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INDIANA TEAMSTERS HEALTH BENEFITS PLAN 401k Plan overview

Plan NameINDIANA TEAMSTERS HEALTH BENEFITS PLAN
Plan identification number 501

INDIANA TEAMSTERS HEALTH BENEFITS PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE INDIANA TEAMSTERS HEALTH BENEFITS FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE INDIANA TEAMSTERS HEALTH BENEFITS FUND
Employer identification number (EIN):351074113

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIANA TEAMSTERS HEALTH BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01JEFF COMBS
5012016-01-01JEFF COMBS
5012015-01-01BRIAN BUHLE
5012015-01-01BRIAN BUHLE
5012014-01-01BRIAN BUHLE
5012014-01-01BRIAN BUHLE
5012013-01-01BRIAN BUHLE
5012012-01-01BRIAN BUHLE
5012011-01-01BRIAN BUHLE
5012009-01-01BRIAN BUHLE
5012009-01-01BRIAN BUHLE

Plan Statistics for INDIANA TEAMSTERS HEALTH BENEFITS PLAN

401k plan membership statisitcs for INDIANA TEAMSTERS HEALTH BENEFITS PLAN

Measure Date Value
2022: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,259
Total number of active participants reported on line 7a of the Form 55002022-01-013,165
Number of retired or separated participants receiving benefits2022-01-01143
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013,308
Number of employers contributing to the scheme2022-01-01219
2021: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,538
Total number of active participants reported on line 7a of the Form 55002021-01-014,253
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014,259
Number of employers contributing to the scheme2021-01-01207
2020: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,487
Total number of active participants reported on line 7a of the Form 55002020-01-013,533
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013,538
Number of employers contributing to the scheme2020-01-01228
2019: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,724
Total number of active participants reported on line 7a of the Form 55002019-01-013,487
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013,492
Number of employers contributing to the scheme2019-01-01230
2018: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,659
Total number of active participants reported on line 7a of the Form 55002018-01-012,724
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,729
Number of employers contributing to the scheme2018-01-01225
2017: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,591
Total number of active participants reported on line 7a of the Form 55002017-01-012,659
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,659
Number of employers contributing to the scheme2017-01-01232
2016: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,791
Total number of active participants reported on line 7a of the Form 55002016-01-012,591
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,591
Number of employers contributing to the scheme2016-01-01216
2015: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,952
Total number of active participants reported on line 7a of the Form 55002015-01-012,791
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,791
Number of employers contributing to the scheme2015-01-01235
2014: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,982
Total number of active participants reported on line 7a of the Form 55002014-01-012,839
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,839
Number of employers contributing to the scheme2014-01-01235
2013: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,492
Total number of active participants reported on line 7a of the Form 55002013-01-012,982
Number of retired or separated participants receiving benefits2013-01-01266
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013,248
Number of employers contributing to the scheme2013-01-01214
2012: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,836
Total number of active participants reported on line 7a of the Form 55002012-01-013,468
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013,468
2011: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,320
Total number of active participants reported on line 7a of the Form 55002011-01-013,836
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013,836
Number of employers contributing to the scheme2011-01-01400
2009: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,304
Total number of active participants reported on line 7a of the Form 55002009-01-014,289
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014,289
Total participants2009-01-014,289
Number of employers contributing to the scheme2009-01-01329

Financial Data on INDIANA TEAMSTERS HEALTH BENEFITS PLAN

Measure Date Value
2022 : INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,000,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,004,363
Total income from all sources (including contributions)2022-12-31$53,265,579
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$55,336,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$47,295,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$62,571,082
Value of total assets at end of year2022-12-31$90,379,170
Value of total assets at beginning of year2022-12-31$92,454,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,041,965
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$83,622
Assets. Other investments not covered elsewhere at end of year2022-12-31$616,806
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$616,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,079,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$692,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$7,168,804
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$4,363
Total non interest bearing cash at end of year2022-12-31$15,142,235
Total non interest bearing cash at beginning of year2022-12-31$13,078,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,071,389
Value of net assets at end of year (total assets less liabilities)2022-12-31$80,379,170
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$82,450,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$109,193
Value of interest in master investment trust accounts at end of year2022-12-31$65,997,852
Value of interest in master investment trust accounts at beginning of year2022-12-31$72,683,670
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,317,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$62,487,460
Employer contributions (assets) at end of year2022-12-31$5,427,353
Employer contributions (assets) at beginning of year2022-12-31$4,339,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$45,977,611
Contract administrator fees2022-12-31$763,968
Liabilities. Value of benefit claims payable at end of year2022-12-31$10,000,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$10,000,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$1,115,430
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$1,043,951
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2022-12-31351090346
2021 : INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,004,363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,560,173
Total income from all sources (including contributions)2021-12-31$69,168,932
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$56,713,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$48,716,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$62,044,543
Value of total assets at end of year2021-12-31$92,454,922
Value of total assets at beginning of year2021-12-31$78,555,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,996,309
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$117,848
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$132,960
Assets. Other investments not covered elsewhere at end of year2021-12-31$616,806
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$467,806
