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MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 401k Plan overview

Plan NameMADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE
Plan identification number 501

MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF MADISON AREA CONSTRUCTION EMPLOYEES TRUST - HEALT has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF MADISON AREA CONSTRUCTION EMPLOYEES TRUST - HEALT
Employer identification number (EIN):396046679
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01MARK TRAINO2023-12-01
5012021-01-01MARK TRAINO2022-09-08
5012020-01-01MARK TRAINO2021-10-06
5012019-01-01MARK TRAINO2020-10-13
5012018-01-01MARK TRAINO2019-10-08
5012017-01-01
5012016-01-01MARK TRAINO
5012015-01-01MARK TRAINO
5012014-01-01MARK TRAINO
5012013-01-01MARK TRAINO
5012012-01-01MARK TRAINO
5012011-01-01MICHAEL BHIRDO
5012009-01-01MICHAEL BHIRDO
5012009-01-01MICHAEL BHIRDO

Plan Statistics for MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE

401k plan membership statisitcs for MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE

Measure Date Value
2022: MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2022 401k membership
Total participants, beginning-of-year2022-01-01850
Total number of active participants reported on line 7a of the Form 55002022-01-01759
Number of retired or separated participants receiving benefits2022-01-01109
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01868
Number of employers contributing to the scheme2022-01-0175
2021: MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2021 401k membership
Total participants, beginning-of-year2021-01-01834
Total number of active participants reported on line 7a of the Form 55002021-01-01745
Number of retired or separated participants receiving benefits2021-01-01105
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01850
Number of employers contributing to the scheme2021-01-0176
2020: MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2020 401k membership
Total participants, beginning-of-year2020-01-01940
Total number of active participants reported on line 7a of the Form 55002020-01-01727
Number of retired or separated participants receiving benefits2020-01-01107
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01834
Number of employers contributing to the scheme2020-01-0170
2019: MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2019 401k membership
Total participants, beginning-of-year2019-01-01897
Total number of active participants reported on line 7a of the Form 55002019-01-01837
Number of retired or separated participants receiving benefits2019-01-01103
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01940
Number of employers contributing to the scheme2019-01-0164
2018: MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2018 401k membership
Total participants, beginning-of-year2018-01-01899
Total number of active participants reported on line 7a of the Form 55002018-01-01815
Number of retired or separated participants receiving benefits2018-01-0182
Total of all active and inactive participants2018-01-01897
Number of employers contributing to the scheme2018-01-0185
2017: MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2017 401k membership
Total participants, beginning-of-year2017-01-01861
Total number of active participants reported on line 7a of the Form 55002017-01-01899
Total of all active and inactive participants2017-01-01899
Number of employers contributing to the scheme2017-01-0171
2016: MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2016 401k membership
Total participants, beginning-of-year2016-01-01695
Total number of active participants reported on line 7a of the Form 55002016-01-01861
Total of all active and inactive participants2016-01-01861
Number of employers contributing to the scheme2016-01-0166
2015: MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2015 401k membership
Total participants, beginning-of-year2015-01-01690
Total number of active participants reported on line 7a of the Form 55002015-01-01695
Total of all active and inactive participants2015-01-01695
Number of employers contributing to the scheme2015-01-0161
2014: MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2014 401k membership
Total participants, beginning-of-year2014-01-01668
Total number of active participants reported on line 7a of the Form 55002014-01-01690
Total of all active and inactive participants2014-01-01690
Number of employers contributing to the scheme2014-01-0162
2013: MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2013 401k membership
Total participants, beginning-of-year2013-01-01666
Total number of active participants reported on line 7a of the Form 55002013-01-01668
Total of all active and inactive participants2013-01-01668
Number of employers contributing to the scheme2013-01-0168
2012: MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2012 401k membership
Total participants, beginning-of-year2012-01-01594
Total number of active participants reported on line 7a of the Form 55002012-01-01666
Total of all active and inactive participants2012-01-01666
Number of employers contributing to the scheme2012-01-0159
2011: MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2011 401k membership
Total participants, beginning-of-year2011-01-01605
Total number of active participants reported on line 7a of the Form 55002011-01-01594
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01594
Number of employers contributing to the scheme2011-01-0135
2009: MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2009 401k membership
Total participants, beginning-of-year2009-01-01644
Total number of active participants reported on line 7a of the Form 55002009-01-01626
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01626
Number of employers contributing to the scheme2009-01-0135

Financial Data on MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE

Measure Date Value
2022 : MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,719,646
Total unrealized appreciation/depreciation of assets2022-12-31$-1,719,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,622,945
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9,710,957
Total income from all sources (including contributions)2022-12-31$12,679,019
Total loss/gain on sale of assets2022-12-31$158,626
Total of all expenses incurred2022-12-31$12,693,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,057,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,067,648
Value of total assets at end of year2022-12-31$18,009,570
Value of total assets at beginning of year2022-12-31$17,112,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$636,516
Total interest from all sources2022-12-31$221,347
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$78,577
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$15,056
Administrative expenses professional fees incurred2022-12-31$111,694
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$328,689
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,508,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$84,357
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$132,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$9,373,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$8,374,634
Administrative expenses (other) incurred2022-12-31$45,930
Liabilities. Value of operating payables at end of year2022-12-31$145,140
Liabilities. Value of operating payables at beginning of year2022-12-31$116,132
Total non interest bearing cash at end of year2022-12-31$5,240,697
Total non interest bearing cash at beginning of year2022-12-31$3,150,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,804
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,386,625
