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LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameLOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND
Plan identification number 501

LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND Benefits

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

401k Sponsoring company profile

LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND
Employer identification number (EIN):396048209
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01KERRI WECKLER2024-01-19
5012021-04-01BRETT LARGE2023-01-17
5012020-04-01BRETT LARGE2021-12-22
5012019-04-01BRETT LARGE2021-01-08
5012018-04-01BRETT LARGE2020-01-09
5012018-04-01BRETT LARGE2020-01-09
5012017-04-01
5012016-04-01
5012015-04-01
5012014-04-01BRETT LARGE
5012013-04-01BRETT LARGE BILL NARETTA2015-01-13
5012012-04-01BRETT LARGE WILLIAM NARETTA2013-11-04
5012011-04-01BRETT LARGE WILLIAM NARETTA2012-11-15
5012009-04-01BRETT LARGE BILL NARETTA2011-01-14

Plan Statistics for LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND

401k plan membership statisitcs for LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND

Measure Date Value
2022: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-04-01531
Total number of active participants reported on line 7a of the Form 55002022-04-01339
Number of retired or separated participants receiving benefits2022-04-01174
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-01513
Number of employers contributing to the scheme2022-04-0143
2021: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-04-01545
Total number of active participants reported on line 7a of the Form 55002021-04-01362
Number of retired or separated participants receiving benefits2021-04-01169
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-01531
Number of employers contributing to the scheme2021-04-0147
2020: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-04-01562
Total number of active participants reported on line 7a of the Form 55002020-04-01373
Number of retired or separated participants receiving benefits2020-04-01172
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-01545
Number of employers contributing to the scheme2020-04-0147
2019: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-04-01563
Total number of active participants reported on line 7a of the Form 55002019-04-01395
Number of retired or separated participants receiving benefits2019-04-01167
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-01562
Number of employers contributing to the scheme2019-04-0145
2018: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-04-01575
Total number of active participants reported on line 7a of the Form 55002018-04-01399
Number of retired or separated participants receiving benefits2018-04-01164
Total of all active and inactive participants2018-04-01563
Number of employers contributing to the scheme2018-04-0146
2017: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-04-01561
Total number of active participants reported on line 7a of the Form 55002017-04-01407
Number of retired or separated participants receiving benefits2017-04-01168
Total of all active and inactive participants2017-04-01575
Number of employers contributing to the scheme2017-04-0149
2016: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-04-01573
Total number of active participants reported on line 7a of the Form 55002016-04-01397
Number of retired or separated participants receiving benefits2016-04-01164
Total of all active and inactive participants2016-04-01561
Number of employers contributing to the scheme2016-04-0155
2015: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-04-01585
Total number of active participants reported on line 7a of the Form 55002015-04-01405
Number of retired or separated participants receiving benefits2015-04-01168
Total of all active and inactive participants2015-04-01573
Number of employers contributing to the scheme2015-04-0151
2014: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-04-01581
Total number of active participants reported on line 7a of the Form 55002014-04-01411
Number of retired or separated participants receiving benefits2014-04-01174
Total of all active and inactive participants2014-04-01585
Number of employers contributing to the scheme2014-04-0145
2013: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-04-01549
Total number of active participants reported on line 7a of the Form 55002013-04-01410
Number of retired or separated participants receiving benefits2013-04-01171
Total of all active and inactive participants2013-04-01581
Number of employers contributing to the scheme2013-04-0149
2012: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-04-01544
Total number of active participants reported on line 7a of the Form 55002012-04-01380
Number of retired or separated participants receiving benefits2012-04-01169
Total of all active and inactive participants2012-04-01549
Number of employers contributing to the scheme2012-04-0154
2011: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-04-01556
Total number of active participants reported on line 7a of the Form 55002011-04-01383
Number of retired or separated participants receiving benefits2011-04-01161
Total of all active and inactive participants2011-04-01544
Number of employers contributing to the scheme2011-04-0157
2009: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-04-01586
Total number of active participants reported on line 7a of the Form 55002009-04-01433
Number of retired or separated participants receiving benefits2009-04-01155
Total of all active and inactive participants2009-04-01588
Number of employers contributing to the scheme2009-04-0156

Financial Data on LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND

Measure Date Value
2023 : LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-23,797
Total unrealized appreciation/depreciation of assets2023-03-31$-23,797
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$4,805,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$4,690,014
Total income from all sources (including contributions)2023-03-31$9,348,223
Total loss/gain on sale of assets2023-03-31$-16,622
Total of all expenses incurred2023-03-31$8,674,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$8,227,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$9,396,502
Value of total assets at end of year2023-03-31$5,909,731
Value of total assets at beginning of year2023-03-31$5,120,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$446,978
Total interest from all sources2023-03-31$45,087
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$17,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$17,409
Administrative expenses professional fees incurred2023-03-31$98,933
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$878,507
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-03-31$1,670,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$191,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$180,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$4,360,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$4,012,059
Administrative expenses (other) incurred2023-03-31$135,307
Liabilities. Value of operating payables at end of year2023-03-31$118,216
Liabilities. Value of operating payables at beginning of year2023-03-31$24,955
Total non interest bearing cash at end of year2023-03-31$2,250,298
Total non interest bearing cash at beginning of year2023-03-31$1,227,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$673,720