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,444,190
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$692,948
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$917,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$7,170,649
Liabilities. Value of operating payables at end of year2021-12-31$4,363
Liabilities. Value of operating payables at beginning of year2021-12-31$4,363
Total non interest bearing cash at end of year2021-12-31$13,078,439
Total non interest bearing cash at beginning of year2021-12-31$11,500,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,455,709
Value of net assets at end of year (total assets less liabilities)2021-12-31$82,450,559
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$69,994,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$72,683,670
Value of interest in master investment trust accounts at beginning of year2021-12-31$59,690,801
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,190,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$61,911,583
Employer contributions (assets) at end of year2021-12-31$4,339,108
Employer contributions (assets) at beginning of year2021-12-31$5,110,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$46,082,053
Contract administrator fees2021-12-31$707,812
Liabilities. Value of benefit claims payable at end of year2021-12-31$10,000,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$8,555,810
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$1,043,951
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$867,779
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2021-12-31351090346
2020 : INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,560,173
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,555,810
Total income from all sources (including contributions)2020-12-31$71,761,844
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$54,667,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$46,926,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$64,598,205
Value of total assets at end of year2020-12-31$78,555,023
Value of total assets at beginning of year2020-12-31$61,456,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,741,824
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$64,903
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$171,808
Assets. Other investments not covered elsewhere at end of year2020-12-31$467,806
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$467,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$917,782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$747,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$6,925,734
Liabilities. Value of operating payables at end of year2020-12-31$4,363
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$11,500,278
Total non interest bearing cash at beginning of year2020-12-31$8,345,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$17,094,001
Value of net assets at end of year (total assets less liabilities)2020-12-31$69,994,850
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,900,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$59,690,801
Value of interest in master investment trust accounts at beginning of year2020-12-31$48,494,697
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,333,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$64,426,397
Employer contributions (assets) at end of year2020-12-31$5,110,577
Employer contributions (assets) at beginning of year2020-12-31$3,382,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$45,592,969
Contract administrator fees2020-12-31$751,187
Liabilities. Value of benefit claims payable at end of year2020-12-31$8,555,810
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$8,555,810
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$867,779
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$18,130
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2020-12-31351090346
2019 : INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,555,810
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,555,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,973,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,973,547
Total income from all sources (including contributions)2019-12-31$60,819,535
Total income from all sources (including contributions)2019-12-31$60,819,535
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$51,221,867
Total of all expenses incurred2019-12-31$51,221,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,216,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,216,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$52,876,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$52,876,416
Value of total assets at end of year2019-12-31$61,456,659
Value of total assets at end of year2019-12-31$61,456,659
Value of total assets at beginning of year2019-12-31$53,276,728
Value of total assets at beginning of year2019-12-31$53,276,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,005,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,005,566
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$85,223
Administrative expenses professional fees incurred2019-12-31$85,223
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$96,291
Contributions received from participants2019-12-31$96,291
Assets. Other investments not covered elsewhere at end of year2019-12-31$467,806
Assets. Other investments not covered elsewhere at end of year2019-12-31$467,806
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$617,806
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$617,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$747,839
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$747,839
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$6,040,212
Administrative expenses (other) incurred2019-12-31$6,040,212
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$1,417,737
Liabilities. Value of operating payables at beginning of year2019-12-31$1,417,737
Total non interest bearing cash at end of year2019-12-31$8,345,712
Total non interest bearing cash at end of year2019-12-31$8,345,712
Total non interest bearing cash at beginning of year2019-12-31$11,011,663
Total non interest bearing cash at beginning of year2019-12-31$11,011,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,597,668
Value of net income/loss2019-12-31$9,597,668
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,900,849
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,900,849
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,303,181
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,303,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$48,494,697
Value of interest in master investment trust accounts at end of year2019-12-31$48,494,697
Value of interest in master investment trust accounts at beginning of year2019-12-31$37,601,777
Value of interest in master investment trust accounts at beginning of year2019-12-31$37,601,777
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,170,533
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,170,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$52,780,125
Contributions received in cash from employer2019-12-31$52,780,125
Employer contributions (assets) at end of year2019-12-31$3,382,475
Employer contributions (assets) at end of year2019-12-31$3,382,475
Employer contributions (assets) at beginning of year2019-12-31$4,045,482
Employer contributions (assets) at beginning of year2019-12-31$4,045,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,045,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,045,768
Contract administrator fees2019-12-31$880,131
Contract administrator fees2019-12-31$880,131
Liabilities. Value of benefit claims payable at end of year2019-12-31$8,555,810
Liabilities. Value of benefit claims payable at end of year2019-12-31$8,555,810
