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IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameIATSE LOCAL NO 6 HEALTH AND WELFARE FUND
Plan identification number 501

IATSE LOCAL NO 6 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)
  • Long-term disability cover

401k Sponsoring company profile

I.A.T.S.E. LOCAL 6 HEALTH AND WELFARE FU has sponsored the creation of one or more 401k plans.

Company Name:I.A.T.S.E. LOCAL 6 HEALTH AND WELFARE FU
Employer identification number (EIN):430791005
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IATSE LOCAL NO 6 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-06-01JEFF ANTRAINER2023-03-15 TIMOTHY MCDONALD2023-03-15
5012020-06-01JEFF ANTRAINER2022-03-14 TIMOTHY MCDONALD2022-03-14
5012019-06-01JEFF ANTRAINER2021-03-05 TIMOTHY MCDONALD2021-03-05
5012018-06-01JEFF ANTRAINER2020-08-14 TIMOTHY MCDONALD2020-08-17
5012017-06-01JEFF ANTRAINER JEFF ANTRAINER2019-03-13
5012016-06-01JEFF ANTRAINER JEFF ANTRAINER2018-03-06
5012015-06-01JEFF ANTRAINER JEFF ANTRAINER2017-03-10
5012014-06-01JEFF ANTRAINER JEFF ANTRAINER2016-03-15
5012012-06-01THOMAS KUNTZ
5012009-06-01MARO BOTTANI

Plan Statistics for IATSE LOCAL NO 6 HEALTH AND WELFARE FUND

401k plan membership statisitcs for IATSE LOCAL NO 6 HEALTH AND WELFARE FUND

Measure Date Value
2021: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-06-01193
Total number of active participants reported on line 7a of the Form 55002021-06-01570
Number of retired or separated participants receiving benefits2021-06-0122
Total of all active and inactive participants2021-06-01592
Number of employers contributing to the scheme2021-06-0127
2020: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-06-01133
Total number of active participants reported on line 7a of the Form 55002020-06-01174
Number of retired or separated participants receiving benefits2020-06-0119
Total of all active and inactive participants2020-06-01193
Number of employers contributing to the scheme2020-06-0126
2019: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-06-01136
Total number of active participants reported on line 7a of the Form 55002019-06-01112
Number of retired or separated participants receiving benefits2019-06-0121
Total of all active and inactive participants2019-06-01133
Number of employers contributing to the scheme2019-06-0125
2018: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-06-01122
Total number of active participants reported on line 7a of the Form 55002018-06-01114
Number of retired or separated participants receiving benefits2018-06-0122
Total of all active and inactive participants2018-06-01136
Number of employers contributing to the scheme2018-06-0126
2017: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-06-01123
Total number of active participants reported on line 7a of the Form 55002017-06-01101
Number of retired or separated participants receiving benefits2017-06-0121
Total of all active and inactive participants2017-06-01122
Total participants2017-06-01122
Number of employers contributing to the scheme2017-06-0149
2016: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-06-01126
Total number of active participants reported on line 7a of the Form 55002016-06-01101
Number of retired or separated participants receiving benefits2016-06-0122
Total of all active and inactive participants2016-06-01123
Total participants2016-06-01123
Number of employers contributing to the scheme2016-06-0149
2015: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-06-01122
Total number of active participants reported on line 7a of the Form 55002015-06-01108
Number of retired or separated participants receiving benefits2015-06-0118
Total of all active and inactive participants2015-06-01126
Total participants2015-06-01126
Number of employers contributing to the scheme2015-06-0149
2014: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-06-01127
Total number of active participants reported on line 7a of the Form 55002014-06-01105
Number of retired or separated participants receiving benefits2014-06-0117
Total of all active and inactive participants2014-06-01122
Total participants2014-06-01122
Number of employers contributing to the scheme2014-06-0149
2012: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-06-01121
Total number of active participants reported on line 7a of the Form 55002012-06-01115
Number of retired or separated participants receiving benefits2012-06-0116
Total of all active and inactive participants2012-06-01131
Total participants2012-06-01131
Number of employers contributing to the scheme2012-06-0149
2009: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-06-01140
Total number of active participants reported on line 7a of the Form 55002009-06-01100
Number of retired or separated participants receiving benefits2009-06-0116
Number of other retired or separated participants entitled to future benefits2009-06-0116
Total of all active and inactive participants2009-06-01132
Total participants2009-06-01132

Financial Data on IATSE LOCAL NO 6 HEALTH AND WELFARE FUND

Measure Date Value
2022 : IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-05-31$-211,929
Total unrealized appreciation/depreciation of assets2022-05-31$-211,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$401,960
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$377,672
Total income from all sources (including contributions)2022-05-31$1,417,094
Total loss/gain on sale of assets2022-05-31$93,503
Total of all expenses incurred2022-05-31$1,523,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$1,376,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$1,497,255
Value of total assets at end of year2022-05-31$4,084,746
Value of total assets at beginning of year2022-05-31$4,167,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$147,425
Total interest from all sources2022-05-31$10,365
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$37,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$1,913
Administrative expenses professional fees incurred2022-05-31$49,176
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$5,333
Assets. Other investments not covered elsewhere at end of year2022-05-31$1,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$6,189
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$6,331
Administrative expenses (other) incurred2022-05-31$7,300
Liabilities. Value of operating payables at end of year2022-05-31$401,960
Liabilities. Value of operating payables at beginning of year2022-05-31$377,672
Total non interest bearing cash at end of year2022-05-31$246,949
Total non interest bearing cash at beginning of year2022-05-31$68,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-106,661
Value of net assets at end of year (total assets less liabilities)2022-05-31$3,682,786