Value of net assets at end of year (total assets less liabilities)2023-03-31$1,104,657
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$430,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$7,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$893,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$947,173
Income. Interest from US Government securities2023-03-31$34,280
Income. Interest from corporate debt instruments2023-03-31$10,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$6,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$242,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$242,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$193
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$435,706
Asset value of US Government securities at end of year2023-03-31$1,340,900
Asset value of US Government securities at beginning of year2023-03-31$1,332,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-70,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$8,517,995
Employer contributions (assets) at end of year2023-03-31$786,009
Employer contributions (assets) at beginning of year2023-03-31$731,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$6,121,313
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$353,273
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$364,538
Contract administrator fees2023-03-31$205,052
Liabilities. Value of benefit claims payable at end of year2023-03-31$325,900
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$653,000
Assets. Value of buildings and other operty used in plan operation at end of year2023-03-31$88,296
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-03-31$95,194
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$1,551,083
Aggregate carrying amount (costs) on sale of assets2023-03-31$1,567,705
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31SIKICH LLP
Accountancy firm EIN2023-03-31363168081
2022 : LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$-36,792
Total unrealized appreciation/depreciation of assets2022-03-31$-36,792
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$4,690,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$4,167,969
Total income from all sources (including contributions)2022-03-31$9,193,664
Total loss/gain on sale of assets2022-03-31$48,041
Total of all expenses incurred2022-03-31$8,810,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$8,387,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$9,151,502
Value of total assets at end of year2022-03-31$5,120,951
Value of total assets at beginning of year2022-03-31$4,215,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$422,696
Total interest from all sources2022-03-31$14,333
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$8,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$8,819
Administrative expenses professional fees incurred2022-03-31$70,445
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$860,632
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-03-31$721,775
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$180,882
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$3,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$4,012,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$3,599,278
Other income not declared elsewhere2022-03-31$0
Administrative expenses (other) incurred2022-03-31$96,225
Liabilities. Value of operating payables at end of year2022-03-31$24,955
Liabilities. Value of operating payables at beginning of year2022-03-31$65,691
Total non interest bearing cash at end of year2022-03-31$1,227,055
Total non interest bearing cash at beginning of year2022-03-31$1,961,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$383,322
Value of net assets at end of year (total assets less liabilities)2022-03-31$430,937
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$47,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$5,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$947,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$752,758
Income. Interest from US Government securities2022-03-31$7,727
Income. Interest from corporate debt instruments2022-03-31$6,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$242,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$11,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$11,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$213
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$839,465
Asset value of US Government securities at end of year2022-03-31$1,332,597
Asset value of US Government securities at beginning of year2022-03-31$391,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$7,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$8,290,870
Employer contributions (assets) at end of year2022-03-31$731,354
Employer contributions (assets) at beginning of year2022-03-31$741,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$6,826,406
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$364,538
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$254,945
Contract administrator fees2022-03-31$251,022
Liabilities. Value of benefit claims payable at end of year2022-03-31$653,000
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$503,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-03-31$95,194
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-03-31$98,179
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$1,937,837
Aggregate carrying amount (costs) on sale of assets2022-03-31$1,889,796
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31SIKICH LLP
Accountancy firm EIN2022-03-31363168081
2021 : LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$-4,447
Total unrealized appreciation/depreciation of assets2021-03-31$-4,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$4,167,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$4,443,945
Total income from all sources (including contributions)2021-03-31$9,192,425
Total loss/gain on sale of assets2021-03-31$-5,116
Total of all expenses incurred2021-03-31$8,636,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$8,150,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$9,021,288
Value of total assets at end of year2021-03-31$4,215,584
Value of total assets at beginning of year2021-03-31$3,935,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$486,139
Total interest from all sources2021-03-31$15,224
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$14,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$14,750
Administrative expenses professional fees incurred2021-03-31$88,004
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$829,907
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-03-31$512,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$3,004
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$35,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$3,599,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$3,786,500
Other income not declared elsewhere2021-03-31$43
Administrative expenses (other) incurred2021-03-31$110,848
Liabilities. Value of operating payables at end of year2021-03-31$65,691
Liabilities. Value of operating payables at beginning of year2021-03-31$112,445
Total non interest bearing cash at end of year2021-03-31$1,961,784
Total non interest bearing cash at beginning of year2021-03-31$1,854,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$555,718
Value of net assets at end of year (total assets less liabilities)2021-03-31$47,615
