?>
Logo

MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 401k Plan overview

Plan NameMILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND
Plan identification number 501

MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 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

BOARD OF TRUSTEES OF MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND
Employer identification number (EIN):390851641
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-06-01
5012017-06-01JOHN TOPP
5012016-06-01JOHN TOPP
5012015-06-01COREY BIALCIK JOHN TOPP2017-02-20
5012014-06-01JOHN TOPP ZORAN MARKOVICH2016-03-01
5012013-06-01JOHN TOPP ZORAN MARKOVICH2015-01-16
5012012-06-01JOHN TOPP MARK SCOTT2013-12-18
5012011-06-01JOHN TOPP MARK SCOTT2012-12-20
5012009-06-01JOHN TOPP MARK SCOTT2011-01-19

Plan Statistics for MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND

401k plan membership statisitcs for MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND

Measure Date Value
2018: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2018 401k membership
Total participants, beginning-of-year2018-06-012,901
Total number of active participants reported on line 7a of the Form 55002018-06-010
Total of all active and inactive participants2018-06-010
Number of employers contributing to the scheme2018-06-01210
2017: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2017 401k membership
Total participants, beginning-of-year2017-06-012,938
Total number of active participants reported on line 7a of the Form 55002017-06-011,809
Number of retired or separated participants receiving benefits2017-06-011,092
Total of all active and inactive participants2017-06-012,901
Number of employers contributing to the scheme2017-06-01226
2016: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2016 401k membership
Total participants, beginning-of-year2016-06-012,933
Total number of active participants reported on line 7a of the Form 55002016-06-011,801
Number of retired or separated participants receiving benefits2016-06-011,137
Total of all active and inactive participants2016-06-012,938
Number of employers contributing to the scheme2016-06-01220
2015: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2015 401k membership
Total participants, beginning-of-year2015-06-012,933
Total number of active participants reported on line 7a of the Form 55002015-06-011,802
Number of retired or separated participants receiving benefits2015-06-011,131
Total of all active and inactive participants2015-06-012,933
Number of employers contributing to the scheme2015-06-01233
2014: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2014 401k membership
Total participants, beginning-of-year2014-06-012,732
Total number of active participants reported on line 7a of the Form 55002014-06-011,785
Number of retired or separated participants receiving benefits2014-06-011,148
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-012,933
Number of employers contributing to the scheme2014-06-01226
2013: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2013 401k membership
Total participants, beginning-of-year2013-06-012,638
Total number of active participants reported on line 7a of the Form 55002013-06-011,538
Number of retired or separated participants receiving benefits2013-06-011,194
Number of other retired or separated participants entitled to future benefits2013-06-010
Total of all active and inactive participants2013-06-012,732
Number of employers contributing to the scheme2013-06-01240
2012: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2012 401k membership
Total participants, beginning-of-year2012-06-012,744
Total number of active participants reported on line 7a of the Form 55002012-06-011,436
Number of retired or separated participants receiving benefits2012-06-011,202
Number of other retired or separated participants entitled to future benefits2012-06-010
Total of all active and inactive participants2012-06-012,638
Number of employers contributing to the scheme2012-06-01275
2011: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2011 401k membership
Total participants, beginning-of-year2011-06-012,985
Total number of active participants reported on line 7a of the Form 55002011-06-011,556
Number of retired or separated participants receiving benefits2011-06-011,188
Total of all active and inactive participants2011-06-012,744
Number of employers contributing to the scheme2011-06-01250
2009: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2009 401k membership
Total participants, beginning-of-year2009-06-013,794
Total number of active participants reported on line 7a of the Form 55002009-06-012,098
Number of retired or separated participants receiving benefits2009-06-011,190
Total of all active and inactive participants2009-06-013,288
Number of employers contributing to the scheme2009-06-01194

Financial Data on MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND

Measure Date Value
2019 : MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-01-01$-339,641
Total unrealized appreciation/depreciation of assets2019-01-01$-339,641
Total transfer of assets from this plan2019-01-01$57,304,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-01$6,574,297
Total income from all sources (including contributions)2019-01-01$25,220,879
Total loss/gain on sale of assets2019-01-01$-149,848
Total of all expenses incurred2019-01-01$20,536,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-01$19,710,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-01$25,686,146
Value of total assets at beginning of year2019-01-01$59,194,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-01$826,382
Total interest from all sources2019-01-01$390,128
Total dividends received (eg from common stock, registered investment company shares)2019-01-01$385,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2019-01-01$343,268
Administrative expenses professional fees incurred2019-01-01$140,463
Was this plan covered by a fidelity bond2019-01-01Yes
Value of fidelity bond cover2019-01-01$1,000,000
If this is an individual account plan, was there a blackout period2019-01-01No
Were there any nonexempt tranactions with any party-in-interest2019-01-01No
Contributions received from participants2019-01-01$5,000,319
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-01-01$691,356