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$3,789,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$23,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$430,931
Income. Interest from US Government securities2022-05-31$7,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$205,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$1,007,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$1,007,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$3,318
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-31$1,376,330
Asset value of US Government securities at end of year2022-05-31$2,133,513
Asset value of US Government securities at beginning of year2022-05-31$1,077,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-9,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31Yes
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$1,491,922
Employer contributions (assets) at end of year2022-05-31$221,041
Employer contributions (assets) at beginning of year2022-05-31$59,578
Income. Dividends from common stock2022-05-31$35,871
Contract administrator fees2022-05-31$67,756
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-05-31$1,270,003
Assets. Corporate common stocks other than exployer securities at beginning of year2022-05-31$1,516,328
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Aggregate proceeds on sale of assets2022-05-31$518,112
Aggregate carrying amount (costs) on sale of assets2022-05-31$424,609
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2022-05-31430831507
2021 : IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$345,684
Total unrealized appreciation/depreciation of assets2021-05-31$345,684
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$377,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$351,148
Total income from all sources (including contributions)2021-05-31$954,091
Total loss/gain on sale of assets2021-05-31$177,127
Total of all expenses incurred2021-05-31$1,577,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$1,436,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$375,699
Value of total assets at end of year2021-05-31$4,167,119
Value of total assets at beginning of year2021-05-31$4,764,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$141,161
Total interest from all sources2021-05-31$28,567
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$28,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$4,570
Administrative expenses professional fees incurred2021-05-31$42,348
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$200,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$18,825
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$6,331
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$11,500
Administrative expenses (other) incurred2021-05-31$9,754
Liabilities. Value of operating payables at end of year2021-05-31$377,672
Liabilities. Value of operating payables at beginning of year2021-05-31$351,148
Total non interest bearing cash at end of year2021-05-31$68,239
Total non interest bearing cash at beginning of year2021-05-31$64,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$-623,686
Value of net assets at end of year (total assets less liabilities)2021-05-31$3,789,447
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$4,413,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$21,452
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$430,931
Income. Interest from US Government securities2021-05-31$24,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$1,007,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$1,961,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$1,961,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$4,287
Expenses. Payments to insurance carriers foe the provision of benefits2021-05-31$1,436,616
Asset value of US Government securities at end of year2021-05-31$1,077,722
Asset value of US Government securities at beginning of year2021-05-31$1,554,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$-1,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$356,874
Employer contributions (assets) at end of year2021-05-31$59,578
Employer contributions (assets) at beginning of year2021-05-31$37,814
Income. Dividends from common stock2021-05-31$23,637
Contract administrator fees2021-05-31$67,607
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-05-31$1,516,328
Assets. Corporate common stocks other than exployer securities at beginning of year2021-05-31$1,134,902
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Aggregate proceeds on sale of assets2021-05-31$1,093,942
Aggregate carrying amount (costs) on sale of assets2021-05-31$916,815
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2021-05-31430831507
2020 : IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$34,495
Total unrealized appreciation/depreciation of assets2020-05-31$34,495
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$1,782,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$1,875,129
Total income from all sources (including contributions)2020-05-31$1,488,445
Total loss/gain on sale of assets2020-05-31$55,182
Total of all expenses incurred2020-05-31$1,484,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$1,308,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$1,325,276
Value of total assets at end of year2020-05-31$4,764,281
Value of total assets at beginning of year2020-05-31$4,853,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$175,984
Total interest from all sources2020-05-31$48,303
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$25,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Administrative expenses professional fees incurred2020-05-31$57,816
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$200,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$27,227
Assets. Other investments not covered elsewhere at beginning of year2020-05-31$1,460
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$11,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$11,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-05-31$1,431,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-05-31$1,518,258
Administrative expenses (other) incurred2020-05-31$11,037
Liabilities. Value of operating payables at end of year2020-05-31$351,148
Liabilities. Value of operating payables at beginning of year2020-05-31$356,871
Total non interest bearing cash at end of year2020-05-31$64,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$3,768
Value of net assets at end of year (total assets less liabilities)2020-05-31$2,981,654
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$2,977,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$19,852
Income. Interest from US Government securities2020-05-31$26,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$1,961,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$2,210,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$2,210,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$21,492
