503,602
Asset value of US Government securities at end of year2022-04-30$5,810,779
Asset value of US Government securities at beginning of year2022-04-30$7,060,529
Net investment gain or loss from common/collective trusts2022-04-30$-34,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$26,053,215
Employer contributions (assets) at end of year2022-04-30$2,286,757
Employer contributions (assets) at beginning of year2022-04-30$1,844,560
Income. Dividends from common stock2022-04-30$180,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$33,109,097
Asset. Corporate debt instrument debt (other) at end of year2022-04-30$6,336,488
Asset. Corporate debt instrument debt (other) at beginning of year2022-04-30$8,040,480
Contract administrator fees2022-04-30$1,257,767
Assets. Corporate common stocks other than exployer securities at end of year2022-04-30$3,652,087
Assets. Corporate common stocks other than exployer securities at beginning of year2022-04-30$4,919,026
Liabilities. Value of benefit claims payable at end of year2022-04-30$2,970,000
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$3,430,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-04-30$95,906
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-04-30$109,429
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$17,271,315
Aggregate carrying amount (costs) on sale of assets2022-04-30$16,885,722
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2022-04-30341638235
2021 : INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-04-30$-129,155
Total unrealized appreciation/depreciation of assets2021-04-30$-129,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$7,859,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$7,428,188
Total income from all sources (including contributions)2021-04-30$31,793,164
Total loss/gain on sale of assets2021-04-30$1,332,980
Total of all expenses incurred2021-04-30$35,156,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$33,746,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$29,596,072
Value of total assets at end of year2021-04-30$26,387,588
Value of total assets at beginning of year2021-04-30$29,319,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$1,410,437
Total interest from all sources2021-04-30$512,471
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$143,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Administrative expenses professional fees incurred2021-04-30$70,415
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
If this is an individual account plan, was there a blackout period2021-04-30No
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$6,098,309
Assets. Other investments not covered elsewhere at end of year2021-04-30$1,478,294
Assets. Other investments not covered elsewhere at beginning of year2021-04-30$1,456,889
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$408,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$383,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-04-30$4,322,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-04-30$4,437,750
Other income not declared elsewhere2021-04-30$124,525
Administrative expenses (other) incurred2021-04-30$74,257
Liabilities. Value of operating payables at end of year2021-04-30$106,769
Liabilities. Value of operating payables at beginning of year2021-04-30$135,438
Total non interest bearing cash at end of year2021-04-30$205,245
Total non interest bearing cash at beginning of year2021-04-30$32,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$-3,363,341
Value of net assets at end of year (total assets less liabilities)2021-04-30$18,528,099
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$21,891,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$90,963
Income. Interest from US Government securities2021-04-30$244,361
Income. Interest from corporate debt instruments2021-04-30$267,962
Value of interest in common/collective trusts at end of year2021-04-30$1,823,663
Value of interest in common/collective trusts at beginning of year2021-04-30$1,618,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$497,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$1,117,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$1,117,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$148
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$474,891
Asset value of US Government securities at end of year2021-04-30$7,060,529
Asset value of US Government securities at beginning of year2021-04-30$10,193,461
Net investment gain or loss from common/collective trusts2021-04-30$213,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$23,497,763
Employer contributions (assets) at end of year2021-04-30$1,844,560
Employer contributions (assets) at beginning of year2021-04-30$1,545,449
Income. Dividends from common stock2021-04-30$143,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$33,271,177
Asset. Corporate debt instrument debt (other) at end of year2021-04-30$8,040,480
Asset. Corporate debt instrument debt (other) at beginning of year2021-04-30$7,733,982
Contract administrator fees2021-04-30$1,174,802
Assets. Corporate common stocks other than exployer securities at end of year2021-04-30$4,919,026
Assets. Corporate common stocks other than exployer securities at beginning of year2021-04-30$5,115,624
Liabilities. Value of benefit claims payable at end of year2021-04-30$3,430,000
Liabilities. Value of benefit claims payable at beginning of year2021-04-30$2,855,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-04-30$109,429
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-04-30$122,952
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$32,507,531
Aggregate carrying amount (costs) on sale of assets2021-04-30$31,174,551
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2021-04-30341638235
2020 : INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$377,650
Total unrealized appreciation/depreciation of assets2020-04-30$377,650
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$7,428,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$6,809,671
