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U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 401k Plan overview

Plan NameU.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND
Plan identification number 501

U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST 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

TRUSTEES OF U.F.C.W. & EMPLOYERS KANSAS AND MISSOURI HEALTH & WELFARE has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF U.F.C.W. & EMPLOYERS KANSAS AND MISSOURI HEALTH & WELFARE
Employer identification number (EIN):430797957
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01MARTIN A ROSAS2023-10-10 JON T MCCORMICK2023-10-12
5012021-01-01MARTIN A. ROSAS2022-10-09 JOHN T. MCCORMICK2022-10-09
5012020-01-01MARTIN A. ROSAS2021-10-06 JON T. MCCORMICK2021-10-06
5012019-01-01MARTIN A. ROSAS2020-09-30 GREGG FROST2020-10-13
5012018-01-01MARTIN A. ROSAS2019-10-01 JON T. MCCORMICK2019-10-01
5012017-01-01
5012016-01-01
5012015-01-01DIANNA L. CAMPBELL DIANNA L. CAMPBELL2016-07-28
5012015-01-01DIANNA L. CAMPBELL DIANNA L. CAMPBELL2016-12-05
5012014-01-01DIANNA L. CAMPBELL DIANNA L. CAMPBELL2015-07-31
5012013-01-01DIANNA L. CAMPBELL DIANNA L. CAMPBELL2014-07-23
5012012-01-01JUDY A. TUCK JUDY A. TUCK2013-07-29
5012011-01-01JUDY A. TUCK JUDY A. TUCK2012-07-26
5012010-01-01JUDY A. TUCK JUDY A. TUCK2011-10-12
5012009-01-01JUDY A. TUCK JUDY A. TUCK2011-01-05
5012009-01-01JUDY A. TUCK JUDY A. TUCK2010-10-01

Plan Statistics for U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND

401k plan membership statisitcs for U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,181
Total number of active participants reported on line 7a of the Form 55002022-01-011,192
Total of all active and inactive participants2022-01-011,192
Number of employers contributing to the scheme2022-01-0113
2021: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,183
Total number of active participants reported on line 7a of the Form 55002021-01-011,181
Total of all active and inactive participants2021-01-011,181
Number of employers contributing to the scheme2021-01-0115
2020: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,204
Total number of active participants reported on line 7a of the Form 55002020-01-011,183
Total of all active and inactive participants2020-01-011,183
Number of employers contributing to the scheme2020-01-0117
2019: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,276
Total number of active participants reported on line 7a of the Form 55002019-01-011,204
Total of all active and inactive participants2019-01-011,204
Number of employers contributing to the scheme2019-01-0118
2018: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,643
Total number of active participants reported on line 7a of the Form 55002018-01-011,276
Total of all active and inactive participants2018-01-011,276
Number of employers contributing to the scheme2018-01-0118
2017: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,795
Total number of active participants reported on line 7a of the Form 55002017-01-011,643
Total of all active and inactive participants2017-01-011,643
Number of employers contributing to the scheme2017-01-0120
2016: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,840
Total number of active participants reported on line 7a of the Form 55002016-01-011,795
Total of all active and inactive participants2016-01-011,795
Number of employers contributing to the scheme2016-01-0122
2015: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,845
Total number of active participants reported on line 7a of the Form 55002015-01-011,829
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,840
Number of employers contributing to the scheme2015-01-0128
2014: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,820
Total number of active participants reported on line 7a of the Form 55002014-01-011,837
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,845
Number of employers contributing to the scheme2014-01-0129
2013: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,870
Total number of active participants reported on line 7a of the Form 55002013-01-011,820
Total of all active and inactive participants2013-01-011,820
Number of employers contributing to the scheme2013-01-0137
2012: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,900
Total number of active participants reported on line 7a of the Form 55002012-01-011,870
Total of all active and inactive participants2012-01-011,870
Number of employers contributing to the scheme2012-01-0133
2011: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,917
Total number of active participants reported on line 7a of the Form 55002011-01-011,900
Total of all active and inactive participants2011-01-011,900
2010: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-01-012,091
Total number of active participants reported on line 7a of the Form 55002010-01-011,917
Total of all active and inactive participants2010-01-011,917
2009: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,081
Total number of active participants reported on line 7a of the Form 55002009-01-012,091
Total of all active and inactive participants2009-01-012,091

Financial Data on U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022 : U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-484,952
Total unrealized appreciation/depreciation of assets2022-12-31$-484,952
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,205,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,733,106
Total income from all sources (including contributions)2022-12-31$18,487,769
Total loss/gain on sale of assets2022-12-31$-94,092
Total of all expenses incurred2022-12-31$12,945,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,154,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,671,284
Value of total assets at end of year2022-12-31$27,556,156
Value of total assets at beginning of year2022-12-31$22,540,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$790,464
Total interest from all sources2022-12-31$358,396
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$34,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$34,831
Administrative expenses professional fees incurred2022-12-31$290,061
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,502,832
Participant contributions at end of year2022-12-31$123,500
Participant contributions at beginning of year2022-12-31$119,379
Assets. Other investments not covered elsewhere at end of year2022-12-31$552,863
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$649,192
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$530,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$851,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$731,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$471,975
Other income not declared elsewhere2022-12-31$454,812
Administrative expenses (other) incurred2022-12-31$89,935
Liabilities. Value of operating payables at end of year2022-12-31$52,750
Liabilities. Value of operating payables at beginning of year2022-12-31$42,131
Total non interest bearing cash at end of year2022-12-31$-442,730
Total non interest bearing cash at beginning of year2022-12-31$-183,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$5,542,683
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,350,406
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,807,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$37,428
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,943,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,221,236
Interest earned on other investments2022-12-31$7,635