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,401,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$99,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$853,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$664,621
Income. Interest from corporate debt instruments2022-12-31$219,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$127,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$107,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$107,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,313
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$491,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-127,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$13,738,959
Employer contributions (assets) at end of year2022-12-31$1,295,568
Employer contributions (assets) at beginning of year2022-12-31$1,138,885
Income. Dividends from common stock2022-12-31$63,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,056,988
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$5,560,679
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$6,439,440
Contract administrator fees2022-12-31$379,694
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$4,724,523
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$5,363,948
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,104,465
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,220,191
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$122,271
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$114,886
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$7,444,565
Aggregate carrying amount (costs) on sale of assets2022-12-31$7,285,939
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$34,243
Total unrealized appreciation/depreciation of assets2021-12-31$34,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,710,957
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,946,517
Total income from all sources (including contributions)2021-12-31$14,440,331
Total loss/gain on sale of assets2021-12-31$975,309
Total of all expenses incurred2021-12-31$12,190,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,556,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,030,448
Value of total assets at end of year2021-12-31$17,112,386
Value of total assets at beginning of year2021-12-31$14,097,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$633,441
Total interest from all sources2021-12-31$212,211
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$85,084
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$13,825
Administrative expenses professional fees incurred2021-12-31$112,187
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$457,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,376,079
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$132,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$324,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$8,374,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$7,899,555
Administrative expenses (other) incurred2021-12-31$43,670
Liabilities. Value of operating payables at end of year2021-12-31$116,132
Liabilities. Value of operating payables at beginning of year2021-12-31$137,449
Total non interest bearing cash at end of year2021-12-31$3,150,959
Total non interest bearing cash at beginning of year2021-12-31$1,389,252
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$2,249,959
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,401,429
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,151,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$101,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$664,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$714,058
Income. Interest from corporate debt instruments2021-12-31$210,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$107,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$543,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$543,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,964
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$998,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$103,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,573,426
Employer contributions (assets) at end of year2021-12-31$1,138,885
Employer contributions (assets) at beginning of year2021-12-31$1,062,615
Income. Dividends from common stock2021-12-31$71,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,182,076
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$6,439,440
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$5,487,551
Contract administrator fees2021-12-31$376,472
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$5,363,948
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$4,467,043
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,220,191
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$909,513
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$114,886
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$109,107
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
Aggregate proceeds on sale of assets2021-12-31$9,143,080
Aggregate carrying amount (costs) on sale of assets2021-12-31$8,167,771
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$484,064
Total unrealized appreciation/depreciation of assets2020-12-31$484,064
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,946,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,468,001
Total income from all sources (including contributions)2020-12-31$12,806,284
Total loss/gain on sale of assets2020-12-31$245,290
Total of all expenses incurred2020-12-31$9,820,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,178,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,858,759
Value of total assets at end of year2020-12-31$14,097,987
Value of total assets at beginning of year2020-12-31$12,634,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$642,466
Total interest from all sources2020-12-31$167,048
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$111,291
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$13,175
Administrative expenses professional fees incurred2020-12-31$131,489
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$430,343
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$265,318
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$324,638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$333,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$7,899,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$8,507,895
Administrative expenses (other) incurred2020-12-31$42,687
Liabilities. Value of operating payables at end of year2020-12-31$137,449
Liabilities. Value of operating payables at beginning of year2020-12-31$181,269
Total non interest bearing cash at end of year2020-12-31$1,389,252
Total non interest bearing cash at beginning of year2020-12-31$939,140
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$2,985,464
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,151,470
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,166,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$86,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$714,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$669,644
Income. Interest from corporate debt instruments2020-12-31$166,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$543,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$221,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$221,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$684
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,182,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-60,168
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$11,428,416
Employer contributions (assets) at end of year2020-12-31$1,062,615
Employer contributions (assets) at beginning of year2020-12-31$966,655