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$-508,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$4,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$752,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$589,060
Income. Interest from US Government securities2021-03-31$8,052
Income. Interest from corporate debt instruments2021-03-31$6,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$11,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$14,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$14,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$651
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$565,688
Asset value of US Government securities at end of year2021-03-31$391,516
Asset value of US Government securities at beginning of year2021-03-31$461,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$150,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$8,191,381
Employer contributions (assets) at end of year2021-03-31$741,437
Employer contributions (assets) at beginning of year2021-03-31$703,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$7,072,125
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$254,945
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$175,173
Contract administrator fees2021-03-31$283,206
Liabilities. Value of benefit claims payable at end of year2021-03-31$503,000
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$545,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-03-31$98,179
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-03-31$103,840
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$1,094,142
Aggregate carrying amount (costs) on sale of assets2021-03-31$1,099,258
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31SIKICH LLP
Accountancy firm EIN2021-03-31363168081
2020 : LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$-9,319
Total unrealized appreciation/depreciation of assets2020-03-31$-9,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$4,443,945
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$4,018,668
Total income from all sources (including contributions)2020-03-31$9,197,591
Total loss/gain on sale of assets2020-03-31$-89
Total of all expenses incurred2020-03-31$8,690,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$8,280,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$9,099,275
Value of total assets at end of year2020-03-31$3,935,842
Value of total assets at beginning of year2020-03-31$3,003,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$409,804
Total interest from all sources2020-03-31$24,388
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$12,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$12,932
Administrative expenses professional fees incurred2020-03-31$69,917
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$799,308
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-03-31$773,279
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$35,251
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$47,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$3,786,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$3,456,616
Other income not declared elsewhere2020-03-31$70,404
Administrative expenses (other) incurred2020-03-31$60,947
Liabilities. Value of operating payables at end of year2020-03-31$112,445
Liabilities. Value of operating payables at beginning of year2020-03-31$88,052
Total non interest bearing cash at end of year2020-03-31$1,854,070
Total non interest bearing cash at beginning of year2020-03-31$1,014,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$506,855
Value of net assets at end of year (total assets less liabilities)2020-03-31$-508,103
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$-1,014,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$3,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$589,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$595,293
Income. Interest from US Government securities2020-03-31$17,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$14,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$19,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$19,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$7,113
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$727,894
Asset value of US Government securities at end of year2020-03-31$461,131
Asset value of US Government securities at beginning of year2020-03-31$486,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$8,299,967
Employer contributions (assets) at end of year2020-03-31$703,220
Employer contributions (assets) at beginning of year2020-03-31$615,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$6,779,759
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$175,173
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$117,252
Contract administrator fees2020-03-31$275,146
Liabilities. Value of benefit claims payable at end of year2020-03-31$545,000
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$474,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-03-31$103,840
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-03-31$107,926
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$342,564
Aggregate carrying amount (costs) on sale of assets2020-03-31$342,653
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31SIKICH LLP
Accountancy firm EIN2020-03-31363168081
2019 : LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$47,860
Total unrealized appreciation/depreciation of assets2019-03-31$47,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$4,018,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$4,224,026
Total income from all sources (including contributions)2019-03-31$8,998,057
Total loss/gain on sale of assets2019-03-31$-32,640
Total of all expenses incurred2019-03-31$8,065,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$7,727,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$8,921,850
Value of total assets at end of year2019-03-31$3,003,710
Value of total assets at beginning of year2019-03-31$2,276,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$337,814
Total interest from all sources2019-03-31$18,370
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$14,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$14,183
Administrative expenses professional fees incurred2019-03-31$84,955
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$851,038
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-03-31$303,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$47,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$51,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$3,456,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$3,547,135
Other income not declared elsewhere2019-03-31$28,434
Administrative expenses (other) incurred2019-03-31$39,658
Liabilities. Value of operating payables at end of year2019-03-31$88,052
Liabilities. Value of operating payables at beginning of year2019-03-31$93,891
Total non interest bearing cash at end of year2019-03-31$1,014,054
Total non interest bearing cash at beginning of year2019-03-31$313,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$932,368
Value of net assets at end of year (total assets less liabilities)2019-03-31$-1,014,958
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$-1,947,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$3,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$595,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$599,920
