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MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 401k Plan overview

Plan NameMICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND
Plan identification number 501

MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)
  • 10 or more employer plan under Code section 419A(f)(6).
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

TRUSTEES OF MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND
Employer identification number (EIN):386238055
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01MICHAEL STANFIELD GLENN BUKOSKI2018-10-11
5012016-01-01MICHAEL STANFIELD GLENN BUKOSKI2017-10-13
5012015-01-01MICHAEL STANFIELD GLENN BUKOSKI2016-10-14
5012014-01-01MICHAEL STANFIELD GLENN BUKOSKI2015-10-14
5012013-01-01MICHAEL STANFIELD GLENN BUKOSKI2014-10-15
5012012-01-01BRYAN STULZ
5012011-01-01BRYAN STULZ
5012010-01-01BRYAN STULZ
5012009-01-01PLAN ADMINISTRATOR

Plan Statistics for MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND

401k plan membership statisitcs for MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND

Measure Date Value
2022: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01532
Total number of active participants reported on line 7a of the Form 55002022-01-01534
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01543
Number of employers contributing to the scheme2022-01-0194
2021: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01566
Total number of active participants reported on line 7a of the Form 55002021-01-01522
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01532
Number of employers contributing to the scheme2021-01-01103
2020: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01583
Total number of active participants reported on line 7a of the Form 55002020-01-01564
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01566
Number of employers contributing to the scheme2020-01-01194
2019: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01575
Total number of active participants reported on line 7a of the Form 55002019-01-01578
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01583
Number of employers contributing to the scheme2019-01-01101
2018: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01583
Total number of active participants reported on line 7a of the Form 55002018-01-01570
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01575
Number of employers contributing to the scheme2018-01-01109
2017: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01523
Total number of active participants reported on line 7a of the Form 55002017-01-01579
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01583
Number of employers contributing to the scheme2017-01-01108
2016: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01524
Total number of active participants reported on line 7a of the Form 55002016-01-01518
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01523
Number of employers contributing to the scheme2016-01-01114
2015: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01489
Total number of active participants reported on line 7a of the Form 55002015-01-01520
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01524
Number of employers contributing to the scheme2015-01-01124
2014: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01503
Total number of active participants reported on line 7a of the Form 55002014-01-01474
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01489
Number of employers contributing to the scheme2014-01-01132
2013: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01555
Total number of active participants reported on line 7a of the Form 55002013-01-01434
Number of retired or separated participants receiving benefits2013-01-0169
Total of all active and inactive participants2013-01-01503
Number of employers contributing to the scheme2013-01-01130
2012: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01589
Total number of active participants reported on line 7a of the Form 55002012-01-01483
Number of retired or separated participants receiving benefits2012-01-0172
Total of all active and inactive participants2012-01-01555
Number of employers contributing to the scheme2012-01-01151
2011: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01602
Total number of active participants reported on line 7a of the Form 55002011-01-01502
Number of retired or separated participants receiving benefits2011-01-0187
Total of all active and inactive participants2011-01-01589
Number of employers contributing to the scheme2011-01-0193
2010: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01595
Total number of active participants reported on line 7a of the Form 55002010-01-01515
Number of retired or separated participants receiving benefits2010-01-0187
Total of all active and inactive participants2010-01-01602
Number of employers contributing to the scheme2010-01-0195
2009: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01710
Total number of active participants reported on line 7a of the Form 55002009-01-01526
Number of retired or separated participants receiving benefits2009-01-0169
Total of all active and inactive participants2009-01-01595
Number of employers contributing to the scheme2009-01-01174

Financial Data on MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND

Measure Date Value
2022 : MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,367,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,525,150
Total income from all sources (including contributions)2022-12-31$6,104,325
Total of all expenses incurred2022-12-31$7,024,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,329,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,808,035
Value of total assets at end of year2022-12-31$7,752,476
Value of total assets at beginning of year2022-12-31$8,830,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$694,720
Total interest from all sources2022-12-31$14,505
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$117,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$117,421
Administrative expenses professional fees incurred2022-12-31$64,054
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$97,479
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$5,791,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$46,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,890,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,620,000
Other income not declared elsewhere2022-12-31$6,652
Administrative expenses (other) incurred2022-12-31$510,635
Liabilities. Value of operating payables at end of year2022-12-31$117,805
Liabilities. Value of operating payables at beginning of year2022-12-31$97,432
Total non interest bearing cash at end of year2022-12-31$1,974,652
Total non interest bearing cash at beginning of year2022-12-31$1,152,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-920,314
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,385,473
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,305,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$7,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,188,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,818,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,030,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,438,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,438,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$14,505
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$538,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-842,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,710,556
Employer contributions (assets) at end of year2022-12-31$498,641
Employer contributions (assets) at beginning of year2022-12-31$386,477
Contract administrator fees2022-12-31$112,476
Liabilities. Value of benefit claims payable at end of year2022-12-31$359,198
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$807,718
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$13,747
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$26,827
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BENDA, GRACE, STULZ AND CO., P.C.
