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AFL-CIO HEALTH & WELFARE PLAN 401k Plan overview

Plan NameAFL-CIO HEALTH & WELFARE PLAN
Plan identification number 501

AFL-CIO HEALTH & WELFARE PLAN Benefits

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

401k Sponsoring company profile

AMERICAN FEDERATION OF LABOR AND CONGRESS OF INDUSTRIAL ORGANIZATIONS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN FEDERATION OF LABOR AND CONGRESS OF INDUSTRIAL ORGANIZATIONS
Employer identification number (EIN):386847980
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFL-CIO HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01MACK HARRELL2023-10-15
5012021-01-01SAMANTHA CONNOLLY2022-10-13
5012020-01-01SAMANTHA CONNOLLY2021-10-14
5012019-01-01ELIZABETH SCHULER2015-10-14
5012018-01-01SAMANTHA CONNOLLY2019-10-15
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01SHARI CANNON
5012011-01-01SHARI CANNON
5012010-01-01SHARI CANNON
5012009-01-01SHARI CANNON

Plan Statistics for AFL-CIO HEALTH & WELFARE PLAN

401k plan membership statisitcs for AFL-CIO HEALTH & WELFARE PLAN

Measure Date Value
2022: AFL-CIO HEALTH & WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,850
Total number of active participants reported on line 7a of the Form 55002022-01-01923
Number of retired or separated participants receiving benefits2022-01-01968
Total of all active and inactive participants2022-01-011,891
Number of employers contributing to the scheme2022-01-0173
2021: AFL-CIO HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,959
Total number of active participants reported on line 7a of the Form 55002021-01-01883
Number of retired or separated participants receiving benefits2021-01-01967
Total of all active and inactive participants2021-01-011,850
Number of employers contributing to the scheme2021-01-0172
2020: AFL-CIO HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,919
Total number of active participants reported on line 7a of the Form 55002020-01-01943
Number of retired or separated participants receiving benefits2020-01-011,016
Total of all active and inactive participants2020-01-011,959
Number of employers contributing to the scheme2020-01-0169
2019: AFL-CIO HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,688
Total number of active participants reported on line 7a of the Form 55002019-01-01896
Number of retired or separated participants receiving benefits2019-01-011,023
Total of all active and inactive participants2019-01-011,919
Number of employers contributing to the scheme2019-01-0169
2018: AFL-CIO HEALTH & WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,815
Total number of active participants reported on line 7a of the Form 55002018-01-01915
Number of retired or separated participants receiving benefits2018-01-01773
Total of all active and inactive participants2018-01-011,688
Number of employers contributing to the scheme2018-01-0166
2017: AFL-CIO HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,632
Total number of active participants reported on line 7a of the Form 55002017-01-01952
Number of retired or separated participants receiving benefits2017-01-01863
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,815
Number of employers contributing to the scheme2017-01-0169
2016: AFL-CIO HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,654
Total number of active participants reported on line 7a of the Form 55002016-01-01836
Number of retired or separated participants receiving benefits2016-01-01796
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,632
Number of employers contributing to the scheme2016-01-0162
2015: AFL-CIO HEALTH & WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,630
Total number of active participants reported on line 7a of the Form 55002015-01-01877
Number of retired or separated participants receiving benefits2015-01-01777
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,654
Number of employers contributing to the scheme2015-01-0162
2014: AFL-CIO HEALTH & WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,557
Total number of active participants reported on line 7a of the Form 55002014-01-01870
Number of retired or separated participants receiving benefits2014-01-01760
Total of all active and inactive participants2014-01-011,630
Number of employers contributing to the scheme2014-01-0163
2013: AFL-CIO HEALTH & WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,603
Total number of active participants reported on line 7a of the Form 55002013-01-01811
Number of retired or separated participants receiving benefits2013-01-01746
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,557
Number of employers contributing to the scheme2013-01-0155
2012: AFL-CIO HEALTH & WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,310
Total number of active participants reported on line 7a of the Form 55002012-01-01832
Number of retired or separated participants receiving benefits2012-01-01771
Total of all active and inactive participants2012-01-011,603
Number of employers contributing to the scheme2012-01-0157
2011: AFL-CIO HEALTH & WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,161
Total number of active participants reported on line 7a of the Form 55002011-01-011,257
Number of retired or separated participants receiving benefits2011-01-01830
Total of all active and inactive participants2011-01-012,087
Number of employers contributing to the scheme2011-01-0150
2010: AFL-CIO HEALTH & WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,321
Total number of active participants reported on line 7a of the Form 55002010-01-011,215
Number of retired or separated participants receiving benefits2010-01-01758
Total of all active and inactive participants2010-01-011,973
Number of employers contributing to the scheme2010-01-0149
2009: AFL-CIO HEALTH & WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,177
Total number of active participants reported on line 7a of the Form 55002009-01-011,270
Number of retired or separated participants receiving benefits2009-01-01830
Total of all active and inactive participants2009-01-012,100
Number of employers contributing to the scheme2009-01-0155

Financial Data on AFL-CIO HEALTH & WELFARE PLAN

Measure Date Value
2022 : AFL-CIO HEALTH & WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$3,916
Total unrealized appreciation/depreciation of assets2022-12-31$3,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,644,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,427,585
Total income from all sources (including contributions)2022-12-31$39,293,105
Total of all expenses incurred2022-12-31$39,735,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$37,838,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$38,769,157
Value of total assets at end of year2022-12-31$27,018,811
Value of total assets at beginning of year2022-12-31$27,244,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,897,589
Total interest from all sources2022-12-31$244,945
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$409,632
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$409,632
Administrative expenses professional fees incurred2022-12-31$615,283
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$127,328
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$33,657
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,727,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,171,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$489,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$918,053
Other income not declared elsewhere2022-12-31$2,445,292
Administrative expenses (other) incurred2022-12-31$53,004
Liabilities. Value of operating payables at end of year2022-12-31$650,662