Income. Interest from US Government securities2019-03-31$13,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$19,747
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$13,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$13,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$4,566
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$794,297
Asset value of US Government securities at end of year2019-03-31$486,647
Asset value of US Government securities at beginning of year2019-03-31$564,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$8,070,812
Employer contributions (assets) at end of year2019-03-31$615,748
Employer contributions (assets) at beginning of year2019-03-31$640,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$6,629,942
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$117,252
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$0
Contract administrator fees2019-03-31$209,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Liabilities. Value of benefit claims payable at end of year2019-03-31$474,000
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$583,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-03-31$107,926
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-03-31$92,907
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$809,566
Aggregate carrying amount (costs) on sale of assets2019-03-31$842,206
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31FREYBERG HINKLE ET AL
Accountancy firm EIN2019-03-31391531945
2018 : LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$20,788
Total unrealized appreciation/depreciation of assets2018-03-31$20,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$4,224,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$3,431,663
Total income from all sources (including contributions)2018-03-31$8,663,780
Total loss/gain on sale of assets2018-03-31$-4,165
Total of all expenses incurred2018-03-31$9,327,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$9,013,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$8,620,651
Value of total assets at end of year2018-03-31$2,276,700
Value of total assets at beginning of year2018-03-31$2,148,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$313,956
Total interest from all sources2018-03-31$9,840
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$10,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$10,787
Administrative expenses professional fees incurred2018-03-31$64,358
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$928,508
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-03-31$765,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$51,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$45,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$3,547,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$3,235,746
Other income not declared elsewhere2018-03-31$6,370
Administrative expenses (other) incurred2018-03-31$34,263
Liabilities. Value of operating payables at end of year2018-03-31$93,891
Liabilities. Value of operating payables at beginning of year2018-03-31$100,917
Total non interest bearing cash at end of year2018-03-31$313,732
Total non interest bearing cash at beginning of year2018-03-31$155,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-663,903
Value of net assets at end of year (total assets less liabilities)2018-03-31$-1,947,326
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$-1,283,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$3,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$599,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$553,131
Income. Interest from US Government securities2018-03-31$8,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$13,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$53,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$53,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$842
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$738,024
Asset value of US Government securities at end of year2018-03-31$564,041
Asset value of US Government securities at beginning of year2018-03-31$634,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$-491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$7,692,143
Employer contributions (assets) at end of year2018-03-31$640,508
Employer contributions (assets) at beginning of year2018-03-31$618,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$7,510,221
Contract administrator fees2018-03-31$211,763
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Liabilities. Value of benefit claims payable at end of year2018-03-31$583,000
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$95,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-03-31$92,907
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-03-31$87,019
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$838,548
Aggregate carrying amount (costs) on sale of assets2018-03-31$842,713
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31FREYBERG HINKLE ET AL
Accountancy firm EIN2018-03-31391531945
2017 : LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$-14,258
Total unrealized appreciation/depreciation of assets2017-03-31$-14,258
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$3,431,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$3,327,339
Total income from all sources (including contributions)2017-03-31$7,865,721
Total loss/gain on sale of assets2017-03-31$26,288
Total of all expenses incurred2017-03-31$8,639,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$8,298,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$7,797,281
Value of total assets at end of year2017-03-31$2,148,240
Value of total assets at beginning of year2017-03-31$2,817,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$340,368
Total interest from all sources2017-03-31$12,187
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$13,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$13,928
Administrative expenses professional fees incurred2017-03-31$70,270
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$927,512
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-03-31$540,367
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$45,621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$308,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$3,235,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$3,169,461
Administrative expenses (other) incurred2017-03-31$50,880
Liabilities. Value of operating payables at end of year2017-03-31$100,917
Liabilities. Value of operating payables at beginning of year2017-03-31$91,878
Total non interest bearing cash at end of year2017-03-31$155,918
Total non interest bearing cash at beginning of year2017-03-31$159,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$-773,332
Value of net assets at end of year (total assets less liabilities)2017-03-31$-1,283,423
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$-510,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$5,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$553,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$735,008
Income. Interest from US Government securities2017-03-31$12,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$53,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$42,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$42,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$125
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$783,217
Asset value of US Government securities at end of year2017-03-31$634,760