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$1,308,693
Asset value of US Government securities at end of year2020-05-31$1,554,479
Asset value of US Government securities at beginning of year2020-05-31$1,310,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$1,298,049
Employer contributions (assets) at end of year2020-05-31$37,814
Employer contributions (assets) at beginning of year2020-05-31$194,966
Income. Dividends from common stock2020-05-31$25,189
Contract administrator fees2020-05-31$87,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-05-31$1,134,902
Assets. Corporate common stocks other than exployer securities at beginning of year2020-05-31$1,124,459
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$618,271
Aggregate carrying amount (costs) on sale of assets2020-05-31$563,089
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2020-05-31430831507
2019 : IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-05-31$107,367
Total unrealized appreciation/depreciation of assets2019-05-31$107,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$1,875,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$1,560,939
Total income from all sources (including contributions)2019-05-31$1,898,194
Total loss/gain on sale of assets2019-05-31$38,986
Total of all expenses incurred2019-05-31$1,864,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$1,770,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$1,673,933
Value of total assets at end of year2019-05-31$4,853,015
Value of total assets at beginning of year2019-05-31$4,505,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$94,331
Total interest from all sources2019-05-31$54,708
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$23,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Administrative expenses professional fees incurred2019-05-31$27,396
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$200,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$44,332
Assets. Other investments not covered elsewhere at end of year2019-05-31$1,460
Assets. Other investments not covered elsewhere at beginning of year2019-05-31$10,372
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$11,529
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$4,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-05-31$1,518,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-05-31$1,264,842
Administrative expenses (other) incurred2019-05-31$8,337
Liabilities. Value of operating payables at end of year2019-05-31$356,871
Liabilities. Value of operating payables at beginning of year2019-05-31$296,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$33,737
Value of net assets at end of year (total assets less liabilities)2019-05-31$2,977,886
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$2,944,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$19,889
Income. Interest from US Government securities2019-05-31$30,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$2,210,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$1,551,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$1,551,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$24,362
Expenses. Payments to insurance carriers foe the provision of benefits2019-05-31$1,770,126
Asset value of US Government securities at end of year2019-05-31$1,310,241
Asset value of US Government securities at beginning of year2019-05-31$1,276,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$1,629,601
Employer contributions (assets) at end of year2019-05-31$194,966
Employer contributions (assets) at beginning of year2019-05-31$182,512
Income. Dividends from common stock2019-05-31$23,200
Asset. Corporate debt instrument debt (other) at beginning of year2019-05-31$446,758
Contract administrator fees2019-05-31$38,709
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-05-31$1,124,459
Assets. Corporate common stocks other than exployer securities at beginning of year2019-05-31$1,031,821
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Aggregate proceeds on sale of assets2019-05-31$208,738
Aggregate carrying amount (costs) on sale of assets2019-05-31$169,752
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2019-05-31430831507
2018 : IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$129,405
Total unrealized appreciation/depreciation of assets2018-05-31$129,405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$1,560,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$1,261,835
Total income from all sources (including contributions)2018-05-31$1,879,385
Total loss/gain on sale of assets2018-05-31$18,686
Total of all expenses incurred2018-05-31$1,643,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$1,574,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$1,691,570
Value of total assets at end of year2018-05-31$4,505,088
Value of total assets at beginning of year2018-05-31$3,969,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$68,878
Total interest from all sources2018-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$39,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Administrative expenses professional fees incurred2018-05-31$10,800
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$1,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$141,567
Assets. Other investments not covered elsewhere at end of year2018-05-31$10,372
Assets. Other investments not covered elsewhere at beginning of year2018-05-31$1,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$4,907
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$2,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-05-31$1,264,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-05-31$1,011,505
Administrative expenses (other) incurred2018-05-31$6,534
Liabilities. Value of operating payables at end of year2018-05-31$296,097
Liabilities. Value of operating payables at beginning of year2018-05-31$250,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$236,050
Value of net assets at end of year (total assets less liabilities)2018-05-31$2,944,149
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$2,708,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$17,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$1,551,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$1,617,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$1,617,087
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$1,574,457
Asset value of US Government securities at end of year2018-05-31$1,276,852
Asset value of US Government securities at beginning of year2018-05-31$674,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31Yes
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$1,550,003
Employer contributions (assets) at end of year2018-05-31$182,512
Employer contributions (assets) at beginning of year2018-05-31$164,577
Income. Dividends from common stock2018-05-31$39,724