Accountancy firm EIN2022-12-31382284921
2021 : MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,525,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,409,196
Total income from all sources (including contributions)2021-12-31$6,685,824
Total of all expenses incurred2021-12-31$7,570,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,878,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,538,450
Value of total assets at end of year2021-12-31$8,830,937
Value of total assets at beginning of year2021-12-31$9,599,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$691,341
Total interest from all sources2021-12-31$610
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$117,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$117,367
Administrative expenses professional fees incurred2021-12-31$59,957
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$143,035
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$6,370,397
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,620,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,450,000
Other income not declared elsewhere2021-12-31$4,126
Administrative expenses (other) incurred2021-12-31$511,525
Liabilities. Value of operating payables at end of year2021-12-31$97,432
Liabilities. Value of operating payables at beginning of year2021-12-31$97,451
Total non interest bearing cash at end of year2021-12-31$1,152,585
Total non interest bearing cash at beginning of year2021-12-31$2,360,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-884,346
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,305,787
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,190,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$8,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,818,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,526,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,438,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,038,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,038,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$610
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$508,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$25,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,395,415
Employer contributions (assets) at end of year2021-12-31$386,477
Employer contributions (assets) at beginning of year2021-12-31$445,476
Contract administrator fees2021-12-31$111,755
Liabilities. Value of benefit claims payable at end of year2021-12-31$807,718
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$861,745
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$26,827
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$221,321
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BENDA, GRACE, STULZ AND CO., P.C.
Accountancy firm EIN2021-12-31382284921
2020 : MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,409,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,316,060
Total income from all sources (including contributions)2020-12-31$7,196,201
Total of all expenses incurred2020-12-31$5,852,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,172,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,608,157
Value of total assets at end of year2020-12-31$9,599,329
Value of total assets at beginning of year2020-12-31$8,162,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$679,820
Total interest from all sources2020-12-31$2,538
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$122,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$122,879
Administrative expenses professional fees incurred2020-12-31$72,357
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$123,356
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$4,726,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$9,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,450,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,810,000
Other income not declared elsewhere2020-12-31$4,394
Administrative expenses (other) incurred2020-12-31$491,538
Liabilities. Value of operating payables at end of year2020-12-31$97,451
Liabilities. Value of operating payables at beginning of year2020-12-31$99,844
Total non interest bearing cash at end of year2020-12-31$2,360,501
Total non interest bearing cash at beginning of year2020-12-31$2,549,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,343,813
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,190,133
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,846,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,526,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,064,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,038,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$809,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$809,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,538
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$445,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$458,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,484,801
Employer contributions (assets) at end of year2020-12-31$445,476
Employer contributions (assets) at beginning of year2020-12-31$490,555
Contract administrator fees2020-12-31$108,150
Liabilities. Value of benefit claims payable at end of year2020-12-31$861,745
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$406,216
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$221,321
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$238,608
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BENDA, GRACE, STULZ AND CO., P.C.
Accountancy firm EIN2020-12-31382284921
2019 : MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,316,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,881,271
Total income from all sources (including contributions)2019-12-31$7,253,491
Total of all expenses incurred2019-12-31$7,012,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,364,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,778,273
Value of total assets at end of year2019-12-31$8,162,380
Value of total assets at beginning of year2019-12-31$7,486,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$647,661
Total interest from all sources2019-12-31$16,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$61,241
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$147,704
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$5,984,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$236,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,810,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,260,000
Other income not declared elsewhere2019-12-31$2,789
Administrative expenses (other) incurred2019-12-31$470,987
Liabilities. Value of operating payables at end of year2019-12-31$99,844
Liabilities. Value of operating payables at beginning of year2019-12-31$91,136
Total non interest bearing cash at end of year2019-12-31$2,549,967
Total non interest bearing cash at beginning of year2019-12-31$1,016,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$240,868
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,846,320
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,605,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,064,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,736,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$809,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$932,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$932,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$16,478
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$380,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$455,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,630,569
Employer contributions (assets) at end of year2019-12-31$490,555
Employer contributions (assets) at beginning of year2019-12-31$357,294
Contract administrator fees2019-12-31$108,150
Liabilities. Value of benefit claims payable at end of year2019-12-31$406,216
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$530,135
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$238,608
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$207,354
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BENDA, GRACE, STULZ AND CO., P.C.
