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U.F.C.W. LOCAL 1529 RETIREE FUND 401k Plan overview

Plan NameU.F.C.W. LOCAL 1529 RETIREE FUND
Plan identification number 501

U.F.C.W. LOCAL 1529 RETIREE FUND Benefits

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

401k Sponsoring company profile

U.F.C.W. LOCAL 1529 RETIREE FUND has sponsored the creation of one or more 401k plans.

Company Name:U.F.C.W. LOCAL 1529 RETIREE FUND
Employer identification number (EIN):461465087
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. LOCAL 1529 RETIREE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-06-01LEON E SHEPPARD JR2023-02-09 LEON E SHEPPARD JR2023-02-09
5012020-06-01LEON E SHEPPARD JR2022-02-01 LEON E SHEPPARD JR2022-02-01
5012019-06-01LEON E SHEPPARD JR2020-11-17 LEON E SHEPPARD JR2020-11-17
5012018-06-01LEON E SHEPPAR JR2019-09-11 LEON E SHEPPAR JR2019-09-11
5012017-06-01
5012016-06-01
5012015-06-01
5012014-06-01
5012013-06-01
5012012-06-01LEON E. SHEPPARD, JR. LEON E. SHEPPARD, JR.2014-02-07

Plan Statistics for U.F.C.W. LOCAL 1529 RETIREE FUND

401k plan membership statisitcs for U.F.C.W. LOCAL 1529 RETIREE FUND

Measure Date Value
2021: U.F.C.W. LOCAL 1529 RETIREE FUND 2021 401k membership
Total participants, beginning-of-year2021-06-01648
Total number of active participants reported on line 7a of the Form 55002021-06-01665
Total of all active and inactive participants2021-06-01665
Number of employers contributing to the scheme2021-06-011
2020: U.F.C.W. LOCAL 1529 RETIREE FUND 2020 401k membership
Total participants, beginning-of-year2020-06-01639
Total number of active participants reported on line 7a of the Form 55002020-06-01648
Total of all active and inactive participants2020-06-01648
Number of employers contributing to the scheme2020-06-011
2019: U.F.C.W. LOCAL 1529 RETIREE FUND 2019 401k membership
Total participants, beginning-of-year2019-06-01629
Total number of active participants reported on line 7a of the Form 55002019-06-01639
Total of all active and inactive participants2019-06-01639
Number of employers contributing to the scheme2019-06-011
2018: U.F.C.W. LOCAL 1529 RETIREE FUND 2018 401k membership
Total participants, beginning-of-year2018-06-01614
Total number of active participants reported on line 7a of the Form 55002018-06-010
Number of retired or separated participants receiving benefits2018-06-01629
Total of all active and inactive participants2018-06-01629
Number of employers contributing to the scheme2018-06-011
2017: U.F.C.W. LOCAL 1529 RETIREE FUND 2017 401k membership
Total participants, beginning-of-year2017-06-01615
Total number of active participants reported on line 7a of the Form 55002017-06-01614
Total of all active and inactive participants2017-06-01614
Number of employers contributing to the scheme2017-06-011
2016: U.F.C.W. LOCAL 1529 RETIREE FUND 2016 401k membership
Total participants, beginning-of-year2016-06-01412
Total number of active participants reported on line 7a of the Form 55002016-06-01614
Total of all active and inactive participants2016-06-01614
Number of employers contributing to the scheme2016-06-011
2015: U.F.C.W. LOCAL 1529 RETIREE FUND 2015 401k membership
Total participants, beginning-of-year2015-06-01576
Total number of active participants reported on line 7a of the Form 55002015-06-01412
Total of all active and inactive participants2015-06-01412
Number of employers contributing to the scheme2015-06-011
2014: U.F.C.W. LOCAL 1529 RETIREE FUND 2014 401k membership
Total participants, beginning-of-year2014-06-01389
Total number of active participants reported on line 7a of the Form 55002014-06-010
Number of retired or separated participants receiving benefits2014-06-01576
Total of all active and inactive participants2014-06-01576
Number of employers contributing to the scheme2014-06-011
2013: U.F.C.W. LOCAL 1529 RETIREE FUND 2013 401k membership
Total participants, beginning-of-year2013-06-01387
Number of retired or separated participants receiving benefits2013-06-01389
Total of all active and inactive participants2013-06-01389
Number of employers contributing to the scheme2013-06-013
2012: U.F.C.W. LOCAL 1529 RETIREE FUND 2012 401k membership
Total participants, beginning-of-year2012-06-010
Number of retired or separated participants receiving benefits2012-06-01387
Total of all active and inactive participants2012-06-01387
Number of employers contributing to the scheme2012-06-013

