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MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 401k Plan overview

Plan NameMICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND
Plan identification number 501

MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Prepaid legal
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES OF MRCC EMPLOYEE BENEFITS FUND has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES OF MRCC EMPLOYEE BENEFITS FUND
Employer identification number (EIN):383508105
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-05-01CHRISTOPHER M. SCOTT, CPAPFS, MST2023-02-13 CHRISTOPHER M. SCOTT, CPAPFS, MST2023-02-13
5012020-05-01
5012019-05-01
5012018-05-01
5012017-05-01MICHAEL J. JACKSON, CHAIRMAN ROBERT HALIK, SECRETARY2019-01-21
5012016-05-01MICHAEL J. JACKSON, CHAIRMAN ROBERT HALIK, SECRETARY2018-01-09
5012015-05-01MICHAEL J. JACKSON, CHAIRMAN
5012014-05-01MICHAEL J. JACKSON, CHAIRMAN
5012013-05-01MICHAEL J. JACKSON, CHAIRMAN
5012012-05-01MICHAEL J. JACKSON, CHAIRMAN
5012011-05-01RICHARD G. DAVIS, CHAIRMAN
5012009-05-01RICHARD G. DAVIS, CHAIRMAN
5012009-05-01RICHARD G. DAVIS, CHAIRMAN

Plan Statistics for MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND

401k plan membership statisitcs for MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND

Measure Date Value
2021: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2021 401k membership
Total participants, beginning-of-year2021-05-017,632
Total number of active participants reported on line 7a of the Form 55002021-05-015,456
Number of retired or separated participants receiving benefits2021-05-012,204
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-017,660
Number of employers contributing to the scheme2021-05-01438
2020: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2020 401k membership
Total participants, beginning-of-year2020-05-017,827
Total number of active participants reported on line 7a of the Form 55002020-05-014,993
Number of retired or separated participants receiving benefits2020-05-012,639
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-017,632
Number of employers contributing to the scheme2020-05-01466
2019: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2019 401k membership
Total participants, beginning-of-year2019-05-017,988
Total number of active participants reported on line 7a of the Form 55002019-05-015,124
Number of retired or separated participants receiving benefits2019-05-012,703
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-017,827
Number of employers contributing to the scheme2019-05-01477
2018: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2018 401k membership
Total participants, beginning-of-year2018-05-015,372
Total number of active participants reported on line 7a of the Form 55002018-05-015,194
Number of retired or separated participants receiving benefits2018-05-012,794
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-017,988
Number of employers contributing to the scheme2018-05-01528
2017: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2017 401k membership
Total participants, beginning-of-year2017-05-015,822
Total number of active participants reported on line 7a of the Form 55002017-05-015,372
Number of retired or separated participants receiving benefits2017-05-012,836
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-018,208
Number of employers contributing to the scheme2017-05-01426
2016: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2016 401k membership
Total participants, beginning-of-year2016-05-015,824
Total number of active participants reported on line 7a of the Form 55002016-05-013,516
Number of retired or separated participants receiving benefits2016-05-012,306
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-015,822
Number of employers contributing to the scheme2016-05-01367
2015: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2015 401k membership
Total participants, beginning-of-year2015-05-015,860
Total number of active participants reported on line 7a of the Form 55002015-05-013,424
Number of retired or separated participants receiving benefits2015-05-012,400
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-015,824
Number of employers contributing to the scheme2015-05-01506
2014: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2014 401k membership
Total participants, beginning-of-year2014-05-013,186
Total number of active participants reported on line 7a of the Form 55002014-05-013,388
Number of retired or separated participants receiving benefits2014-05-012,472
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-015,860
Number of employers contributing to the scheme2014-05-01416
2013: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2013 401k membership
Total participants, beginning-of-year2013-05-016,012
Total number of active participants reported on line 7a of the Form 55002013-05-013,186
Number of retired or separated participants receiving benefits2013-05-012,598
Total of all active and inactive participants2013-05-015,784
Number of employers contributing to the scheme2013-05-01374
2012: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2012 401k membership
Total participants, beginning-of-year2012-05-013,448
Total number of active participants reported on line 7a of the Form 55002012-05-013,317
Number of retired or separated participants receiving benefits2012-05-012,695
Total of all active and inactive participants2012-05-016,012
Number of employers contributing to the scheme2012-05-01414
2011: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2011 401k membership
Total participants, beginning-of-year2011-05-013,169
Total number of active participants reported on line 7a of the Form 55002011-05-013,448
Number of retired or separated participants receiving benefits2011-05-012,842
Total of all active and inactive participants2011-05-016,290
Number of employers contributing to the scheme2011-05-01419
2009: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2009 401k membership
Total participants, beginning-of-year2009-05-014,255
Total number of active participants reported on line 7a of the Form 55002009-05-013,335
Number of retired or separated participants receiving benefits2009-05-012,966
Total of all active and inactive participants2009-05-016,301

Financial Data on MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND

Measure Date Value
2023 : MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-04-30$502,089
Total unrealized appreciation/depreciation of assets2023-04-30$502,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$54,689,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$67,555,788
Total income from all sources (including contributions)2023-04-30$84,093,426
Total loss/gain on sale of assets2023-04-30$-928,579
Total of all expenses incurred2023-04-30$65,206,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$62,798,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$83,722,237
Value of total assets at end of year2023-04-30$77,505,692
Value of total assets at beginning of year2023-04-30$71,484,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$2,407,467
Total interest from all sources2023-04-30$986,377
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$447,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$447,987
Administrative expenses professional fees incurred2023-04-30$309,451
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$500,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$13,596,964
Participant contributions at end of year2023-04-30$1,128,451
Participant contributions at beginning of year2023-04-30$1,197,317
Assets. Other investments not covered elsewhere at end of year2023-04-30$1,437,289
Assets. Other investments not covered elsewhere at beginning of year2023-04-30$1,959,640
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$455,993
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$529,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-04-30$972,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-04-30$570,180
Administrative expenses (other) incurred2023-04-30$419,289
Liabilities. Value of operating payables at end of year2023-04-30$58,091
Liabilities. Value of operating payables at beginning of year2023-04-30$48,195
Total non interest bearing cash at end of year2023-04-30$14,103,756
Total non interest bearing cash at beginning of year2023-04-30$7,682,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$18,887,258
Value of net assets at end of year (total assets less liabilities)2023-04-30$22,816,391
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$3,929,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$157,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$10,836,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$14,132,737
Income. Interest from US Government securities2023-04-30$281,681
Income. Interest from corporate debt instruments2023-04-30$629,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$7,202,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$7,698,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$7,698,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$75,313
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-30$5,586,566
Asset value of US Government securities at end of year2023-04-30$20,848,234
Asset value of US Government securities at beginning of year2023-04-30$14,688,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-636,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30Yes
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$70,125,273
Employer contributions (assets) at end of year2023-04-30$5,694,662
Employer contributions (assets) at beginning of year2023-04-30$6,361,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$57,212,135
Asset. Corporate debt instrument debt (other) at end of year2023-04-30$15,797,784
Asset. Corporate debt instrument debt (other) at beginning of year2023-04-30$17,234,216
Contract administrator fees2023-04-30$1,520,900
Liabilities. Value of benefit claims payable at end of year2023-04-30$53,659,015
Liabilities. Value of benefit claims payable at beginning of year2023-04-30$66,937,413
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Aggregate proceeds on sale of assets2023-04-30$22,942,695
Aggregate carrying amount (costs) on sale of assets2023-04-30$23,871,274
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30BULTYNCK & CO. P.L.L.C.