Accountancy firm EIN2019-12-31382284921
2018 : MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,881,271
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,345,078
Total income from all sources (including contributions)2018-12-31$6,444,034
Total of all expenses incurred2018-12-31$5,934,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,276,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,439,582
Value of total assets at end of year2018-12-31$7,486,723
Value of total assets at beginning of year2018-12-31$7,441,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$658,347
Total interest from all sources2018-12-31$13,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$70,716
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$121,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$236,802
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$139,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,260,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,720,000
Other income not declared elsewhere2018-12-31$29,881
Administrative expenses (other) incurred2018-12-31$473,293
Liabilities. Value of operating payables at end of year2018-12-31$91,136
Liabilities. Value of operating payables at beginning of year2018-12-31$83,210
Total non interest bearing cash at end of year2018-12-31$1,016,256
Total non interest bearing cash at beginning of year2018-12-31$923,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$509,396
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,605,452
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,096,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,736,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,079,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$932,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$819,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$819,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,435
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$421,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-38,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,318,199
Employer contributions (assets) at end of year2018-12-31$357,294
Employer contributions (assets) at beginning of year2018-12-31$323,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,855,278
Contract administrator fees2018-12-31$106,838
Liabilities. Value of benefit claims payable at end of year2018-12-31$530,135
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$541,868
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$207,354
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$154,886
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BENDA, GRACE, STULZ AND CO., P.C.
Accountancy firm EIN2018-12-31382284921
2017 : MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,345,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,440,142
Total income from all sources (including contributions)2017-12-31$6,751,253
Total of all expenses incurred2017-12-31$7,060,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,422,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,469,811
Value of total assets at end of year2017-12-31$7,441,134
Value of total assets at beginning of year2017-12-31$6,845,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$638,405
Total interest from all sources2017-12-31$4,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$75,663
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$120,921
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$139,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$87,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,720,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,700,000
Other income not declared elsewhere2017-12-31$12,804
Administrative expenses (other) incurred2017-12-31$450,200
Liabilities. Value of operating payables at end of year2017-12-31$83,210
Liabilities. Value of operating payables at beginning of year2017-12-31$105,703
Total non interest bearing cash at end of year2017-12-31$923,406
Total non interest bearing cash at beginning of year2017-12-31$451,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-309,357
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,096,056
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,405,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$7,542
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,079,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,716,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$819,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,203,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,203,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,768
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$358,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$263,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,348,890
Employer contributions (assets) at end of year2017-12-31$323,208
Employer contributions (assets) at beginning of year2017-12-31$256,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,063,949
Contract administrator fees2017-12-31$105,000
Liabilities. Value of benefit claims payable at end of year2017-12-31$541,868
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$634,439
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$154,886
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$130,766
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BENDA, GRACE, STULZ AND CO., P.C.
Accountancy firm EIN2017-12-31382284921
2016 : MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,440,142
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,318,767
Total income from all sources (including contributions)2016-12-31$6,199,856
Total of all expenses incurred2016-12-31$5,113,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,489,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,054,062
Value of total assets at end of year2016-12-31$6,845,555
Value of total assets at beginning of year2016-12-31$5,637,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$623,528
Total interest from all sources2016-12-31$2,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$99,869
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$116,821
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$87,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$39,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,700,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,650,000
Other income not declared elsewhere2016-12-31$119,484
Administrative expenses (other) incurred2016-12-31$411,931
Liabilities. Value of operating payables at end of year2016-12-31$105,703
Liabilities. Value of operating payables at beginning of year2016-12-31$94,305
Total non interest bearing cash at end of year2016-12-31$451,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,086,452
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,405,413
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,318,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$6,728
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,716,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,203,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,107,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,107,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,204
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$322,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$24,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,937,241
Employer contributions (assets) at end of year2016-12-31$256,770
Employer contributions (assets) at beginning of year2016-12-31$358,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,167,646
Contract administrator fees2016-12-31$105,000
Liabilities. Value of benefit claims payable at end of year2016-12-31$634,439
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$574,462
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$130,766
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$132,155
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BENDA, GRACE, STULZ AND CO., P.C.