Income. Dividends from common stock2020-12-31$98,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,730,417
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$5,487,551
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$5,170,172
Contract administrator fees2020-12-31$381,657
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$4,467,043
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,210,995
Liabilities. Value of benefit claims payable at end of year2020-12-31$909,513
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,778,837
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$109,107
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$121,831
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
Aggregate proceeds on sale of assets2020-12-31$10,215,118
Aggregate carrying amount (costs) on sale of assets2020-12-31$9,969,828
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,094,716
Total unrealized appreciation/depreciation of assets2019-12-31$1,094,716
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,468,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,663,230
Total income from all sources (including contributions)2019-12-31$14,471,965
Total loss/gain on sale of assets2019-12-31$184,681
Total of all expenses incurred2019-12-31$12,797,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,145,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,940,261
Value of total assets at end of year2019-12-31$12,634,007
Value of total assets at beginning of year2019-12-31$11,154,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$652,013
Total interest from all sources2019-12-31$157,746
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$85,188
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$11,972
Administrative expenses professional fees incurred2019-12-31$121,309
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$497,248
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,107,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$333,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$432,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$8,507,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,910,451
Administrative expenses (other) incurred2019-12-31$46,276
Liabilities. Value of operating payables at end of year2019-12-31$181,269
Liabilities. Value of operating payables at beginning of year2019-12-31$324,293
Total non interest bearing cash at end of year2019-12-31$939,140
Total non interest bearing cash at beginning of year2019-12-31$166,708
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$1,674,936
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,166,006
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$491,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$82,303
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$669,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$694,996
Income. Interest from corporate debt instruments2019-12-31$153,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$221,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$116,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$116,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,734
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$550,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$12,443,013
Employer contributions (assets) at end of year2019-12-31$966,655
Employer contributions (assets) at beginning of year2019-12-31$988,916
Income. Dividends from common stock2019-12-31$73,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,486,217
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$5,170,172
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$5,020,673
Contract administrator fees2019-12-31$402,125
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,210,995
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,632,866
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,778,837
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,428,486
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$121,831
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$100,449
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,996,395
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,811,714
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SIKICH LLP.
Accountancy firm EIN2019-12-31363168081
2018 : MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-907,340
Total unrealized appreciation/depreciation of assets2018-12-31$-907,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,663,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,372,215
Total income from all sources (including contributions)2018-12-31$10,641,393
Total loss/gain on sale of assets2018-12-31$125,343
Total of all expenses incurred2018-12-31$14,177,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,468,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,085,397
Value of total assets at end of year2018-12-31$11,154,300
Value of total assets at beginning of year2018-12-31$14,399,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$709,407
Total interest from all sources2018-12-31$211,534
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$93,928
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$16,747
Administrative expenses professional fees incurred2018-12-31$222,686
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$562,188
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,372,866
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$432,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$202,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$8,910,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$9,105,788
Administrative expenses (other) incurred2018-12-31$50,611
Liabilities. Value of operating payables at end of year2018-12-31$324,293
Liabilities. Value of operating payables at beginning of year2018-12-31$136,600
Total non interest bearing cash at end of year2018-12-31$166,708
Total non interest bearing cash at beginning of year2018-12-31$97,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,536,014
Value of net assets at end of year (total assets less liabilities)2018-12-31$491,070
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,027,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$93,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$694,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$814,755
Income. Interest from US Government securities2018-12-31$208
Income. Interest from corporate debt instruments2018-12-31$207,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$116,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,581,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,581,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,575
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$523,487
Asset value of US Government securities at beginning of year2018-12-31$76,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$32,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,523,209
Employer contributions (assets) at end of year2018-12-31$988,916
Employer contributions (assets) at beginning of year2018-12-31$849,188
Income. Dividends from common stock2018-12-31$77,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,571,647
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$5,020,673
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$5,833,186
Contract administrator fees2018-12-31$342,759
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
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,632,866
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,805,561
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,428,486
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,129,827
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$100,449
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$139,984