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-01-01$337,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-01-01$222,586
Other income not declared elsewhere2019-01-01$271,040
Administrative expenses (other) incurred2019-01-01$165,066
Liabilities. Value of operating payables at beginning of year2019-01-01$1,248,685
Total non interest bearing cash at beginning of year2019-01-01$4,223,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-01No
Value of net income/loss2019-01-01$4,684,093
Value of net assets at beginning of year (total assets less liabilities)2019-01-01$52,620,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-01No
Were any leases to which the plan was party in default or uncollectible2019-01-01No
Investment advisory and management fees2019-01-01$62,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-01$17,498,476
Income. Interest from US Government securities2019-01-01$130,394
Income. Interest from corporate debt instruments2019-01-01$258,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-01-01$431,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-01-01$431,791
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-01-01$1,436
Expenses. Payments to insurance carriers foe the provision of benefits2019-01-01$263,389
Asset value of US Government securities at beginning of year2019-01-01$13,442,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-01-01$-1,022,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-01Yes
Was there a failure to transmit to the plan any participant contributions2019-01-01No
Has the plan failed to provide any benefit when due under the plan2019-01-01No
Contributions received in cash from employer2019-01-01$20,685,827
Employer contributions (assets) at beginning of year2019-01-01$4,527,709
Income. Dividends from common stock2019-01-01$42,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-01$18,755,659
Asset. Corporate debt instrument debt (other) at beginning of year2019-01-01$15,479,870
Contract administrator fees2019-01-01$458,787
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-01-01No
Assets. Corporate common stocks other than exployer securities at beginning of year2019-01-01$3,241,701
Liabilities. Value of benefit claims payable at beginning of year2019-01-01$5,103,026
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-01-01$11,335
Did the plan have assets held for investment2019-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-01Yes
Aggregate proceeds on sale of assets2019-01-01$11,027,775
Aggregate carrying amount (costs) on sale of assets2019-01-01$11,177,623
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-01No
Opinion of an independent qualified public accountant for this plan2019-01-01Unqualified
Accountancy firm name2019-01-01FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2019-01-01391531945
2018 : MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$228,944
Total unrealized appreciation/depreciation of assets2018-05-31$228,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$6,574,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$3,163,791
Total income from all sources (including contributions)2018-05-31$44,273,855
Total loss/gain on sale of assets2018-05-31$-573,719
Total of all expenses incurred2018-05-31$46,504,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$45,109,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$42,342,662
Value of total assets at end of year2018-05-31$59,194,989
Value of total assets at beginning of year2018-05-31$58,015,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$1,395,278
Total interest from all sources2018-05-31$775,647
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$478,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$413,005
Administrative expenses professional fees incurred2018-05-31$259,141
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$1,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$8,135,929
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-05-31$1,199,354
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$337,801
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$381,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-05-31$222,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-05-31$206,850
Other income not declared elsewhere2018-05-31$541,776
Administrative expenses (other) incurred2018-05-31$297,666
Liabilities. Value of operating payables at end of year2018-05-31$1,248,685
Liabilities. Value of operating payables at beginning of year2018-05-31$1,268,050
Total non interest bearing cash at end of year2018-05-31$4,223,969
Total non interest bearing cash at beginning of year2018-05-31$4,034,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$-2,230,705
Value of net assets at end of year (total assets less liabilities)2018-05-31$52,620,692
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$54,851,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$119,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$17,498,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$16,953,949
Income. Interest from US Government securities2018-05-31$293,869
Income. Interest from corporate debt instruments2018-05-31$481,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$431,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$1,510,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$1,510,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$160
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$476,593
Asset value of US Government securities at end of year2018-05-31$13,442,337
Asset value of US Government securities at beginning of year2018-05-31$12,174,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$479,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$34,206,733
Employer contributions (assets) at end of year2018-05-31$4,527,709
Employer contributions (assets) at beginning of year2018-05-31$4,803,556
Income. Dividends from common stock2018-05-31$65,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$43,433,335
Asset. Corporate debt instrument debt (other) at end of year2018-05-31$15,479,870
Asset. Corporate debt instrument debt (other) at beginning of year2018-05-31$15,168,013
Contract administrator fees2018-05-31$719,383
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-05-31$3,241,701
Assets. Corporate common stocks other than exployer securities at beginning of year2018-05-31$2,973,160