Asset. Corporate debt instrument debt (other) at end of year2018-05-31$446,758
Asset. Corporate debt instrument debt (other) at beginning of year2018-05-31$724,979
Contract administrator fees2018-05-31$34,213
Assets. Corporate common stocks other than exployer securities at end of year2018-05-31$1,031,821
Assets. Corporate common stocks other than exployer securities at beginning of year2018-05-31$785,427
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$4,321,591
Aggregate carrying amount (costs) on sale of assets2018-05-31$4,302,905
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31FINE & ASSOCIATES PC
Accountancy firm EIN2018-05-31431879966
2017 : IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$120,888
Total unrealized appreciation/depreciation of assets2017-05-31$120,888
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$1,261,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$1,123,156
Total income from all sources (including contributions)2017-05-31$1,737,149
Total loss/gain on sale of assets2017-05-31$25,723
Total of all expenses incurred2017-05-31$1,294,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$1,227,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$1,557,217
Value of total assets at end of year2017-05-31$3,969,934
Value of total assets at beginning of year2017-05-31$3,388,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$67,041
Total interest from all sources2017-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$33,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Administrative expenses professional fees incurred2017-05-31$10,594
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$1,000,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$131,236
Assets. Other investments not covered elsewhere at end of year2017-05-31$1,396
Assets. Other investments not covered elsewhere at beginning of year2017-05-31$96,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$2,039
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$2,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-05-31$1,011,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-31$907,831
Administrative expenses (other) incurred2017-05-31$6,737
Liabilities. Value of operating payables at end of year2017-05-31$250,330
Liabilities. Value of operating payables at beginning of year2017-05-31$215,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$442,819
Value of net assets at end of year (total assets less liabilities)2017-05-31$2,708,099
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$2,265,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$16,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$1,617,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$1,112,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$1,112,281
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-31$1,227,289
Asset value of US Government securities at end of year2017-05-31$674,429
Asset value of US Government securities at beginning of year2017-05-31$149,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31Yes
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$1,425,981
Employer contributions (assets) at end of year2017-05-31$164,577
Employer contributions (assets) at beginning of year2017-05-31$151,682
Income. Dividends from common stock2017-05-31$33,321
Asset. Corporate debt instrument debt (other) at end of year2017-05-31$724,979
Asset. Corporate debt instrument debt (other) at beginning of year2017-05-31$1,194,426
Contract administrator fees2017-05-31$33,708
Assets. Corporate common stocks other than exployer securities at end of year2017-05-31$785,427
Assets. Corporate common stocks other than exployer securities at beginning of year2017-05-31$681,752
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$2,038,448
Aggregate carrying amount (costs) on sale of assets2017-05-31$2,012,725
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31FINE & ASSOCIATES PC
Accountancy firm EIN2017-05-31431879966
2016 : IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$-14,485
Total unrealized appreciation/depreciation of assets2016-05-31$-14,485
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$1,123,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$1,043,453
Total income from all sources (including contributions)2016-05-31$1,358,032
Total loss/gain on sale of assets2016-05-31$-3,261
Total of all expenses incurred2016-05-31$1,162,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$1,092,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$1,348,674
Value of total assets at end of year2016-05-31$3,388,436
Value of total assets at beginning of year2016-05-31$3,113,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$69,656
Total interest from all sources2016-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$27,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Administrative expenses professional fees incurred2016-05-31$10,088
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$1,000,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$155,037
Assets. Other investments not covered elsewhere at end of year2016-05-31$96,210
Assets. Other investments not covered elsewhere at beginning of year2016-05-31$98,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$2,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$4,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-05-31$907,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-31$837,811
Administrative expenses (other) incurred2016-05-31$10,301
Liabilities. Value of operating payables at end of year2016-05-31$215,325
Liabilities. Value of operating payables at beginning of year2016-05-31$205,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$195,665
Value of net assets at end of year (total assets less liabilities)2016-05-31$2,265,280
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$2,069,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$14,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$1,112,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$1,055,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$1,055,966
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-31$1,092,711
Asset value of US Government securities at end of year2016-05-31$149,956
Asset value of US Government securities at beginning of year2016-05-31$50,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$1,193,637
Employer contributions (assets) at end of year2016-05-31$151,682
Employer contributions (assets) at beginning of year2016-05-31$116,474
Income. Dividends from common stock2016-05-31$27,104
Asset. Corporate debt instrument debt (other) at end of year2016-05-31$1,194,426
Asset. Corporate debt instrument debt (other) at beginning of year2016-05-31$1,098,143
Contract administrator fees2016-05-31$34,899
Assets. Corporate common stocks other than exployer securities at end of year2016-05-31$681,752