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
Aggregate proceeds on sale of assets2018-12-31$10,655,800
Aggregate carrying amount (costs) on sale of assets2018-12-31$10,530,457
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 name2018-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2018-12-31391531945
2017 : MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$348,861
Total unrealized appreciation/depreciation of assets2017-12-31$348,861
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,372,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,572,897
Total income from all sources (including contributions)2017-12-31$11,341,045
Total loss/gain on sale of assets2017-12-31$429,535
Total of all expenses incurred2017-12-31$12,964,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,388,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,093,447
Value of total assets at end of year2017-12-31$14,399,299
Value of total assets at beginning of year2017-12-31$15,223,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$575,784
Total interest from all sources2017-12-31$236,663
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$129,319
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$22,517
Administrative expenses professional fees incurred2017-12-31$93,135
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$536,249
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,917,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$202,008
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$65,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$9,105,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,315,707
Other income not declared elsewhere2017-12-31$16,249
Administrative expenses (other) incurred2017-12-31$36,123
Liabilities. Value of operating payables at end of year2017-12-31$136,600
Liabilities. Value of operating payables at beginning of year2017-12-31$110,695
Total non interest bearing cash at end of year2017-12-31$97,527
Total non interest bearing cash at beginning of year2017-12-31$589,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,623,477
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,027,084
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,650,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$103,477
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$814,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,314,991
Income. Interest from US Government securities2017-12-31$2,559
Income. Interest from corporate debt instruments2017-12-31$231,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,581,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,025,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,025,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,478
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$895,729
Asset value of US Government securities at end of year2017-12-31$76,069
Asset value of US Government securities at beginning of year2017-12-31$151,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$86,971
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$9,557,198
Employer contributions (assets) at end of year2017-12-31$849,188
Employer contributions (assets) at beginning of year2017-12-31$717,963
Income. Dividends from common stock2017-12-31$106,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,575,536
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$5,833,186
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$5,409,207
Contract administrator fees2017-12-31$343,049
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
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,805,561
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,911,912
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,129,827
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,146,495
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$139,984
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$37,401
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
Aggregate proceeds on sale of assets2017-12-31$13,709,970
Aggregate carrying amount (costs) on sale of assets2017-12-31$13,280,435
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 name2017-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2017-12-31391531945
2016 : MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$344,945
Total unrealized appreciation/depreciation of assets2016-12-31$344,945
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,572,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,230,872
Total income from all sources (including contributions)2016-12-31$9,918,969
Total loss/gain on sale of assets2016-12-31$95,360
Total of all expenses incurred2016-12-31$11,021,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,682,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,040,399
Value of total assets at end of year2016-12-31$15,223,458
Value of total assets at beginning of year2016-12-31$16,984,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$338,672
Total interest from all sources2016-12-31$220,931
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$124,677
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$29,413
Administrative expenses professional fees incurred2016-12-31$92,412
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$538,697
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$-128,957
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$65,673
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$151,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,315,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,329,276
Administrative expenses (other) incurred2016-12-31$33,848
Liabilities. Value of operating payables at end of year2016-12-31$110,695
Liabilities. Value of operating payables at beginning of year2016-12-31$108,199
Total non interest bearing cash at end of year2016-12-31$589,367
Total non interest bearing cash at beginning of year2016-12-31$517,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,102,658
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,650,561
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,753,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$105,807
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,314,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,324,921
Income. Interest from US Government securities2016-12-31$13,961
Income. Interest from corporate debt instruments2016-12-31$203,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,025,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,495,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,495,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,458
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$913,741
Asset value of US Government securities at end of year2016-12-31$151,609
Asset value of US Government securities at beginning of year2016-12-31$354,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$92,657
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$8,501,702
Employer contributions (assets) at end of year2016-12-31$717,963
Employer contributions (assets) at beginning of year2016-12-31$733,245
Income. Dividends from common stock2016-12-31$95,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,898,171
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$5,409,207
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$5,304,698
Contract administrator fees2016-12-31$106,605
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. Corporate common stocks other than exployer securities at end of year2016-12-31$4,911,912
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$5,085,439
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,146,495
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$793,397