Financial Data on U.F.C.W. LOCAL 1529 RETIREE FUND

Measure Date Value
2022 : U.F.C.W. LOCAL 1529 RETIREE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-05-31$-9,716
Total unrealized appreciation/depreciation of assets2022-05-31$-9,716
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$31,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$46,828
Total income from all sources (including contributions)2022-05-31$1,225,152
Total of all expenses incurred2022-05-31$821,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$665,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$1,225,493
Value of total assets at end of year2022-05-31$3,009,567
Value of total assets at beginning of year2022-05-31$2,621,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$155,941
Total interest from all sources2022-05-31$9,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Administrative expenses professional fees incurred2022-05-31$74,179
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$125,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$4,397
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$5,862
Administrative expenses (other) incurred2022-05-31$29,813
Liabilities. Value of operating payables at end of year2022-05-31$19,594
Liabilities. Value of operating payables at beginning of year2022-05-31$28,828
Total non interest bearing cash at end of year2022-05-31$82,758
Total non interest bearing cash at beginning of year2022-05-31$90,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$403,626
Value of net assets at end of year (total assets less liabilities)2022-05-31$2,977,973
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$2,574,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$70
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$2,922,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$2,525,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$2,525,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$9,375
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-31$44,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$1,100,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$621,146
Contract administrator fees2022-05-31$51,879
Liabilities. Value of benefit claims payable at end of year2022-05-31$12,000
Liabilities. Value of benefit claims payable at beginning of year2022-05-31$18,000
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31DENNIS G JSNKINS. CPA.LLC
Accountancy firm EIN2022-05-31205886120
2021 : U.F.C.W. LOCAL 1529 RETIREE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$-11,400
Total unrealized appreciation/depreciation of assets2021-05-31$-11,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$46,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$89,656
Total income from all sources (including contributions)2021-05-31$1,245,065
Total of all expenses incurred2021-05-31$632,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$488,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$1,239,946
Value of total assets at end of year2021-05-31$2,621,175
Value of total assets at beginning of year2021-05-31$2,051,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$144,164
Total interest from all sources2021-05-31$16,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Administrative expenses professional fees incurred2021-05-31$62,552
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$139,942
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$5,862
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$5,668
Administrative expenses (other) incurred2021-05-31$30,214
Liabilities. Value of operating payables at end of year2021-05-31$28,828
Liabilities. Value of operating payables at beginning of year2021-05-31$27,656
Total non interest bearing cash at end of year2021-05-31$90,259
Total non interest bearing cash at beginning of year2021-05-31$93,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$612,723
Value of net assets at end of year (total assets less liabilities)2021-05-31$2,574,347
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$1,961,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$2,525,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$1,952,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$1,952,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$16,519
Expenses. Payments to insurance carriers foe the provision of benefits2021-05-31$43,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$1,100,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$445,173
Contract administrator fees2021-05-31$51,398
Liabilities. Value of benefit claims payable at end of year2021-05-31$18,000
Liabilities. Value of benefit claims payable at beginning of year2021-05-31$62,000
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31DENNIS G JSNKINS. CPA.LLC
Accountancy firm EIN2021-05-31205886120
2020 : U.F.C.W. LOCAL 1529 RETIREE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$13,244
Total unrealized appreciation/depreciation of assets2020-05-31$13,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$89,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$77,871
Total income from all sources (including contributions)2020-05-31$1,268,583
Total of all expenses incurred2020-05-31$850,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$680,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$1,232,329
Value of total assets at end of year2020-05-31$2,051,280
Value of total assets at beginning of year2020-05-31$1,621,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$170,422
Total interest from all sources2020-05-31$23,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Administrative expenses professional fees incurred2020-05-31$83,821
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$132,325
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$5,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$3,636
Administrative expenses (other) incurred2020-05-31$35,380
Liabilities. Value of operating payables at end of year2020-05-31$27,656
Liabilities. Value of operating payables at beginning of year2020-05-31$24,871
Total non interest bearing cash at end of year2020-05-31$93,328
Total non interest bearing cash at beginning of year2020-05-31$846,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$417,709
Value of net assets at end of year (total assets less liabilities)2020-05-31$1,961,624
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$1,543,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$70
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$1,952,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$772,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$772,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$23,010
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$44,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$1,100,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$636,384
Contract administrator fees2020-05-31$51,151
Liabilities. Value of benefit claims payable at end of year2020-05-31$62,000
Liabilities. Value of benefit claims payable at beginning of year2020-05-31$53,000
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31DENNIS G JSNKINS. CPA.LLC
Accountancy firm EIN2020-05-31205886120
2018 : U.F.C.W. LOCAL 1529 RETIREE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$-238
Total unrealized appreciation/depreciation of assets2018-05-31$-238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$47,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$73,862
Total income from all sources (including contributions)2018-05-31$1,265,658
Total of all expenses incurred2018-05-31$934,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$781,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$1,265,851
Value of total assets at end of year2018-05-31$1,210,319
Value of total assets at beginning of year2018-05-31$904,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$152,750
Total interest from all sources2018-05-31$45
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Administrative expenses professional fees incurred2018-05-31$58,791
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$165,847
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$4,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$2,134
Administrative expenses (other) incurred2018-05-31$42,087
Liabilities. Value of operating payables at end of year2018-05-31$18,880
Liabilities. Value of operating payables at beginning of year2018-05-31$29,862
Total non interest bearing cash at end of year2018-05-31$455,965
Total non interest bearing cash at beginning of year2018-05-31$902,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$331,461
Value of net assets at end of year (total assets less liabilities)2018-05-31$1,162,439
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$830,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$749,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$45
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$40,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$1,100,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$740,471
Contract administrator fees2018-05-31$51,872
Liabilities. Value of benefit claims payable at end of year2018-05-31$29,000
Liabilities. Value of benefit claims payable at beginning of year2018-05-31$44,000
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2018-05-31205886120
2017 : U.F.C.W. LOCAL 1529 RETIREE FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$73,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$92,021
