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TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameTEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND
Plan identification number 501

TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND Benefits

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

401k Sponsoring company profile

TEAMSTERS UNION LOCAL NO 92 has sponsored the creation of one or more 401k plans.

Company Name:TEAMSTERS UNION LOCAL NO 92
Employer identification number (EIN):347133842
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01ALLYSON STONEKING ALLYSON STONEKING2018-04-16
5012015-07-01ALLYSON STONEKING ALLYSON STONEKING2017-04-14
5012014-07-01ALLYSON STONEKING ALLYSON STONEKING2016-04-14
5012013-07-01ALLYSON STONEKING ALLYSON STONEKING2015-04-13
5012012-07-01ALLYSON STONEKING ALLYSON STONEKING2014-04-10
5012011-07-01ALLYSON THORPE ALLYSON THORPE2013-04-15
5012010-07-01RONALD THORPE RONALD THORPE2012-04-11
5012009-07-01RONALD THORPE RONALD THORPE2011-04-14

Plan Statistics for TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND

401k plan membership statisitcs for TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND

Measure Date Value
2021: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-07-011,403
Total number of active participants reported on line 7a of the Form 55002021-07-01985
Number of retired or separated participants receiving benefits2021-07-0171
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-011,056
Number of employers contributing to the scheme2021-07-019
2020: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-07-011,341
Total number of active participants reported on line 7a of the Form 55002020-07-011,389
Number of retired or separated participants receiving benefits2020-07-0114
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-011,403
Number of employers contributing to the scheme2020-07-0111
2019: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-07-011,439
Total number of active participants reported on line 7a of the Form 55002019-07-011,337
Number of retired or separated participants receiving benefits2019-07-014
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-011,341
Number of employers contributing to the scheme2019-07-018
2018: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-07-011,446
Total number of active participants reported on line 7a of the Form 55002018-07-011,432
Number of retired or separated participants receiving benefits2018-07-017
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-011,439
Number of employers contributing to the scheme2018-07-0113
2017: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01622
Total number of active participants reported on line 7a of the Form 55002017-07-011,352
Number of retired or separated participants receiving benefits2017-07-0194
Total of all active and inactive participants2017-07-011,446
Number of employers contributing to the scheme2017-07-0112
2016: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-07-011,274
Total number of active participants reported on line 7a of the Form 55002016-07-01558
Number of retired or separated participants receiving benefits2016-07-0164
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01622
Number of employers contributing to the scheme2016-07-0111
2015: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-07-011,600
Total number of active participants reported on line 7a of the Form 55002015-07-011,546
Number of retired or separated participants receiving benefits2015-07-01105
Total of all active and inactive participants2015-07-011,651
Number of employers contributing to the scheme2015-07-0114
2014: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-07-011,872
Total number of active participants reported on line 7a of the Form 55002014-07-011,504
Number of retired or separated participants receiving benefits2014-07-0196
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-011,600
Number of employers contributing to the scheme2014-07-0111
2013: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-07-011,596
Total number of active participants reported on line 7a of the Form 55002013-07-011,866
Number of retired or separated participants receiving benefits2013-07-016
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-011,872
Number of employers contributing to the scheme2013-07-0113
2012: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-07-011,799
Total number of active participants reported on line 7a of the Form 55002012-07-011,568
Number of retired or separated participants receiving benefits2012-07-0128
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-011,596
Number of employers contributing to the scheme2012-07-0112
2011: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-07-011,759
Total number of active participants reported on line 7a of the Form 55002011-07-011,794
Number of retired or separated participants receiving benefits2011-07-015
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-011,799
Number of employers contributing to the scheme2011-07-0117
2010: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-07-012,658
Total number of active participants reported on line 7a of the Form 55002010-07-011,747
Number of retired or separated participants receiving benefits2010-07-0112
Total of all active and inactive participants2010-07-011,759
Number of employers contributing to the scheme2010-07-0120
2009: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01870
Total number of active participants reported on line 7a of the Form 55002009-07-012,630
Number of retired or separated participants receiving benefits2009-07-0128
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-012,658
Total participants2009-07-010