Income. Interest from US Government securities2022-12-31$55,667
Income. Interest from corporate debt instruments2022-12-31$175,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$8,152,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$7,113,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$7,113,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$119,204
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$515,077
Asset value of US Government securities at end of year2022-12-31$5,682,141
Asset value of US Government securities at beginning of year2022-12-31$4,320,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-452,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$17,168,452
Employer contributions (assets) at end of year2022-12-31$1,504,398
Employer contributions (assets) at beginning of year2022-12-31$1,556,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,109,510
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$8,188,928
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$6,013,605
Contract administrator fees2022-12-31$373,040
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,153,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,219,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$28,892,680
Aggregate carrying amount (costs) on sale of assets2022-12-31$28,986,772
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-185,345
Total unrealized appreciation/depreciation of assets2021-12-31$-185,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,733,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,029,168
Total income from all sources (including contributions)2021-12-31$19,022,825
Total loss/gain on sale of assets2021-12-31$-21,695
Total of all expenses incurred2021-12-31$13,403,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,715,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,057,901
Value of total assets at end of year2021-12-31$22,540,829
Value of total assets at beginning of year2021-12-31$16,217,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$687,287
Total interest from all sources2021-12-31$182,315
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$26,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$26,529
Administrative expenses professional fees incurred2021-12-31$228,935
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,536,191
Participant contributions at end of year2021-12-31$119,379
Participant contributions at beginning of year2021-12-31$155,729
Assets. Other investments not covered elsewhere at end of year2021-12-31$649,192
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$649,854
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$529,568
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$731,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$501,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$471,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$155,620
Other income not declared elsewhere2021-12-31$529,975
Administrative expenses (other) incurred2021-12-31$87,531
Liabilities. Value of operating payables at end of year2021-12-31$42,131
Liabilities. Value of operating payables at beginning of year2021-12-31$13,548
Total non interest bearing cash at end of year2021-12-31$-183,696
Total non interest bearing cash at beginning of year2021-12-31$-927,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,619,735
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,807,723
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,187,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$27,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,221,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,876,562
Interest earned on other investments2021-12-31$7,197
Income. Interest from US Government securities2021-12-31$47,761
Income. Interest from corporate debt instruments2021-12-31$117,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$7,113,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,326,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,326,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$9,668
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$516,666
Asset value of US Government securities at end of year2021-12-31$4,320,125
Asset value of US Government securities at beginning of year2021-12-31$2,731,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$433,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$16,521,710
Employer contributions (assets) at end of year2021-12-31$1,556,519
Employer contributions (assets) at beginning of year2021-12-31$1,582,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,669,569
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$6,013,605
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$4,320,203
Contract administrator fees2021-12-31$343,034
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,219,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,860,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$21,916,961
Aggregate carrying amount (costs) on sale of assets2021-12-31$21,938,656
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$27,139
Total unrealized appreciation/depreciation of assets2020-12-31$27,139
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,029,168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,432,402
Total income from all sources (including contributions)2020-12-31$19,080,335
Total loss/gain on sale of assets2020-12-31$-3,343
Total of all expenses incurred2020-12-31$12,787,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,141,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,096,357
Value of total assets at end of year2020-12-31$16,217,156
Value of total assets at beginning of year2020-12-31$10,327,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$645,276
Total interest from all sources2020-12-31$142,780
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$21,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$21,102
Administrative expenses professional fees incurred2020-12-31$209,984
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,573,107
Participant contributions at end of year2020-12-31$155,729
Participant contributions at beginning of year2020-12-31$162,337
Assets. Other investments not covered elsewhere at end of year2020-12-31$649,854
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$482,105
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$459,260
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$501,721
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$549,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$155,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$994,736
Other income not declared elsewhere2020-12-31$492,367
Administrative expenses (other) incurred2020-12-31$83,990
Liabilities. Value of operating payables at end of year2020-12-31$13,548
Liabilities. Value of operating payables at beginning of year2020-12-31$37,666
Total non interest bearing cash at end of year2020-12-31$-927,160
Total non interest bearing cash at beginning of year2020-12-31$-697,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,293,256
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,187,988
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,894,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$16,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,876,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$672,527
Interest earned on other investments2020-12-31$10,824
Income. Interest from US Government securities2020-12-31$29,962