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$37,401
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$17,588
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
Aggregate proceeds on sale of assets2016-12-31$16,628,868
Aggregate carrying amount (costs) on sale of assets2016-12-31$16,533,508
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2016-12-31391531945
2015 : MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-627,021
Total unrealized appreciation/depreciation of assets2015-12-31$-627,021
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,230,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,385,053
Total income from all sources (including contributions)2015-12-31$7,378,172
Total loss/gain on sale of assets2015-12-31$131,198
Total of all expenses incurred2015-12-31$8,750,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,513,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,565,745
Value of total assets at end of year2015-12-31$16,984,091
Value of total assets at beginning of year2015-12-31$17,510,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$236,867
Total interest from all sources2015-12-31$260,312
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$121,827
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$30,176
Administrative expenses professional fees incurred2015-12-31$44,379
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$569,924
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$449,637
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$151,180
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$64,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,329,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,634,294
Other income not declared elsewhere2015-12-31$39
Administrative expenses (other) incurred2015-12-31$26,276
Liabilities. Value of operating payables at end of year2015-12-31$108,199
Liabilities. Value of operating payables at beginning of year2015-12-31$142,461
Total non interest bearing cash at end of year2015-12-31$517,106
Total non interest bearing cash at beginning of year2015-12-31$673,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,372,244
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,753,219
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,125,463
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
Investment advisory and management fees2015-12-31$108,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,324,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,643,947
Income. Interest from US Government securities2015-12-31$26,433
Income. Interest from corporate debt instruments2015-12-31$224,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,495,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,349,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,349,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$9,438
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$733,680
Asset value of US Government securities at end of year2015-12-31$354,850
Asset value of US Government securities at beginning of year2015-12-31$471,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-73,928
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$6,995,821
Employer contributions (assets) at end of year2015-12-31$733,245
Employer contributions (assets) at beginning of year2015-12-31$712,971
Income. Dividends from common stock2015-12-31$91,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,330,232
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$5,304,698
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$5,351,423
Contract administrator fees2015-12-31$57,224
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. Corporate common stocks other than exployer securities at end of year2015-12-31$5,085,439
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$5,233,169
Liabilities. Value of benefit claims payable at end of year2015-12-31$793,397
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$608,298
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$17,588
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$10,116
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
Aggregate proceeds on sale of assets2015-12-31$12,704,061
Aggregate carrying amount (costs) on sale of assets2015-12-31$12,572,863
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2015-12-31391531945
2014 : MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-205,845
Total unrealized appreciation/depreciation of assets2014-12-31$-205,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,385,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,664,693
Total income from all sources (including contributions)2014-12-31$7,944,724
Total loss/gain on sale of assets2014-12-31$546,984
Total of all expenses incurred2014-12-31$8,041,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,816,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,142,301
Value of total assets at end of year2014-12-31$17,510,516
Value of total assets at beginning of year2014-12-31$16,887,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$224,846
Total interest from all sources2014-12-31$259,934
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$151,647
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$33,336
Administrative expenses professional fees incurred2014-12-31$33,413
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$634,004
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$955,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$64,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$61,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,634,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,000,687
Other income not declared elsewhere2014-12-31$1,095
Administrative expenses (other) incurred2014-12-31$26,042
Liabilities. Value of operating payables at end of year2014-12-31$142,461
Liabilities. Value of operating payables at beginning of year2014-12-31$101,973
Total non interest bearing cash at end of year2014-12-31$673,490
Total non interest bearing cash at beginning of year2014-12-31$1,101,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-97,027
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,125,463
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,222,490
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
Investment advisory and management fees2014-12-31$107,870
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,643,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,473,309
Income. Interest from US Government securities2014-12-31$23,950
Income. Interest from corporate debt instruments2014-12-31$225,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,349,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,258,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,258,692
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$10,187
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$725,065
Asset value of US Government securities at end of year2014-12-31$471,262
Asset value of US Government securities at beginning of year2014-12-31$1,165,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$48,608
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$6,508,297
Employer contributions (assets) at end of year2014-12-31$712,971
Employer contributions (assets) at beginning of year2014-12-31$440,762
Income. Dividends from common stock2014-12-31$118,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,136,274
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$5,351,423
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$4,314,443
Contract administrator fees2014-12-31$57,521
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. Corporate common stocks other than exployer securities at end of year2014-12-31$5,233,169
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$5,053,650