Accountancy firm EIN2023-04-30203920878
2022 : MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$-2,651,111
Total unrealized appreciation/depreciation of assets2022-04-30$-2,651,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$67,555,788
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$61,016,617
Total income from all sources (including contributions)2022-04-30$82,326,840
Total loss/gain on sale of assets2022-04-30$-417,887
Total of all expenses incurred2022-04-30$95,440,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$92,653,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$85,372,620
Value of total assets at end of year2022-04-30$71,484,921
Value of total assets at beginning of year2022-04-30$78,059,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$2,786,611
Total interest from all sources2022-04-30$979,110
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$434,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$434,191
Administrative expenses professional fees incurred2022-04-30$335,632
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$14,326,025
Participant contributions at end of year2022-04-30$1,197,317
Participant contributions at beginning of year2022-04-30$1,176,507
Assets. Other investments not covered elsewhere at end of year2022-04-30$1,959,640
Assets. Other investments not covered elsewhere at beginning of year2022-04-30$1,208,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$529,946
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$407,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$570,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$1,732,722
Other income not declared elsewhere2022-04-30$52,110
Administrative expenses (other) incurred2022-04-30$443,753
Liabilities. Value of operating payables at end of year2022-04-30$48,195
Liabilities. Value of operating payables at beginning of year2022-04-30$114,459
Total non interest bearing cash at end of year2022-04-30$7,682,363
Total non interest bearing cash at beginning of year2022-04-30$6,438,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-13,113,638
Value of net assets at end of year (total assets less liabilities)2022-04-30$3,929,133
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$17,042,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$149,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$14,132,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$25,980,347
Income. Interest from US Government securities2022-04-30$220,632
Income. Interest from corporate debt instruments2022-04-30$758,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$7,698,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$3,078,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$3,078,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$247
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$9,269,508
Asset value of US Government securities at end of year2022-04-30$14,688,446
Asset value of US Government securities at beginning of year2022-04-30$14,612,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-1,442,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$71,046,595
Employer contributions (assets) at end of year2022-04-30$6,361,948
Employer contributions (assets) at beginning of year2022-04-30$5,608,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$83,384,359
Asset. Corporate debt instrument debt (other) at end of year2022-04-30$17,234,216
Asset. Corporate debt instrument debt (other) at beginning of year2022-04-30$19,549,467
Contract administrator fees2022-04-30$1,857,677
Liabilities. Value of benefit claims payable at end of year2022-04-30$66,937,413
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$59,169,436
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$36,808,604
Aggregate carrying amount (costs) on sale of assets2022-04-30$37,226,491
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30BULTYNCK & CO. P.L.L.C.
Accountancy firm EIN2022-04-30203920878
2021 : MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-04-30$-900,949
Total unrealized appreciation/depreciation of assets2021-04-30$-900,949
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$61,016,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$54,730,969
Total income from all sources (including contributions)2021-04-30$88,923,683
Total loss/gain on sale of assets2021-04-30$958,527
Total of all expenses incurred2021-04-30$83,641,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$80,532,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$81,554,094
Value of total assets at end of year2021-04-30$78,059,388
Value of total assets at beginning of year2021-04-30$66,491,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$3,109,100
Total interest from all sources2021-04-30$1,047,540
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$394,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$394,293
Administrative expenses professional fees incurred2021-04-30$324,790
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
If this is an individual account plan, was there a blackout period2021-04-30No
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$14,785,923
Participant contributions at end of year2021-04-30$1,176,507
Participant contributions at beginning of year2021-04-30$1,094,710
Assets. Other investments not covered elsewhere at end of year2021-04-30$1,208,080
Assets. Other investments not covered elsewhere at beginning of year2021-04-30$1,427,504
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$407,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$529,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-04-30$1,732,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-04-30$770,827
Other income not declared elsewhere2021-04-30$41
Administrative expenses (other) incurred2021-04-30$538,372
Liabilities. Value of operating payables at end of year2021-04-30$114,459
Liabilities. Value of operating payables at beginning of year2021-04-30$46,951
Total non interest bearing cash at end of year2021-04-30$6,438,651
Total non interest bearing cash at beginning of year2021-04-30$6,208,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$5,282,074
Value of net assets at end of year (total assets less liabilities)2021-04-30$17,042,771
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$11,760,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$194,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$25,980,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$18,840,890
Income. Interest from US Government securities2021-04-30$293,346
Income. Interest from corporate debt instruments2021-04-30$753,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$3,078,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$1,939,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$1,939,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$224
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$7,875,518
Asset value of US Government securities at end of year2021-04-30$14,612,838
Asset value of US Government securities at beginning of year2021-04-30$16,310,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$5,870,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$66,768,171
Employer contributions (assets) at end of year2021-04-30$5,608,055
Employer contributions (assets) at beginning of year2021-04-30$4,184,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$72,656,991
Asset. Corporate debt instrument debt (other) at end of year2021-04-30$19,549,467
Asset. Corporate debt instrument debt (other) at beginning of year2021-04-30$15,956,638
Contract administrator fees2021-04-30$2,051,352
Liabilities. Value of benefit claims payable at end of year2021-04-30$59,169,436
Liabilities. Value of benefit claims payable at beginning of year2021-04-30$53,913,191
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$56,240,389
Aggregate carrying amount (costs) on sale of assets2021-04-30$55,281,862
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30BULTYNCK & CO. P.L.L.C.