Income. Interest from corporate debt instruments2020-12-31$76,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,326,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,159,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,159,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25,638
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$479,649
Asset value of US Government securities at end of year2020-12-31$2,731,040
Asset value of US Government securities at beginning of year2020-12-31$1,168,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$303,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,523,250
Employer contributions (assets) at end of year2020-12-31$1,582,555
Employer contributions (assets) at beginning of year2020-12-31$1,299,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,202,894
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$4,320,203
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,530,547
Contract administrator fees2020-12-31$335,103
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,860,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,400,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$23,937,938
Aggregate carrying amount (costs) on sale of assets2020-12-31$23,941,281
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$36,806
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$36,806
Total unrealized appreciation/depreciation of assets2019-12-31$36,806
Total unrealized appreciation/depreciation of assets2019-12-31$36,806
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,432,402
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,432,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,222,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,222,780
Total income from all sources (including contributions)2019-12-31$18,995,517
Total income from all sources (including contributions)2019-12-31$18,995,517
Total loss/gain on sale of assets2019-12-31$-1,622
Total loss/gain on sale of assets2019-12-31$-1,622
Total of all expenses incurred2019-12-31$13,709,969
Total of all expenses incurred2019-12-31$13,709,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,812,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,812,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,059,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,059,693
Value of total assets at end of year2019-12-31$10,327,134
Value of total assets at end of year2019-12-31$10,327,134
Value of total assets at beginning of year2019-12-31$6,831,964
Value of total assets at beginning of year2019-12-31$6,831,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$897,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$897,523
Total interest from all sources2019-12-31$145,324
Total interest from all sources2019-12-31$145,324
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,729
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$11,729
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$11,729
Administrative expenses professional fees incurred2019-12-31$309,519
Administrative expenses professional fees incurred2019-12-31$309,519
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,650,791
Participant contributions at end of year2019-12-31$162,337
Participant contributions at end of year2019-12-31$162,337
Participant contributions at beginning of year2019-12-31$134,970
Participant contributions at beginning of year2019-12-31$134,970
Assets. Other investments not covered elsewhere at end of year2019-12-31$482,105
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$249,609
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$249,609
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$451,648
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$451,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$549,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$549,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,254,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,254,569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$994,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,847,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,847,368
Other income not declared elsewhere2019-12-31$596,934
Other income not declared elsewhere2019-12-31$596,934
Administrative expenses (other) incurred2019-12-31$229,699
Administrative expenses (other) incurred2019-12-31$229,699
Liabilities. Value of operating payables at end of year2019-12-31$37,666
Liabilities. Value of operating payables at end of year2019-12-31$37,666
Liabilities. Value of operating payables at beginning of year2019-12-31$25,412
Liabilities. Value of operating payables at beginning of year2019-12-31$25,412
Total non interest bearing cash at end of year2019-12-31$-697,060
Total non interest bearing cash at end of year2019-12-31$-697,060
Total non interest bearing cash at beginning of year2019-12-31$-989,189
Total non interest bearing cash at beginning of year2019-12-31$-989,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,285,548
Value of net income/loss2019-12-31$5,285,548
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,894,732
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,894,732
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,609,184
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,609,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,404
Investment advisory and management fees2019-12-31$9,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$672,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$672,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$514,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$514,145
Interest earned on other investments2019-12-31$8,371
Income. Interest from US Government securities2019-12-31$18,525
Income. Interest from US Government securities2019-12-31$18,525
Income. Interest from corporate debt instruments2019-12-31$56,182
Income. Interest from corporate debt instruments2019-12-31$56,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,159,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,729,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,729,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,729,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,729,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$62,246
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$449,371
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$449,371
Asset value of US Government securities at end of year2019-12-31$1,168,193
Asset value of US Government securities at end of year2019-12-31$1,168,193
Asset value of US Government securities at beginning of year2019-12-31$844,256
Asset value of US Government securities at beginning of year2019-12-31$844,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$146,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$146,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$16,408,902
Contributions received in cash from employer2019-12-31$16,408,902
Employer contributions (assets) at end of year2019-12-31$1,299,562
Employer contributions (assets) at end of year2019-12-31$1,299,562
Employer contributions (assets) at beginning of year2019-12-31$1,334,217
Employer contributions (assets) at beginning of year2019-12-31$1,334,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,911,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,911,427
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,530,547
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,530,547
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,760,384
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,760,384