Total income from all sources (including contributions)2020-04-30$33,898,766
Total loss/gain on sale of assets2020-04-30$242,277
Total of all expenses incurred2020-04-30$35,403,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$33,879,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$32,437,530
Value of total assets at end of year2020-04-30$29,319,628
Value of total assets at beginning of year2020-04-30$30,205,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$1,523,791
Total interest from all sources2020-04-30$602,089
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$204,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Administrative expenses professional fees incurred2020-04-30$79,467
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$5,652,951
Assets. Other investments not covered elsewhere at end of year2020-04-30$1,456,889
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$383,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$396,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$4,437,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-30$3,613,495
Other income not declared elsewhere2020-04-30$145,520
Administrative expenses (other) incurred2020-04-30$85,885
Liabilities. Value of operating payables at end of year2020-04-30$135,438
Liabilities. Value of operating payables at beginning of year2020-04-30$107,176
Total non interest bearing cash at end of year2020-04-30$32,252
Total non interest bearing cash at beginning of year2020-04-30$112,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$-1,504,425
Value of net assets at end of year (total assets less liabilities)2020-04-30$21,891,440
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$23,395,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$128,625
Income. Interest from US Government securities2020-04-30$323,305
Income. Interest from corporate debt instruments2020-04-30$269,393
Value of interest in common/collective trusts at end of year2020-04-30$1,618,115
Value of interest in common/collective trusts at beginning of year2020-04-30$1,736,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$1,117,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$1,179,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$1,179,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$9,391
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$441,772
Asset value of US Government securities at end of year2020-04-30$10,193,461
Asset value of US Government securities at beginning of year2020-04-30$9,666,653
Net investment gain or loss from common/collective trusts2020-04-30$-110,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$26,784,579
Employer contributions (assets) at end of year2020-04-30$1,545,449
Employer contributions (assets) at beginning of year2020-04-30$2,515,154
Income. Dividends from common stock2020-04-30$204,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$33,437,628
Asset. Corporate debt instrument debt (other) at end of year2020-04-30$7,733,982
Asset. Corporate debt instrument debt (other) at beginning of year2020-04-30$6,833,743
Contract administrator fees2020-04-30$1,229,814
Assets. Corporate common stocks other than exployer securities at end of year2020-04-30$5,115,624
Assets. Corporate common stocks other than exployer securities at beginning of year2020-04-30$7,619,276
Liabilities. Value of benefit claims payable at end of year2020-04-30$2,855,000
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$3,089,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-04-30$122,952
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-04-30$146,015
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$29,967,308
Aggregate carrying amount (costs) on sale of assets2020-04-30$29,725,031
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2020-04-30341638235
2019 : INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-04-30$674,513
Total unrealized appreciation/depreciation of assets2019-04-30$674,513
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$6,809,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$6,136,772
Total income from all sources (including contributions)2019-04-30$35,902,571
Total loss/gain on sale of assets2019-04-30$265,983
Total of all expenses incurred2019-04-30$32,762,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$30,939,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$34,145,579
Value of total assets at end of year2019-04-30$30,205,536
Value of total assets at beginning of year2019-04-30$26,392,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$1,823,534
Total interest from all sources2019-04-30$584,874
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$194,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Administrative expenses professional fees incurred2019-04-30$118,196
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$500,000
If this is an individual account plan, was there a blackout period2019-04-30No
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$5,639,189
Participant contributions at end of year2019-04-30$0
Participant contributions at beginning of year2019-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-04-30$26,348,748
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$396,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$424,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-04-30$3,613,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-04-30$3,284,147
Administrative expenses (other) incurred2019-04-30$463,356
Liabilities. Value of operating payables at end of year2019-04-30$107,176
Liabilities. Value of operating payables at beginning of year2019-04-30$154,625
Total non interest bearing cash at end of year2019-04-30$112,502
Total non interest bearing cash at beginning of year2019-04-30$103,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$3,139,901
Value of net assets at end of year (total assets less liabilities)2019-04-30$23,395,865
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$20,255,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Investment advisory and management fees2019-04-30$44,394