Accountancy firm EIN2021-04-30203920878
2020 : MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$1,259,788
Total unrealized appreciation/depreciation of assets2020-04-30$1,259,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$54,730,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$57,170,519
Total income from all sources (including contributions)2020-04-30$84,135,735
Total loss/gain on sale of assets2020-04-30$91,670
Total of all expenses incurred2020-04-30$81,489,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$78,551,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$82,885,161
Value of total assets at end of year2020-04-30$66,491,666
Value of total assets at beginning of year2020-04-30$66,285,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$2,938,279
Total interest from all sources2020-04-30$1,073,459
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$352,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$352,367
Administrative expenses professional fees incurred2020-04-30$232,616
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$14,637,249
Participant contributions at end of year2020-04-30$1,094,710
Participant contributions at beginning of year2020-04-30$1,294,996
Assets. Other investments not covered elsewhere at end of year2020-04-30$1,427,504
Assets. Other investments not covered elsewhere at beginning of year2020-04-30$1,197,129
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$529,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$317,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$770,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-30$396,999
Other income not declared elsewhere2020-04-30$1,592
Administrative expenses (other) incurred2020-04-30$501,337
Liabilities. Value of operating payables at end of year2020-04-30$46,951
Liabilities. Value of operating payables at beginning of year2020-04-30$30,790
Total non interest bearing cash at end of year2020-04-30$6,208,546
Total non interest bearing cash at beginning of year2020-04-30$5,895,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$2,645,982
Value of net assets at end of year (total assets less liabilities)2020-04-30$11,760,697
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$9,114,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$156,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$18,840,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$19,060,535
Income. Interest from US Government securities2020-04-30$376,890
Income. Interest from corporate debt instruments2020-04-30$678,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$1,939,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$5,699,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$5,699,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$17,963
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$9,422,026
Asset value of US Government securities at end of year2020-04-30$16,310,706
Asset value of US Government securities at beginning of year2020-04-30$11,014,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-1,528,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$68,247,912
Employer contributions (assets) at end of year2020-04-30$4,184,018
Employer contributions (assets) at beginning of year2020-04-30$6,089,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$69,129,448
Asset. Corporate debt instrument debt (other) at end of year2020-04-30$15,956,638
Asset. Corporate debt instrument debt (other) at beginning of year2020-04-30$15,716,118
Contract administrator fees2020-04-30$2,048,103
Liabilities. Value of benefit claims payable at end of year2020-04-30$53,913,191
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$56,742,730
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$52,996,893
Aggregate carrying amount (costs) on sale of assets2020-04-30$52,905,223
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30BULTYNCK & CO. P.L.L.C.
Accountancy firm EIN2020-04-30203920878
2018 : MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-04-30$-47,511
Total unrealized appreciation/depreciation of assets2018-04-30$-47,511
Total transfer of assets to this plan2018-04-30$17,258,304
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$46,309,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$33,203,291
Total income from all sources (including contributions)2018-04-30$73,999,461
Total loss/gain on sale of assets2018-04-30$-556,554
Total of all expenses incurred2018-04-30$75,923,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$73,040,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$72,642,825
Value of total assets at end of year2018-04-30$67,223,599
Value of total assets at beginning of year2018-04-30$38,783,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$2,882,558
Total interest from all sources2018-04-30$642,493
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$217,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$217,424
Administrative expenses professional fees incurred2018-04-30$307,930
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$500,000
If this is an individual account plan, was there a blackout period2018-04-30No
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$13,792,842
Participant contributions at end of year2018-04-30$1,288,693
Participant contributions at beginning of year2018-04-30$1,067,535
Assets. Other investments not covered elsewhere at end of year2018-04-30$1,323,312
Assets. Other investments not covered elsewhere at beginning of year2018-04-30$314,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$499,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$175,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-04-30$1,359,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-04-30$561,019
Other income not declared elsewhere2018-04-30$6,617
Administrative expenses (other) incurred2018-04-30$685,905
Liabilities. Value of operating payables at end of year2018-04-30$91,850
Liabilities. Value of operating payables at beginning of year2018-04-30$122,879
Total non interest bearing cash at end of year2018-04-30$9,817,020
Total non interest bearing cash at beginning of year2018-04-30$5,781,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$-1,923,980
Value of net assets at end of year (total assets less liabilities)2018-04-30$20,914,338
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$5,580,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Investment advisory and management fees2018-04-30$115,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$15,627,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$9,208,394
Income. Interest from US Government securities2018-04-30$114,903
Income. Interest from corporate debt instruments2018-04-30$510,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$10,738,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$3,328,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$3,328,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$17,398
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-30$9,200,193
Asset value of US Government securities at end of year2018-04-30$7,491,408
Asset value of US Government securities at beginning of year2018-04-30$4,541,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$1,094,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30Yes
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$58,849,983
Employer contributions (assets) at end of year2018-04-30$6,364,508
Employer contributions (assets) at beginning of year2018-04-30$3,925,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$63,840,690
Asset. Corporate debt instrument debt (other) at end of year2018-04-30$14,072,499
Asset. Corporate debt instrument debt (other) at beginning of year2018-04-30$10,440,977
Contract administrator fees2018-04-30$1,772,724
Liabilities. Value of benefit claims payable at end of year2018-04-30$44,857,498
Liabilities. Value of benefit claims payable at beginning of year2018-04-30$32,519,393
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Aggregate proceeds on sale of assets2018-04-30$23,275,372
Aggregate carrying amount (costs) on sale of assets2018-04-30$23,831,926
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30BULTYNCK & CO. P.L.L.C.