Assets. Corporate common stocks other than exployer securities at beginning of year2016-05-31$689,692
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Aggregate proceeds on sale of assets2016-05-31$654,988
Aggregate carrying amount (costs) on sale of assets2016-05-31$658,249
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31FINE & ASSOCIATES PC
Accountancy firm EIN2016-05-31431879966
2015 : IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$25,244
Total unrealized appreciation/depreciation of assets2015-05-31$25,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$1,043,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$1,332,389
Total income from all sources (including contributions)2015-05-31$1,389,957
Total loss/gain on sale of assets2015-05-31$7,587
Total of all expenses incurred2015-05-31$801,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$737,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$1,333,081
Value of total assets at end of year2015-05-31$3,113,068
Value of total assets at beginning of year2015-05-31$2,813,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$64,566
Total interest from all sources2015-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$24,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Administrative expenses professional fees incurred2015-05-31$9,711
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$1,000,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$146,170
Assets. Other investments not covered elsewhere at end of year2015-05-31$98,500
Assets. Other investments not covered elsewhere at beginning of year2015-05-31$103,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$4,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$1,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-05-31$837,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-05-31$1,063,545
Administrative expenses (other) incurred2015-05-31$8,685
Liabilities. Value of operating payables at end of year2015-05-31$205,642
Liabilities. Value of operating payables at beginning of year2015-05-31$268,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$588,131
Value of net assets at end of year (total assets less liabilities)2015-05-31$2,069,615
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$1,481,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$14,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$1,055,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$951,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$951,844
Expenses. Payments to insurance carriers foe the provision of benefits2015-05-31$737,260
Asset value of US Government securities at end of year2015-05-31$50,047
Asset value of US Government securities at beginning of year2015-05-31$499,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31Yes
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$1,186,911
Employer contributions (assets) at end of year2015-05-31$116,474
Employer contributions (assets) at beginning of year2015-05-31$114,223
Income. Dividends from common stock2015-05-31$24,045
Asset. Corporate debt instrument debt (other) at end of year2015-05-31$1,098,143
Asset. Corporate debt instrument debt (other) at beginning of year2015-05-31$550,830
Contract administrator fees2015-05-31$31,860
Assets. Corporate common stocks other than exployer securities at end of year2015-05-31$689,692
Assets. Corporate common stocks other than exployer securities at beginning of year2015-05-31$592,053
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Aggregate proceeds on sale of assets2015-05-31$941,007
Aggregate carrying amount (costs) on sale of assets2015-05-31$933,420
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31FINE & ASSOCIATES PC
Accountancy firm EIN2015-05-31431879966
2013 : IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$113,573
Total unrealized appreciation/depreciation of assets2013-05-31$113,573
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$1,428,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$1,265,077
Total income from all sources (including contributions)2013-05-31$1,346,565
Total loss/gain on sale of assets2013-05-31$15,690
Total of all expenses incurred2013-05-31$1,306,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$1,245,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$1,195,739
Value of total assets at end of year2013-05-31$2,688,641
Value of total assets at beginning of year2013-05-31$2,485,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$60,513
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$21,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Administrative expenses professional fees incurred2013-05-31$9,025
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$1,000,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$75,132
Assets. Other investments not covered elsewhere at end of year2013-05-31$95,180
Assets. Other investments not covered elsewhere at beginning of year2013-05-31$104,695
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$2,955
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$1,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$1,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-05-31$1,143,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-05-31$1,012,532
Administrative expenses (other) incurred2013-05-31$6,946
Liabilities. Value of operating payables at end of year2013-05-31$285,017
Liabilities. Value of operating payables at beginning of year2013-05-31$252,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$40,143
Value of net assets at end of year (total assets less liabilities)2013-05-31$1,260,302
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$1,220,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$14,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$852,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$802,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$802,062
Expenses. Payments to insurance carriers foe the provision of benefits2013-05-31$1,245,909
Asset value of US Government securities at end of year2013-05-31$449,957
Asset value of US Government securities at beginning of year2013-05-31$299,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31Yes
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$1,117,652
Employer contributions (assets) at end of year2013-05-31$99,036
Employer contributions (assets) at beginning of year2013-05-31$93,316
Income. Dividends from common stock2013-05-31$21,563
Asset. Corporate debt instrument debt (other) at end of year2013-05-31$600,936
Asset. Corporate debt instrument debt (other) at beginning of year2013-05-31$709,577
Contract administrator fees2013-05-31$30,450
Assets. Corporate common stocks other than exployer securities at end of year2013-05-31$589,751
Assets. Corporate common stocks other than exployer securities at beginning of year2013-05-31$473,667