Accountancy firm EIN2016-12-31382284921
2015 : MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,318,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,542,494
Total income from all sources (including contributions)2015-12-31$5,621,803
Total of all expenses incurred2015-12-31$5,370,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,807,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,597,161
Value of total assets at end of year2015-12-31$5,637,728
Value of total assets at beginning of year2015-12-31$4,610,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$563,571
Total interest from all sources2015-12-31$408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$86,207
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$107,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$39,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$33,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,650,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,170,000
Other income not declared elsewhere2015-12-31$24,234
Administrative expenses (other) incurred2015-12-31$374,114
Liabilities. Value of operating payables at end of year2015-12-31$94,305
Liabilities. Value of operating payables at beginning of year2015-12-31$92,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$251,016
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,318,961
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,067,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,107,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,956,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,956,948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$408
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$315,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,489,732
Employer contributions (assets) at end of year2015-12-31$358,293
Employer contributions (assets) at beginning of year2015-12-31$350,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,491,328
Contract administrator fees2015-12-31$103,250
Liabilities. Value of benefit claims payable at end of year2015-12-31$574,462
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$280,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$132,155
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$269,416
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BENDA, GRACE, STULZ AND CO., P.C.
Accountancy firm EIN2015-12-31382284921
2014 : MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,542,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,030,826
Total income from all sources (including contributions)2014-12-31$4,992,026
Total of all expenses incurred2014-12-31$4,471,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,897,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,974,628
Value of total assets at end of year2014-12-31$4,610,439
Value of total assets at beginning of year2014-12-31$3,578,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$574,198
Total interest from all sources2014-12-31$460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$141,751
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$253,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$33,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$38,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,170,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,630,000
Other income not declared elsewhere2014-12-31$16,938
Administrative expenses (other) incurred2014-12-31$330,447
Liabilities. Value of operating payables at end of year2014-12-31$92,494
Liabilities. Value of operating payables at beginning of year2014-12-31$80,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$520,693
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,067,945
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,547,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,956,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,889,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,889,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$460
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$327,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,720,828
Employer contributions (assets) at end of year2014-12-31$350,825
Employer contributions (assets) at beginning of year2014-12-31$193,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,569,531
Contract administrator fees2014-12-31$102,000
Liabilities. Value of benefit claims payable at end of year2014-12-31$280,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$320,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$269,416
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$1,456,952
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BENDA, GRACE, STULZ AND CO., P.C.
Accountancy firm EIN2014-12-31382284921
2013 : MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,030,826
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,709,573
Total income from all sources (including contributions)2013-12-31$4,719,652
Total of all expenses incurred2013-12-31$4,346,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,878,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,698,158
Value of total assets at end of year2013-12-31$3,578,078
Value of total assets at beginning of year2013-12-31$3,883,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$467,358
Total interest from all sources2013-12-31$376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$129,057
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$503,571
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$38,409
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$45,386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,630,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,656,000
Other income not declared elsewhere2013-12-31$21,118
Administrative expenses (other) incurred2013-12-31$236,301
Liabilities. Value of operating payables at end of year2013-12-31$80,826
Liabilities. Value of operating payables at beginning of year2013-12-31$53,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$373,403
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,547,252
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,173,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,889,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,880,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,880,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$376
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$302,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,194,587
Employer contributions (assets) at end of year2013-12-31$193,295
Employer contributions (assets) at beginning of year2013-12-31$181,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,576,069
Contract administrator fees2013-12-31$102,000
Liabilities. Value of benefit claims payable at end of year2013-12-31$320,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$1,456,952
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$775,566
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BENDA, GRACE, STULZ AND CO., P.C.
Accountancy firm EIN2013-12-31382284921
2012 : MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,709,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,297,486
Total income from all sources (including contributions)2012-12-31$4,945,490
Total of all expenses incurred2012-12-31$5,963,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,462,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,931,902
Value of total assets at end of year2012-12-31$3,883,422
Value of total assets at beginning of year2012-12-31$4,489,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$500,255
Total interest from all sources2012-12-31$606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$131,815
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$456,066
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$45,386
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,656,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,184,000
Other income not declared elsewhere2012-12-31$12,982
Administrative expenses (other) incurred2012-12-31$266,440
Liabilities. Value of operating payables at end of year2012-12-31$53,573
Liabilities. Value of operating payables at beginning of year2012-12-31$113,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,017,678
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,173,849
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,191,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,880,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,296,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,296,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$606
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$414,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,475,836
Employer contributions (assets) at end of year2012-12-31$181,727
Employer contributions (assets) at beginning of year2012-12-31$208,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,048,850
Contract administrator fees2012-12-31$102,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$775,566
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$981,068
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BENDA, GRACE, STULZ AND CO., P.C.