Liabilities. Value of operating payables at beginning of year2022-12-31$335,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-442,889
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,373,976
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,816,865
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
Assets. partnership/joint venture interests at end of year2022-12-31$4,697,792
Assets. partnership/joint venture interests at beginning of year2022-12-31$4,460,663
Investment advisory and management fees2022-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,502,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,674,814
Interest earned on other investments2022-12-31$234,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,080,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,893,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,893,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$10,272
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$37,838,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,579,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$38,641,829
Contract administrator fees2022-12-31$1,224,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,504,568
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,174,121
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$10,498
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$10,007
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 appraiser2022-12-31Yes
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 name2022-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-12-31470900880
2021 : AFL-CIO HEALTH & WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$363,950
Total unrealized appreciation/depreciation of assets2021-12-31$363,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,427,585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,130,644
Total income from all sources (including contributions)2021-12-31$40,605,024
Total of all expenses incurred2021-12-31$40,130,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$38,210,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$37,445,082
Value of total assets at end of year2021-12-31$27,244,450
Value of total assets at beginning of year2021-12-31$26,473,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,919,741
Total interest from all sources2021-12-31$1,644
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$353,555
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$353,555
Administrative expenses professional fees incurred2021-12-31$686,214
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$97,847
Participant contributions at end of year2021-12-31$33,657
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,171,484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,215,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$918,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$488,502
Other income not declared elsewhere2021-12-31$1,941,002
Administrative expenses (other) incurred2021-12-31$55,253
Liabilities. Value of operating payables at end of year2021-12-31$335,411
Liabilities. Value of operating payables at beginning of year2021-12-31$452,699
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$474,364
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,816,865
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,342,501
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
Assets. partnership/joint venture interests at end of year2021-12-31$4,460,663
Assets. partnership/joint venture interests at beginning of year2021-12-31$4,096,713
Investment advisory and management fees2021-12-31$6,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,674,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,810,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,893,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,341,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,341,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,644
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$38,210,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$499,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$37,347,235
Contract administrator fees2021-12-31$1,172,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,174,121
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,189,443
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$10,007
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$9,556
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 name2021-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-12-31470900880
2020 : AFL-CIO HEALTH & WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$96,713
Total unrealized appreciation/depreciation of assets2020-12-31$96,713
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,130,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,651,841
Total income from all sources (including contributions)2020-12-31$39,478,894
Total of all expenses incurred2020-12-31$36,532,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$34,651,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$35,894,598
Value of total assets at end of year2020-12-31$26,473,145
Value of total assets at beginning of year2020-12-31$24,048,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,881,841
Total interest from all sources2020-12-31$15,155
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$377,430
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$377,430
Administrative expenses professional fees incurred2020-12-31$674,458
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$133,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,215,173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$913,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$488,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$880,807
Other income not declared elsewhere2020-12-31$1,827,113
Administrative expenses (other) incurred2020-12-31$42,479
Liabilities. Value of operating payables at end of year2020-12-31$452,699
Liabilities. Value of operating payables at beginning of year2020-12-31$739,663
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$2,945,982
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,342,501
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,396,519
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
Assets. partnership/joint venture interests at end of year2020-12-31$4,096,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,810,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,321,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,341,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,793,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,793,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$15,155
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$34,651,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,267,885
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$35,760,743
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$10,588
Contract administrator fees2020-12-31$1,164,904
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,189,443
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,031,371
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$9,556
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$9,778
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 name2020-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2020-12-31470900880
2019 : AFL-CIO HEALTH & WELFARE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,651,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,651,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,360,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,360,491