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$1,008,323
Aggregate carrying amount (costs) on sale of assets2013-05-31$992,633
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31FINE & ASSOCIATES PC
Accountancy firm EIN2013-05-31431879966
2012 : IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$-23,022
Total unrealized appreciation/depreciation of assets2012-05-31$-23,022
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$1,265,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$1,323,818
Total income from all sources (including contributions)2012-05-31$1,156,355
Total loss/gain on sale of assets2012-05-31$11,846
Total of all expenses incurred2012-05-31$1,077,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$1,015,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$1,145,760
Value of total assets at end of year2012-05-31$2,485,236
Value of total assets at beginning of year2012-05-31$2,465,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$61,908
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$21,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Administrative expenses professional fees incurred2012-05-31$11,850
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$42,232
Assets. Other investments not covered elsewhere at end of year2012-05-31$104,695
Assets. Other investments not covered elsewhere at beginning of year2012-05-31$96,270
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$6,885
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$1,997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$3,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-05-31$1,012,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-05-31$1,062,657
Administrative expenses (other) incurred2012-05-31$7,163
Liabilities. Value of operating payables at end of year2012-05-31$252,545
Liabilities. Value of operating payables at beginning of year2012-05-31$261,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$78,453
Value of net assets at end of year (total assets less liabilities)2012-05-31$1,220,159
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$1,141,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$12,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$802,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$918,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$918,707
Expenses. Payments to insurance carriers foe the provision of benefits2012-05-31$1,015,994
Asset value of US Government securities at end of year2012-05-31$299,922
Asset value of US Government securities at beginning of year2012-05-31$475,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31Yes
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$1,096,643
Employer contributions (assets) at end of year2012-05-31$93,316
Employer contributions (assets) at beginning of year2012-05-31$54,284
Income. Dividends from common stock2012-05-31$21,771
Asset. Corporate debt instrument debt (other) at end of year2012-05-31$709,577
Asset. Corporate debt instrument debt (other) at beginning of year2012-05-31$467,111
Contract administrator fees2012-05-31$30,000
Assets. Corporate common stocks other than exployer securities at end of year2012-05-31$473,667
Assets. Corporate common stocks other than exployer securities at beginning of year2012-05-31$450,414
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$1,280,334
Aggregate carrying amount (costs) on sale of assets2012-05-31$1,268,488
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31FINE & ASSOCIATES PC
Accountancy firm EIN2012-05-31431879966
2011 : IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$47,922
Total unrealized appreciation/depreciation of assets2011-05-31$47,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$1,323,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$1,256,370
Total income from all sources (including contributions)2011-05-31$1,104,665
Total loss/gain on sale of assets2011-05-31$1,006
Total of all expenses incurred2011-05-31$1,220,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$1,154,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$1,029,713
Value of total assets at end of year2011-05-31$2,465,524
Value of total assets at beginning of year2011-05-31$2,513,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$65,364
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$26,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Administrative expenses professional fees incurred2011-05-31$12,243
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$44,251
Assets. Other investments not covered elsewhere at end of year2011-05-31$96,270
Assets. Other investments not covered elsewhere at beginning of year2011-05-31$10,452
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$321
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$3,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$3,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-05-31$1,062,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-05-31$998,122
Administrative expenses (other) incurred2011-05-31$7,514
Liabilities. Value of operating payables at end of year2011-05-31$261,161
Liabilities. Value of operating payables at beginning of year2011-05-31$258,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$-115,665
Value of net assets at end of year (total assets less liabilities)2011-05-31$1,141,706
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$1,257,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$15,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$918,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$1,042,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$1,042,054
Expenses. Payments to insurance carriers foe the provision of benefits2011-05-31$1,154,966
Asset value of US Government securities at end of year2011-05-31$475,110
Asset value of US Government securities at beginning of year2011-05-31$752,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31Yes
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$985,141
Employer contributions (assets) at end of year2011-05-31$54,284
Employer contributions (assets) at beginning of year2011-05-31$101,875
Income. Dividends from common stock2011-05-31$26,024
Asset. Corporate debt instrument debt (other) at end of year2011-05-31$467,111
Asset. Corporate debt instrument debt (other) at beginning of year2011-05-31$228,182
Contract administrator fees2011-05-31$30,000
Assets. Corporate common stocks other than exployer securities at end of year2011-05-31$450,414
Assets. Corporate common stocks other than exployer securities at beginning of year2011-05-31$375,160
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$989,113
Aggregate carrying amount (costs) on sale of assets2011-05-31$988,107
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31FINE & ASSOCIATES, PC
Accountancy firm EIN2011-05-31431879966

Form 5500 Responses for IATSE LOCAL NO 6 HEALTH AND WELFARE FUND