Accountancy firm EIN2012-12-31382284921
2011 : MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,297,486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,751,551
Total income from all sources (including contributions)2011-12-31$5,006,270
Total of all expenses incurred2011-12-31$4,665,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,122,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,938,483
Value of total assets at end of year2011-12-31$4,489,013
Value of total assets at beginning of year2011-12-31$4,602,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$542,777
Total interest from all sources2011-12-31$2,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$171,609
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$423,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$87,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,184,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,654,000
Other income not declared elsewhere2011-12-31$64,869
Administrative expenses (other) incurred2011-12-31$269,168
Liabilities. Value of operating payables at end of year2011-12-31$113,486
Liabilities. Value of operating payables at beginning of year2011-12-31$97,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$340,502
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,191,527
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,851,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,296,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,611,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,611,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,918
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$304,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,515,164
Employer contributions (assets) at end of year2011-12-31$208,359
Employer contributions (assets) at beginning of year2011-12-31$238,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,818,561
Contract administrator fees2011-12-31$102,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$981,068
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$664,947
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BENDA, GRACE, STULZ AND CO., P.C.
Accountancy firm EIN2011-12-31382284921
2010 : MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,751,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,082,801
Total income from all sources (including contributions)2010-12-31$5,224,700
Total of all expenses incurred2010-12-31$5,705,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,104,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,040,186
Value of total assets at end of year2010-12-31$4,602,576
Value of total assets at beginning of year2010-12-31$4,414,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$601,031
Total interest from all sources2010-12-31$4,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$224,110
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$532,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$87,011
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$108,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,654,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,028,000
Other income not declared elsewhere2010-12-31$180,391
Administrative expenses (other) incurred2010-12-31$274,921
Liabilities. Value of operating payables at end of year2010-12-31$97,551
Liabilities. Value of operating payables at beginning of year2010-12-31$54,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-480,714
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,851,025
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,331,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,611,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,991,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,991,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,123
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$203,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,507,851
Employer contributions (assets) at end of year2010-12-31$238,951
Employer contributions (assets) at beginning of year2010-12-31$210,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,900,499
Contract administrator fees2010-12-31$102,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$664,947
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$1,103,860
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BENDA, GRACE, STULZ AND CO., P.C.
Accountancy firm EIN2010-12-31382284921

Form 5500 Responses for MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND

2022: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00276357
Policy instance 3
Insurance contract or identification number00276357
Number of Individuals Covered11
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $97,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number226899
Policy instance 2
Insurance contract or identification number226899
Number of Individuals Covered497
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,916
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,916
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number120265
Policy instance 1
Insurance contract or identification number120265
Number of Individuals Covered503
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,017
Total amount of fees paid to insurance companyUSD $7,935
Welfare Benefit Premiums Paid to CarrierUSD $429,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,017
Insurance broker organization code?3
Amount paid for insurance broker fees7935
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00276357
Policy instance 3
Insurance contract or identification number00276357
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $115,502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number226899
Policy instance 2
Insurance contract or identification number226899
Number of Individuals Covered506
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,149
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,149
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number42272
Policy instance 1
Insurance contract or identification number42272
Number of Individuals Covered573
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,393
Welfare Benefit Premiums Paid to CarrierUSD $381,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,393
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number42272
Policy instance 1
Insurance contract or identification number42272
Number of Individuals Covered573
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,964
Welfare Benefit Premiums Paid to CarrierUSD $398,780
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,964
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number226899
Policy instance 2
Insurance contract or identification number226899
Number of Individuals Covered511
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,249
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,249
Insurance broker organization code?3
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00276357
Policy instance 3
Insurance contract or identification number00276357
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,965
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00276357
Policy instance 3
Insurance contract or identification number00276357
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,035
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,441
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,035
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number226899
Policy instance 2
Insurance contract or identification number226899