Accountancy firm EIN2018-04-30203920878
2017 : MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-04-30$-139,883
Total unrealized appreciation/depreciation of assets2017-04-30$-139,883
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$33,203,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$29,091,919
Total income from all sources (including contributions)2017-04-30$60,525,184
Total loss/gain on sale of assets2017-04-30$-215,188
Total of all expenses incurred2017-04-30$57,070,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$54,568,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$59,439,307
Value of total assets at end of year2017-04-30$38,783,305
Value of total assets at beginning of year2017-04-30$31,217,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$2,502,626
Total interest from all sources2017-04-30$556,268
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$127,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$127,337
Administrative expenses professional fees incurred2017-04-30$197,513
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$12,890,377
Participant contributions at end of year2017-04-30$1,067,535
Participant contributions at beginning of year2017-04-30$1,050,394
Assets. Other investments not covered elsewhere at end of year2017-04-30$314,719
Assets. Other investments not covered elsewhere at beginning of year2017-04-30$198,115
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$175,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$360,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-04-30$561,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$219,882
Other income not declared elsewhere2017-04-30$10,266
Administrative expenses (other) incurred2017-04-30$598,846
Liabilities. Value of operating payables at end of year2017-04-30$122,879
Liabilities. Value of operating payables at beginning of year2017-04-30$235,347
Total non interest bearing cash at end of year2017-04-30$5,781,189
Total non interest bearing cash at beginning of year2017-04-30$4,724,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$3,454,547
Value of net assets at end of year (total assets less liabilities)2017-04-30$5,580,014
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$2,125,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$65,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$9,208,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$5,032,078
Income. Interest from US Government securities2017-04-30$112,645
Income. Interest from corporate debt instruments2017-04-30$443,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$3,328,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$1,576,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$1,576,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$531
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$6,909,479
Asset value of US Government securities at end of year2017-04-30$4,541,022
Asset value of US Government securities at beginning of year2017-04-30$5,087,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$747,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30Yes
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$46,548,930
Employer contributions (assets) at end of year2017-04-30$3,925,545
Employer contributions (assets) at beginning of year2017-04-30$3,455,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$47,658,532
Asset. Corporate debt instrument debt (other) at end of year2017-04-30$10,440,977
Asset. Corporate debt instrument debt (other) at beginning of year2017-04-30$9,732,372
Contract administrator fees2017-04-30$1,640,513
Liabilities. Value of benefit claims payable at end of year2017-04-30$32,519,393
Liabilities. Value of benefit claims payable at beginning of year2017-04-30$28,636,690
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Aggregate proceeds on sale of assets2017-04-30$23,143,704
Aggregate carrying amount (costs) on sale of assets2017-04-30$23,358,892
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30BULTYNCK & CO. P.L.L.C.
Accountancy firm EIN2017-04-30203920878
2016 : MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-04-30$20,586
Total unrealized appreciation/depreciation of assets2016-04-30$20,586
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$29,091,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$29,336,751
Total income from all sources (including contributions)2016-04-30$59,565,117
Total loss/gain on sale of assets2016-04-30$-143,487
Total of all expenses incurred2016-04-30$52,689,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$50,235,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$58,176,652
Value of total assets at end of year2016-04-30$31,217,386
Value of total assets at beginning of year2016-04-30$24,586,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$2,453,919
Total interest from all sources2016-04-30$400,115
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$82,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$82,522
Administrative expenses professional fees incurred2016-04-30$203,886
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$500,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$13,066,253
Participant contributions at end of year2016-04-30$1,050,394
Participant contributions at beginning of year2016-04-30$1,031,450
Assets. Other investments not covered elsewhere at end of year2016-04-30$198,115
Assets. Other investments not covered elsewhere at beginning of year2016-04-30$483,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$360,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$615,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-04-30$219,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-04-30$204,213
Other income not declared elsewhere2016-04-30$1,069,769
Administrative expenses (other) incurred2016-04-30$608,632
Liabilities. Value of operating payables at end of year2016-04-30$235,347
Liabilities. Value of operating payables at beginning of year2016-04-30$201,358
Total non interest bearing cash at end of year2016-04-30$4,724,588
Total non interest bearing cash at beginning of year2016-04-30$7,074,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$6,875,613
Value of net assets at end of year (total assets less liabilities)2016-04-30$2,125,467
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$-4,750,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Investment advisory and management fees2016-04-30$43,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$5,032,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$3,007,645
Income. Interest from US Government securities2016-04-30$73,675
Income. Interest from corporate debt instruments2016-04-30$326,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$1,576,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$576,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$576,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$61
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$7,272,585
Asset value of US Government securities at end of year2016-04-30$5,087,639
Asset value of US Government securities at beginning of year2016-04-30$3,079,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-41,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$45,110,399
Employer contributions (assets) at end of year2016-04-30$3,455,364
Employer contributions (assets) at beginning of year2016-04-30$3,497,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$42,963,000
Asset. Corporate debt instrument debt (other) at end of year2016-04-30$9,732,372
Asset. Corporate debt instrument debt (other) at beginning of year2016-04-30$5,220,304
Contract administrator fees2016-04-30$1,598,363
Liabilities. Value of benefit claims payable at end of year2016-04-30$28,636,690
Liabilities. Value of benefit claims payable at beginning of year2016-04-30$28,931,180
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Aggregate proceeds on sale of assets2016-04-30$12,459,100
Aggregate carrying amount (costs) on sale of assets2016-04-30$12,602,587
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30BULTYNCK & CO. P.L.L.C.