Asset value of US Government securities at beginning of year2017-03-31$896,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$30,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$6,869,769
Employer contributions (assets) at end of year2017-03-31$618,160
Employer contributions (assets) at beginning of year2017-03-31$580,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$6,975,101
Contract administrator fees2017-03-31$214,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31No
Liabilities. Value of benefit claims payable at end of year2017-03-31$95,000
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$66,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-03-31$87,019
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-03-31$94,578
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$1,478,008
Aggregate carrying amount (costs) on sale of assets2017-03-31$1,451,720
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31FREYBERG HINKLE ET AL
Accountancy firm EIN2017-03-31391531945
2016 : LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-1,008
Total unrealized appreciation/depreciation of assets2016-03-31$-1,008
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$3,327,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$3,336,282
Total income from all sources (including contributions)2016-03-31$7,559,227
Total loss/gain on sale of assets2016-03-31$522
Total of all expenses incurred2016-03-31$7,696,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$7,357,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$7,536,085
Value of total assets at end of year2016-03-31$2,817,248
Value of total assets at beginning of year2016-03-31$2,963,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$338,617
Total interest from all sources2016-03-31$8,862
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$23,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$23,752
Administrative expenses professional fees incurred2016-03-31$61,601
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$898,080
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-03-31$342,438
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$308,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$4,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$3,169,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$3,173,518
Administrative expenses (other) incurred2016-03-31$65,397
Liabilities. Value of operating payables at end of year2016-03-31$91,878
Liabilities. Value of operating payables at beginning of year2016-03-31$86,764
Total non interest bearing cash at end of year2016-03-31$159,885
Total non interest bearing cash at beginning of year2016-03-31$114,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-137,008
Value of net assets at end of year (total assets less liabilities)2016-03-31$-510,091
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$-373,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$4,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$735,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$1,794,249
Income. Interest from US Government securities2016-03-31$8,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$42,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$302,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$302,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$58
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$1,006,854
Asset value of US Government securities at end of year2016-03-31$896,076
Asset value of US Government securities at beginning of year2016-03-31$307,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-8,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$6,638,005
Employer contributions (assets) at end of year2016-03-31$580,779
Employer contributions (assets) at beginning of year2016-03-31$366,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$6,008,326
Contract administrator fees2016-03-31$206,653
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31No
Liabilities. Value of benefit claims payable at end of year2016-03-31$66,000
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$76,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-03-31$94,578
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-03-31$72,983
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$2,053,145
Aggregate carrying amount (costs) on sale of assets2016-03-31$2,052,623
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31FREYBERG HINKLE ET AL
Accountancy firm EIN2016-03-31391531945
2015 : LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$4,350
Total unrealized appreciation/depreciation of assets2015-03-31$4,350
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$3,336,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$3,187,194
Total income from all sources (including contributions)2015-03-31$6,683,408
Total loss/gain on sale of assets2015-03-31$1,539
Total of all expenses incurred2015-03-31$8,690,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$8,328,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$6,777,963
Value of total assets at end of year2015-03-31$2,963,199
Value of total assets at beginning of year2015-03-31$4,821,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$362,474
Total interest from all sources2015-03-31$6,754
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$52,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$52,445
Administrative expenses professional fees incurred2015-03-31$74,782
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$783,622
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-03-31$656,179
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$4,638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$5,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$3,173,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$2,911,771
Administrative expenses (other) incurred2015-03-31$83,851
Liabilities. Value of operating payables at end of year2015-03-31$86,764
Liabilities. Value of operating payables at beginning of year2015-03-31$119,423
Total non interest bearing cash at end of year2015-03-31$114,083
Total non interest bearing cash at beginning of year2015-03-31$7,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-2,007,230
Value of net assets at end of year (total assets less liabilities)2015-03-31$-373,083
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$1,634,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$5,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$1,794,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$3,448,535
Income. Interest from US Government securities2015-03-31$5,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$302,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$214,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$214,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$764
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$789,345
Asset value of US Government securities at end of year2015-03-31$307,489
Asset value of US Government securities at beginning of year2015-03-31$537,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$-159,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$5,994,341
Employer contributions (assets) at end of year2015-03-31$366,872
Employer contributions (assets) at beginning of year2015-03-31$538,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$6,882,640
Contract administrator fees2015-03-31$198,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31No
Liabilities. Value of benefit claims payable at end of year2015-03-31$76,000