Total income from all sources (including contributions)2017-05-31$1,301,187
Total of all expenses incurred2017-05-31$1,001,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$853,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$1,301,187
Value of total assets at end of year2017-05-31$904,840
Value of total assets at beginning of year2017-05-31$623,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$147,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Administrative expenses professional fees incurred2017-05-31$54,899
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$201,183
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$2,134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$2,102
Administrative expenses (other) incurred2017-05-31$39,784
Liabilities. Value of operating payables at end of year2017-05-31$29,862
Liabilities. Value of operating payables at beginning of year2017-05-31$39,021
Total non interest bearing cash at end of year2017-05-31$902,706
Total non interest bearing cash at beginning of year2017-05-31$621,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$299,745
Value of net assets at end of year (total assets less liabilities)2017-05-31$830,978
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$531,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-31$42,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$1,100,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$810,606
Contract administrator fees2017-05-31$53,184
Liabilities. Value of benefit claims payable at end of year2017-05-31$44,000
Liabilities. Value of benefit claims payable at beginning of year2017-05-31$53,000
Did the plan have assets held for investment2017-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2017-05-31205886120
2016 : U.F.C.W. LOCAL 1529 RETIREE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$92,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$74,176
Total income from all sources (including contributions)2016-05-31$1,277,007
Total of all expenses incurred2016-05-31$1,020,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$878,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$1,277,007
Value of total assets at end of year2016-05-31$623,254
Value of total assets at beginning of year2016-05-31$348,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$142,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Administrative expenses professional fees incurred2016-05-31$49,100
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$200,000
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$177,003
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$2,102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$1,690
Administrative expenses (other) incurred2016-05-31$41,271
Liabilities. Value of operating payables at end of year2016-05-31$39,021
Liabilities. Value of operating payables at beginning of year2016-05-31$35,176
Total non interest bearing cash at end of year2016-05-31$621,152
Total non interest bearing cash at beginning of year2016-05-31$347,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$256,464
Value of net assets at end of year (total assets less liabilities)2016-05-31$531,233
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$274,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-31$88,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$1,100,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$789,522
Contract administrator fees2016-05-31$52,148
Liabilities. Value of benefit claims payable at end of year2016-05-31$53,000
Liabilities. Value of benefit claims payable at beginning of year2016-05-31$39,000
Did the plan have assets held for investment2016-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2016-05-31205886120
2015 : U.F.C.W. LOCAL 1529 RETIREE FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$74,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$76,530
Total income from all sources (including contributions)2015-05-31$1,313,754
Total of all expenses incurred2015-05-31$1,114,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$958,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$1,313,754
Value of total assets at end of year2015-05-31$348,945
Value of total assets at beginning of year2015-05-31$152,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$155,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Administrative expenses professional fees incurred2015-05-31$62,218
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$200,000
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$213,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$1,690
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$1,970
Administrative expenses (other) incurred2015-05-31$41,582
Liabilities. Value of operating payables at end of year2015-05-31$35,176
Liabilities. Value of operating payables at beginning of year2015-05-31$30,530
Total non interest bearing cash at end of year2015-05-31$347,255
Total non interest bearing cash at beginning of year2015-05-31$150,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$199,266
Value of net assets at end of year (total assets less liabilities)2015-05-31$274,769
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$75,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-05-31$80,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$1,100,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$878,305
Contract administrator fees2015-05-31$52,178
Liabilities. Value of benefit claims payable at end of year2015-05-31$39,000
Liabilities. Value of benefit claims payable at beginning of year2015-05-31$46,000
Did the plan have assets held for investment2015-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2015-05-31205886120
2014 : U.F.C.W. LOCAL 1529 RETIREE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$76,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$841,767
Total income from all sources (including contributions)2014-05-31$1,384,751
Total of all expenses incurred2014-05-31$1,166,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$1,003,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$1,384,751
Value of total assets at end of year2014-05-31$152,033
Value of total assets at beginning of year2014-05-31$698,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$163,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Administrative expenses professional fees incurred2014-05-31$47,153
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$200,000
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$284,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$1,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$1,910
Administrative expenses (other) incurred2014-05-31$63,071
Liabilities. Value of operating payables at end of year2014-05-31$30,530
Liabilities. Value of operating payables at beginning of year2014-05-31$763,767
Total non interest bearing cash at end of year2014-05-31$150,063
Total non interest bearing cash at beginning of year2014-05-31$696,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$218,456
Value of net assets at end of year (total assets less liabilities)2014-05-31$75,503
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$-142,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-05-31$36,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$1,100,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$967,135
Contract administrator fees2014-05-31$52,833
Liabilities. Value of benefit claims payable at end of year2014-05-31$46,000
Liabilities. Value of benefit claims payable at beginning of year2014-05-31$78,000
Did the plan have assets held for investment2014-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2014-05-31205886120
2013 : U.F.C.W. LOCAL 1529 RETIREE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$841,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total income from all sources (including contributions)2013-05-31$742,105
Total of all expenses incurred2013-05-31$885,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$805,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$742,105
Value of total assets at end of year2013-05-31$698,814
Value of total assets at beginning of year2013-05-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$79,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Administrative expenses professional fees incurred2013-05-31$12,972
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$200,000
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$283,772
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$1,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$0
Administrative expenses (other) incurred2013-05-31$32,563
Liabilities. Value of operating payables at end of year2013-05-31$763,767
Liabilities. Value of operating payables at beginning of year2013-05-31$0
Total non interest bearing cash at end of year2013-05-31$696,904
Total non interest bearing cash at beginning of year2013-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$-142,953
Value of net assets at end of year (total assets less liabilities)2013-05-31$-142,953
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$458,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$805,925
Contract administrator fees2013-05-31$33,598
Liabilities. Value of benefit claims payable at end of year2013-05-31$78,000
Liabilities. Value of benefit claims payable at beginning of year2013-05-31$0
Did the plan have assets held for investment2013-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2013-05-31205886120