2021: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2012: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2009: IATSE LOCAL NO 6 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number914510
Policy instance 5
Insurance contract or identification number914510
Number of Individuals Covered229
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,203,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number885513G
Policy instance 4
Insurance contract or identification number885513G
Number of Individuals Covered118
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $66,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681489G
Policy instance 3
Insurance contract or identification number681489G
Number of Individuals Covered139
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,007
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number0618110
Policy instance 2
Insurance contract or identification number0618110
Number of Individuals Covered221
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $66,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10010851001
Policy instance 1
Insurance contract or identification number10010851001
Number of Individuals Covered225
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,927
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10010851001
Policy instance 1
Insurance contract or identification number10010851001
Number of Individuals Covered230
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number0618110
Policy instance 2
Insurance contract or identification number0618110
Number of Individuals Covered228
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $64,918
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 fees0
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681489G
Policy instance 3
Insurance contract or identification number681489G
Number of Individuals Covered140
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number885513G
Policy instance 4
Insurance contract or identification number885513G
Number of Individuals Covered118
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $65,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number914510
Policy instance 5
Insurance contract or identification number914510
Number of Individuals Covered117
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,242,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10010851001
Policy instance 1
Insurance contract or identification number10010851001
Number of Individuals Covered231
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,610
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number0618110
Policy instance 2
Insurance contract or identification number0618110
Number of Individuals Covered222
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $190
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $65,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $141
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681489G
Policy instance 3
Insurance contract or identification number681489G
Number of Individuals Covered135
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number885513G
Policy instance 4
Insurance contract or identification number885513G
Number of Individuals Covered112
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $63,354
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number914510
Policy instance 5
Insurance contract or identification number914510
Number of Individuals Covered224
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $81
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,255,782
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees81
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number885513G
Policy instance 4
Insurance contract or identification number885513G
Number of Individuals Covered117
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $5,325
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $72,775
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,325
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number914510
Policy instance 5
Insurance contract or identification number914510
Number of Individuals Covered233
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,648
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,232,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24648
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681489G
Policy instance 3
Insurance contract or identification number681489G
Number of Individuals Covered139
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $1,800
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,800
Insurance broker organization code?3
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number0618110
Policy instance 2
Insurance contract or identification number0618110
Number of Individuals Covered233
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $6,929
Total amount of fees paid to insurance companyUSD $759
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $82,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,929
Amount paid for insurance broker fees759
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10010851001
Policy instance 1
Insurance contract or identification number10010851001
Number of Individuals Covered239
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $1,090
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,087
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,005
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0869263-0869263
Policy instance 2
Insurance contract or identification number0869263-0869263
Number of Individuals Covered245
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $25,966
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,184,988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number471728
Policy instance 3
Insurance contract or identification number471728
Number of Individuals Covered111
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $7,049
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
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 $62,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10010851001
Policy instance 1
Insurance contract or identification number10010851001
Number of Individuals Covered225
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $933
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 BenefitYes
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 $9,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number1001085
Policy instance 1
Insurance contract or identification number1001085
Number of Individuals Covered201
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $878
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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 $9,539
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $878
Insurance broker organization code?3