Total income from all sources (including contributions)2019-12-31$38,301,178
Total income from all sources (including contributions)2019-12-31$38,301,178
Total of all expenses incurred2019-12-31$38,171,189
Total of all expenses incurred2019-12-31$38,171,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,517,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,517,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$35,228,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$35,228,406
Value of total assets at end of year2019-12-31$24,048,360
Value of total assets at end of year2019-12-31$24,048,360
Value of total assets at beginning of year2019-12-31$22,627,021
Value of total assets at beginning of year2019-12-31$22,627,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,653,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,653,309
Total interest from all sources2019-12-31$8,890
Total interest from all sources2019-12-31$8,890
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$459,591
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$459,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$459,591
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$459,591
Administrative expenses professional fees incurred2019-12-31$455,842
Administrative expenses professional fees incurred2019-12-31$455,842
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$261,276
Contributions received from participants2019-12-31$261,276
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$913,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$913,039
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$720,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$720,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$880,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$880,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$363,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$363,768
Other income not declared elsewhere2019-12-31$1,373,780
Other income not declared elsewhere2019-12-31$1,373,780
Administrative expenses (other) incurred2019-12-31$54,272
Administrative expenses (other) incurred2019-12-31$54,272
Liabilities. Value of operating payables at end of year2019-12-31$739,663
Liabilities. Value of operating payables at end of year2019-12-31$739,663
Liabilities. Value of operating payables at beginning of year2019-12-31$185,652
Liabilities. Value of operating payables at beginning of year2019-12-31$185,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$129,989
Value of net income/loss2019-12-31$129,989
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,396,519
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,396,519
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,266,530
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,266,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,321,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,931,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,931,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,793,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,793,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,962,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,962,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,962,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,962,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,890
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$36,517,880
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$36,517,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,230,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,230,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$34,967,130
Contributions received in cash from employer2019-12-31$34,967,130
Employer contributions (assets) at end of year2019-12-31$10,588
Employer contributions (assets) at end of year2019-12-31$10,588
Employer contributions (assets) at beginning of year2019-12-31$5,930
Employer contributions (assets) at beginning of year2019-12-31$5,930
Contract administrator fees2019-12-31$1,143,195
Contract administrator fees2019-12-31$1,143,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,031,371
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,031,371
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,811,071
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,811,071
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$9,778
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$9,778
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$6,990
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$6,990
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-12-31470900880
Accountancy firm EIN2019-12-31470900880
2018 : AFL-CIO HEALTH & WELFARE PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,360,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,153,847
Total income from all sources (including contributions)2018-12-31$36,963,415
Total of all expenses incurred2018-12-31$35,537,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$33,802,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$35,904,057
Value of total assets at end of year2018-12-31$22,627,021
Value of total assets at beginning of year2018-12-31$21,994,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,734,901
Total interest from all sources2018-12-31$1,792
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$417,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$417,736
Administrative expenses professional fees incurred2018-12-31$548,512
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$162,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$720,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$790,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$363,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$658,861
Other income not declared elsewhere2018-12-31$961,701
Administrative expenses (other) incurred2018-12-31$53,648
Liabilities. Value of operating payables at end of year2018-12-31$185,652
Liabilities. Value of operating payables at beginning of year2018-12-31$185,216
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$1,425,699
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,266,530
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,840,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,931,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,835,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,962,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,351,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,351,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,792
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$33,802,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-321,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$35,741,202
Employer contributions (assets) at end of year2018-12-31$5,930
Employer contributions (assets) at beginning of year2018-12-31$10,243
Contract administrator fees2018-12-31$1,132,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,811,071
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,309,770
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$6,990
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$7,277
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 name2018-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-12-31470900880
2017 : AFL-CIO HEALTH & WELFARE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,153,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$905,332
Total income from all sources (including contributions)2017-12-31$43,039,408
Total of all expenses incurred2017-12-31$39,490,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$37,520,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$41,713,045