Contract administrator fees2019-12-31$348,901
Contract administrator fees2019-12-31$348,901
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,400,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,400,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,350,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,350,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$13,510,688
Aggregate proceeds on sale of assets2019-12-31$13,510,688
Aggregate carrying amount (costs) on sale of assets2019-12-31$13,512,310
Aggregate carrying amount (costs) on sale of assets2019-12-31$13,512,310
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
Accountancy firm EIN2019-12-31320043599
2018 : U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-102,012
Total unrealized appreciation/depreciation of assets2018-12-31$-102,012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,222,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,637,431
Total income from all sources (including contributions)2018-12-31$16,568,198
Total loss/gain on sale of assets2018-12-31$-1,394
Total of all expenses incurred2018-12-31$16,171,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,267,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,987,693
Value of total assets at end of year2018-12-31$6,831,964
Value of total assets at beginning of year2018-12-31$9,849,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$903,389
Total interest from all sources2018-12-31$118,999
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$11,813
Administrative expenses professional fees incurred2018-12-31$307,808
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,462,774
Participant contributions at end of year2018-12-31$134,970
Participant contributions at beginning of year2018-12-31$192,732
Assets. Other investments not covered elsewhere at end of year2018-12-31$249,609
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$540,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,254,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,629,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,847,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,700,000
Other income not declared elsewhere2018-12-31$521,996
Administrative expenses (other) incurred2018-12-31$237,241
Liabilities. Value of operating payables at end of year2018-12-31$25,412
Liabilities. Value of operating payables at beginning of year2018-12-31$37,431
Total non interest bearing cash at end of year2018-12-31$-989,189
Total non interest bearing cash at beginning of year2018-12-31$-403,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$396,870
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,609,184
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,212,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$6,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$514,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$286,442
Interest earned on other investments2018-12-31$4,880
Income. Interest from US Government securities2018-12-31$16,638
Income. Interest from corporate debt instruments2018-12-31$48,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,729,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,641,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,641,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$48,667
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$528,868
Asset value of US Government securities at end of year2018-12-31$844,256
Asset value of US Government securities at beginning of year2018-12-31$34,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$31,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,524,919
Employer contributions (assets) at end of year2018-12-31$1,334,217
Employer contributions (assets) at beginning of year2018-12-31$1,437,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,199,069
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,760,384
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$30,656
Contract administrator fees2018-12-31$351,584
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,350,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,900,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$25,611,779
Aggregate carrying amount (costs) on sale of assets2018-12-31$25,613,173
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-1,613
Total unrealized appreciation/depreciation of assets2017-12-31$-1,613
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,637,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,989,474
Total income from all sources (including contributions)2017-12-31$22,534,194
Total loss/gain on sale of assets2017-12-31$1,722
Total of all expenses incurred2017-12-31$20,317,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,065,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,934,889
Value of total assets at end of year2017-12-31$9,849,745
Value of total assets at beginning of year2017-12-31$2,984,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,251,557
Total interest from all sources2017-12-31$30,780
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,069
Administrative expenses professional fees incurred2017-12-31$370,985
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,050,464
Participant contributions at end of year2017-12-31$192,732
Participant contributions at beginning of year2017-12-31$155,069
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$688,155
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,629,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$506,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,700,000
Other income not declared elsewhere2017-12-31$556,701
Administrative expenses (other) incurred2017-12-31$681,249
Liabilities. Value of operating payables at end of year2017-12-31$37,431
Liabilities. Value of operating payables at beginning of year2017-12-31$43,474
Total non interest bearing cash at end of year2017-12-31$-403,842
Total non interest bearing cash at beginning of year2017-12-31$-1,074,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,216,946
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,212,314
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-4,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$719
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$286,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$202,795
Income. Interest from US Government securities2017-12-31$1,283
Income. Interest from corporate debt instruments2017-12-31$2,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,641,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,511,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,511,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$27,284
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$687,447
Asset value of US Government securities at end of year2017-12-31$34,789
Asset value of US Government securities at beginning of year2017-12-31$48,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$19,884,425
Employer contributions (assets) at end of year2017-12-31$1,437,811
Employer contributions (assets) at beginning of year2017-12-31$1,540,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,690,089
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$30,656
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$93,973
Contract administrator fees2017-12-31$198,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,900,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,946,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$170
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$152,418