Liabilities. Value of benefit claims payable at end of year2014-12-31$608,298
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$562,033
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$10,116
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$17,592
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
Aggregate proceeds on sale of assets2014-12-31$14,672,969
Aggregate carrying amount (costs) on sale of assets2014-12-31$14,125,985
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 name2014-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2014-12-31391531945
2013 : MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$430,764
Total unrealized appreciation/depreciation of assets2013-12-31$430,764
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,664,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$21,947,457
Total income from all sources (including contributions)2013-12-31$8,070,123
Total loss/gain on sale of assets2013-12-31$536,867
Total of all expenses incurred2013-12-31$-6,664,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$-6,876,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,597,235
Value of total assets at end of year2013-12-31$16,887,183
Value of total assets at beginning of year2013-12-31$15,435,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$212,270
Total interest from all sources2013-12-31$234,386
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$125,150
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$29,758
Administrative expenses professional fees incurred2013-12-31$47,321
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$605,414
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$-12,963,616
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$61,520
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$134,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,000,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$7,363,217
Other income not declared elsewhere2013-12-31$1,224
Administrative expenses (other) incurred2013-12-31$12,521
Liabilities. Value of operating payables at end of year2013-12-31$101,973
Total non interest bearing cash at end of year2013-12-31$1,101,752
Total non interest bearing cash at beginning of year2013-12-31$507,857
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$14,734,712
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,222,490
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-6,512,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$97,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,473,309
Income. Interest from US Government securities2013-12-31$46,703
Income. Interest from corporate debt instruments2013-12-31$175,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,258,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,192,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,192,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12,458
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$654,930
Asset value of US Government securities at end of year2013-12-31$1,165,463
Asset value of US Government securities at beginning of year2013-12-31$1,412,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$144,497
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$5,991,821
Employer contributions (assets) at end of year2013-12-31$440,762
Employer contributions (assets) at beginning of year2013-12-31$509,207
Income. Dividends from common stock2013-12-31$95,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,431,827
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$4,314,443
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,438,733
Contract administrator fees2013-12-31$54,965
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. Corporate common stocks other than exployer securities at end of year2013-12-31$5,053,650
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$5,239,700
Liabilities. Value of benefit claims payable at end of year2013-12-31$562,033
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$14,584,240
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$17,592
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$15,644,023
Aggregate carrying amount (costs) on sale of assets2013-12-31$15,107,156
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 name2013-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2013-12-31391531945
2012 : MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$351,756
Total unrealized appreciation/depreciation of assets2012-12-31$351,756
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,947,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,433,051
Total income from all sources (including contributions)2012-12-31$7,038,060
Total loss/gain on sale of assets2012-12-31$208,835
Total of all expenses incurred2012-12-31$8,709,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,307,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,134,070
Value of total assets at end of year2012-12-31$15,435,235
Value of total assets at beginning of year2012-12-31$14,591,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$401,433
Total interest from all sources2012-12-31$234,840
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$108,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$50,826
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$624,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$134,236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$146,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$7,363,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,632,051
Administrative expenses (other) incurred2012-12-31$19,062
Total non interest bearing cash at end of year2012-12-31$507,857
Total non interest bearing cash at beginning of year2012-12-31$487,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,671,117
Value of net assets at end of year (total assets less liabilities)2012-12-31$-6,512,222
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-4,841,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$90,500
Income. Interest from US Government securities2012-12-31$49,865
Income. Interest from corporate debt instruments2012-12-31$168,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,192,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,058,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,058,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$16,339
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$574,388
Asset value of US Government securities at end of year2012-12-31$1,412,913
Asset value of US Government securities at beginning of year2012-12-31$1,341,400
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$5,509,961
Employer contributions (assets) at end of year2012-12-31$509,207
Employer contributions (assets) at beginning of year2012-12-31$476,615
Income. Dividends from common stock2012-12-31$108,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,733,356
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,438,733
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,446,500
Contract administrator fees2012-12-31$241,045
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. Corporate common stocks other than exployer securities at end of year2012-12-31$5,239,700
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,635,192
Liabilities. Value of benefit claims payable at end of year2012-12-31$14,584,240
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$12,801,000
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$10,893,158
Aggregate carrying amount (costs) on sale of assets2012-12-31$10,684,323
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-655,302
Total unrealized appreciation/depreciation of assets2011-12-31$-655,302
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,433,051