Value of total assets at end of year2017-12-31$21,994,678
Value of total assets at beginning of year2017-12-31$16,197,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,969,679
Total interest from all sources2017-12-31$1,922
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$228,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$228,934
Administrative expenses professional fees incurred2017-12-31$649,424
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$14,928
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$790,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,913,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$658,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$664,991
Other income not declared elsewhere2017-12-31$790,502
Administrative expenses (other) incurred2017-12-31$52,086
Liabilities. Value of operating payables at end of year2017-12-31$185,216
Liabilities. Value of operating payables at beginning of year2017-12-31$240,341
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$3,549,081
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,840,831
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,291,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,835,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,801,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,351,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,432,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,432,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,922
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$37,520,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$305,005
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$41,698,117
Employer contributions (assets) at end of year2017-12-31$10,243
Employer contributions (assets) at beginning of year2017-12-31$42,466
Contract administrator fees2017-12-31$1,268,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,309,770
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$7,277
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$7,605
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 name2017-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2017-12-31470900880
2016 : AFL-CIO HEALTH & WELFARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$905,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$941,939
Total income from all sources (including contributions)2016-12-31$33,867,559
Total of all expenses incurred2016-12-31$31,622,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,629,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$33,488,333
Value of total assets at end of year2016-12-31$16,197,082
Value of total assets at beginning of year2016-12-31$13,989,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$993,296
Total interest from all sources2016-12-31$1,008
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$181,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$181,267
Administrative expenses professional fees incurred2016-12-31$726,470
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$16,150
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,913,513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,561,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$664,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$676,186
Other income not declared elsewhere2016-12-31$10,212
Administrative expenses (other) incurred2016-12-31$42,263
Liabilities. Value of operating payables at end of year2016-12-31$240,341
Liabilities. Value of operating payables at beginning of year2016-12-31$265,753
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$2,244,660
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,291,750
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,047,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,801,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,703,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,432,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$709,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$709,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,008
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$30,629,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$186,739
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$33,472,183
Employer contributions (assets) at end of year2016-12-31$42,466
Employer contributions (assets) at beginning of year2016-12-31$8,152
Contract administrator fees2016-12-31$224,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$7,605
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$6,597
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 name2016-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2016-12-31470900880
2015 : AFL-CIO HEALTH & WELFARE PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$941,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$753,938
Total income from all sources (including contributions)2015-12-31$32,904,288
Total of all expenses incurred2015-12-31$34,951,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$34,130,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$32,180,088
Value of total assets at end of year2015-12-31$13,989,029
Value of total assets at beginning of year2015-12-31$15,848,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$821,351
Total interest from all sources2015-12-31$700
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$186,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$186,019
Administrative expenses professional fees incurred2015-12-31$560,038
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$23,050
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,561,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,195,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$676,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$626,768
Other income not declared elsewhere2015-12-31$650,896
Administrative expenses (other) incurred2015-12-31$37,793
Liabilities. Value of operating payables at end of year2015-12-31$265,753
Liabilities. Value of operating payables at beginning of year2015-12-31$127,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,047,077
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,047,090
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,094,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,703,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,040,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$709,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$598,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$598,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$700
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$34,130,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-113,415
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$32,157,038
Employer contributions (assets) at end of year2015-12-31$8,152
Employer contributions (assets) at beginning of year2015-12-31$7,149
Contract administrator fees2015-12-31$223,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$6,597
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$6,918
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 name2015-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2015-12-31470900880
2014 : AFL-CIO HEALTH & WELFARE PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$753,938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$341,548
Total income from all sources (including contributions)2014-12-31$30,699,037
Total of all expenses incurred2014-12-31$29,360,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$28,680,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$29,709,607
Value of total assets at end of year2014-12-31$15,848,105