Financial Data on TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND

Measure Date Value
2022 : TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$2,036,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,806,027
Expenses. Interest paid2022-06-30$17
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-06-30$17
Total income from all sources (including contributions)2022-06-30$9,579,489
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$9,556,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$9,448,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$9,567,503
Value of total assets at end of year2022-06-30$2,287,955
Value of total assets at beginning of year2022-06-30$2,035,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$108,059
Total interest from all sources2022-06-30$197
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$25,654
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$8,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$11,465
Other income not declared elsewhere2022-06-30$11,789
Administrative expenses (other) incurred2022-06-30$82,405
Liabilities. Value of operating payables at end of year2022-06-30$2,036,156
Liabilities. Value of operating payables at beginning of year2022-06-30$1,794,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$22,824
Value of net assets at end of year (total assets less liabilities)2022-06-30$251,799
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$228,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$1,653,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$1,203,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$1,203,882
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$197
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$9,448,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$9,567,503
Employer contributions (assets) at end of year2022-06-30$625,934
Employer contributions (assets) at beginning of year2022-06-30$831,120
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SWALLEN LAWHUN AND CO
Accountancy firm EIN2022-06-30341172572
2021 : TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,806,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,692,676
Expenses. Interest paid2021-06-30$19
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-06-30$19
Total income from all sources (including contributions)2021-06-30$10,209,832
Total of all expenses incurred2021-06-30$10,187,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$10,077,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$10,208,920
Value of total assets at end of year2021-06-30$2,035,002
Value of total assets at beginning of year2021-06-30$1,899,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$109,487
Total interest from all sources2021-06-30$294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$28,226
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$2,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$11,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$0
Other income not declared elsewhere2021-06-30$618
Administrative expenses (other) incurred2021-06-30$81,261
Liabilities. Value of operating payables at end of year2021-06-30$1,794,562
Liabilities. Value of operating payables at beginning of year2021-06-30$1,692,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$22,565
Value of net assets at end of year (total assets less liabilities)2021-06-30$228,975
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$206,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$1,203,882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$846,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$846,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$294
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$10,077,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$10,208,920
Employer contributions (assets) at end of year2021-06-30$831,120
Employer contributions (assets) at beginning of year2021-06-30$1,049,275
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30SWALLEN LAWHUN AND CO
Accountancy firm EIN2021-06-30341172572
2020 : TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,692,676
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$877,921
Total income from all sources (including contributions)2020-06-30$9,830,320
Total of all expenses incurred2020-06-30$9,801,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$9,696,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$9,819,074
Value of total assets at end of year2020-06-30$1,899,086
Value of total assets at beginning of year2020-06-30$1,055,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$105,346
Total interest from all sources2020-06-30$11,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$27,221
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$2,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$5,618
Other income not declared elsewhere2020-06-30$212
Administrative expenses (other) incurred2020-06-30$78,125
Liabilities. Value of operating payables at end of year2020-06-30$1,692,676
Liabilities. Value of operating payables at beginning of year2020-06-30$877,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$28,789
Value of net assets at end of year (total assets less liabilities)2020-06-30$206,410
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$177,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$846,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$159,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$159,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$11,034
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$9,696,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$9,819,074
Employer contributions (assets) at end of year2020-06-30$1,049,275
Employer contributions (assets) at beginning of year2020-06-30$890,308
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30SWALLEN LAWHUN AND CO
Accountancy firm EIN2020-06-30341172572
2019 : TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$877,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,568,079
Total income from all sources (including contributions)2019-06-30$9,485,802
Total of all expenses incurred2019-06-30$9,451,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$9,348,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$9,469,075
Value of total assets at end of year2019-06-30$1,055,542
Value of total assets at beginning of year2019-06-30$1,711,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$103,727
Total interest from all sources2019-06-30$16,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$26,969
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$5,618
Other income not declared elsewhere2019-06-30$131
Administrative expenses (other) incurred2019-06-30$76,758
Liabilities. Value of operating payables at end of year2019-06-30$877,921
Liabilities. Value of operating payables at beginning of year2019-06-30$1,568,079
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$33,962
Value of net assets at end of year (total assets less liabilities)2019-06-30$177,621
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$143,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$159,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$616,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$616,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$16,596
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$9,348,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$9,469,075
Employer contributions (assets) at end of year2019-06-30$890,308