Liabilities. Value of benefit claims payable at beginning of year2015-03-31$156,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-03-31$72,983
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-03-31$69,706
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$5,538,427
Aggregate carrying amount (costs) on sale of assets2015-03-31$5,536,888
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31FREYBERG HINKLE ET AL
Accountancy firm EIN2015-03-31391531945
2014 : LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$1,662
Total unrealized appreciation/depreciation of assets2014-03-31$1,662
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$3,187,194
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$2,971,875
Total income from all sources (including contributions)2014-03-31$7,108,634
Total loss/gain on sale of assets2014-03-31$717
Total of all expenses incurred2014-03-31$7,298,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$7,015,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$7,059,651
Value of total assets at end of year2014-03-31$4,821,341
Value of total assets at beginning of year2014-03-31$4,795,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$282,315
Total interest from all sources2014-03-31$7,417
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$72,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$72,591
Administrative expenses professional fees incurred2014-03-31$63,059
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$771,256
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-03-31$571,985
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$5,305
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$8,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$2,911,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$2,702,717
Administrative expenses (other) incurred2014-03-31$27,730
Liabilities. Value of operating payables at end of year2014-03-31$119,423
Liabilities. Value of operating payables at beginning of year2014-03-31$75,158
Total non interest bearing cash at end of year2014-03-31$7,537
Total non interest bearing cash at beginning of year2014-03-31$39,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$-189,549
Value of net assets at end of year (total assets less liabilities)2014-03-31$1,634,147
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$1,823,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$5,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$3,448,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$3,289,488
Income. Interest from US Government securities2014-03-31$3,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$214,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$855,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$855,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$4,344
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$780,267
Asset value of US Government securities at end of year2014-03-31$537,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$-33,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$6,288,395
Employer contributions (assets) at end of year2014-03-31$538,463
Employer contributions (assets) at beginning of year2014-03-31$574,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$5,663,616
Contract administrator fees2014-03-31$186,459
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Liabilities. Value of benefit claims payable at end of year2014-03-31$156,000
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$194,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-03-31$69,706
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-03-31$28,075
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$3,762,589
Aggregate carrying amount (costs) on sale of assets2014-03-31$3,761,872
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31FREYERG HINKLE ET AL
Accountancy firm EIN2014-03-31391531945
2013 : LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$428
Total unrealized appreciation/depreciation of assets2013-03-31$428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$2,971,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$2,873,471
Total income from all sources (including contributions)2013-03-31$6,159,460
Total loss/gain on sale of assets2013-03-31$100
Total of all expenses incurred2013-03-31$6,451,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$6,167,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$6,083,104
Value of total assets at end of year2013-03-31$4,795,571
Value of total assets at beginning of year2013-03-31$4,989,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$284,044
Total interest from all sources2013-03-31$12,639
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$70,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$70,790
Administrative expenses professional fees incurred2013-03-31$71,612
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$779,304
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-03-31$368,542
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$8,671
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$2,702,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$2,636,597
Administrative expenses (other) incurred2013-03-31$26,423
Liabilities. Value of operating payables at end of year2013-03-31$75,158
Liabilities. Value of operating payables at beginning of year2013-03-31$38,574
Total non interest bearing cash at end of year2013-03-31$39,231
Total non interest bearing cash at beginning of year2013-03-31$163,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$-292,179
Value of net assets at end of year (total assets less liabilities)2013-03-31$1,823,696
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$2,115,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$5,041
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$3,289,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$2,704,307
Income. Interest from US Government securities2013-03-31$1,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$855,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$1,456,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$1,456,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$11,639
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$758,570
Asset value of US Government securities at beginning of year2013-03-31$199,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$-7,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$5,303,800
Employer contributions (assets) at end of year2013-03-31$574,365
Employer contributions (assets) at beginning of year2013-03-31$437,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$5,040,483
Contract administrator fees2013-03-31$180,968
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Liabilities. Value of benefit claims payable at end of year2013-03-31$194,000
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$198,300
Assets. Value of buildings and other operty used in plan operation at end of year2013-03-31$28,075
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-03-31$27,325
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$1,637,876
Aggregate carrying amount (costs) on sale of assets2013-03-31$1,637,776
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31FREYBERG HINKLE ET AL
Accountancy firm EIN2013-03-31391531945
2012 : LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$-1,955
Total unrealized appreciation/depreciation of assets2012-03-31$-1,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$2,873,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$2,796,558