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$8,555,810
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$8,555,810
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$18,130
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$18,130
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm name2019-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2019-12-31351090346
Accountancy firm EIN2019-12-31351090346
2018 : INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,973,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,555,810
Total income from all sources (including contributions)2018-12-31$45,951,271
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$42,900,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$36,491,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$47,646,148
Value of total assets at end of year2018-12-31$53,276,728
Value of total assets at beginning of year2018-12-31$48,807,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,408,673
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$153,438
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$110,281
Assets. Other investments not covered elsewhere at end of year2018-12-31$617,806
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$617,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$565,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$5,466,247
Liabilities. Value of operating payables at end of year2018-12-31$1,417,737
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$11,011,663
Total non interest bearing cash at beginning of year2018-12-31$7,064,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,051,206
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,303,181
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$40,251,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$37,601,777
Value of interest in master investment trust accounts at beginning of year2018-12-31$36,465,245
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,086,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$47,535,867
Employer contributions (assets) at end of year2018-12-31$4,045,482
Employer contributions (assets) at beginning of year2018-12-31$4,066,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$35,405,179
Contract administrator fees2018-12-31$788,988
Liabilities. Value of benefit claims payable at end of year2018-12-31$8,555,810
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$8,555,810
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$29,472
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2018-12-31351090346
2017 : INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,555,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,555,810
Total income from all sources (including contributions)2017-12-31$51,118,249
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$44,894,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$38,749,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$47,587,251
Value of total assets at end of year2017-12-31$48,807,785
Value of total assets at beginning of year2017-12-31$42,584,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,144,855
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$175,420
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$92,071
Assets. Other investments not covered elsewhere at end of year2017-12-31$617,806
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$617,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$565,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,212,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$5,214,988
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$7,064,020
Total non interest bearing cash at beginning of year2017-12-31$9,398,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,223,515
Value of net assets at end of year (total assets less liabilities)2017-12-31$40,251,975
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,028,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$36,465,245
Value of interest in master investment trust accounts at beginning of year2017-12-31$27,181,141
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,052,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$47,495,180
Employer contributions (assets) at end of year2017-12-31$4,066,077
Employer contributions (assets) at beginning of year2017-12-31$4,115,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$37,697,518
Contract administrator fees2017-12-31$754,447
Liabilities. Value of benefit claims payable at end of year2017-12-31$8,555,810
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$8,555,810
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$29,472
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$58,944
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2017-12-31351090346
2016 : INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,555,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,555,810
Total income from all sources (including contributions)2016-12-31$48,336,121
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$41,459,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,092,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$47,260,249
Value of total assets at end of year2016-12-31$42,584,270
Value of total assets at beginning of year2016-12-31$35,707,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,367,221
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$95,516
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$123,513
Assets. Other investments not covered elsewhere at end of year2016-12-31$617,806
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$617,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,212,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$707,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$4,560,692
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$9,398,418
Total non interest bearing cash at beginning of year2016-12-31$6,719,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,876,749
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,028,460
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,151,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$27,181,141
Value of interest in master investment trust accounts at beginning of year2016-12-31$24,148,800
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,153,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$47,136,736
Employer contributions (assets) at end of year2016-12-31$4,115,589
Employer contributions (assets) at beginning of year2016-12-31$3,425,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$34,938,226
Contract administrator fees2016-12-31$711,013
Liabilities. Value of benefit claims payable at end of year2016-12-31$8,555,810
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$8,555,810
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$58,944
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$88,417
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2016-12-31351090346
2015 : INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,555,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,035,718
Total income from all sources (including contributions)2015-12-31$45,096,195
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$43,411,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$38,395,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$45,313,523
Value of total assets at end of year2015-12-31$35,707,521
Value of total assets at beginning of year2015-12-31$34,502,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,016,215
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$161,311
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$140,689
Assets. Other investments not covered elsewhere at end of year2015-12-31$617,806