Insurance broker nameBLUE CHIP CONSORTIUM
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0869263-0737481
Policy instance 2
Insurance contract or identification number0869263-0737481
Number of Individuals Covered116
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $46,087
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameARCH BROKERAGE INC
CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 81973 )
Policy contract number6373200000
Policy instance 3
Insurance contract or identification number6373200000
Number of Individuals Covered197
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $16,817
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $839,351
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,817
Insurance broker organization code?3
Insurance broker nameBLUE CHIP CONSORTIUM
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0869263-0869263
Policy instance 4
Insurance contract or identification number0869263-0869263
Number of Individuals Covered198
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $3,870
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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 $64,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,870
Insurance broker organization code?3
Insurance broker nameARCH BROKERAGE INC
CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 81973 )
Policy contract number6373200000
Policy instance 2
Insurance contract or identification number6373200000
Number of Individuals Covered193
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $15,382
Total amount of fees paid to insurance companyUSD $1,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $769,104
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,382
Amount paid for insurance broker fees1000
Insurance broker organization code?3
Insurance broker nameBLUE CHIP CONSORTIUM
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0869263
Policy instance 1
Insurance contract or identification number0869263
Number of Individuals Covered216
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $3,298
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
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 $108,222
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,298
Insurance broker organization code?3
Insurance broker nameARCH BROKERAGE INC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number136008525
Policy instance 2
Insurance contract or identification number136008525
Number of Individuals Covered239
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $1,224
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,224
Insurance broker organization code?3
Insurance broker nameARCH BROKERAGE
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 116448
Policy instance 3
Insurance contract or identification numberLTD 116448
Number of Individuals Covered105
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $2,702
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,702
Insurance broker organization code?3
Insurance broker nameARCH BROKERAGE INC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 158804
Policy instance 4
Insurance contract or identification numberG 158804
Number of Individuals Covered105
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $2,128
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,981
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,128
Insurance broker organization code?3
Insurance broker nameARCH BROKERAGE INC
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number91911000
Policy instance 5
Insurance contract or identification number91911000
Number of Individuals Covered242
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $9,612
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $80,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,612
Insurance broker organization code?3
Insurance broker nameARCH BROKERAGE INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AIXZ
Policy instance 6
Insurance contract or identification numberG000AIXZ
Number of Individuals Covered122
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $1,266
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,438
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,266
Insurance broker organization code?3
Insurance broker nameARCH BROKERAGE INC
CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 81973 )
Policy contract number6373200000
Policy instance 1
Insurance contract or identification number6373200000
Number of Individuals Covered243
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $18,475
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $923,754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,475
Insurance broker organization code?3
Insurance broker nameARCH BROKERAGE INC
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract number00164651
Policy instance 7
Insurance contract or identification number00164651
Number of Individuals Covered240
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $18,520
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $926,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 158804
Policy instance 6
Insurance contract or identification numberG 158804
Number of Individuals Covered104
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $1,482
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 116448
Policy instance 4
Insurance contract or identification numberLTD 116448
Number of Individuals Covered104
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $2,365
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,152
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00413101
Policy instance 5
Insurance contract or identification number00413101
Number of Individuals Covered122
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $5,941
Total amount of fees paid to insurance companyUSD $4,633
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $110,428
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number136-008525
Policy instance 1
Insurance contract or identification number136-008525
Number of Individuals Covered235
Insurance policy start date2011-05-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $114
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $950
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AIXZ
Policy instance 2
Insurance contract or identification numberG000AIXZ
Number of Individuals Covered118
Insurance policy start date2011-05-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $103
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number9191-1060
Policy instance 3
Insurance contract or identification number9191-1060
Number of Individuals Covered110
Insurance policy start date2011-05-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $797
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,679
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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