Liabilities. Value of benefit claims payable at end of year2018-05-31$5,103,026
Liabilities. Value of benefit claims payable at beginning of year2018-05-31$1,688,891
Assets. Value of buildings and other operty used in plan operation at end of year2018-05-31$11,335
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-05-31$16,062
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$9,982,054
Aggregate carrying amount (costs) on sale of assets2018-05-31$10,555,773
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2018-05-31391531945
2017 : MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$230,821
Total unrealized appreciation/depreciation of assets2017-05-31$230,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$3,163,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$2,706,942
Total income from all sources (including contributions)2017-05-31$44,700,843
Total loss/gain on sale of assets2017-05-31$-591,559
Total of all expenses incurred2017-05-31$44,141,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$42,467,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$41,864,538
Value of total assets at end of year2017-05-31$58,015,188
Value of total assets at beginning of year2017-05-31$56,998,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$1,674,011
Total interest from all sources2017-05-31$805,806
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$463,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$445,830
Administrative expenses professional fees incurred2017-05-31$285,356
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$1,000,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$7,351,952
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-05-31$1,166,475
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$381,021
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$1,395,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-05-31$206,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-31$197,566
Other income not declared elsewhere2017-05-31$823,724
Administrative expenses (other) incurred2017-05-31$421,236
Liabilities. Value of operating payables at end of year2017-05-31$1,268,050
Liabilities. Value of operating payables at beginning of year2017-05-31$881,012
Total non interest bearing cash at end of year2017-05-31$4,034,304
Total non interest bearing cash at beginning of year2017-05-31$4,620,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$559,524
Value of net assets at end of year (total assets less liabilities)2017-05-31$54,851,397
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$54,291,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$102,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$16,953,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$18,461,898
Income. Interest from US Government securities2017-05-31$299,554
Income. Interest from corporate debt instruments2017-05-31$491,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$1,510,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$1,377,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$1,377,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$15,217
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-31$508,081
Asset value of US Government securities at end of year2017-05-31$12,174,389
Asset value of US Government securities at beginning of year2017-05-31$11,536,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$1,104,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$34,512,586
Employer contributions (assets) at end of year2017-05-31$4,803,556
Employer contributions (assets) at beginning of year2017-05-31$4,124,064
Income. Dividends from common stock2017-05-31$17,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$40,792,752
Asset. Corporate debt instrument debt (other) at end of year2017-05-31$15,168,013
Asset. Corporate debt instrument debt (other) at beginning of year2017-05-31$15,463,126
Contract administrator fees2017-05-31$864,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-05-31$2,973,160
Liabilities. Value of benefit claims payable at end of year2017-05-31$1,688,891
Liabilities. Value of benefit claims payable at beginning of year2017-05-31$1,628,364
Assets. Value of buildings and other operty used in plan operation at end of year2017-05-31$16,062
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-05-31$19,795
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$13,127,903
Aggregate carrying amount (costs) on sale of assets2017-05-31$13,719,462
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2017-05-31391531945
2016 : MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$99,588
Total unrealized appreciation/depreciation of assets2016-05-31$99,588
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$2,706,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$5,659,610
Total income from all sources (including contributions)2016-05-31$41,667,694
Total loss/gain on sale of assets2016-05-31$-526,037
Total of all expenses incurred2016-05-31$39,347,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$37,852,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$40,867,260
Value of total assets at end of year2016-05-31$56,998,815
Value of total assets at beginning of year2016-05-31$57,630,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$1,494,286
Total interest from all sources2016-05-31$849,668
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$444,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$444,991
Administrative expenses professional fees incurred2016-05-31$159,615
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$1,000,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$7,004,467
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-05-31$1,115,533
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$1,395,821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$382,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-05-31$197,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-31$197,085
Other income not declared elsewhere2016-05-31$805,077
Administrative expenses (other) incurred2016-05-31$433,633
Liabilities. Value of operating payables at end of year2016-05-31$881,012
Liabilities. Value of operating payables at beginning of year2016-05-31$885,066
Total non interest bearing cash at end of year2016-05-31$4,620,108