Income. Interest from US Government securities2019-04-30$302,392
Income. Interest from corporate debt instruments2019-04-30$264,079
Value of interest in common/collective trusts at end of year2019-04-30$1,736,946
Value of interest in common/collective trusts at beginning of year2019-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$1,179,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$1,319,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$1,319,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$18,403
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-30$4,590,388
Asset value of US Government securities at end of year2019-04-30$9,666,653
Asset value of US Government securities at beginning of year2019-04-30$8,395,726
Net investment gain or loss from common/collective trusts2019-04-30$36,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30Yes
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$28,506,390
Employer contributions (assets) at end of year2019-04-30$2,515,154
Employer contributions (assets) at beginning of year2019-04-30$2,798,383
Income. Dividends from common stock2019-04-30$194,676
Asset. Corporate debt instrument debt (other) at end of year2019-04-30$6,833,743
Asset. Corporate debt instrument debt (other) at beginning of year2019-04-30$7,736,382
Contract administrator fees2019-04-30$1,197,588
Assets. Corporate common stocks other than exployer securities at end of year2019-04-30$7,619,276
Assets. Corporate common stocks other than exployer securities at beginning of year2019-04-30$5,615,784
Liabilities. Value of benefit claims payable at end of year2019-04-30$3,089,000
Liabilities. Value of benefit claims payable at beginning of year2019-04-30$2,698,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-04-30$146,015
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-04-30$0
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Aggregate proceeds on sale of assets2019-04-30$19,437,172
Aggregate carrying amount (costs) on sale of assets2019-04-30$19,171,189
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30REA & ASSOCIATES, INC.
Accountancy firm EIN2019-04-30341310124
2018 : INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-04-30$-272,637
Total unrealized appreciation/depreciation of assets2018-04-30$-272,637
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$17,566,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$3,136,264
Total income from all sources (including contributions)2018-04-30$31,483,901
Total loss/gain on sale of assets2018-04-30$194,831
Total of all expenses incurred2018-04-30$44,340,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$42,643,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$30,713,695
Value of total assets at end of year2018-04-30$26,392,736
Value of total assets at beginning of year2018-04-30$24,818,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$1,697,013
Total interest from all sources2018-04-30$555,302
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$142,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Administrative expenses professional fees incurred2018-04-30$99,061
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$500,000
If this is an individual account plan, was there a blackout period2018-04-30No
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$5,614,076
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$424,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$443,651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-04-30$3,284,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-04-30$3,043,941
Other income not declared elsewhere2018-04-30$149,951
Administrative expenses (other) incurred2018-04-30$462,616
Liabilities. Value of operating payables at end of year2018-04-30$154,625
Liabilities. Value of operating payables at beginning of year2018-04-30$92,323
Total non interest bearing cash at end of year2018-04-30$103,027
Total non interest bearing cash at beginning of year2018-04-30$138,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$-12,856,456
Value of net assets at end of year (total assets less liabilities)2018-04-30$8,825,964
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$21,682,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Investment advisory and management fees2018-04-30$67,216
Interest earned on other investments2018-04-30$3,355
Income. Interest from US Government securities2018-04-30$291,996
Income. Interest from corporate debt instruments2018-04-30$255,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$1,319,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$1,515,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$1,515,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$4,199
Asset value of US Government securities at end of year2018-04-30$8,395,726
Asset value of US Government securities at beginning of year2018-04-30$7,976,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30Yes
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$25,099,619
Employer contributions (assets) at end of year2018-04-30$2,798,383
Employer contributions (assets) at beginning of year2018-04-30$1,746,897
Income. Dividends from common stock2018-04-30$142,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$42,643,344
Asset. Corporate debt instrument debt (other) at end of year2018-04-30$7,736,382
Asset. Corporate debt instrument debt (other) at beginning of year2018-04-30$8,042,588
Contract administrator fees2018-04-30$1,068,120
Assets. Corporate common stocks other than exployer securities at end of year2018-04-30$5,615,784
Assets. Corporate common stocks other than exployer securities at beginning of year2018-04-30$4,955,595
Liabilities. Value of benefit claims payable at end of year2018-04-30$14,128,000
Liabilities. Value of benefit claims payable at beginning of year2018-04-30$0
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Aggregate proceeds on sale of assets2018-04-30$14,462,474
Aggregate carrying amount (costs) on sale of assets2018-04-30$14,267,643
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30REA & ASSOCIATES, INC.