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$564,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$707,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$469,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$471,366
Administrative expenses (other) incurred2015-12-31$4,169,669
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$8,542
Total non interest bearing cash at end of year2015-12-31$6,719,713
Total non interest bearing cash at beginning of year2015-12-31$6,500,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,684,800
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,151,711
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,466,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$24,148,800
Value of interest in master investment trust accounts at beginning of year2015-12-31$23,582,154
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,214,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$45,172,834
Employer contributions (assets) at end of year2015-12-31$3,425,299
Employer contributions (assets) at beginning of year2015-12-31$3,327,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$37,180,422
Contract administrator fees2015-12-31$685,235
Liabilities. Value of benefit claims payable at end of year2015-12-31$8,555,810
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$8,555,810
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$88,417
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$58,327
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2015-12-31351090346
2014 : INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$3,540,937
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,106,490
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,366,870
Total income from all sources (including contributions)2014-12-31$45,370,453
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$37,260,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$31,836,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$44,430,801
Value of total assets at end of year2014-12-31$36,850,924
Value of total assets at beginning of year2014-12-31$31,542,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,424,194
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$186,445
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$164,142
Assets. Other investments not covered elsewhere at end of year2014-12-31$564,806
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$445,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$567,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,615,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$471,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$4,553,100
Liabilities. Value of operating payables at end of year2014-12-31$79,314
Liabilities. Value of operating payables at beginning of year2014-12-31$166,870
Total non interest bearing cash at end of year2014-12-31$6,500,813
Total non interest bearing cash at beginning of year2014-12-31$7,490,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,109,992
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,744,434
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,175,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,551,611
Value of interest in master investment trust accounts at end of year2014-12-31$25,831,952
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$602,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$602,509
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,241,509
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$1,122,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$44,266,659
Employer contributions (assets) at end of year2014-12-31$3,327,230
Employer contributions (assets) at beginning of year2014-12-31$3,226,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$30,594,758
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,337,798
Contract administrator fees2014-12-31$684,649
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$9,124,625
Liabilities. Value of benefit claims payable at end of year2014-12-31$8,555,810
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$8,200,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$58,327
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$25,333
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2014-12-31351090346
2013 : INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$1,758,704
Total unrealized appreciation/depreciation of assets2013-12-31$1,758,704
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,366,870
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,282,082
Total income from all sources (including contributions)2013-12-31$45,909,038
Total loss/gain on sale of assets2013-12-31$141,824
Total of all expenses incurred2013-12-31$40,549,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$37,483,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$43,438,192
Value of total assets at end of year2013-12-31$31,542,249
Value of total assets at beginning of year2013-12-31$27,097,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,065,823
Total interest from all sources2013-12-31$142,096
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$362,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$257,200
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$135,321
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$234,942
Assets. Other investments not covered elsewhere at end of year2013-12-31$445,819
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$408,669
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,615,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$400,476
Administrative expenses (other) incurred2013-12-31$2,270,483
Liabilities. Value of operating payables at end of year2013-12-31$166,870
Liabilities. Value of operating payables at beginning of year2013-12-31$82,082
Total non interest bearing cash at end of year2013-12-31$7,490,173
Total non interest bearing cash at beginning of year2013-12-31$7,714,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,359,859
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,175,379
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,815,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$147,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,551,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,387,057
Interest earned on other investments2013-12-31$7,383
Income. Interest from US Government securities2013-12-31$28,257
Income. Interest from corporate debt instruments2013-12-31$106,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$602,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$515,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$515,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$235
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,079,319
Asset value of US Government securities at end of year2013-12-31$1,122,797
Asset value of US Government securities at beginning of year2013-12-31$1,615,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$65,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$43,203,250
Employer contributions (assets) at end of year2013-12-31$3,226,209
Employer contributions (assets) at beginning of year2013-12-31$4,577,672
Income. Dividends from common stock2013-12-31$105,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$36,404,037
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,337,798
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,469,672
Contract administrator fees2013-12-31$512,350
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$9,124,625
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$5,999,561
Liabilities. Value of benefit claims payable at end of year2013-12-31$8,200,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$9,200,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$25,333
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$8,333