Total non interest bearing cash at beginning of year2016-05-31$6,510,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$2,320,546
Value of net assets at end of year (total assets less liabilities)2016-05-31$54,291,873
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$51,971,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$95,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$18,461,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$19,234,529
Income. Interest from US Government securities2016-05-31$280,559
Income. Interest from corporate debt instruments2016-05-31$550,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$1,377,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$1,929,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$1,929,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$18,242
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-31$532,750
Asset value of US Government securities at end of year2016-05-31$11,536,865
Asset value of US Government securities at beginning of year2016-05-31$12,159,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-872,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$33,862,793
Employer contributions (assets) at end of year2016-05-31$4,124,064
Employer contributions (assets) at beginning of year2016-05-31$3,755,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$36,204,579
Asset. Corporate debt instrument debt (other) at end of year2016-05-31$15,463,126
Asset. Corporate debt instrument debt (other) at beginning of year2016-05-31$13,631,883
Contract administrator fees2016-05-31$805,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-05-31No
Liabilities. Value of benefit claims payable at end of year2016-05-31$1,628,364
Liabilities. Value of benefit claims payable at beginning of year2016-05-31$4,577,459
Assets. Value of buildings and other operty used in plan operation at end of year2016-05-31$19,795
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-05-31$27,996
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Aggregate proceeds on sale of assets2016-05-31$7,704,595
Aggregate carrying amount (costs) on sale of assets2016-05-31$8,230,632
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2016-05-31391531945
2015 : MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$-864,265
Total unrealized appreciation/depreciation of assets2015-05-31$-864,265
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$5,659,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$4,278,426
Total income from all sources (including contributions)2015-05-31$39,927,210
Total loss/gain on sale of assets2015-05-31$-558,152
Total of all expenses incurred2015-05-31$39,188,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$37,763,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$39,147,312
Value of total assets at end of year2015-05-31$57,630,937
Value of total assets at beginning of year2015-05-31$55,511,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$1,425,002
Total interest from all sources2015-05-31$1,297,633
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Administrative expenses professional fees incurred2015-05-31$137,972
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$1,000,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$7,002,709
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-05-31$1,038,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$382,695
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$562,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-05-31$197,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-05-31$3,122,097
Other income not declared elsewhere2015-05-31$643,901
Administrative expenses (other) incurred2015-05-31$365,448
Liabilities. Value of operating payables at end of year2015-05-31$885,066
Liabilities. Value of operating payables at beginning of year2015-05-31$802,386
Total non interest bearing cash at end of year2015-05-31$6,510,646
Total non interest bearing cash at beginning of year2015-05-31$5,840,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$738,575
Value of net assets at end of year (total assets less liabilities)2015-05-31$51,971,327
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$51,232,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$91,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$19,234,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$9,750,000
Income. Interest from US Government securities2015-05-31$1,285,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$1,929,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$2,816,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$2,816,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$11,853
Expenses. Payments to insurance carriers foe the provision of benefits2015-05-31$399,957
Asset value of US Government securities at end of year2015-05-31$12,159,037
Asset value of US Government securities at beginning of year2015-05-31$12,813,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$260,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$32,144,603
Employer contributions (assets) at end of year2015-05-31$3,755,000
Employer contributions (assets) at beginning of year2015-05-31$3,749,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$36,325,187
Asset. Corporate debt instrument debt (other) at end of year2015-05-31$13,631,883
Asset. Corporate debt instrument debt (other) at beginning of year2015-05-31$19,962,601
Contract administrator fees2015-05-31$829,966
Liabilities. Value of benefit claims payable at end of year2015-05-31$4,577,459
Liabilities. Value of benefit claims payable at beginning of year2015-05-31$353,943
Assets. Value of buildings and other operty used in plan operation at end of year2015-05-31$27,996
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-05-31$15,607
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Aggregate proceeds on sale of assets2015-05-31$10,836,572
Aggregate carrying amount (costs) on sale of assets2015-05-31$11,394,724
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-05-31410746749
2014 : MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$257,535
Total unrealized appreciation/depreciation of assets2014-05-31$257,535
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$4,278,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$3,896,407
Total income from all sources (including contributions)2014-05-31$37,911,244
Total loss/gain on sale of assets2014-05-31$-156,559