Accountancy firm EIN2018-04-30311310124
2017 : INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-04-30$-458,118
Total unrealized appreciation/depreciation of assets2017-04-30$-458,118
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$3,136,264
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$2,370,092
Total income from all sources (including contributions)2017-04-30$29,712,378
Total loss/gain on sale of assets2017-04-30$844,344
Total of all expenses incurred2017-04-30$32,393,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$30,329,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$28,310,477
Value of total assets at end of year2017-04-30$24,818,684
Value of total assets at beginning of year2017-04-30$26,734,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$2,064,042
Total interest from all sources2017-04-30$478,718
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$170,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$42,098
Administrative expenses professional fees incurred2017-04-30$125,710
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$5,275,137
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$443,651
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$517,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-04-30$3,043,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$2,148,152
Other income not declared elsewhere2017-04-30$474,076
Administrative expenses (other) incurred2017-04-30$566,867
Liabilities. Value of operating payables at end of year2017-04-30$92,323
Liabilities. Value of operating payables at beginning of year2017-04-30$221,940
Total non interest bearing cash at end of year2017-04-30$138,724
Total non interest bearing cash at beginning of year2017-04-30$389,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$-2,681,576
Value of net assets at end of year (total assets less liabilities)2017-04-30$21,682,420
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$24,363,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$64,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$8,225,588
Income. Interest from US Government securities2017-04-30$215,965
Income. Interest from corporate debt instruments2017-04-30$260,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$1,515,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$1,569,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$1,569,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$2,062
Asset value of US Government securities at end of year2017-04-30$7,976,114
Asset value of US Government securities at beginning of year2017-04-30$6,062,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$-107,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30Yes
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$23,035,340
Employer contributions (assets) at end of year2017-04-30$1,746,897
Employer contributions (assets) at beginning of year2017-04-30$1,918,134
Income. Dividends from common stock2017-04-30$128,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$30,329,912
Asset. Corporate debt instrument debt (other) at end of year2017-04-30$8,042,588
Asset. Corporate debt instrument debt (other) at beginning of year2017-04-30$3,952,046
Contract administrator fees2017-04-30$1,307,462
Assets. Corporate common stocks other than exployer securities at end of year2017-04-30$4,955,595
Assets. Corporate common stocks other than exployer securities at beginning of year2017-04-30$4,100,219
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Aggregate proceeds on sale of assets2017-04-30$42,863,773
Aggregate carrying amount (costs) on sale of assets2017-04-30$42,019,429
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30Yes
Opinion of an independent qualified public accountant for this plan2017-04-30Disclaimer
Accountancy firm name2017-04-30TRAMER, SHORE & ZWICK
Accountancy firm EIN2017-04-30341595557
2016 : INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-04-30$-478,794
Total unrealized appreciation/depreciation of assets2016-04-30$-478,794
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$2,370,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$1,275,331
Total income from all sources (including contributions)2016-04-30$27,440,880
Total loss/gain on sale of assets2016-04-30$-47,147
Total of all expenses incurred2016-04-30$31,759,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$29,644,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$26,740,530
Value of total assets at end of year2016-04-30$26,734,088
Value of total assets at beginning of year2016-04-30$29,957,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$2,115,047
Total interest from all sources2016-04-30$470,233
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$297,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$248,524
Administrative expenses professional fees incurred2016-04-30$90,159
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$500,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$5,017,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$517,749
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$1,393,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-04-30$2,148,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-04-30$1,065,059
Other income not declared elsewhere2016-04-30$709,272
Administrative expenses (other) incurred2016-04-30$580,277
Liabilities. Value of operating payables at end of year2016-04-30$221,940
Liabilities. Value of operating payables at beginning of year2016-04-30$210,272
Total non interest bearing cash at end of year2016-04-30$389,062
Total non interest bearing cash at beginning of year2016-04-30$178,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-4,318,202
Value of net assets at end of year (total assets less liabilities)2016-04-30$24,363,996
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$28,682,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Investment advisory and management fees2016-04-30$82,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$8,225,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$7,605,908
Income. Interest from US Government securities2016-04-30$201,737
Income. Interest from corporate debt instruments2016-04-30$266,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$1,569,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$1,391,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$1,391,998