Accountancy firm EIN2016-04-30203920878
2015 : MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-04-30$-9,063
Total unrealized appreciation/depreciation of assets2015-04-30$-9,063
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$29,336,751
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$31,631,165
Total income from all sources (including contributions)2015-04-30$54,264,609
Total loss/gain on sale of assets2015-04-30$-15,656
Total of all expenses incurred2015-04-30$44,872,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$42,427,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$53,846,972
Value of total assets at end of year2015-04-30$24,586,605
Value of total assets at beginning of year2015-04-30$17,488,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$2,445,132
Total interest from all sources2015-04-30$220,440
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$40,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$40,355
Administrative expenses professional fees incurred2015-04-30$206,513
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$500,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$13,425,043
Participant contributions at end of year2015-04-30$1,031,450
Participant contributions at beginning of year2015-04-30$1,159,693
Assets. Other investments not covered elsewhere at end of year2015-04-30$483,848
Assets. Other investments not covered elsewhere at beginning of year2015-04-30$469,309
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$615,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$112,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-04-30$204,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-04-30$225,998
Other income not declared elsewhere2015-04-30$5,513
Administrative expenses (other) incurred2015-04-30$629,436
Liabilities. Value of operating payables at end of year2015-04-30$201,358
Liabilities. Value of operating payables at beginning of year2015-04-30$108,750
Total non interest bearing cash at end of year2015-04-30$7,074,271
Total non interest bearing cash at beginning of year2015-04-30$7,057,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$9,392,373
Value of net assets at end of year (total assets less liabilities)2015-04-30$-4,750,146
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$-14,142,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$22,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$3,007,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$840,200
Income. Interest from US Government securities2015-04-30$40,775
Income. Interest from corporate debt instruments2015-04-30$179,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$576,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$328,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$328,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$92
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$4,833,327
Asset value of US Government securities at end of year2015-04-30$3,079,366
Asset value of US Government securities at beginning of year2015-04-30$1,662,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$176,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$40,421,929
Employer contributions (assets) at end of year2015-04-30$3,497,293
Employer contributions (assets) at beginning of year2015-04-30$3,266,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$37,593,777
Asset. Corporate debt instrument debt (other) at end of year2015-04-30$5,220,304
Asset. Corporate debt instrument debt (other) at beginning of year2015-04-30$2,592,236
Contract administrator fees2015-04-30$1,587,048
Liabilities. Value of benefit claims payable at end of year2015-04-30$28,931,180
Liabilities. Value of benefit claims payable at beginning of year2015-04-30$31,296,417
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$8,227,420
Aggregate carrying amount (costs) on sale of assets2015-04-30$8,243,076
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30BULTYNCK & CO. P.L.L.C.
Accountancy firm EIN2015-04-30203920878
2014 : MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-04-30$-74,681
Total unrealized appreciation/depreciation of assets2014-04-30$-74,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$31,631,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$33,438,379
Total income from all sources (including contributions)2014-04-30$49,465,202
Total loss/gain on sale of assets2014-04-30$-28,565
Total of all expenses incurred2014-04-30$43,774,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$41,275,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$49,406,857
Value of total assets at end of year2014-04-30$17,488,646
Value of total assets at beginning of year2014-04-30$13,604,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$2,499,060
Total interest from all sources2014-04-30$149,010
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$5,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$5,586
Administrative expenses professional fees incurred2014-04-30$211,354
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$500,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$13,473,651
Participant contributions at end of year2014-04-30$1,159,693
Participant contributions at beginning of year2014-04-30$1,173,631
Assets. Other investments not covered elsewhere at end of year2014-04-30$469,309
Assets. Other investments not covered elsewhere at beginning of year2014-04-30$734,206
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$112,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$1,350,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-04-30$225,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-04-30$205,932
Other income not declared elsewhere2014-04-30$884
Administrative expenses (other) incurred2014-04-30$688,546
Liabilities. Value of operating payables at end of year2014-04-30$108,750
Liabilities. Value of operating payables at beginning of year2014-04-30$101,563
Total non interest bearing cash at end of year2014-04-30$7,057,611
Total non interest bearing cash at beginning of year2014-04-30$2,968,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$5,690,951
Value of net assets at end of year (total assets less liabilities)2014-04-30$-14,142,519
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$-19,833,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$12,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$840,200
Income. Interest from US Government securities2014-04-30$23,166
Income. Interest from corporate debt instruments2014-04-30$125,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$328,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$358,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$358,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$164
Expenses. Payments to insurance carriers foe the provision of benefits2014-04-30$4,918,717
Asset value of US Government securities at end of year2014-04-30$1,662,083
Asset value of US Government securities at beginning of year2014-04-30$811,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$6,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$35,933,206
Employer contributions (assets) at end of year2014-04-30$3,266,234
Employer contributions (assets) at beginning of year2014-04-30$3,170,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$36,356,474
Asset. Corporate debt instrument debt (other) at end of year2014-04-30$2,592,236
Asset. Corporate debt instrument debt (other) at beginning of year2014-04-30$3,037,327
Contract administrator fees2014-04-30$1,586,484
Liabilities. Value of benefit claims payable at end of year2014-04-30$31,296,417
Liabilities. Value of benefit claims payable at beginning of year2014-04-30$33,130,884
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$2,752,267
Aggregate carrying amount (costs) on sale of assets2014-04-30$2,780,832
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30BULTYNCK & CO. P.L.L.C.
