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ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 401k Plan overview

Plan NameALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE
Plan identification number 502

ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE has sponsored the creation of one or more 401k plans.

Company Name:ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE
Employer identification number (EIN):452842534
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022017-01-01
5022016-01-01
5022016-01-01
5022015-01-01ROBERT MCLAUCHLIN
5022014-01-01ROBERT MCLAUCHLIN
5022013-01-01ROBERT MCLAUCHLIN
5022012-01-01ROBERT MCLAUCHLIN

Plan Statistics for ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE

401k plan membership statisitcs for ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE

Measure Date Value
2017: ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2017 401k membership
Total participants, beginning-of-year2017-01-01254
Total of all active and inactive participants2017-01-010
Number of employers contributing to the scheme2017-01-0110
2016: ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2016 401k membership
Total participants, beginning-of-year2016-01-01250
Number of retired or separated participants receiving benefits2016-01-01254
Total of all active and inactive participants2016-01-01254
Number of employers contributing to the scheme2016-01-0110
2015: ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2015 401k membership
Total participants, beginning-of-year2015-01-01243
Number of retired or separated participants receiving benefits2015-01-01250
Total of all active and inactive participants2015-01-01250
Number of employers contributing to the scheme2015-01-0110
2014: ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2014 401k membership
Total participants, beginning-of-year2014-01-01245
Number of retired or separated participants receiving benefits2014-01-01243
Total of all active and inactive participants2014-01-01243
Number of employers contributing to the scheme2014-01-0111
2013: ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2013 401k membership
Total participants, beginning-of-year2013-01-01248
Number of retired or separated participants receiving benefits2013-01-01245
Total of all active and inactive participants2013-01-01245
Number of employers contributing to the scheme2013-01-0111
2012: ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2012 401k membership
Total participants, beginning-of-year2012-01-01274
Number of retired or separated participants receiving benefits2012-01-01248
Total of all active and inactive participants2012-01-01248
Number of employers contributing to the scheme2012-01-0112