Employer contributions (assets) at beginning of year2019-06-30$1,095,529
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30SWALLEN LAWHUN AND CO
Accountancy firm EIN2019-06-30341172572
2018 : TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,568,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,394,830
Total income from all sources (including contributions)2018-06-30$9,334,152
Total of all expenses incurred2018-06-30$9,329,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$9,223,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$9,333,543
Value of total assets at end of year2018-06-30$1,711,738
Value of total assets at beginning of year2018-06-30$1,533,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$106,323
Total interest from all sources2018-06-30$209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$78,140
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Other income not declared elsewhere2018-06-30$400
Administrative expenses (other) incurred2018-06-30$28,183
Liabilities. Value of operating payables at end of year2018-06-30$1,568,079
Liabilities. Value of operating payables at beginning of year2018-06-30$1,394,830
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$760,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,568
Value of net assets at end of year (total assets less liabilities)2018-06-30$143,659
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$139,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$616,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$77,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$77,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$209
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$9,223,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$9,333,543
Employer contributions (assets) at end of year2018-06-30$1,095,529
Employer contributions (assets) at beginning of year2018-06-30$695,588
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30SWALLEN LAWHUN AND CO
Accountancy firm EIN2018-06-30341172572
2017 : TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,394,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,392,535
Total income from all sources (including contributions)2017-06-30$9,175,667
Total of all expenses incurred2017-06-30$9,142,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$9,041,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$9,175,499
Value of total assets at end of year2017-06-30$1,533,921
Value of total assets at beginning of year2017-06-30$1,498,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$101,350
Total interest from all sources2017-06-30$168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$28,978
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Administrative expenses (other) incurred2017-06-30$72,372
Liabilities. Value of operating payables at end of year2017-06-30$1,394,830
Liabilities. Value of operating payables at beginning of year2017-06-30$1,392,535
Total non interest bearing cash at end of year2017-06-30$760,420
Total non interest bearing cash at beginning of year2017-06-30$324,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$32,977
Value of net assets at end of year (total assets less liabilities)2017-06-30$139,091
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$106,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$77,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$77,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$77,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$168
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$9,041,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$9,175,499
Employer contributions (assets) at end of year2017-06-30$695,588
Employer contributions (assets) at beginning of year2017-06-30$1,096,603
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30SWALLEN LAWHUN AND CO
Accountancy firm EIN2017-06-30341172572
2016 : TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,392,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,402,787
Total income from all sources (including contributions)2016-06-30$8,598,361
Total of all expenses incurred2016-06-30$8,583,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$8,483,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$8,598,259
Value of total assets at end of year2016-06-30$1,498,649
Value of total assets at beginning of year2016-06-30$1,494,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$100,735
Total interest from all sources2016-06-30$102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$29,192
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Administrative expenses (other) incurred2016-06-30$71,543
Liabilities. Value of operating payables at end of year2016-06-30$1,392,535
Liabilities. Value of operating payables at beginning of year2016-06-30$1,402,787
Total non interest bearing cash at end of year2016-06-30$324,230
Total non interest bearing cash at beginning of year2016-06-30$524,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$14,601
Value of net assets at end of year (total assets less liabilities)2016-06-30$106,114
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$91,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$77,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$77,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$77,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$102
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$8,483,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$8,598,259
Employer contributions (assets) at end of year2016-06-30$1,096,603
Employer contributions (assets) at beginning of year2016-06-30$892,028
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30SWALLEN LAWHUN AND CO
Accountancy firm EIN2016-06-30341172572
2015 : TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,402,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$772,921
Total income from all sources (including contributions)2015-06-30$8,265,276
Total of all expenses incurred2015-06-30$8,938,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$8,839,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$8,265,179
Value of total assets at end of year2015-06-30$1,494,300
Value of total assets at beginning of year2015-06-30$1,537,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$99,179
Total interest from all sources2015-06-30$97
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$27,182
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Administrative expenses (other) incurred2015-06-30$71,997
Liabilities. Value of operating payables at end of year2015-06-30$1,402,787
Liabilities. Value of operating payables at beginning of year2015-06-30$772,921
Total non interest bearing cash at end of year2015-06-30$524,534
Total non interest bearing cash at beginning of year2015-06-30$783,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-673,564
Value of net assets at end of year (total assets less liabilities)2015-06-30$91,513
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$765,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$77,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$77,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$77,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$97
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$8,839,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$8,265,179
Employer contributions (assets) at end of year2015-06-30$892,028
Employer contributions (assets) at beginning of year2015-06-30$676,439