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$13,157,153
Aggregate carrying amount (costs) on sale of assets2013-12-31$13,015,329
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2013-12-31351090346
2012 : INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$594,133
Total unrealized appreciation/depreciation of assets2012-12-31$594,133
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,832,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,754,681
Total income from all sources (including contributions)2012-12-31$47,455,600
Total loss/gain on sale of assets2012-12-31$-47,905
Total of all expenses incurred2012-12-31$37,481,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$34,526,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$46,691,462
Value of total assets at end of year2012-12-31$27,097,602
Value of total assets at beginning of year2012-12-31$17,045,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,954,582
Total interest from all sources2012-12-31$87,105
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$130,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$70,350
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$236,834
Assets. Other investments not covered elsewhere at end of year2012-12-31$408,669
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$46,232
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$400,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$820,957
Administrative expenses (other) incurred2012-12-31$2,258,526
Liabilities. Value of operating payables at end of year2012-12-31$82,082
Liabilities. Value of operating payables at beginning of year2012-12-31$4,681
Total non interest bearing cash at end of year2012-12-31$7,714,862
Total non interest bearing cash at beginning of year2012-12-31$5,462,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,974,228
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,265,520
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,291,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$98,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,387,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,089,700
Interest earned on other investments2012-12-31$5,538
Income. Interest from US Government securities2012-12-31$29,378
Income. Interest from corporate debt instruments2012-12-31$51,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$515,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,737,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,737,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$239
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,280,065
Asset value of US Government securities at end of year2012-12-31$1,615,880
Asset value of US Government securities at beginning of year2012-12-31$966,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$46,454,628
Employer contributions (assets) at end of year2012-12-31$4,577,672
Employer contributions (assets) at beginning of year2012-12-31$4,062,678
Income. Dividends from common stock2012-12-31$60,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$33,246,725
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,469,672
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$820,780
Contract administrator fees2012-12-31$597,113
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$5,999,561
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,025,672
Liabilities. Value of benefit claims payable at end of year2012-12-31$7,750,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$7,750,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$8,333
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$13,333
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$18,913,033
Aggregate carrying amount (costs) on sale of assets2012-12-31$18,960,938
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2012-12-31351090346
2011 : INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$31,956
Total unrealized appreciation/depreciation of assets2011-12-31$31,956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,754,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,270,267
Total income from all sources (including contributions)2011-12-31$46,876,566
Total loss/gain on sale of assets2011-12-31$-21,962
Total of all expenses incurred2011-12-31$42,891,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$39,762,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$46,683,632
Value of total assets at end of year2011-12-31$17,045,973
Value of total assets at beginning of year2011-12-31$12,576,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,128,754
Total interest from all sources2011-12-31$81,471
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$76,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$59,980
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$40,432
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$215,842
Assets. Other investments not covered elsewhere at end of year2011-12-31$46,232
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$12,551
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$820,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,294,913
Other income not declared elsewhere2011-12-31$48,954
Administrative expenses (other) incurred2011-12-31$2,295,573
Liabilities. Value of operating payables at end of year2011-12-31$4,681
Liabilities. Value of operating payables at beginning of year2011-12-31$20,267
Total non interest bearing cash at end of year2011-12-31$5,462,446
Total non interest bearing cash at beginning of year2011-12-31$100,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,984,930
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,291,292
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,306,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$63,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,089,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$607,133
Interest earned on other investments2011-12-31$14
Income. Interest from US Government securities2011-12-31$39,843
Income. Interest from corporate debt instruments2011-12-31$41,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,737,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,383,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,383,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$599
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,377,720
Asset value of US Government securities at end of year2011-12-31$966,906
Asset value of US Government securities at beginning of year2011-12-31$1,631,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-24,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$46,467,790
Employer contributions (assets) at end of year2011-12-31$4,062,678
Employer contributions (assets) at beginning of year2011-12-31$3,077,413
Income. Dividends from preferred stock2011-12-31$2,127
Income. Dividends from common stock2011-12-31$14,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$38,385,162
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$984,976
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$820,780
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$769,337
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,025,672
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$425,457
Liabilities. Value of benefit claims payable at end of year2011-12-31$7,750,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$7,250,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$13,333
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$18,300
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$15,800,195
Aggregate carrying amount (costs) on sale of assets2011-12-31$15,822,157
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2011-12-31351090346
2010 : INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$108,582
Total unrealized appreciation/depreciation of assets2010-12-31$108,582