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$1,670
Asset value of US Government securities at end of year2016-04-30$6,062,045
Asset value of US Government securities at beginning of year2016-04-30$7,869,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-250,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$21,722,788
Employer contributions (assets) at end of year2016-04-30$1,918,134
Employer contributions (assets) at beginning of year2016-04-30$1,807,156
Income. Dividends from common stock2016-04-30$48,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$29,644,035
Asset. Corporate debt instrument debt (other) at end of year2016-04-30$3,952,046
Asset. Corporate debt instrument debt (other) at beginning of year2016-04-30$5,651,176
Contract administrator fees2016-04-30$1,362,518
Assets. Corporate common stocks other than exployer securities at end of year2016-04-30$4,100,219
Assets. Corporate common stocks other than exployer securities at beginning of year2016-04-30$4,059,527
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Aggregate proceeds on sale of assets2016-04-30$15,492,144
Aggregate carrying amount (costs) on sale of assets2016-04-30$15,539,291
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30TRAMER, SHORE & ZWICK
Accountancy firm EIN2016-04-30341595557
2015 : INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-04-30$-590,923
Total unrealized appreciation/depreciation of assets2015-04-30$-590,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$1,275,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$177,403
Total income from all sources (including contributions)2015-04-30$27,863,920
Total loss/gain on sale of assets2015-04-30$599,903
Total of all expenses incurred2015-04-30$30,306,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$28,283,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$26,282,745
Value of total assets at end of year2015-04-30$29,957,529
Value of total assets at beginning of year2015-04-30$31,302,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$2,023,004
Total interest from all sources2015-04-30$672,360
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$416,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$358,953
Administrative expenses professional fees incurred2015-04-30$120,951
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$500,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$4,821,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$1,393,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$655,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-04-30$1,065,059
Other income not declared elsewhere2015-04-30$729,047
Administrative expenses (other) incurred2015-04-30$380,253
Liabilities. Value of operating payables at end of year2015-04-30$210,272
Liabilities. Value of operating payables at beginning of year2015-04-30$177,403
Total non interest bearing cash at end of year2015-04-30$178,732
Total non interest bearing cash at beginning of year2015-04-30$202,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$-2,443,018
Value of net assets at end of year (total assets less liabilities)2015-04-30$28,682,198
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$31,125,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$107,521
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$7,605,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$7,027,298
Income. Interest from US Government securities2015-04-30$352,666
Income. Interest from corporate debt instruments2015-04-30$318,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$1,391,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$984,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$984,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$1,359
Asset value of US Government securities at end of year2015-04-30$7,869,490
Asset value of US Government securities at beginning of year2015-04-30$8,962,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$-245,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$21,461,465
Employer contributions (assets) at end of year2015-04-30$1,807,156
Employer contributions (assets) at beginning of year2015-04-30$1,773,473
Income. Dividends from common stock2015-04-30$57,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$28,283,934
Asset. Corporate debt instrument debt (other) at end of year2015-04-30$5,651,176
Asset. Corporate debt instrument debt (other) at beginning of year2015-04-30$6,440,260
Contract administrator fees2015-04-30$1,414,279
Assets. Corporate common stocks other than exployer securities at end of year2015-04-30$4,059,527
Assets. Corporate common stocks other than exployer securities at beginning of year2015-04-30$5,256,570
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$17,467,568
Aggregate carrying amount (costs) on sale of assets2015-04-30$16,867,665
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30TRAMER, SHORE & ZWICK
Accountancy firm EIN2015-04-30341595557
2014 : INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-04-30$-468,303
Total unrealized appreciation/depreciation of assets2014-04-30$-468,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$177,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$267,144
Total income from all sources (including contributions)2014-04-30$27,584,679
Total loss/gain on sale of assets2014-04-30$908,989
Total of all expenses incurred2014-04-30$32,758,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$31,141,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$25,282,149
Value of total assets at end of year2014-04-30$31,302,619
Value of total assets at beginning of year2014-04-30$36,566,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$1,617,153
Total interest from all sources2014-04-30$736,341
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$600,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$518,409
Administrative expenses professional fees incurred2014-04-30$150,325
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$500,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$4,574,344
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$655,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$677,733