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30SWALLEN LAWHUN AND CO
Accountancy firm EIN2015-06-30341172572
2014 : TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$772,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$597,859
Total income from all sources (including contributions)2014-06-30$8,384,317
Total of all expenses incurred2014-06-30$8,385,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$8,293,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$8,384,208
Value of total assets at end of year2014-06-30$1,537,998
Value of total assets at beginning of year2014-06-30$1,364,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$91,911
Total interest from all sources2014-06-30$109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$26,724
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Administrative expenses (other) incurred2014-06-30$65,187
Liabilities. Value of operating payables at end of year2014-06-30$772,921
Liabilities. Value of operating payables at beginning of year2014-06-30$597,859
Total non interest bearing cash at end of year2014-06-30$783,919
Total non interest bearing cash at beginning of year2014-06-30$446,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-1,439
Value of net assets at end of year (total assets less liabilities)2014-06-30$765,077
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$766,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$77,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$77,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$77,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$109
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$8,293,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$8,384,208
Employer contributions (assets) at end of year2014-06-30$676,439
Employer contributions (assets) at beginning of year2014-06-30$840,037
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30SWALLEN LAWHUN AND CO
Accountancy firm EIN2014-06-30341172572
2013 : TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$597,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$573,770
Total income from all sources (including contributions)2013-06-30$7,473,011
Total of all expenses incurred2013-06-30$7,453,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$7,353,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$7,472,892
Value of total assets at end of year2013-06-30$1,364,375
Value of total assets at beginning of year2013-06-30$1,321,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$100,754
Total interest from all sources2013-06-30$119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$26,642
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Administrative expenses (other) incurred2013-06-30$74,112
Liabilities. Value of operating payables at end of year2013-06-30$597,859
Liabilities. Value of operating payables at beginning of year2013-06-30$573,770
Total non interest bearing cash at end of year2013-06-30$446,806
Total non interest bearing cash at beginning of year2013-06-30$457,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$19,175
Value of net assets at end of year (total assets less liabilities)2013-06-30$766,516
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$747,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$77,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$77,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$77,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$119
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$7,353,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$7,472,892
Employer contributions (assets) at end of year2013-06-30$840,037
Employer contributions (assets) at beginning of year2013-06-30$786,682
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30SWALLEN LAWHUN AND CO
Accountancy firm EIN2013-06-30341172572
2012 : TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$573,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$613,262
Total income from all sources (including contributions)2012-06-30$7,453,960
Total of all expenses incurred2012-06-30$7,366,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$7,269,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$7,453,812
Value of total assets at end of year2012-06-30$1,321,111
Value of total assets at beginning of year2012-06-30$1,273,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$96,588
Total interest from all sources2012-06-30$148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$25,915
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Administrative expenses (other) incurred2012-06-30$70,673
Liabilities. Value of operating payables at end of year2012-06-30$573,770
Liabilities. Value of operating payables at beginning of year2012-06-30$613,262
Total non interest bearing cash at end of year2012-06-30$457,017
Total non interest bearing cash at beginning of year2012-06-30$589,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$87,523
Value of net assets at end of year (total assets less liabilities)2012-06-30$747,341
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$659,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$77,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$77,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$77,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$148
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$7,269,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$7,453,812
Employer contributions (assets) at end of year2012-06-30$786,682
Employer contributions (assets) at beginning of year2012-06-30$606,246
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30SWALLEN LAWHUN AND CO
Accountancy firm EIN2012-06-30341172572
2011 : TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$613,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$641,619
Total income from all sources (including contributions)2011-06-30$8,261,352
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$8,222,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$8,125,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$8,260,580
Value of total assets at end of year2011-06-30$1,273,080
Value of total assets at beginning of year2011-06-30$1,262,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$97,080
Total interest from all sources2011-06-30$772
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$28,860
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Administrative expenses (other) incurred2011-06-30$68,220
Liabilities. Value of operating payables at end of year2011-06-30$613,262
Liabilities. Value of operating payables at beginning of year2011-06-30$641,619
Total non interest bearing cash at end of year2011-06-30$589,569
Total non interest bearing cash at beginning of year2011-06-30$597,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$38,837
Value of net assets at end of year (total assets less liabilities)2011-06-30$659,818
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$620,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$77,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$76,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$76,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$772
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$8,125,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$8,260,580
Employer contributions (assets) at end of year2011-06-30$606,246
Employer contributions (assets) at beginning of year2011-06-30$588,327
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30SWALLEN LAWHUN AND CO
Accountancy firm EIN2011-06-30341172572