Total of all expenses incurred2014-05-31$32,085,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$31,001,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$35,318,805
Value of total assets at end of year2014-05-31$55,511,178
Value of total assets at beginning of year2014-05-31$49,303,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$1,084,081
Total interest from all sources2014-05-31$1,269,944
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$40,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$40,682
Administrative expenses professional fees incurred2014-05-31$153,364
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$1,000,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$6,972,966
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-05-31$913,469
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$562,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$470,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-05-31$3,122,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-05-31$3,069,986
Other income not declared elsewhere2014-05-31$772,127
Administrative expenses (other) incurred2014-05-31$108,712
Liabilities. Value of operating payables at end of year2014-05-31$802,386
Liabilities. Value of operating payables at beginning of year2014-05-31$571,667
Total non interest bearing cash at end of year2014-05-31$5,840,588
Total non interest bearing cash at beginning of year2014-05-31$3,679,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$5,825,469
Value of net assets at end of year (total assets less liabilities)2014-05-31$51,232,752
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$45,407,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$71,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$9,750,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$12,559,119
Income. Interest from US Government securities2014-05-31$1,256,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$2,816,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$3,486,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$3,486,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$12,960
Expenses. Payments to insurance carriers foe the provision of benefits2014-05-31$428,467
Asset value of US Government securities at end of year2014-05-31$12,813,617
Asset value of US Government securities at beginning of year2014-05-31$12,170,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$408,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$28,345,839
Employer contributions (assets) at end of year2014-05-31$3,749,000
Employer contributions (assets) at beginning of year2014-05-31$3,490,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$29,659,758
Asset. Corporate debt instrument debt (other) at end of year2014-05-31$19,962,601
Asset. Corporate debt instrument debt (other) at beginning of year2014-05-31$13,426,086
Contract administrator fees2014-05-31$750,090
Liabilities. Value of benefit claims payable at end of year2014-05-31$353,943
Liabilities. Value of benefit claims payable at beginning of year2014-05-31$254,754
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$15,607
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-05-31$22,363
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Aggregate proceeds on sale of assets2014-05-31$7,810,183
Aggregate carrying amount (costs) on sale of assets2014-05-31$7,966,742
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-05-31410746749
2013 : MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$-130,391
Total unrealized appreciation/depreciation of assets2013-05-31$-130,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$3,896,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$1,463,415
Total income from all sources (including contributions)2013-05-31$34,808,273
Total loss/gain on sale of assets2013-05-31$16,051
Total of all expenses incurred2013-05-31$35,688,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$34,576,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$32,509,470
Value of total assets at end of year2013-05-31$49,303,690
Value of total assets at beginning of year2013-05-31$47,750,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$1,111,615
Total income from rents2013-05-31$0
Total interest from all sources2013-05-31$971,617
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$69,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$69,565
Administrative expenses professional fees incurred2013-05-31$155,382
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$1,000,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$6,872,863
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-05-31$851,827
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$470,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$484,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-05-31$3,069,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-05-31$63,527
Other income not declared elsewhere2013-05-31$1,161,719
Administrative expenses (other) incurred2013-05-31$161,310
Liabilities. Value of operating payables at end of year2013-05-31$571,667
Liabilities. Value of operating payables at beginning of year2013-05-31$866,588
Total non interest bearing cash at end of year2013-05-31$3,679,369
Total non interest bearing cash at beginning of year2013-05-31$3,385,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$-880,114
Value of net assets at end of year (total assets less liabilities)2013-05-31$45,407,283
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$46,287,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$71,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$12,559,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$9,564,343
Income. Interest from US Government securities2013-05-31$963,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$3,486,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$2,136,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$2,136,736
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$7,667
Expenses. Payments to insurance carriers foe the provision of benefits2013-05-31$415,408
Asset value of US Government securities at end of year2013-05-31$12,170,068
Asset value of US Government securities at beginning of year2013-05-31$15,583,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$210,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$25,636,607