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,270,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,799,770
Total income from all sources (including contributions)2010-12-31$44,848,631
Total loss/gain on sale of assets2010-12-31$-39,063
Total of all expenses incurred2010-12-31$43,697,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$40,529,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$44,491,515
Value of total assets at end of year2010-12-31$12,576,629
Value of total assets at beginning of year2010-12-31$12,954,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,167,165
Total interest from all sources2010-12-31$116,091
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$122,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$107,067
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$40,432
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$39,501
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$196,420
Assets. Other investments not covered elsewhere at end of year2010-12-31$12,551
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$82,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,294,913
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,786,734
Other income not declared elsewhere2010-12-31$1,503
Administrative expenses (other) incurred2010-12-31$1,740,152
Liabilities. Value of operating payables at end of year2010-12-31$20,267
Liabilities. Value of operating payables at beginning of year2010-12-31$49,770
Total non interest bearing cash at end of year2010-12-31$100,421
Total non interest bearing cash at beginning of year2010-12-31$25,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,151,582
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,306,362
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,154,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$72,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$607,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$980,166
Income. Interest from US Government securities2010-12-31$64,049
Income. Interest from corporate debt instruments2010-12-31$51,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,383,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,022,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,022,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$664
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,373,348
Asset value of US Government securities at end of year2010-12-31$1,631,937
Asset value of US Government securities at beginning of year2010-12-31$2,484,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$47,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$44,295,095
Employer contributions (assets) at end of year2010-12-31$3,077,413
Employer contributions (assets) at beginning of year2010-12-31$3,365,730
Income. Dividends from preferred stock2010-12-31$2,601
Income. Dividends from common stock2010-12-31$12,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$39,156,536
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$984,976
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$1,511,850
Contract administrator fees2010-12-31$1,354,653
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$425,457
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,621,490
Liabilities. Value of benefit claims payable at end of year2010-12-31$7,250,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$8,750,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$18,300
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$33,757
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$9,848,740
Aggregate carrying amount (costs) on sale of assets2010-12-31$9,887,803
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KATZ SAPPER & MILLER LLP
Accountancy firm EIN2010-12-31351090346

Form 5500 Responses for INDIANA TEAMSTERS HEALTH BENEFITS PLAN

2022: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INDIANA TEAMSTERS HEALTH BENEFITS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10102
Policy instance 2
Insurance contract or identification numberSL10102
Number of Individuals Covered3017
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $105,446
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,054,464
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $105,446
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number9032544320
Policy instance 1
Insurance contract or identification number9032544320
Number of Individuals Covered3109
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $41,874
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $246,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,552
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10102
Policy instance 2
Insurance contract or identification numberSL10102
Number of Individuals Covered2888
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $109,195
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 $950,133
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $109,195
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number9032544320
Policy instance 1
Insurance contract or identification number9032544320
Number of Individuals Covered2981
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $39,490
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $240,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,350
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number9032544320
Policy instance 1
Insurance contract or identification number9032544320
Number of Individuals Covered2259
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $35,411
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $211,824
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,261
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10102
Policy instance 2
Insurance contract or identification numberSL10102
Number of Individuals Covered3418
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $98,576
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 $987,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $98,576
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10102
Policy instance 2
Insurance contract or identification numberSL10102
Number of Individuals Covered3418
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $98,756
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 $987,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $98,756
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number9032544320
Policy instance 1
Insurance contract or identification number9032544320
Number of Individuals Covered2259
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $35,411
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $211,824
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,261
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10102
Policy instance 2
Insurance contract or identification numberSL10102
Number of Individuals Covered2777
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $91,388
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 $790,409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $91,388
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number9032544320
Policy instance 1
Insurance contract or identification number9032544320
Number of Individuals Covered2777
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $21,582
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $295,804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,582
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10102
Policy instance 2
Insurance contract or identification numberSL10102
Number of Individuals Covered2783
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $88,623
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 $886,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $88,623
Insurance broker organization code?3
Insurance broker nameHIGHLAND AND ASSOCIATES, INC.