Value of total assets at beginning of year2014-12-31$14,097,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$680,633
Total interest from all sources2014-12-31$724
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$165,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$165,691
Administrative expenses professional fees incurred2014-12-31$429,492
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$26,992
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,195,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,206,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$626,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$233,834
Other income not declared elsewhere2014-12-31$647,448
Administrative expenses (other) incurred2014-12-31$35,212
Liabilities. Value of operating payables at end of year2014-12-31$127,170
Liabilities. Value of operating payables at beginning of year2014-12-31$107,714
Total non interest bearing cash at beginning of year2014-12-31$95,483
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$1,338,076
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,094,167
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,756,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,040,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,776,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$598,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$724
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$28,680,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$175,567
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$29,682,615
Employer contributions (assets) at end of year2014-12-31$7,149
Employer contributions (assets) at beginning of year2014-12-31$13,051
Contract administrator fees2014-12-31$215,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$6,918
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$6,760
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 name2014-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2014-12-31470900880
2013 : AFL-CIO HEALTH & WELFARE PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$341,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$399,498
Total income from all sources (including contributions)2013-12-31$29,727,743
Total loss/gain on sale of assets2013-12-31$163,381
Total of all expenses incurred2013-12-31$28,023,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$27,339,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$28,558,043
Value of total assets at end of year2013-12-31$14,097,639
Value of total assets at beginning of year2013-12-31$12,451,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$684,277
Total interest from all sources2013-12-31$590
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$167,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$167,970
Administrative expenses professional fees incurred2013-12-31$438,071
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$45,350
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,206,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,000,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$233,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$300,757
Other income not declared elsewhere2013-12-31$689,787
Administrative expenses (other) incurred2013-12-31$31,530
Liabilities. Value of operating payables at end of year2013-12-31$107,714
Liabilities. Value of operating payables at beginning of year2013-12-31$98,741
Total non interest bearing cash at end of year2013-12-31$95,483
Total non interest bearing cash at beginning of year2013-12-31$1,753,586
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$1,703,896
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,756,091
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,052,195
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 in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,776,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,508,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$590
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$27,339,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$147,972
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$28,512,693
Employer contributions (assets) at end of year2013-12-31$13,051
Employer contributions (assets) at beginning of year2013-12-31$182,354
Contract administrator fees2013-12-31$214,676
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$6,760
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$6,893
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,742,474
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,579,093
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 name2013-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2013-12-31470900880
2012 : AFL-CIO HEALTH & WELFARE PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$399,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$428,017
Total income from all sources (including contributions)2012-12-31$30,408,105
Total loss/gain on sale of assets2012-12-31$29,306
Total of all expenses incurred2012-12-31$26,676,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$26,016,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$29,328,115
Value of total assets at end of year2012-12-31$12,451,693
Value of total assets at beginning of year2012-12-31$8,748,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$659,731
Total interest from all sources2012-12-31$699
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$143,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$143,164
Administrative expenses professional fees incurred2012-12-31$413,925
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$58,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,000,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,159,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$300,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$365,662
Other income not declared elsewhere2012-12-31$787,581
Administrative expenses (other) incurred2012-12-31$24,401
Liabilities. Value of operating payables at end of year2012-12-31$98,741
Liabilities. Value of operating payables at beginning of year2012-12-31$62,355
Total non interest bearing cash at end of year2012-12-31$1,753,586
Total non interest bearing cash at beginning of year2012-12-31$312,013
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$3,731,693
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,052,195
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,320,502
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 in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,508,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,266,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$699
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$26,016,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$119,240
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$29,269,567
Employer contributions (assets) at end of year2012-12-31$182,354
Employer contributions (assets) at beginning of year2012-12-31$4,884
Contract administrator fees2012-12-31$221,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$6,893
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$5,424
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$4,350,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,320,694
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 name2012-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2012-12-31470900880
2011 : AFL-CIO HEALTH & WELFARE PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$428,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$566,020
Total income from all sources (including contributions)2011-12-31$31,539,506