Accountancy firm EIN2014-04-30203920878
2013 : MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$31,813
Total unrealized appreciation/depreciation of assets2013-04-30$31,813
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$33,438,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$36,128,306
Total income from all sources (including contributions)2013-04-30$55,736,286
Total loss/gain on sale of assets2013-04-30$-4,127
Total of all expenses incurred2013-04-30$52,050,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$49,486,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$51,969,230
Value of total assets at end of year2013-04-30$13,604,909
Value of total assets at beginning of year2013-04-30$12,608,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$2,563,792
Total interest from all sources2013-04-30$137,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$221,782
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$500,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$14,047,559
Participant contributions at end of year2013-04-30$1,173,631
Participant contributions at beginning of year2013-04-30$1,289,670
Assets. Other investments not covered elsewhere at end of year2013-04-30$734,206
Assets. Other investments not covered elsewhere at beginning of year2013-04-30$67,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$1,350,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$52,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-04-30$205,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-04-30$133,939
Other income not declared elsewhere2013-04-30$3,601,765
Administrative expenses (other) incurred2013-04-30$740,259
Liabilities. Value of operating payables at end of year2013-04-30$101,563
Liabilities. Value of operating payables at beginning of year2013-04-30$140,691
Total non interest bearing cash at end of year2013-04-30$2,968,951
Total non interest bearing cash at beginning of year2013-04-30$4,204,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$3,685,968
Value of net assets at end of year (total assets less liabilities)2013-04-30$-19,833,470
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$-23,519,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$12,297
Income. Interest from US Government securities2013-04-30$12,821
Income. Interest from corporate debt instruments2013-04-30$124,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$358,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$780,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$780,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$60
Asset value of US Government securities at end of year2013-04-30$811,381
Asset value of US Government securities at beginning of year2013-04-30$909,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$37,921,671
Employer contributions (assets) at end of year2013-04-30$3,170,392
Employer contributions (assets) at beginning of year2013-04-30$2,987,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$49,486,526
Asset. Corporate debt instrument debt (other) at end of year2013-04-30$3,037,327
Asset. Corporate debt instrument debt (other) at beginning of year2013-04-30$2,316,858
Contract administrator fees2013-04-30$1,589,454
Liabilities. Value of benefit claims payable at end of year2013-04-30$33,130,884
Liabilities. Value of benefit claims payable at beginning of year2013-04-30$35,853,676
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$-4,127
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30BULTYNCK & CO. P.L.L.C.
Accountancy firm EIN2013-04-30203920878
2012 : MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$-2,125
Total unrealized appreciation/depreciation of assets2012-04-30$-2,125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$36,128,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$39,851,008
Total income from all sources (including contributions)2012-04-30$58,858,578
Total loss/gain on sale of assets2012-04-30$8
Total of all expenses incurred2012-04-30$52,826,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$50,256,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$55,098,731
Value of total assets at end of year2012-04-30$12,608,868
Value of total assets at beginning of year2012-04-30$10,299,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$2,570,429
Total interest from all sources2012-04-30$36,419
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$2,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Administrative expenses professional fees incurred2012-04-30$251,192
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$15,177,330
Participant contributions at end of year2012-04-30$1,289,670
Participant contributions at beginning of year2012-04-30$1,330,709
Assets. Other investments not covered elsewhere at end of year2012-04-30$67,881
Assets. Other investments not covered elsewhere at beginning of year2012-04-30$1,399,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$52,916
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$112,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-04-30$133,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-04-30$114,460
Other income not declared elsewhere2012-04-30$3,722,576
Administrative expenses (other) incurred2012-04-30$685,872
Liabilities. Value of operating payables at end of year2012-04-30$140,691
Liabilities. Value of operating payables at beginning of year2012-04-30$2,766,548
Total non interest bearing cash at end of year2012-04-30$4,204,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$6,031,987
Value of net assets at end of year (total assets less liabilities)2012-04-30$-23,519,438
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$-29,551,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$16,843
Income. Interest from US Government securities2012-04-30$6,875
Income. Interest from corporate debt instruments2012-04-30$29,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$780,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$4,841,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$4,841,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$379
Asset value of US Government securities at end of year2012-04-30$909,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$39,921,401
Employer contributions (assets) at end of year2012-04-30$2,987,471
Employer contributions (assets) at beginning of year2012-04-30$2,586,313
Income. Dividends from common stock2012-04-30$2,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$50,256,162
Asset. Corporate debt instrument debt (other) at end of year2012-04-30$2,316,858
Contract administrator fees2012-04-30$1,616,522
Assets. Corporate common stocks other than exployer securities at beginning of year2012-04-30$29,352
Liabilities. Value of benefit claims payable at end of year2012-04-30$35,853,676
Liabilities. Value of benefit claims payable at beginning of year2012-04-30$36,970,000
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$8
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30BULTYNCK & CO. P.L.L.C.
Accountancy firm EIN2012-04-30203920878
2011 : MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$3,438
Total unrealized appreciation/depreciation of assets2011-04-30$3,438
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$39,851,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$48,892,252
Total income from all sources (including contributions)2011-04-30$63,226,482
Total loss/gain on sale of assets2011-04-30$958
Total of all expenses incurred2011-04-30$53,092,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$50,356,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$51,555,897
Value of total assets at end of year2011-04-30$10,299,583
Value of total assets at beginning of year2011-04-30$9,206,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$2,735,601
Total interest from all sources2011-04-30$1,564
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Administrative expenses professional fees incurred2011-04-30$241,115
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$16,356,471
Participant contributions at end of year2011-04-30$1,330,709
Participant contributions at beginning of year2011-04-30$1,283,485
Assets. Other investments not covered elsewhere at end of year2011-04-30$1,399,259
Assets. Other investments not covered elsewhere at beginning of year2011-04-30$59,999
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$112,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$1,703,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-04-30$114,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-04-30$124,143
Other income not declared elsewhere2011-04-30$11,664,250
Administrative expenses (other) incurred2011-04-30$674,094
Liabilities. Value of operating payables at end of year2011-04-30$2,766,548
Liabilities. Value of operating payables at beginning of year2011-04-30$139,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Income. Non cash contributions2011-04-30$1,430,168
Value of net income/loss2011-04-30$10,134,425
Value of net assets at end of year (total assets less liabilities)2011-04-30$-29,551,425
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$-39,685,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$7,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$4,841,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$3,538,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$3,538,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$1,564
Expenses. Payments to insurance carriers foe the provision of benefits2011-04-30$177,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$33,769,258
Employer contributions (assets) at end of year2011-04-30$2,586,313
Employer contributions (assets) at beginning of year2011-04-30$2,596,587
Income. Dividends from common stock2011-04-30$375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$50,178,847
Contract administrator fees2011-04-30$1,812,752
Assets. Corporate common stocks other than exployer securities at end of year2011-04-30$29,352
Assets. Corporate common stocks other than exployer securities at beginning of year2011-04-30$24,742
Liabilities. Value of benefit claims payable at end of year2011-04-30$36,970,000
Liabilities. Value of benefit claims payable at beginning of year2011-04-30$48,628,543
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$29,046
Aggregate carrying amount (costs) on sale of assets2011-04-30$28,088
Liabilities. Value of acquisition indebtedness at beginning of year2011-04-30$5
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30BULTYNCK & CO. P.L.L.C.