Total income from all sources (including contributions)2012-03-31$6,309,450
Total loss/gain on sale of assets2012-03-31$-703
Total of all expenses incurred2012-03-31$6,734,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$6,458,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$6,185,715
Value of total assets at end of year2012-03-31$4,989,346
Value of total assets at beginning of year2012-03-31$5,337,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$276,210
Total interest from all sources2012-03-31$10,805
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$58,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$58,255
Administrative expenses professional fees incurred2012-03-31$59,542
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$1,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$760,038
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-03-31$528,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$2,636,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$2,407,869
Administrative expenses (other) incurred2012-03-31$24,710
Liabilities. Value of operating payables at end of year2012-03-31$38,574
Liabilities. Value of operating payables at beginning of year2012-03-31$206,989
Total non interest bearing cash at end of year2012-03-31$163,186
Total non interest bearing cash at beginning of year2012-03-31$1,423,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-425,056
Value of net assets at end of year (total assets less liabilities)2012-03-31$2,115,875
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$2,540,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$3,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$2,704,307
Income. Interest from US Government securities2012-03-31$1,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$1,456,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$3,214,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$3,214,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$9,685
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$757,991
Asset value of US Government securities at end of year2012-03-31$199,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$57,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$5,425,677
Employer contributions (assets) at end of year2012-03-31$437,399
Employer contributions (assets) at beginning of year2012-03-31$671,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$5,171,451
Contract administrator fees2012-03-31$188,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Liabilities. Value of benefit claims payable at end of year2012-03-31$198,300
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$181,700
Assets. Value of buildings and other operty used in plan operation at end of year2012-03-31$27,325
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-03-31$27,321
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$4,908,594
Aggregate carrying amount (costs) on sale of assets2012-03-31$4,909,297
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31FREYBERG HINKLE ET AL
Accountancy firm EIN2012-03-31391531945
2011 : LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$2,796,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$2,612,087
Total income from all sources (including contributions)2011-03-31$6,312,975
Total of all expenses incurred2011-03-31$6,208,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$5,943,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$6,295,372
Value of total assets at end of year2011-03-31$5,337,489
Value of total assets at beginning of year2011-03-31$5,049,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$265,247
Total interest from all sources2011-03-31$391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$69,921
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$778,979
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-03-31$464,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$116,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$2,407,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$2,227,738
Other income not declared elsewhere2011-03-31$17,212
Administrative expenses (other) incurred2011-03-31$19,162
Liabilities. Value of operating payables at end of year2011-03-31$206,989
Liabilities. Value of operating payables at beginning of year2011-03-31$180,049
Total non interest bearing cash at end of year2011-03-31$1,423,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$103,988
Value of net assets at end of year (total assets less liabilities)2011-03-31$2,540,931
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$2,436,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$3,214,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$4,262,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$4,262,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$391
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$778,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$5,516,393
Employer contributions (assets) at end of year2011-03-31$671,536
Employer contributions (assets) at beginning of year2011-03-31$643,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$4,701,003
Contract administrator fees2011-03-31$176,164
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Liabilities. Value of benefit claims payable at end of year2011-03-31$181,700
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$204,300
Assets. Value of buildings and other operty used in plan operation at end of year2011-03-31$27,321
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-03-31$26,691
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31FREYBERG HINKLE ET AL
Accountancy firm EIN2011-03-31391531945

Form 5500 Responses for LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND

2022: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Submission has been amendedYes
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Submission has been amendedYes
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: LOCAL UNIONS NO 19 AND 127 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01Submission has been amendedYes
2009-04-01This submission is the final filingNo
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT41024
Policy instance 2
Insurance contract or identification numberHCCLOT41024
Number of Individuals Covered395
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedORGAN TRANSPLANT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $66,372
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 numberHCL18885
Policy instance 1
Insurance contract or identification numberHCL18885
Number of Individuals Covered395
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $27,951
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 $454,096
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees27951
Additional information about fees paid to insurance brokerBROKERAGE FEES
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18885
Policy instance 1
Insurance contract or identification numberHCL18885
Number of Individuals Covered422
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $26,710
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 $500,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees26710
Additional information about fees paid to insurance brokerBROKERAGE FEES
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT41024
Policy instance 2
Insurance contract or identification numberHCCLOT41024
Number of Individuals Covered422