Other income not declared elsewhere2014-04-30$735,849
Administrative expenses (other) incurred2014-04-30$70,795
Liabilities. Value of operating payables at end of year2014-04-30$177,403
Liabilities. Value of operating payables at beginning of year2014-04-30$267,144
Total non interest bearing cash at end of year2014-04-30$202,043
Total non interest bearing cash at beginning of year2014-04-30$187,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$-5,174,126
Value of net assets at end of year (total assets less liabilities)2014-04-30$31,125,216
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$36,299,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$145,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$7,027,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$7,934,420
Income. Interest from US Government securities2014-04-30$422,880
Income. Interest from corporate debt instruments2014-04-30$313,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$984,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$2,089,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$2,089,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$79
Asset value of US Government securities at end of year2014-04-30$8,962,868
Asset value of US Government securities at beginning of year2014-04-30$12,007,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$-210,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$20,707,805
Employer contributions (assets) at end of year2014-04-30$1,773,473
Employer contributions (assets) at beginning of year2014-04-30$1,764,100
Income. Dividends from common stock2014-04-30$81,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$31,141,652
Asset. Corporate debt instrument debt (other) at end of year2014-04-30$6,440,260
Asset. Corporate debt instrument debt (other) at beginning of year2014-04-30$6,832,663
Contract administrator fees2014-04-30$1,250,174
Assets. Corporate common stocks other than exployer securities at end of year2014-04-30$5,256,570
Assets. Corporate common stocks other than exployer securities at beginning of year2014-04-30$5,072,764
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$14,574,642
Aggregate carrying amount (costs) on sale of assets2014-04-30$13,665,653
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30TRAMER, SHORE & ZWICK
Accountancy firm EIN2014-04-30341595557
2013 : INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$-26,426
Total unrealized appreciation/depreciation of assets2013-04-30$-26,426
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$267,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$136,557
Total income from all sources (including contributions)2013-04-30$29,563,245
Total loss/gain on sale of assets2013-04-30$799,370
Total of all expenses incurred2013-04-30$31,679,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$30,085,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$26,911,608
Value of total assets at end of year2013-04-30$36,566,486
Value of total assets at beginning of year2013-04-30$38,551,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$1,593,604
Total interest from all sources2013-04-30$847,846
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$365,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$300,178
Administrative expenses professional fees incurred2013-04-30$91,329
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$500,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$4,441,825
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$677,733
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$1,526,716
Other income not declared elsewhere2013-04-30$341,588
Administrative expenses (other) incurred2013-04-30$54,666
Liabilities. Value of operating payables at end of year2013-04-30$267,144
Liabilities. Value of operating payables at beginning of year2013-04-30$136,557
Total non interest bearing cash at end of year2013-04-30$187,843
Total non interest bearing cash at beginning of year2013-04-30$371,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$-2,116,038
Value of net assets at end of year (total assets less liabilities)2013-04-30$36,299,342
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$38,415,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$149,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$7,934,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$6,738,078
Income. Interest from US Government securities2013-04-30$413,996
Income. Interest from corporate debt instruments2013-04-30$433,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$2,089,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$3,141,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$3,141,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$168
Asset value of US Government securities at end of year2013-04-30$12,007,664
Asset value of US Government securities at beginning of year2013-04-30$6,525,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$323,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$22,469,783
Employer contributions (assets) at end of year2013-04-30$1,764,100
Employer contributions (assets) at beginning of year2013-04-30$1,869,511
Income. Dividends from common stock2013-04-30$65,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$30,085,679
Asset. Corporate debt instrument debt (other) at end of year2013-04-30$6,832,663
Asset. Corporate debt instrument debt (other) at beginning of year2013-04-30$13,068,934
Contract administrator fees2013-04-30$1,298,036
Assets. Corporate common stocks other than exployer securities at end of year2013-04-30$5,072,764
Assets. Corporate common stocks other than exployer securities at beginning of year2013-04-30$5,309,682
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$30,303,791
Aggregate carrying amount (costs) on sale of assets2013-04-30$29,504,421
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30TRAMER, SHORE & ZWICK
Accountancy firm EIN2013-04-30341595557
2012 : INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$-427,640
Total unrealized appreciation/depreciation of assets2012-04-30$-427,640
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$136,557
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$129,809
Total income from all sources (including contributions)2012-04-30$28,181,100