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,963,543
Total income from all sources (including contributions)2011-12-31$5,889,728
Total loss/gain on sale of assets2011-12-31$293,193
Total of all expenses incurred2011-12-31$10,339,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,945,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,893,984
Value of total assets at end of year2011-12-31$14,591,946
Value of total assets at beginning of year2011-12-31$14,572,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$394,126
Total interest from all sources2011-12-31$252,814
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$105,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$47,264
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$646,527
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$146,562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$344,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,632,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,760,543
Administrative expenses (other) incurred2011-12-31$16,708
Total non interest bearing cash at end of year2011-12-31$487,619
Total non interest bearing cash at beginning of year2011-12-31$494,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,449,878
Value of net assets at end of year (total assets less liabilities)2011-12-31$-4,841,105
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-391,227
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
Assets. partnership/joint venture interests at beginning of year2011-12-31$76
Investment advisory and management fees2011-12-31$87,197
Income. Interest from US Government securities2011-12-31$68,716
Income. Interest from corporate debt instruments2011-12-31$164,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,058,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,504,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,504,225
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$20,015
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$473,637
Asset value of US Government securities at end of year2011-12-31$1,341,400
Asset value of US Government securities at beginning of year2011-12-31$1,837,682
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$5,247,457
Employer contributions (assets) at end of year2011-12-31$476,615
Employer contributions (assets) at beginning of year2011-12-31$427,312
Income. Dividends from common stock2011-12-31$105,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,471,843
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,446,500
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,986,453
Contract administrator fees2011-12-31$242,957
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,635,192
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,977,040
Liabilities. Value of benefit claims payable at end of year2011-12-31$12,801,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$8,203,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$10,284,629
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,991,436
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 name2011-12-31MCGLADREY, LLP
Accountancy firm EIN2011-12-31420714325
2010 : MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$324,368
Total unrealized appreciation/depreciation of assets2010-12-31$324,368
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,963,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,101,179
Total income from all sources (including contributions)2010-12-31$6,718,768
Total loss/gain on sale of assets2010-12-31$377,701
Total of all expenses incurred2010-12-31$7,736,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,329,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,693,010
Value of total assets at end of year2010-12-31$14,572,316
Value of total assets at beginning of year2010-12-31$13,727,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$407,115
Total interest from all sources2010-12-31$243,651
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$80,038
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$59,348
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$658,817
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$344,813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$70,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,760,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$6,368,179
Administrative expenses (other) incurred2010-12-31$16,198
Total non interest bearing cash at end of year2010-12-31$494,715
Total non interest bearing cash at beginning of year2010-12-31$583,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,017,755
Value of net assets at end of year (total assets less liabilities)2010-12-31$-391,227
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$626,528
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
Assets. partnership/joint venture interests at end of year2010-12-31$76
Investment advisory and management fees2010-12-31$80,437
Income. Interest from US Government securities2010-12-31$68,767
Income. Interest from corporate debt instruments2010-12-31$136,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,504,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,713,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,713,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$37,912
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$451,119
Asset value of US Government securities at end of year2010-12-31$1,837,682
Asset value of US Government securities at beginning of year2010-12-31$2,134,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,034,193
Employer contributions (assets) at end of year2010-12-31$427,312
Employer contributions (assets) at beginning of year2010-12-31$474,209
Income. Dividends from common stock2010-12-31$80,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,878,289
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,986,453
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,369,732
Contract administrator fees2010-12-31$251,132
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,977,040
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,381,378
Liabilities. Value of benefit claims payable at end of year2010-12-31$8,203,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$6,733,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$8,697,014
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,319,313
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 name2010-12-31MCGLADREY & PULLEN
Accountancy firm EIN2010-12-31420714325

Form 5500 Responses for MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE

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

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 )
Policy contract numberJW1030
Policy instance 5
Insurance contract or identification numberJW1030
Number of Individuals Covered868
Insurance policy start date2022-04-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $265,437
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 number000AMZ834
Policy instance 4
Insurance contract or identification number000AMZ834
Number of Individuals Covered868
Insurance policy start date2022-01-01
Insurance policy end date2022-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,122
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 number000AMV834
Policy instance 3
Insurance contract or identification number000AMV834
Number of Individuals Covered868
Insurance policy start date2022-01-01
Insurance policy end date2022-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $86,071
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 numberHCL33095
Policy instance 2
Insurance contract or identification numberHCL33095
Number of Individuals Covered786
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $876,741