Accountancy firm EIN2011-04-30203920878

Form 5500 Responses for MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND

2021: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Submission has been amendedYes
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2009: MICHIGAN REGIONAL COUNCIL OF CARPENTERS' EMPLOYEE BENEFITS FUND 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Submission has been amendedYes
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DENCAP DENTAL PLANS (National Association of Insurance Commissioners NAIC id number: 52025 )
Policy contract number1143-1146
Policy instance 7
Insurance contract or identification number1143-1146
Number of Individuals Covered395
Insurance policy start date2023-01-01
Insurance policy end date2023-04-30
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317052-327866
Policy instance 1
Insurance contract or identification number317052-327866
Number of Individuals Covered2760
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $829,900
Welfare Benefit Premiums Paid to CarrierUSD $2,092,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $829,900
Insurance broker organization code?5
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4030
Policy instance 2
Insurance contract or identification number4030
Number of Individuals Covered11936
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4031
Policy instance 3
Insurance contract or identification number4031
Number of Individuals Covered1921
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30070208
Policy instance 4
Insurance contract or identification number30070208
Number of Individuals Covered6028
Insurance policy end date2023-04-30
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number317189, 325406
Policy instance 5
Insurance contract or identification number317189, 325406
Number of Individuals Covered2
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $600
Welfare Benefit Premiums Paid to CarrierUSD $1,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $600
Insurance broker organization code?5
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract numberAG000489
Policy instance 6
Insurance contract or identification numberAG000489
Number of Individuals Covered6051
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317052, 320255
Policy instance 1
Insurance contract or identification number317052, 320255
Number of Individuals Covered2758
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $305,000
Welfare Benefit Premiums Paid to CarrierUSD $3,942,327
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $305,000
Insurance broker organization code?5
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4030
Policy instance 2
Insurance contract or identification number4030
Number of Individuals Covered12197
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4031
Policy instance 3
Insurance contract or identification number4031
Number of Individuals Covered1879
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10285
Policy instance 4
Insurance contract or identification numberSL10285
Number of Individuals Covered8023
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $51,005
Welfare Benefit Premiums Paid to CarrierUSD $680,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,005
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30070208
Policy instance 5
Insurance contract or identification number30070208
Number of Individuals Covered6128
Insurance policy end date2022-04-30
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number255013, 317189
Policy instance 6
Insurance contract or identification number255013, 317189
Number of Individuals Covered2
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $200
Welfare Benefit Premiums Paid to CarrierUSD $2,824
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $200
Insurance broker organization code?5
GOLDEN DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 11113 )
Policy contract number
Policy instance 7
Number of Individuals Covered953
Insurance policy end date2022-04-30
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $170,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number
Policy instance 8
Number of Individuals Covered5986
Insurance policy start date2021-09-01
Insurance policy end date2022-04-30
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number311794, 320255
Policy instance 1
Insurance contract or identification number311794, 320255
Number of Individuals Covered2801
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $307,900
Welfare Benefit Premiums Paid to CarrierUSD $3,594,234
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $307,900
Insurance broker organization code?5
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4030
Policy instance 2
Insurance contract or identification number4030
Number of Individuals Covered12391
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4031
Policy instance 3
Insurance contract or identification number4031
Number of Individuals Covered1806
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number317257
Policy instance 4
Insurance contract or identification number317257
Insurance policy end date2021-04-30
Welfare Benefit Premiums Paid to CarrierUSD $18,758
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?5
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10285
Policy instance 5
Insurance contract or identification numberSL10285
Number of Individuals Covered5959
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $46,662
Welfare Benefit Premiums Paid to CarrierUSD $622,166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,662
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30070208
Policy instance 6
Insurance contract or identification number30070208
Number of Individuals Covered5881
Insurance policy end date2021-04-30
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number255013
Policy instance 7
Insurance contract or identification number255013
Number of Individuals Covered2
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $200
Welfare Benefit Premiums Paid to CarrierUSD $2,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $200
Insurance broker organization code?5
GOLDEN DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 11113 )
Policy contract number
Policy instance 8
Number of Individuals Covered953
Insurance policy end date2021-04-30
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $176,274
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number256382-317052
Policy instance 1
Insurance contract or identification number256382-317052
Number of Individuals Covered2825
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $303,400
Welfare Benefit Premiums Paid to CarrierUSD $4,701,911
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $303,400
Insurance broker organization code?5
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4030
Policy instance 2
Insurance contract or identification number4030
Number of Individuals Covered12794
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4031
Policy instance 3
Insurance contract or identification number4031
Number of Individuals Covered1789
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291546,317257
Policy instance 4
Insurance contract or identification number291546,317257
Number of Individuals Covered9
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $900
Welfare Benefit Premiums Paid to CarrierUSD $16,187
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $900
Insurance broker organization code?5
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10285
Policy instance 5
Insurance contract or identification numberSL10285
Number of Individuals Covered5911
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $48,015
Welfare Benefit Premiums Paid to CarrierUSD $640,201
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,015
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30070208
Policy instance 6
Insurance contract or identification number30070208
Number of Individuals Covered5944
Insurance policy end date2020-04-30
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number255013
Policy instance 7
Insurance contract or identification number255013
Number of Individuals Covered2
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $200
Welfare Benefit Premiums Paid to CarrierUSD $3,267
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $200
Insurance broker organization code?5
GOLDEN DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 11113 )
Policy contract number
Policy instance 8
Number of Individuals Covered1019
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $174,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291546
Policy instance 5
Insurance contract or identification number291546
Number of Individuals Covered11
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $1,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,100
Insurance broker organization code?5
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10285
Policy instance 6
Insurance contract or identification numberSL10285
Number of Individuals Covered5746
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $45,491
Welfare Benefit Premiums Paid to CarrierUSD $606,541
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,491
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30070208
Policy instance 7
Insurance contract or identification number30070208
Number of Individuals Covered5890
Insurance policy end date2019-04-30
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number255013, 290899
Policy instance 8
Insurance contract or identification number255013, 290899
Number of Individuals Covered2
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $200
Insurance broker organization code?5
GOLDEN DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 11113 )
Policy contract number
Policy instance 9
Number of Individuals Covered1019
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $175,396
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4031
Policy instance 4
Insurance contract or identification number4031
Number of Individuals Covered1753
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4030
Policy instance 3
Insurance contract or identification number4030
Number of Individuals Covered13109
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract number255005
Policy instance 2
Insurance contract or identification number255005
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $100
Insurance broker organization code?5
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number254989 - 311794
Policy instance 1
Insurance contract or identification number254989 - 311794
Number of Individuals Covered2898
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $600,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $600,500
Insurance broker organization code?5
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number254960 - 305557
Policy instance 1
Insurance contract or identification number254960 - 305557
Number of Individuals Covered2936
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $2,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract number255005, 256030
Policy instance 2
Insurance contract or identification number255005, 256030
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4030
Policy instance 3
Insurance contract or identification number4030
Number of Individuals Covered13609
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4031
Policy instance 4
Insurance contract or identification number4031
Number of Individuals Covered1724
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291546
Policy instance 5
Insurance contract or identification number291546
Number of Individuals Covered12
Insurance policy end date2018-04-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10285
Policy instance 6
Insurance contract or identification numberSL10285
Number of Individuals Covered6002
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $35,548
Welfare Benefit Premiums Paid to CarrierUSD $527,795
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30070208
Policy instance 7
Insurance contract or identification number30070208
Number of Individuals Covered6060
Insurance policy end date2018-04-30
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number254960 - 256382
Policy instance 1
Insurance contract or identification number254960 - 256382
Number of Individuals Covered2430
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $256,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $256,000
Insurance broker organization code?5
Insurance broker nameBENESYS, INC.