Employer contributions (assets) at end of year2013-05-31$3,490,000
Employer contributions (assets) at beginning of year2013-05-31$3,313,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$33,309,537
Asset. Corporate debt instrument debt (other) at end of year2013-05-31$13,426,086
Asset. Corporate debt instrument debt (other) at beginning of year2013-05-31$13,260,117
Contract administrator fees2013-05-31$723,407
Liabilities. Value of benefit claims payable at end of year2013-05-31$254,754
Liabilities. Value of benefit claims payable at beginning of year2013-05-31$533,300
Assets. Value of buildings and other operty used in plan operation at end of year2013-05-31$22,363
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-05-31$23,163
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$7,405,102
Aggregate carrying amount (costs) on sale of assets2013-05-31$7,389,051
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-05-31410746749
2012 : MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$-231,354
Total unrealized appreciation/depreciation of assets2012-05-31$-231,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$1,463,415
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$1,398,910
Total income from all sources (including contributions)2012-05-31$34,861,319
Total loss/gain on sale of assets2012-05-31$-24,535
Total of all expenses incurred2012-05-31$33,480,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$32,409,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$33,945,568
Value of total assets at end of year2012-05-31$47,750,812
Value of total assets at beginning of year2012-05-31$46,305,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$1,071,127
Total interest from all sources2012-05-31$1,147,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Administrative expenses professional fees incurred2012-05-31$174,121
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$1,000,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$7,091,183
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-05-31$852,233
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$484,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$472,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-05-31$63,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-05-31$12,239
Other income not declared elsewhere2012-05-31$24,548
Administrative expenses (other) incurred2012-05-31$196,619
Liabilities. Value of operating payables at end of year2012-05-31$866,588
Liabilities. Value of operating payables at beginning of year2012-05-31$583,971
Total non interest bearing cash at end of year2012-05-31$3,385,861
Total non interest bearing cash at beginning of year2012-05-31$2,457,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$1,381,158
Value of net assets at end of year (total assets less liabilities)2012-05-31$46,287,397
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$44,906,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$622
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$9,564,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$4,988,335
Income. Interest from US Government securities2012-05-31$970,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$2,136,736
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$547,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$547,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$176,288
Expenses. Payments to insurance carriers foe the provision of benefits2012-05-31$392,753
Asset value of US Government securities at end of year2012-05-31$15,583,470
Asset value of US Government securities at beginning of year2012-05-31$17,048,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$26,854,385
Employer contributions (assets) at end of year2012-05-31$3,313,000
Employer contributions (assets) at beginning of year2012-05-31$3,627,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$31,164,048
Asset. Corporate debt instrument debt (other) at end of year2012-05-31$13,260,117
Asset. Corporate debt instrument debt (other) at beginning of year2012-05-31$17,130,900
Contract administrator fees2012-05-31$699,765
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-05-31No
Liabilities. Value of benefit claims payable at end of year2012-05-31$533,300
Liabilities. Value of benefit claims payable at beginning of year2012-05-31$802,700
Assets. Value of buildings and other operty used in plan operation at end of year2012-05-31$23,163
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-05-31$32,766
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$10,890,433
Aggregate carrying amount (costs) on sale of assets2012-05-31$10,914,968
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31SCHENCK SC
Accountancy firm EIN2012-05-31391173131
2011 : MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$22,195
Total unrealized appreciation/depreciation of assets2011-05-31$22,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$1,398,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$1,300,221
Total income from all sources (including contributions)2011-05-31$39,789,484
Total loss/gain on sale of assets2011-05-31$58,702
Total of all expenses incurred2011-05-31$35,785,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$34,666,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$38,603,216
Value of total assets at end of year2011-05-31$46,305,149
Value of total assets at beginning of year2011-05-31$42,202,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$1,118,151
Total interest from all sources2011-05-31$1,080,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Administrative expenses professional fees incurred2011-05-31$181,773
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$1,000,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$7,209,543
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-05-31$845,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$472,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$599,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-05-31$12,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-05-31$17,220
Other income not declared elsewhere2011-05-31$24,975
Administrative expenses (other) incurred2011-05-31$205,292
Liabilities. Value of operating payables at end of year2011-05-31$583,971
Liabilities. Value of operating payables at beginning of year2011-05-31$867,601