Total of all expenses incurred2011-12-31$32,348,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$31,711,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$30,335,344
Value of total assets at end of year2011-12-31$8,748,519
Value of total assets at beginning of year2011-12-31$9,695,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$637,222
Total interest from all sources2011-12-31$1,891
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$124,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$124,652
Administrative expenses professional fees incurred2011-12-31$385,799
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$21,017
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,159,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,155,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$365,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$318,094
Other income not declared elsewhere2011-12-31$1,075,532
Administrative expenses (other) incurred2011-12-31$23,827
Liabilities. Value of operating payables at end of year2011-12-31$62,355
Liabilities. Value of operating payables at beginning of year2011-12-31$247,926
Total non interest bearing cash at end of year2011-12-31$312,013
Total non interest bearing cash at beginning of year2011-12-31$7,516,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-809,104
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,320,502
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,129,606
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 in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,266,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,891
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$31,711,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$2,087
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$30,314,327
Employer contributions (assets) at end of year2011-12-31$4,884
Employer contributions (assets) at beginning of year2011-12-31$18,500
Contract administrator fees2011-12-31$227,596
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$5,424
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$5,581
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 name2011-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2011-12-31470900880
2010 : AFL-CIO HEALTH & WELFARE PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$566,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$613,995
Total income from all sources (including contributions)2010-12-31$29,199,934
Total of all expenses incurred2010-12-31$23,803,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,096,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$27,913,656
Value of total assets at end of year2010-12-31$9,695,626
Value of total assets at beginning of year2010-12-31$4,347,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$706,786
Total interest from all sources2010-12-31$6,540
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$434,383
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$103,114
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,155,499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$427,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$318,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$490,113
Other income not declared elsewhere2010-12-31$1,279,738
Administrative expenses (other) incurred2010-12-31$272,403
Liabilities. Value of operating payables at end of year2010-12-31$247,926
Liabilities. Value of operating payables at beginning of year2010-12-31$123,882
Total non interest bearing cash at end of year2010-12-31$7,516,046
Total non interest bearing cash at beginning of year2010-12-31$3,911,477
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$5,396,443
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,129,606
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,733,163
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,540
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$23,096,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$27,810,542
Employer contributions (assets) at end of year2010-12-31$18,500
Employer contributions (assets) at beginning of year2010-12-31$7,764
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$5,581
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2010-12-31470900880

Form 5500 Responses for AFL-CIO HEALTH & WELFARE PLAN

2022: AFL-CIO HEALTH & WELFARE PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AFL-CIO HEALTH & WELFARE PLAN 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AFL-CIO HEALTH & WELFARE PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AFL-CIO HEALTH & WELFARE PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AFL-CIO HEALTH & WELFARE PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AFL-CIO HEALTH & WELFARE PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: AFL-CIO HEALTH & WELFARE PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: AFL-CIO HEALTH & WELFARE PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: AFL-CIO HEALTH & WELFARE PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: AFL-CIO HEALTH & WELFARE PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: AFL-CIO HEALTH & WELFARE PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: AFL-CIO HEALTH & WELFARE PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: AFL-CIO HEALTH & WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: AFL-CIO HEALTH & WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5805/S5820
Policy instance 5
Insurance contract or identification numberS5805/S5820
Number of Individuals Covered1144
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $4,250,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number712022
Policy instance 4
Insurance contract or identification number712022
Number of Individuals Covered1800
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $236,667
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10293
Policy instance 3
Insurance contract or identification numberSL10293
Number of Individuals Covered1090
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $255,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number22202
Policy instance 2
Insurance contract or identification number22202
Number of Individuals Covered53
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $299,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG0915/C2063
Policy instance 1
Insurance contract or identification numberG0915/C2063
Number of Individuals Covered1477
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,380,081
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG0915/C2063
Policy instance 1
Insurance contract or identification numberG0915/C2063
Number of Individuals Covered1434
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,272,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number22202
Policy instance 2
Insurance contract or identification number22202
Number of Individuals Covered46
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $313,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10293
Policy instance 3
Insurance contract or identification numberSL10293
Number of Individuals Covered1061
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $226,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5805/S5820
Policy instance 5
Insurance contract or identification numberS5805/S5820
Number of Individuals Covered1145
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $5,399,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number712022
Policy instance 4
Insurance contract or identification number712022
Number of Individuals Covered1800
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $252,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG0915/C2063