Aggregate carrying amount (costs) on sale of assets2017-12-31$150,696
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS, LLP
Accountancy firm EIN2017-12-31320043599
2016 : U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,338
Total unrealized appreciation/depreciation of assets2016-12-31$-1,338
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,989,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,819,723
Total income from all sources (including contributions)2016-12-31$19,799,531
Total loss/gain on sale of assets2016-12-31$-875
Total of all expenses incurred2016-12-31$18,074,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,844,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,096,561
Value of total assets at end of year2016-12-31$2,984,842
Value of total assets at beginning of year2016-12-31$2,089,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,230,041
Total interest from all sources2016-12-31$7,830
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,665
Administrative expenses professional fees incurred2016-12-31$499,990
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,107,331
Participant contributions at end of year2016-12-31$155,069
Participant contributions at beginning of year2016-12-31$120,564
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$621,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$506,057
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$313,037
Other income not declared elsewhere2016-12-31$692,170
Administrative expenses (other) incurred2016-12-31$729,626
Liabilities. Value of operating payables at end of year2016-12-31$43,474
Liabilities. Value of operating payables at beginning of year2016-12-31$54,723
Total non interest bearing cash at end of year2016-12-31$-1,074,129
Total non interest bearing cash at beginning of year2016-12-31$-1,710,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,725,404
Value of net assets at end of year (total assets less liabilities)2016-12-31$-4,632
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-1,730,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$425
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$202,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$43,349
Income. Interest from US Government securities2016-12-31$2,087
Income. Interest from corporate debt instruments2016-12-31$5,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,511,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,528,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,528,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$743
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$659,407
Asset value of US Government securities at end of year2016-12-31$48,780
Asset value of US Government securities at beginning of year2016-12-31$82,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$16,989,230
Employer contributions (assets) at end of year2016-12-31$1,540,309
Employer contributions (assets) at beginning of year2016-12-31$1,505,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,563,461
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$93,973
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$201,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,946,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$3,765,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$170
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$5,090
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$291,119
Aggregate carrying amount (costs) on sale of assets2016-12-31$291,994
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS, LLP
Accountancy firm EIN2016-12-31320043599
2015 : U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$4,665
Total unrealized appreciation/depreciation of assets2015-12-31$4,665
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,801,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,366,548
Total income from all sources (including contributions)2015-12-31$18,389,987
Total loss/gain on sale of assets2015-12-31$-10,552
Total of all expenses incurred2015-12-31$22,337,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$20,333,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,378,410
Value of total assets at end of year2015-12-31$4,071,049
Value of total assets at beginning of year2015-12-31$5,583,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,004,005
Total interest from all sources2015-12-31$17,398
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,254
Administrative expenses professional fees incurred2015-12-31$604,897
Was this plan covered by a fidelity bond2015-12-31No
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,110,246
Participant contributions at end of year2015-12-31$120,564
Participant contributions at beginning of year2015-12-31$134,756
Assets. Other investments not covered elsewhere at end of year2015-12-31$343,173
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$632,658
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$156,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$119,043
Administrative expenses (other) incurred2015-12-31$746,343
Liabilities. Value of operating payables at end of year2015-12-31$178,701
Liabilities. Value of operating payables at beginning of year2015-12-31$349,522
Total non interest bearing cash at end of year2015-12-31$270,228
Total non interest bearing cash at beginning of year2015-12-31$50,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,947,297
Value of net assets at end of year (total assets less liabilities)2015-12-31$-1,730,036
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,217,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$43,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$143,283
Interest earned on other investments2015-12-31$10,419
Income. Interest from corporate debt instruments2015-12-31$6,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,528,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,363,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,363,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$126
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$606,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$16,268,164
Employer contributions (assets) at end of year2015-12-31$1,505,365
Employer contributions (assets) at beginning of year2015-12-31$1,659,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,727,152
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$98,387
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$471,909
Contract administrator fees2015-12-31$651,085
Liabilities. Value of benefit claims payable at end of year2015-12-31$5,622,384
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,017,026
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$5,090
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$9,046
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,656,597
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,667,149
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2015-12-31431122456
2014 : U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,384
Total unrealized appreciation/depreciation of assets2014-12-31$-1,384
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,366,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$760,664
Total income from all sources (including contributions)2014-12-31$16,185,908
Total loss/gain on sale of assets2014-12-31$-16,434
Total of all expenses incurred2014-12-31$20,360,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,915,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,117,038
Value of total assets at end of year2014-12-31$5,583,809