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677728G
Policy instance 1
Insurance contract or identification number677728G
Number of Individuals Covered868
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $29,145
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $145,723
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,145
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677728G
Policy instance 1
Insurance contract or identification number677728G
Number of Individuals Covered848
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $31,471
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $157,354
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,471
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL33095
Policy instance 2
Insurance contract or identification numberHCL33095
Number of Individuals Covered769
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $863,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 )
Policy contract number000AMV834
Policy instance 3
Insurance contract or identification number000AMV834
Number of Individuals Covered850
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $331,030
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 number000AMV834
Policy instance 3
Insurance contract or identification number000AMV834
Number of Individuals Covered834
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $322,228
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 numberHCL33095
Policy instance 2
Insurance contract or identification numberHCL33095
Number of Individuals Covered753
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $843,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677728G
Policy instance 1
Insurance contract or identification number677728G
Number of Individuals Covered811
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $27,209
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $150,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,209
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 )
Policy contract number000AMV834
Policy instance 3
Insurance contract or identification number000AMV834
Number of Individuals Covered940
Insurance policy start date2019-04-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberHCL33095
Policy instance 2
Insurance contract or identification numberHCL33095
Number of Individuals Covered837
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $742,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677728G
Policy instance 1
Insurance contract or identification number677728G
Number of Individuals Covered937
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $33,126
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $164,939
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,126
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677728G
Policy instance 1
Insurance contract or identification number677728G
Number of Individuals Covered888
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $32,404
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $148,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,404
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL33095
Policy instance 2
Insurance contract or identification numberHCL33095
Number of Individuals Covered804
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 $712,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL33095
Policy instance 2
Insurance contract or identification numberHCL33095
Number of Individuals Covered810
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 $703,752
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameH.J. KNIGHT INTERNATIONAL INSURANCE
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677728G
Policy instance 1
Insurance contract or identification number677728G
Number of Individuals Covered888
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $34,251
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $171,254
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,251
Insurance broker organization code?3
Insurance broker nameTRICOR, INC.
WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 53139 )
Policy contract number931900/1004931
Policy instance 1
Insurance contract or identification number931900/1004931
Number of Individuals Covered695
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677728G
Policy instance 2
Insurance contract or identification number677728G
Number of Individuals Covered695
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,355
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $116,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,355
Insurance broker organization code?3
Insurance broker nameTRICOR, INC.
WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 53139 )
Policy contract number931900/1004931
Policy instance 1
Insurance contract or identification number931900/1004931
Number of Individuals Covered690
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677728G
Policy instance 2
Insurance contract or identification number677728G
Number of Individuals Covered690
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,250
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
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $120,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,250
Insurance broker organization code?3
Insurance broker nameTRICOR, INC.
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677728G
Policy instance 2
Insurance contract or identification number677728G
Number of Individuals Covered644
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $22,100
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
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $95,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,100
Insurance broker organization code?3
Insurance broker nameTRICOR FINANCIAL SERVICES
WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 53139 )
Policy contract number931900/1004931
Policy instance 1
Insurance contract or identification number931900/1004931
Number of Individuals Covered586
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677728G
Policy instance 2
Insurance contract or identification number677728G
Number of Individuals Covered597
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,498
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
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 $101,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,498
Insurance broker organization code?3
Insurance broker nameTRICOR FINANCIAL SERVICES
WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 53139 )
Policy contract number931900
Policy instance 1
Insurance contract or identification number931900
Number of Individuals Covered516
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677728G
Policy instance 2
Insurance contract or identification number677728G
Number of Individuals Covered667
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $19,240
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $91,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 53139 )
Policy contract number931900
Policy instance 1
Insurance contract or identification number931900
Number of Individuals Covered513
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 53139 )
Policy contract number931900
Policy instance 1
Insurance contract or identification number931900
Number of Individuals Covered522
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677728G
Policy instance 2
Insurance contract or identification number677728G
Number of Individuals Covered603
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,899
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,757
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,899
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTRICOR FINANCIAL SERVICES

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