Policy instance 1
Insurance contract or identification numberG0915/C2063
Number of Individuals Covered1439
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,241,161
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5805/S5820
Policy instance 5
Insurance contract or identification numberS5805/S5820
Number of Individuals Covered1176
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $5,870,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number22202
Policy instance 2
Insurance contract or identification number22202
Number of Individuals Covered35
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $319,186
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10293
Policy instance 3
Insurance contract or identification numberSL10293
Number of Individuals Covered1046
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $229,593
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number712022
Policy instance 4
Insurance contract or identification number712022
Number of Individuals Covered1805
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $223,873
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10293
Policy instance 3
Insurance contract or identification numberSL10293
Number of Individuals Covered1073
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $211,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number22202
Policy instance 2
Insurance contract or identification number22202
Number of Individuals Covered51
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $354,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG0915/C2063
Policy instance 1
Insurance contract or identification numberG0915/C2063
Number of Individuals Covered1442
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,240,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5805/S5820
Policy instance 5
Insurance contract or identification numberS5805/S5820
Number of Individuals Covered1116
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $5,295,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number712022
Policy instance 4
Insurance contract or identification number712022
Number of Individuals Covered1811
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $234,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10293
Policy instance 3
Insurance contract or identification numberSL10293
Number of Individuals Covered1132
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $200,197
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5805/S5820
Policy instance 5
Insurance contract or identification numberS5805/S5820
Number of Individuals Covered1086
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $5,522,011
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG0915/C2063
Policy instance 1
Insurance contract or identification numberG0915/C2063
Number of Individuals Covered2031
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,135,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number22202
Policy instance 2
Insurance contract or identification number22202
Number of Individuals Covered53
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $405,651
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number712022
Policy instance 4
Insurance contract or identification number712022
Number of Individuals Covered1827
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $245,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number712022
Policy instance 4
Insurance contract or identification number712022
Number of Individuals Covered3997
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $271,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number22202
Policy instance 2
Insurance contract or identification number22202
Number of Individuals Covered62
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $486,671
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10293
Policy instance 3
Insurance contract or identification numberSL10293
Number of Individuals Covered1178
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $168,143
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG0915/C2063
Policy instance 1
Insurance contract or identification numberG0915/C2063
Number of Individuals Covered1949
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,007,487
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG0915/C2063
Policy instance 1
Insurance contract or identification numberG0915/C2063
Number of Individuals Covered1384
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $971,525
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0712022
Policy instance 2
Insurance contract or identification number0712022
Number of Individuals Covered3499
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,922,917
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number22202
Policy instance 3
Insurance contract or identification number22202
Number of Individuals Covered62
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $363,264
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG0915/C2063
Policy instance 1
Insurance contract or identification numberG0915/C2063
Number of Individuals Covered1365
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $956,717
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0712022
Policy instance 2
Insurance contract or identification number0712022
Number of Individuals Covered3494
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,608,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number22202
Policy instance 3
Insurance contract or identification number22202
Number of Individuals Covered50
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $183,690
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG0915/C2063
Policy instance 1
Insurance contract or identification numberG0915/C2063
Number of Individuals Covered1371
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $913,965
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number22202
Policy instance 3
Insurance contract or identification number22202
Number of Individuals Covered54
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $3,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0712022
Policy instance 2
Insurance contract or identification number0712022
Number of Individuals Covered3494
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,477,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0712022
Policy instance 2
Insurance contract or identification number0712022
Number of Individuals Covered3494
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,359,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSEE FOOTNOTE
Policy instance 1
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered1632
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $988,529
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0712022
Policy instance 2
Insurance contract or identification number0712022
Number of Individuals Covered3489
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,754,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSEE FOOTNOTE
Policy instance 1
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered2921
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $965,797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSEE FOOTNOTE
Policy instance 1
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered2934
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $964,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0712022
Policy instance 2
Insurance contract or identification number0712022
Number of Individuals Covered3432
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,547,008
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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