Value of total assets at beginning of year2014-12-31$7,152,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,444,559
Total interest from all sources2014-12-31$49,572
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,808
Administrative expenses professional fees incurred2014-12-31$711,807
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,254,308
Participant contributions at end of year2014-12-31$134,756
Participant contributions at beginning of year2014-12-31$124,757
Assets. Other investments not covered elsewhere at end of year2014-12-31$632,658
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,442,796
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$119,043
Administrative expenses (other) incurred2014-12-31$972,461
Liabilities. Value of operating payables at end of year2014-12-31$349,522
Liabilities. Value of operating payables at beginning of year2014-12-31$315,522
Total non interest bearing cash at end of year2014-12-31$50,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-4,174,267
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,217,261
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,391,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$4,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$143,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$552,900
Interest earned on other investments2014-12-31$18,137
Income. Interest from US Government securities2014-12-31$528
Income. Interest from corporate debt instruments2014-12-31$30,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,363,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,293,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,293,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$139
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$533,551
Asset value of US Government securities at beginning of year2014-12-31$402,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$31,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$14,862,730
Employer contributions (assets) at end of year2014-12-31$1,659,687
Employer contributions (assets) at beginning of year2014-12-31$1,267,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,382,065
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$2,054,220
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$471,909
Contract administrator fees2014-12-31$755,939
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,017,026
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$445,142
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$9,046
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$13,962
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$4,850,643
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,867,077
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2014-12-31431122456
2013 : U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-12,984
Total unrealized appreciation/depreciation of assets2013-12-31$-12,984
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$760,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$441,831
Total income from all sources (including contributions)2013-12-31$15,833,956
Total loss/gain on sale of assets2013-12-31$-38,983
Total of all expenses incurred2013-12-31$18,989,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$17,503,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,570,138
Value of total assets at end of year2013-12-31$7,152,192
Value of total assets at beginning of year2013-12-31$9,989,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,486,166
Total interest from all sources2013-12-31$104,855
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$17,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$17,520
Administrative expenses professional fees incurred2013-12-31$813,876
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,278,404
Participant contributions at end of year2013-12-31$124,757
Participant contributions at beginning of year2013-12-31$103,799
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,442,796
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,648,888
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,132,313
Administrative expenses (other) incurred2013-12-31$662,131
Liabilities. Value of operating payables at end of year2013-12-31$315,522
Liabilities. Value of operating payables at beginning of year2013-12-31$126,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-3,155,767
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,391,528
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,547,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$10,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$552,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$967,113
Interest earned on other investments2013-12-31$33,231
Income. Interest from US Government securities2013-12-31$1,175
Income. Interest from corporate debt instruments2013-12-31$70,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,293,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,456,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,456,359
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$166,275
Asset value of US Government securities at end of year2013-12-31$402,819
Asset value of US Government securities at beginning of year2013-12-31$335,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$193,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$14,291,734
Employer contributions (assets) at end of year2013-12-31$1,267,200
Employer contributions (assets) at beginning of year2013-12-31$1,244,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,204,969
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$2,054,220
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$3,214,677
Liabilities. Value of benefit claims payable at end of year2013-12-31$445,142
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$315,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$13,962
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$18,878
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$5,202,168
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,241,151
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2013-12-31431122456
2012 : U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$314,505
Total unrealized appreciation/depreciation of assets2012-12-31$314,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$441,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$403,769
Total income from all sources (including contributions)2012-12-31$15,929,120
Total loss/gain on sale of assets2012-12-31$-113,562
Total of all expenses incurred2012-12-31$18,991,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$17,656,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,526,257
Value of total assets at end of year2012-12-31$9,989,126
Value of total assets at beginning of year2012-12-31$13,013,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,335,050
Total interest from all sources2012-12-31$171,047
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$30,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$30,873
Administrative expenses professional fees incurred2012-12-31$621,776
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,223,155
Participant contributions at end of year2012-12-31$103,799
Participant contributions at beginning of year2012-12-31$126,236
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,648,888
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,358,759
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$75,763
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,093,476