Financial Data on ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE

Measure Date Value
2017 : ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$55,139
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$588,438
Total income from all sources (including contributions)2017-12-31$1,914,733
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,538,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,330,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,914,733
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$266,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$207,975
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Administrative expenses professional fees incurred2017-12-31$147,417
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,130,235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$159,018
Administrative expenses (other) incurred2017-12-31$16,434
Liabilities. Value of operating payables at beginning of year2017-12-31$7,096
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$376,705
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-321,566
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$2,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$41,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$41,512
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$63,010
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$784,498
Employer contributions (assets) at beginning of year2017-12-31$66,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,267,043
Contract administrator fees2017-12-31$41,260
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$581,342
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
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 name2017-12-31ANASTASI MOORE & MARTIN PLLC
Accountancy firm EIN2017-12-31208149084
2016 : ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$588,438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$648,849
Total income from all sources (including contributions)2016-12-31$1,829,357
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,948,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,757,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,829,357
Value of total assets at end of year2016-12-31$266,872
Value of total assets at beginning of year2016-12-31$446,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$190,546
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$133,156
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,004,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$159,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$72,348
Administrative expenses (other) incurred2016-12-31$19,003
Liabilities. Value of operating payables at end of year2016-12-31$7,096
Liabilities. Value of operating payables at beginning of year2016-12-31$12,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-118,986
Value of net assets at end of year (total assets less liabilities)2016-12-31$-321,566
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-202,580
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$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$41,512
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$192,305
Asset value of US Government securities at beginning of year2016-12-31$310,329
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$824,428
Employer contributions (assets) at end of year2016-12-31$66,342
Employer contributions (assets) at beginning of year2016-12-31$63,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,565,492
Contract administrator fees2016-12-31$38,387
Liabilities. Value of benefit claims payable at end of year2016-12-31$581,342
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$636,595
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
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 name2016-12-31ANASTASI, MOORE & MARTIN, PLLC
Accountancy firm EIN2016-12-31208149084
2015 : ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$648,849
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$799,664
Total income from all sources (including contributions)2015-12-31$1,958,223
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,682,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,497,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,958,223
Value of total assets at end of year2015-12-31$446,269
Value of total assets at beginning of year2015-12-31$321,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$184,287
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$118,979
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,047,574
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$72,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$122,699
Administrative expenses (other) incurred2015-12-31$28,479
Liabilities. Value of operating payables at end of year2015-12-31$12,254
Liabilities. Value of operating payables at beginning of year2015-12-31$17,506
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$276,033
Value of net assets at end of year (total assets less liabilities)2015-12-31$-202,580
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-478,613
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
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$219,927
Asset value of US Government securities at end of year2015-12-31$310,329
Asset value of US Government securities at beginning of year2015-12-31$136,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$910,649
Employer contributions (assets) at end of year2015-12-31$63,592
Employer contributions (assets) at beginning of year2015-12-31$62,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,277,976
Contract administrator fees2015-12-31$36,829
Liabilities. Value of benefit claims payable at end of year2015-12-31$636,595
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$782,158
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
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 name2015-12-31ANASTASI, MOORE & MARTIN
Accountancy firm EIN2015-12-31208149084
2014 : ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$799,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$630,866
Total income from all sources (including contributions)2014-12-31$2,317,146
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,655,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,482,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,317,146
Value of total assets at end of year2014-12-31$321,051
Value of total assets at beginning of year2014-12-31$490,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$173,778
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$113,454
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$761,528
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$122,699
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$163,096
Administrative expenses (other) incurred2014-12-31$26,893
Liabilities. Value of operating payables at end of year2014-12-31$17,506
Liabilities. Value of operating payables at beginning of year2014-12-31$6,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-338,738
Value of net assets at end of year (total assets less liabilities)2014-12-31$-478,613
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-139,875
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
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$146,721
Asset value of US Government securities at end of year2014-12-31$136,003
Asset value of US Government securities at beginning of year2014-12-31$245,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,555,618
Employer contributions (assets) at end of year2014-12-31$62,349
Employer contributions (assets) at beginning of year2014-12-31$82,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,335,385
Contract administrator fees2014-12-31$33,431
Liabilities. Value of benefit claims payable at end of year2014-12-31$782,158
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$624,051
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
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 name2014-12-31ANASTASI, MOORE & MARTIN, PLLC
Accountancy firm EIN2014-12-31208149084
2013 : ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$630,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$576,850
Total income from all sources (including contributions)2013-12-31$1,985,413
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,940,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,788,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,985,413
Value of total assets at end of year2013-12-31$490,991
Value of total assets at beginning of year2013-12-31$392,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$151,847
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$103,653
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$1,246,730
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$163,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$36,236
Administrative expenses (other) incurred2013-12-31$9,913
Liabilities. Value of operating payables at end of year2013-12-31$6,815
Liabilities. Value of operating payables at beginning of year2013-12-31$7,148
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$44,840
Value of net assets at end of year (total assets less liabilities)2013-12-31$-139,875
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-184,715
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$6,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$170,151
Asset value of US Government securities at end of year2013-12-31$245,509
Asset value of US Government securities at beginning of year2013-12-31$275,125
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$738,683
Employer contributions (assets) at end of year2013-12-31$82,386
Employer contributions (assets) at beginning of year2013-12-31$80,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,618,575
Contract administrator fees2013-12-31$31,364
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$624,051
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$569,702
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
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 name2013-12-31ANASTASI, MOORE & MARTIN, PLLC
Accountancy firm EIN2013-12-31208149084
2012 : ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$942,055
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$576,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,947,353
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,074,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,670,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,947,239
Value of total assets at end of year2012-12-31$392,135
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$404,030
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$98,854
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$1,180,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$36,236
Other income not declared elsewhere2012-12-31$114
Administrative expenses (other) incurred2012-12-31$251,744
Liabilities. Value of operating payables at end of year2012-12-31$7,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,126,770
Value of net assets at end of year (total assets less liabilities)2012-12-31$-184,715
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
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$8,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$158,634
Asset value of US Government securities at end of year2012-12-31$275,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$767,142
Employer contributions (assets) at end of year2012-12-31$80,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,511,459
Contract administrator fees2012-12-31$44,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$569,702
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
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 name2012-12-31ANASTASI, MOORE, AND MARTIN, PLLC
Accountancy firm EIN2012-12-31208149084

Form 5500 Responses for ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE

2017: ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 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 filingYes
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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedYes
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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALASKA UNITED FOOD AND COMMERCIAL WORKERS RETIREE HEALTH AND WELFARE 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12103707
Policy instance 2
Insurance contract or identification number12103707
Number of Individuals Covered190
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10306
Policy instance 1
Insurance contract or identification numberSL10306
Number of Individuals Covered100
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $78,141
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47201 )
Policy contract number12073360
Policy instance 2
Insurance contract or identification number12073360
Number of Individuals Covered182
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberELSL-1137
Policy instance 1
Insurance contract or identification numberELSL-1137
Number of Individuals Covered218
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $173,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEXRK
Policy instance 2
Insurance contract or identification numberEXRK
Number of Individuals Covered485
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $146,721
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47201 )
Policy contract number12073360
Policy instance 1
Insurance contract or identification number12073360
Number of Individuals Covered180
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63629-1
Policy instance 2
Insurance contract or identification number63629-1
Number of Individuals Covered252
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $170,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47201 )
Policy contract number12073360
Policy instance 1
Insurance contract or identification number12073360
Number of Individuals Covered127
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47201 )
Policy contract number12073360
Policy instance 1
Insurance contract or identification number12073360
Number of Individuals Covered192
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63629-1
Policy instance 2
Insurance contract or identification number63629-1
Number of Individuals Covered250
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $158,634
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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