Insurance policy start date2021-04-01
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedORGAN TRANSPLANT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $67,628
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 numberHCL18885
Policy instance 1
Insurance contract or identification numberHCL18885
Number of Individuals Covered425
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,275
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 $492,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees24275
Additional information about fees paid to insurance brokerBROKERAGE FEES
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT41024
Policy instance 2
Insurance contract or identification numberHCCLOT41024
Number of Individuals Covered425
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
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
Other welfare benefits providedORGAN & BONE MARROW TRANSPLANT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $72,157
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 numberHCL18885
Policy instance 2
Insurance contract or identification numberHCL18885
Number of Individuals Covered436
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,277
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 $442,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees24277
Additional information about fees paid to insurance brokerBROKERAGE FEES
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number947-4021
Policy instance 1
Insurance contract or identification number947-4021
Number of Individuals Covered437
Insurance policy start date2018-09-01
Insurance policy end date2019-08-01
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
Other welfare benefits providedORGAN & BONE MARROW TRANSPLANT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $72,852
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 numberHCL18885
Policy instance 2
Insurance contract or identification numberHCL18885
Number of Individuals Covered458
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $379,614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-4021
Policy instance 1
Insurance contract or identification number947-4021
Number of Individuals Covered454
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN & BONE MARROW TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $76,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-4021
Policy instance 1
Insurance contract or identification number947-4021
Number of Individuals Covered441
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN & BONE MARROW TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $88,128
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 numberHCL18885
Policy instance 2
Insurance contract or identification numberHCL18885
Number of Individuals Covered463
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $362,172
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameCAPITAL SPECIAL RISKS
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18885
Policy instance 2
Insurance contract or identification numberHCL18885
Number of Individuals Covered430
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $358,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameCAPITAL SPECIAL RISKS
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-0200
Policy instance 1
Insurance contract or identification number947-0200
Number of Individuals Covered436
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN & BONE MARROW TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $87,772
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 numberHCL18885
Policy instance 2
Insurance contract or identification numberHCL18885
Number of Individuals Covered445
Insurance policy start date2014-04-01
Insurance policy end date2014-10-31
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
Welfare Benefit Premiums Paid to CarrierUSD $356,511
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameCAPITAL SPECIAL RISKS
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-6264
Policy instance 1
Insurance contract or identification number949-6264
Number of Individuals Covered449
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedORGAN & BONE MARROW TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $83,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberOTBMT-29192
Policy instance 1
Insurance contract or identification numberOTBMT-29192
Number of Individuals Covered438
Insurance policy start date2013-04-01
Insurance policy end date2013-09-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedORGAN & BONE MARROW TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $33,055
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 numberHCL18885
Policy instance 2
Insurance contract or identification numberHCL18885
Number of Individuals Covered446
Insurance policy start date2013-04-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $27,039
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $225,326
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,039
Amount paid for insurance broker fees0
Insurance broker nameCAPITAL SPECIAL RISKS
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberOTBMT-29192
Policy instance 1
Insurance contract or identification numberOTBMT-29192
Number of Individuals Covered426
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedORGAN & BONE MARROW TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $75,466
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 numberHCL18885
Policy instance 2
Insurance contract or identification numberHCL18885
Number of Individuals Covered426
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $43,392
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $361,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,392
Insurance broker nameCAPITAL SPECIAL RISKS
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberCLI-70250
Policy instance 2
Insurance contract or identification numberCLI-70250
Number of Individuals Covered544
Insurance policy start date2011-04-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $21,184
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $235,379
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberOTBMT-29192
Policy instance 1
Insurance contract or identification numberOTBMT-29192
Number of Individuals Covered436
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedORGAN & BONE MARROW TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $69,933
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 numberHCL18885
Policy instance 3
Insurance contract or identification numberHCL18885
Number of Individuals Covered544
Insurance policy start date2011-11-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $17,655
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $147,123
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberCLI-70250
Policy instance 2
Insurance contract or identification numberCLI-70250
Number of Individuals Covered458
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $34,584
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $349,681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberOTBMT-29192
Policy instance 1
Insurance contract or identification numberOTBMT-29192
Number of Individuals Covered446
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedORGAN & BONE MARROW TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $66,865
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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