Administrative expenses (other) incurred2012-12-31$697,835
Liabilities. Value of operating payables at end of year2012-12-31$126,831
Liabilities. Value of operating payables at beginning of year2012-12-31$210,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-3,062,028
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,547,295
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,609,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$15,439
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$967,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,788,078
Income. Interest from US Government securities2012-12-31$31,167
Income. Interest from corporate debt instruments2012-12-31$139,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,456,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,401,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,401,734
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$167,390
Asset value of US Government securities at end of year2012-12-31$335,044
Asset value of US Government securities at beginning of year2012-12-31$1,814,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$14,227,339
Employer contributions (assets) at end of year2012-12-31$1,244,368
Employer contributions (assets) at beginning of year2012-12-31$1,287,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,395,232
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$3,214,677
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$3,223,635
Liabilities. Value of benefit claims payable at end of year2012-12-31$315,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$193,060
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$18,878
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$13,056
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$9,266,261
Aggregate carrying amount (costs) on sale of assets2012-12-31$9,379,823
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2012-12-31431122456
2011 : U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-70,783
Total unrealized appreciation/depreciation of assets2011-12-31$-70,783
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$403,769
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$450,114
Total income from all sources (including contributions)2011-12-31$16,007,121
Total loss/gain on sale of assets2011-12-31$-115,864
Total of all expenses incurred2011-12-31$18,032,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,697,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$15,900,376
Value of total assets at end of year2011-12-31$13,013,092
Value of total assets at beginning of year2011-12-31$15,084,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,334,384
Total interest from all sources2011-12-31$255,186
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$38,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$38,206
Administrative expenses professional fees incurred2011-12-31$666,625
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,264,576
Participant contributions at end of year2011-12-31$126,236
Participant contributions at beginning of year2011-12-31$88,807
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,358,759
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,321,699
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$120,258
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,036,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$235,465
Administrative expenses (other) incurred2011-12-31$646,134
Liabilities. Value of operating payables at end of year2011-12-31$210,709
Liabilities. Value of operating payables at beginning of year2011-12-31$197,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,024,915
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,609,323
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,634,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$21,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,788,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,915,288
Interest earned on other investments2011-12-31$4,623
Income. Interest from US Government securities2011-12-31$140,382
Income. Interest from corporate debt instruments2011-12-31$110,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,401,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,419,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,419,592
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$171,707
Asset value of US Government securities at end of year2011-12-31$1,814,160
Asset value of US Government securities at beginning of year2011-12-31$5,188,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$14,515,542
Employer contributions (assets) at end of year2011-12-31$1,287,434
Employer contributions (assets) at beginning of year2011-12-31$1,229,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,489,537
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$3,223,635
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$2,675,009
Liabilities. Value of benefit claims payable at end of year2011-12-31$193,060
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$252,908
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$13,056
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$10,346
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$10,823,145
Aggregate carrying amount (costs) on sale of assets2011-12-31$10,939,009
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2011-12-31431122456
2010 : U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$240,203
Total unrealized appreciation/depreciation of assets2010-12-31$240,203
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$450,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$523,314
Total income from all sources (including contributions)2010-12-31$16,799,308
Total loss/gain on sale of assets2010-12-31$-137,758
Total of all expenses incurred2010-12-31$17,187,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,038,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,290,667
Value of total assets at end of year2010-12-31$15,084,352
Value of total assets at beginning of year2010-12-31$15,546,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,149,810
Total interest from all sources2010-12-31$371,300
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$34,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$34,896
Administrative expenses professional fees incurred2010-12-31$997,544
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,397,776
Participant contributions at end of year2010-12-31$88,807
Participant contributions at beginning of year2010-12-31$102,943
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,321,699
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,515,973
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$46,023
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$49,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$235,465
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$167,636
Administrative expenses (other) incurred2010-12-31$626,720
Liabilities. Value of operating payables at end of year2010-12-31$197,206
Liabilities. Value of operating payables at beginning of year2010-12-31$262,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-388,512
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,634,238
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,022,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$22,644
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,915,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,856,667
Income. Interest from US Government securities2010-12-31$169,357