Form 5500 Responses for TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND

2021: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS UNION LOCAL NO 92 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract numberA60000-A60072
Policy instance 2
Insurance contract or identification numberA60000-A60072
Number of Individuals Covered1389
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,325,369
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMH785070
Policy instance 1
Insurance contract or identification numberMH785070
Number of Individuals Covered399
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD AND DEPSP
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 $269,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMH785070
Policy instance 1
Insurance contract or identification numberMH785070
Number of Individuals Covered1221
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD AND DEPSP
Welfare Benefit Premiums Paid to CarrierUSD $897,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract numberA60000-A60072
Policy instance 2
Insurance contract or identification numberA60000-A60072
Number of Individuals Covered1389
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,019,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract numberA60000-A60070
Policy instance 2
Insurance contract or identification numberA60000-A60070
Number of Individuals Covered1387
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,900,972
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMH785070
Policy instance 1
Insurance contract or identification numberMH785070
Number of Individuals Covered409
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD AND DEPSP
Welfare Benefit Premiums Paid to CarrierUSD $298,596
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMH785070
Policy instance 1
Insurance contract or identification numberMH785070
Number of Individuals Covered418
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $5,251
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD AND DEPSP
Welfare Benefit Premiums Paid to CarrierUSD $300,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,251
Insurance broker organization code?3
MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract numberA60000-A60070
Policy instance 2
Insurance contract or identification numberA60000-A60070
Number of Individuals Covered1418
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,453,969
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMH785070
Policy instance 1
Insurance contract or identification numberMH785070
Number of Individuals Covered418
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $5,246
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD AND DEPSP
Welfare Benefit Premiums Paid to CarrierUSD $299,374
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract numberA60000-A60066
Policy instance 2
Insurance contract or identification numberA60000-A60066
Number of Individuals Covered1448
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,222,006
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract numberA0190M-A60066
Policy instance 2
Insurance contract or identification numberA0190M-A60066
Number of Individuals Covered1615
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,959,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMH785070
Policy instance 1
Insurance contract or identification numberMH785070
Number of Individuals Covered459
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $5,839
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD AND DEPSP
Welfare Benefit Premiums Paid to CarrierUSD $317,842
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,839
Insurance broker organization code?3
Insurance broker nameMICHAEL OBERHOLZER
MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract numberA60000-A60066
Policy instance 2
Insurance contract or identification numberA60000-A60066
Number of Individuals Covered1687
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,295,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMH785070
Policy instance 1
Insurance contract or identification numberMH785070
Number of Individuals Covered447
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $5,706
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD AND DEPSP
Welfare Benefit Premiums Paid to CarrierUSD $291,231
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,706
Insurance broker organization code?3
Insurance broker nameMICHAEL OBERHOLZER
MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract numberA60000-A60066
Policy instance 2
Insurance contract or identification numberA60000-A60066
Number of Individuals Covered1648
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,289,551
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMH785070
Policy instance 1
Insurance contract or identification numberMH785070
Number of Individuals Covered474
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $6,924
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD AND DEPSP
Welfare Benefit Premiums Paid to CarrierUSD $248,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,924
Insurance broker organization code?3
Insurance broker nameMICHAEL OBERHOLZER
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMH785070
Policy instance 1
Insurance contract or identification numberMH785070
Number of Individuals Covered1568
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD AND DEPSP
Welfare Benefit Premiums Paid to CarrierUSD $261,582
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameMICHAEL OBERHOLZER
MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract numberA60000-A5019M
Policy instance 2
Insurance contract or identification numberA60000-A5019M
Number of Individuals Covered1574
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,759,632
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMH785070
Policy instance 1
Insurance contract or identification numberMH785070
Number of Individuals Covered1794
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $5,657
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD AND DEPSP
Welfare Benefit Premiums Paid to CarrierUSD $281,314
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract numberA60000-A5019M
Policy instance 2
Insurance contract or identification numberA60000-A5019M
Number of Individuals Covered1799
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,662,321
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 )
Policy contract numberA60000-A5019M
Policy instance 2
Insurance contract or identification numberA60000-A5019M
Number of Individuals Covered1634
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,806,224
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMH785070
Policy instance 1
Insurance contract or identification numberMH785070
Number of Individuals Covered495
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $5,662
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD AND DEPSP
Welfare Benefit Premiums Paid to CarrierUSD $282,402
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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