Total loss/gain on sale of assets2012-04-30$458,632
Total of all expenses incurred2012-04-30$31,597,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$29,570,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$25,856,055
Value of total assets at end of year2012-04-30$38,551,937
Value of total assets at beginning of year2012-04-30$41,961,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$2,027,339
Total interest from all sources2012-04-30$775,099
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$308,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$228,419
Administrative expenses professional fees incurred2012-04-30$67,513
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$4,437,353
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$1,526,716
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$1,574,809
Other income not declared elsewhere2012-04-30$1,262,836
Administrative expenses (other) incurred2012-04-30$562,491
Liabilities. Value of operating payables at end of year2012-04-30$136,557
Liabilities. Value of operating payables at beginning of year2012-04-30$129,809
Total non interest bearing cash at end of year2012-04-30$371,811
Total non interest bearing cash at beginning of year2012-04-30$384,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$-3,416,283
Value of net assets at end of year (total assets less liabilities)2012-04-30$38,415,380
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$41,831,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$149,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$6,738,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$6,409,060
Income. Interest from US Government securities2012-04-30$299,427
Income. Interest from corporate debt instruments2012-04-30$475,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$3,141,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$7,331,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$7,331,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$109
Asset value of US Government securities at end of year2012-04-30$6,525,364
Asset value of US Government securities at beginning of year2012-04-30$6,570,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$-51,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$21,418,702
Employer contributions (assets) at end of year2012-04-30$1,869,511
Employer contributions (assets) at beginning of year2012-04-30$1,270,582
Income. Dividends from common stock2012-04-30$79,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$29,570,044
Asset. Corporate debt instrument debt (other) at end of year2012-04-30$13,068,934
Asset. Corporate debt instrument debt (other) at beginning of year2012-04-30$11,742,480
Contract administrator fees2012-04-30$1,247,788
Assets. Corporate common stocks other than exployer securities at end of year2012-04-30$5,309,682
Assets. Corporate common stocks other than exployer securities at beginning of year2012-04-30$6,677,880
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$11,785,476
Aggregate carrying amount (costs) on sale of assets2012-04-30$11,326,844
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30TRAMER, SHORE & ZWICK
Accountancy firm EIN2012-04-30341595557
2011 : INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$-56,458
Total unrealized appreciation/depreciation of assets2011-04-30$-56,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$129,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$120,618
Total income from all sources (including contributions)2011-04-30$27,978,262
Total loss/gain on sale of assets2011-04-30$1,226,320
Total of all expenses incurred2011-04-30$27,939,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$25,777,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$23,793,420
Value of total assets at end of year2011-04-30$41,961,472
Value of total assets at beginning of year2011-04-30$41,913,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$2,162,180
Total interest from all sources2011-04-30$878,147
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$303,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$209,192
Administrative expenses professional fees incurred2011-04-30$64,190
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$4,436,118
Income. Received or receivable in cash from other sources (including rollovers)2011-04-30$526,952
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$1,574,809
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$635,284
Other income not declared elsewhere2011-04-30$1,164,411
Administrative expenses (other) incurred2011-04-30$673,301
Liabilities. Value of operating payables at end of year2011-04-30$129,809
Liabilities. Value of operating payables at beginning of year2011-04-30$120,618
Total non interest bearing cash at end of year2011-04-30$384,176
Total non interest bearing cash at beginning of year2011-04-30$322,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$38,561
Value of net assets at end of year (total assets less liabilities)2011-04-30$41,831,663
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$41,793,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$160,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$6,409,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$7,138,019
Income. Interest from US Government securities2011-04-30$346,542
Income. Interest from corporate debt instruments2011-04-30$524,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$7,331,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$3,680,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$3,680,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$6,635
Asset value of US Government securities at end of year2011-04-30$6,570,812
Asset value of US Government securities at beginning of year2011-04-30$9,699,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$669,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$18,830,350
Employer contributions (assets) at end of year2011-04-30$1,270,582
Employer contributions (assets) at beginning of year2011-04-30$1,405,888
Income. Dividends from common stock2011-04-30$94,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$25,777,521
Asset. Corporate debt instrument debt (other) at end of year2011-04-30$11,742,480
Asset. Corporate debt instrument debt (other) at beginning of year2011-04-30$12,560,903