Income. Interest from corporate debt instruments2010-12-31$201,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,419,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,320,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,320,713
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$503,888
Asset value of US Government securities at end of year2010-12-31$5,188,365
Asset value of US Government securities at beginning of year2010-12-31$5,358,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$14,846,868
Employer contributions (assets) at end of year2010-12-31$1,229,781
Employer contributions (assets) at beginning of year2010-12-31$1,412,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,484,403
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$2,675,009
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$2,803,676
Contract administrator fees2010-12-31$502,902
Liabilities. Value of benefit claims payable at end of year2010-12-31$252,908
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$260,616
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$10,346
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$7,722
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$8,040,372
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,178,130
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2010-12-31431122456

Form 5500 Responses for U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND

2022: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: U.F.C.W. AND EMPLOYERS KANSAS AND MISSOURI HEALTH AND WELFARE TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34205
Policy instance 2
Insurance contract or identification numberHCL34205
Number of Individuals Covered900
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $480,167
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 numberGLUG055E3
Policy instance 1
Insurance contract or identification numberGLUG055E3
Number of Individuals Covered871
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $51,780
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34205
Policy instance 2
Insurance contract or identification numberHCL34205
Number of Individuals Covered866
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $439,287
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 numberGLUG055E3
Policy instance 1
Insurance contract or identification numberGLUG055E3
Number of Individuals Covered864
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $52,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34205
Policy instance 2
Insurance contract or identification numberHCL34205
Number of Individuals Covered916
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $414,735
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 numberGLUG055E3
Policy instance 1
Insurance contract or identification numberGLUG055E3
Number of Individuals Covered883
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $53,495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34205
Policy instance 1
Insurance contract or identification numberHCL34205
Number of Individuals Covered1222
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $460,059
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 numberGLUG055E3
Policy instance 2
Insurance contract or identification numberGLUG055E3
Number of Individuals Covered1275
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $75,745
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-1691
Policy instance 1
Insurance contract or identification number947-1691
Number of Individuals Covered1244
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $520,535
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 numberGLUG055E3
Policy instance 2
Insurance contract or identification numberGLUG055E3
Number of Individuals Covered1326
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $91,790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-1691
Policy instance 2
Insurance contract or identification number947-1691
Number of Individuals Covered1753
Insurance policy start date2016-05-01
Insurance policy end date2017-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $548,109
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 numberGLUG055E3
Policy instance 1
Insurance contract or identification numberGLUG055E3
Number of Individuals Covered1741
Insurance policy start date2016-05-01
Insurance policy end date2017-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $115,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-4179
Policy instance 2
Insurance contract or identification number949-4179
Number of Individuals Covered1833
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Welfare Benefit Premiums Paid to CarrierUSD $425,880
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 numberGLUG 55E3
Policy instance 1
Insurance contract or identification numberGLUG 55E3
Number of Individuals Covered1826
Insurance policy start date2014-05-01
Insurance policy end date2015-05-01
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-4179
Policy instance 2
Insurance contract or identification number949-4179
Number of Individuals Covered1833
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Welfare Benefit Premiums Paid to CarrierUSD $411,569
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 numberGLUG 55E3
Policy instance 1
Insurance contract or identification numberGLUG 55E3
Number of Individuals Covered1828
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
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 numberGLUG 55E3
Policy instance 1
Insurance contract or identification numberGLUG 55E3
Number of Individuals Covered1858
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number280-6348
Policy instance 2
Insurance contract or identification number280-6348
Number of Individuals Covered1870
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $418,766
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number280-6348
Policy instance 2
Insurance contract or identification number280-6348
Number of Individuals Covered1870
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $423,449
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 numberGLUG 55E3
Policy instance 1
Insurance contract or identification numberGLUG 55E3
Number of Individuals Covered1863
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $167,390
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 numberGLUG 55E3
Policy instance 1
Insurance contract or identification numberGLUG 55E3
Number of Individuals Covered1954
Insurance policy start date2010-05-01
Insurance policy end date2011-05-01
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number280-6348
Policy instance 2
Insurance contract or identification number280-6348
Number of Individuals Covered1900
Insurance policy start date2010-04-30
Insurance policy end date2011-04-30
Welfare Benefit Premiums Paid to CarrierUSD $397,278
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 numberGLUG 55E3
Policy instance 1
Insurance contract or identification numberGLUG 55E3
Number of Individuals Covered1917
Insurance policy start date2009-05-01
Insurance policy end date2010-05-01
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE CANADA LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80659 )
Policy contract number290372
Policy instance 2
Insurance contract or identification number290372
Number of Individuals Covered1917
Insurance policy start date2009-05-01
Insurance policy end date2010-05-01
Welfare Benefit Premiums Paid to CarrierUSD $328,283
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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