Number of Individuals Covered536
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,958
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 number42272
Policy instance 1
Insurance contract or identification number42272
Number of Individuals Covered571
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,456
Welfare Benefit Premiums Paid to CarrierUSD $326,264
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,456
Insurance broker organization code?3
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00276357
Policy instance 3
Insurance contract or identification number00276357
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,758
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,896
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,758
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number42272
Policy instance 1
Insurance contract or identification number42272
Number of Individuals Covered562
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,697
Welfare Benefit Premiums Paid to CarrierUSD $362,758
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,697
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number226899
Policy instance 2
Insurance contract or identification number226899
Number of Individuals Covered548
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,359
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,359
Insurance broker organization code?3
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00276357
Policy instance 3
Insurance contract or identification number00276357
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,312
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,877
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,312
Insurance broker organization code?3
Insurance broker nameMICHAEL G. BUCK
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number226899
Policy instance 2
Insurance contract or identification number226899
Number of Individuals Covered564
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,749
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,749
Insurance broker organization code?3
Insurance broker nameKEVIN E. COUNIHAN
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number42272
Policy instance 1
Insurance contract or identification number42272
Number of Individuals Covered561
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,938
Welfare Benefit Premiums Paid to CarrierUSD $312,365
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,938
Insurance broker organization code?3
Insurance broker nameMICHAEL G. BUCK
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number42272
Policy instance 1
Insurance contract or identification number42272
Number of Individuals Covered520
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,666
Total amount of fees paid to insurance companyUSD $10,695
Welfare Benefit Premiums Paid to CarrierUSD $274,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,666
Insurance broker organization code?3
Amount paid for insurance broker fees10695
Additional information about fees paid to insurance brokerOTHER FEES PAID
Insurance broker nameASSOCIATION BENEFITS CO.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number226899
Policy instance 2
Insurance contract or identification number226899
Number of Individuals Covered474
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,681
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $8,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,681
Insurance broker organization code?3
Insurance broker nameKEVIN E. COUNIHAN
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00276357
Policy instance 3
Insurance contract or identification number00276357
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,976
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 number42272
Policy instance 1
Insurance contract or identification number42272
Number of Individuals Covered464
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,750
Total amount of fees paid to insurance companyUSD $7,501
Welfare Benefit Premiums Paid to CarrierUSD $311,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,750
Insurance broker organization code?3
Amount paid for insurance broker fees7501
Insurance broker nameASSOCIATION BENEFITS CO.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number226899
Policy instance 2
Insurance contract or identification number226899
Number of Individuals Covered357
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $814
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $814
Insurance broker organization code?3
Insurance broker nameKEVIN E. COUNIHAN
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number42272
Policy instance 1
Insurance contract or identification number42272
Number of Individuals Covered483
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,866
Total amount of fees paid to insurance companyUSD $50,993
Welfare Benefit Premiums Paid to CarrierUSD $296,863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,866
Amount paid for insurance broker fees45153
Insurance broker organization code?3
Insurance broker nameASSOCIATION BENEFITS CO.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number226899
Policy instance 2
Insurance contract or identification number226899
Number of Individuals Covered403
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $894
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $5,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $894
Insurance broker organization code?3
Insurance broker nameKEVIN E. COUNIHAN
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number226899
Policy instance 2
Insurance contract or identification number226899
Number of Individuals Covered428
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $955
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $955
Insurance broker nameKEVIN E. COUNIHAN
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number42272
Policy instance 1
Insurance contract or identification number42272
Number of Individuals Covered556
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $303,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0139402
Policy instance 2
Insurance contract or identification number0139402
Number of Individuals Covered469
Insurance policy start date2010-11-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,133
Life Insurance Welfare BenefitYes
Other welfare benefits providedPADD
Welfare Benefit Premiums Paid to CarrierUSD $8,813
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 number42272
Policy instance 1
Insurance contract or identification number42272
Number of Individuals Covered556
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Welfare Benefit Premiums Paid to CarrierUSD $326,076
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0139402
Policy instance 2
Insurance contract or identification number0139402
Number of Individuals Covered446
Insurance policy start date2009-11-01
Insurance policy end date2010-10-31
Total amount of commissions paid to insurance brokerUSD $951
Life Insurance Welfare BenefitYes
Other welfare benefits providedPADD
Welfare Benefit Premiums Paid to CarrierUSD $6,223
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 number42272
Policy instance 1
Insurance contract or identification number42272
Number of Individuals Covered1730
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Welfare Benefit Premiums Paid to CarrierUSD $197,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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