Contract administrator fees2011-04-30$1,263,950
Assets. Corporate common stocks other than exployer securities at end of year2011-04-30$6,677,880
Assets. Corporate common stocks other than exployer securities at beginning of year2011-04-30$6,470,625
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$31,450,785
Aggregate carrying amount (costs) on sale of assets2011-04-30$30,224,465
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30TRAMER, SHORE & ZWICK
Accountancy firm EIN2011-04-30341595557

Form 5500 Responses for INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND

2021: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009: INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number
Policy instance 3
Number of Individuals Covered2649
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Welfare Benefit Premiums Paid to CarrierUSD $140,640
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number
Policy instance 2
Number of Individuals Covered1908
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $536,197
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered1245
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,252,309
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number
Policy instance 2
Number of Individuals Covered1876
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Welfare Benefit Premiums Paid to CarrierUSD $503,602
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered1257
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,301,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number299054
Policy instance 2
Insurance contract or identification number299054
Number of Individuals Covered1
Insurance policy start date2020-05-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $2,351
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number303520
Policy instance 3
Insurance contract or identification number303520
Number of Individuals Covered6
Insurance policy start date2020-05-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $15,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number303953
Policy instance 4
Insurance contract or identification number303953
Number of Individuals Covered1180
Insurance policy start date2020-05-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,200
Welfare Benefit Premiums Paid to CarrierUSD $3,079,167
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,200
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number
Policy instance 5
Number of Individuals Covered1848
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Welfare Benefit Premiums Paid to CarrierUSD $474,891
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number299026
Policy instance 1
Insurance contract or identification number299026
Number of Individuals Covered2
Insurance policy start date2020-05-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $5,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number
Policy instance 5
Number of Individuals Covered1907
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Welfare Benefit Premiums Paid to CarrierUSD $441,772
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number303953
Policy instance 4
Insurance contract or identification number303953
Number of Individuals Covered1174
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $124,100
Other welfare benefits providedMEDICARE LPPO
Welfare Benefit Premiums Paid to CarrierUSD $4,384,761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $124,100
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number303520
Policy instance 3
Insurance contract or identification number303520
Number of Individuals Covered6
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $600
Other welfare benefits providedMEDICARE LPPO
Welfare Benefit Premiums Paid to CarrierUSD $22,290
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $600
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number299054
Policy instance 2
Insurance contract or identification number299054
Number of Individuals Covered1
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $100
Other welfare benefits providedMEDICARE LPPO
Welfare Benefit Premiums Paid to CarrierUSD $3,270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $100
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number299026
Policy instance 1
Insurance contract or identification number299026
Number of Individuals Covered2
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $200
Other welfare benefits providedMEDICARE LPPO
Welfare Benefit Premiums Paid to CarrierUSD $9,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $200
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number299026
Policy instance 2
Insurance contract or identification number299026
Number of Individuals Covered1202
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $188,050
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMEDICARE LPPO
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,590,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $188,050
Insurance broker organization code?3
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number0001462
Policy instance 1
Insurance contract or identification number0001462
Number of Individuals Covered1888
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $396,603
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number0001462
Policy instance 1
Insurance contract or identification number0001462
Number of Individuals Covered1780
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $402,386
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number299026
Policy instance 2
Insurance contract or identification number299026
Number of Individuals Covered1203
Insurance policy start date2017-05-17
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $1,650
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMEDICARE LPPO
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,447,806
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number0001462
Policy instance 1
Insurance contract or identification number0001462
Number of Individuals Covered1758
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Welfare Benefit Premiums Paid to CarrierUSD $297,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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