Total non interest bearing cash at end of year2011-05-31$2,457,620
Total non interest bearing cash at beginning of year2011-05-31$2,484,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$4,004,353
Value of net assets at end of year (total assets less liabilities)2011-05-31$44,906,239
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$40,901,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$10,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$4,988,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$4,667,865
Income. Interest from US Government securities2011-05-31$962,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$547,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$1,207,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$1,207,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$117,585
Expenses. Payments to insurance carriers foe the provision of benefits2011-05-31$408,786
Asset value of US Government securities at end of year2011-05-31$17,048,912
Asset value of US Government securities at beginning of year2011-05-31$21,456,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$31,393,673
Employer contributions (assets) at end of year2011-05-31$3,627,000
Employer contributions (assets) at beginning of year2011-05-31$3,463,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$33,413,085
Asset. Corporate debt instrument debt (other) at end of year2011-05-31$17,130,900
Asset. Corporate debt instrument debt (other) at beginning of year2011-05-31$8,292,496
Contract administrator fees2011-05-31$721,051
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-05-31No
Liabilities. Value of benefit claims payable at end of year2011-05-31$802,700
Liabilities. Value of benefit claims payable at beginning of year2011-05-31$415,400
Assets. Value of buildings and other operty used in plan operation at end of year2011-05-31$32,766
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-05-31$30,251
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$28,652,126
Aggregate carrying amount (costs) on sale of assets2011-05-31$28,593,424
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31SCHENCK SC
Accountancy firm EIN2011-05-31391173131

Form 5500 Responses for MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND

2018: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01This submission is the final filingYes
2018-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2009: MILWAUKEE CARPENTERS DISTRICT COUNCIL HEALTH FUND 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01This submission is the final filingNo
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-4011
Policy instance 2
Insurance contract or identification number947-4011
Number of Individuals Covered1972
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $306,914
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31196
Policy instance 1
Insurance contract or identification numberHCL31196
Number of Individuals Covered2147
Insurance policy start date2018-06-01
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 $68,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-4011
Policy instance 2
Insurance contract or identification number947-4011
Number of Individuals Covered2014
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $397,127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31196
Policy instance 1
Insurance contract or identification numberHCL31196
Number of Individuals Covered4050
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $126,282
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31196
Policy instance 1
Insurance contract or identification numberHCL31196
Number of Individuals Covered2015
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $106,817
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-0205
Policy instance 2
Insurance contract or identification number949-0205
Number of Individuals Covered1925
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $377,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-6263
Policy instance 1
Insurance contract or identification number949-6263
Number of Individuals Covered1828
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedORGAN TRANSPLANT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $329,569
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31196
Policy instance 2
Insurance contract or identification numberHCL31196
Number of Individuals Covered2012
Insurance policy start date2015-01-01
Insurance policy end date2015-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedORGAN TRANSPLANT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $44,408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract number0TBM-29192
Policy instance 1
Insurance contract or identification number0TBM-29192
Number of Individuals Covered2201
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedORGAN TRANSPLANT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $423,782
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract number0TBM-29192
Policy instance 1
Insurance contract or identification number0TBM-29192
Number of Individuals Covered2245
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedORGAN TRANSPLANT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $415,408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 )
Policy contract number000WKG834
Policy instance 2
Insurance contract or identification number000WKG834
Number of Individuals Covered2373
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberBMT-29104
Policy instance 1
Insurance contract or identification numberBMT-29104
Number of Individuals Covered2373
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
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
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $392,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberBMT-29104
Policy instance 1
Insurance contract or identification numberBMT-29104
Number of Individuals Covered2586
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
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
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $408,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 )
Policy contract number000WKB834
Policy instance 2
Insurance contract or identification number000WKB834
Number of Individuals Covered2586
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3