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number9032544320
Policy instance 1
Insurance contract or identification number9032544320
Number of Individuals Covered2659
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $21,582
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $215,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,582
Insurance broker organization code?3
Insurance broker nameMAVERICK INSURANCE
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number9032544320
Policy instance 1
Insurance contract or identification number9032544320
Number of Individuals Covered2791
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,330
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $220,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,330
Insurance broker organization code?3
Insurance broker nameMAVERICK INSURANCE
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10102
Policy instance 2
Insurance contract or identification numberSL10102
Number of Individuals Covered2791
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,684
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $994,072
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,684
Insurance broker organization code?3
Insurance broker nameHIGHLAND AND ASSOCIATES, INC.
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number9032544320
Policy instance 1
Insurance contract or identification number9032544320
Number of Individuals Covered2840
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,330
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $221,738
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,330
Insurance broker organization code?3
Insurance broker nameMAVERICK INSURANCE
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10102
Policy instance 2
Insurance contract or identification numberSL10102
Number of Individuals Covered2840
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,684
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,069,952
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $106,984
Insurance broker organization code?3
Insurance broker nameHIGHLAND AND ASSOCIATES, INC.
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10102
Policy instance 2
Insurance contract or identification numberSL10102
Number of Individuals Covered3090
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $90,431
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $904,309
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $90,431
Insurance broker organization code?3
Insurance broker nameHIGHLAND AND ASSOCIATES, INC.
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number503021471
Policy instance 3
Insurance contract or identification number503021471
Number of Individuals Covered3338
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32,971
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 providedCRITICAL ILLNESS
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 $296,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,971
Insurance broker organization code?3
Insurance broker nameHIGHLAND AND ASSOCIATES, INC.
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number9032544320
Policy instance 1
Insurance contract or identification number9032544320
Number of Individuals Covered3136
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $38,703
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $230,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,703
Insurance broker organization code?3
Insurance broker nameMAVERICK INSURANCE
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number9032544320
Policy instance 1
Insurance contract or identification number9032544320
Number of Individuals Covered3299
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $43,093
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $257,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,093
Insurance broker organization code?3
Insurance broker nameMAVERICK INSURANCE
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number503021471
Policy instance 3
Insurance contract or identification number503021471
Number of Individuals Covered3468
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $40,699
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 providedCRITICAL ILLNESS
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 $406,989
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,699
Insurance broker organization code?3
Insurance broker nameHIGHLAND AND ASSOCIATES, INC.
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract number5L10102
Policy instance 2
Insurance contract or identification number5L10102
Number of Individuals Covered3207
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $102,694
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,026,935
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $102,694
Insurance broker organization code?3
Insurance broker nameHIGHLAND AND ASSOCIATES, INC.
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number503021374
Policy instance 3
Insurance contract or identification number503021374
Number of Individuals Covered3836
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $46,069
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 providedCRITICAL ILLNESS
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 $414,619
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number9032544320
Policy instance 1
Insurance contract or identification number9032544320
Number of Individuals Covered3836
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $27,282
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $276,362
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50092
Policy instance 2
Insurance contract or identification numberSE3E50092
Number of Individuals Covered3536
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $110,136
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,101,358
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number503021186
Policy instance 3
Insurance contract or identification number503021186
Number of Individuals Covered4320
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $49,733
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 providedCRITICAL ILLNESS
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 $447,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,733
Insurance broker organization code?3
Insurance broker nameHIGHLAND AND ASSOCIATES, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number9960073242
Policy instance 2
Insurance contract or identification number9960073242
Number of Individuals Covered3685
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $114,780
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,061,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,390
Insurance broker organization code?3
Insurance broker nameHIGHLAND AND ASSOCIATES, INC.
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number9032544320
Policy instance 1
Insurance contract or identification number9032544320
Number of Individuals Covered4320
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $23,970
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $317,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,970
Insurance broker organization code?3
Insurance broker nameMAVERICK INSURANCE

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