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30580
Policy instance 2
Insurance contract or identification numberHCL30580
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $26,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,519
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract number255005, 256030
Policy instance 3
Insurance contract or identification number255005, 256030
Number of Individuals Covered25
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $2,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,200
Insurance broker organization code?5
Insurance broker nameBENESYS, INC.
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4030
Policy instance 4
Insurance contract or identification number4030
Number of Individuals Covered9850
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBENESYS, INC.
DELTA DENTAL OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54305 )
Policy contract number4031
Policy instance 5
Insurance contract or identification number4031
Number of Individuals Covered763
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBENESYS, INC.
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number290899
Policy instance 6
Insurance contract or identification number290899
Number of Individuals Covered1
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $100
Insurance broker organization code?5
Insurance broker nameBENESYS, INC.
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number291546
Policy instance 7
Insurance contract or identification number291546
Number of Individuals Covered3
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $300
Insurance broker organization code?5
Insurance broker nameBENESYS, INC.
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30580
Policy instance 2
Insurance contract or identification numberHCL30580
Number of Individuals Covered3760
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $28,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,363
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30580
Policy instance 4
Insurance contract or identification numberHCL30580
Number of Individuals Covered3978
Insurance policy start date2014-05-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $6,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,002
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract numberR5005, R6030
Policy instance 3
Insurance contract or identification numberR5005, R6030
Number of Individuals Covered19
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $300
Insurance broker organization code?5
Insurance broker nameBENESYS, INC.
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract numberR4960 TO R6382
Policy instance 1
Insurance contract or identification numberR4960 TO R6382
Number of Individuals Covered2500
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $18,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,000
Insurance broker organization code?5
Insurance broker nameBENESYS, INC.
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2545
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $373,950
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $373,950
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?5
Insurance broker nameBENESYS, INC.
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30580
Policy instance 2
Insurance contract or identification numberHCL30580
Number of Individuals Covered3892
Insurance policy start date2013-07-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $29,452
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,452
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract numberVARIOUS
Policy instance 3
Insurance contract or identification numberVARIOUS
Number of Individuals Covered18
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $900
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?5
Insurance broker nameBENESYS, INC.
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10117
Policy instance 4
Insurance contract or identification numberSL10117
Number of Individuals Covered4163
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $82,417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82,417
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
HAP PREFERRED (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1-17090AA
Policy instance 1
Insurance contract or identification number1-17090AA
Number of Individuals Covered7506
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TDC - HUMANA (National Association of Insurance Commissioners NAIC id number: 07566 )
Policy contract number851862423
Policy instance 3
Insurance contract or identification number851862423
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10117
Policy instance 4
Insurance contract or identification numberSL10117
Number of Individuals Covered4163
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $82,417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2640
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $29,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,850
Insurance broker organization code?5
Insurance broker nameBENESYS, INC.
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10000685
Policy instance 2
Insurance contract or identification number10000685
Number of Individuals Covered11927
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COFINITY (National Association of Insurance Commissioners NAIC id number: )
Policy contract number
Policy instance 3
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $68,628
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $68,628
Insurance broker organization code?4
Insurance broker nameKIM SMITH
TDC - HUMANA (National Association of Insurance Commissioners NAIC id number: 07566 )
Policy contract numberH5415,H6609
Policy instance 4
Insurance contract or identification numberH5415,H6609
Number of Individuals Covered24
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?5
Insurance broker nameBENESYS, INC.
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10117
Policy instance 5
Insurance contract or identification numberSL10117
Number of Individuals Covered4163
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $82,417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $82,417
Insurance broker organization code?3
Insurance broker nameMACQUEEN AND ASSOCIATES, LLC
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number44664
Policy instance 1
Insurance contract or identification number44664
Number of Individuals Covered2688
Insurance policy start date2011-03-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $170,198
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAP PREFERRED (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1-17090AA
Policy instance 2
Insurance contract or identification number1-17090AA
Number of Individuals Covered7506
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TDC - HUMANA (National Association of Insurance Commissioners NAIC id number: 07566 )
Policy contract number851862423
Policy instance 4
Insurance contract or identification number851862423
Insurance policy start date2012-01-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $376,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number44664
Policy instance 1
Insurance contract or identification number44664
Number of Individuals Covered2693
Insurance policy start date2011-03-01
Insurance policy end date2011-04-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAP PREFERRED (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1-17090AA
Policy instance 2
Insurance contract or identification number1-17090AA
Number of Individuals Covered7506
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Welfare Benefit Premiums Paid to CarrierUSD $219,451
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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