Form 5500 Responses for U.F.C.W. LOCAL 1529 RETIREE FUND

2021: U.F.C.W. LOCAL 1529 RETIREE FUND 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Submission has been amendedYes
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: U.F.C.W. LOCAL 1529 RETIREE FUND 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: U.F.C.W. LOCAL 1529 RETIREE FUND 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: U.F.C.W. LOCAL 1529 RETIREE FUND 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: U.F.C.W. LOCAL 1529 RETIREE FUND 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: U.F.C.W. LOCAL 1529 RETIREE FUND 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: U.F.C.W. LOCAL 1529 RETIREE FUND 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: U.F.C.W. LOCAL 1529 RETIREE FUND 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: U.F.C.W. LOCAL 1529 RETIREE FUND 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: U.F.C.W. LOCAL 1529 RETIREE FUND 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01First time form 5500 has been submittedYes
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-12,13
Policy instance 3
Insurance contract or identification number12030-12,13
Number of Individuals Covered469
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,203
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 2
Insurance contract or identification numberG-15132
Number of Individuals Covered665
Insurance policy start date2021-06-02
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,236
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336956
Policy instance 1
Insurance contract or identification number3336956
Number of Individuals Covered665
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-12,13
Policy instance 3
Insurance contract or identification number12030-12,13
Number of Individuals Covered648
Insurance policy start date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,546
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 2
Insurance contract or identification numberG-15132
Number of Individuals Covered649
Insurance policy start date2020-06-02
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,459
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336956
Policy instance 1
Insurance contract or identification number3336956
Number of Individuals Covered648
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336956
Policy instance 1
Insurance contract or identification number3336956
Number of Individuals Covered639
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-12,13
Policy instance 3
Insurance contract or identification number12030-12,13
Number of Individuals Covered6012019
Insurance policy start date2020-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 2
Insurance contract or identification numberG-15132
Number of Individuals Covered639
Insurance policy start date2019-06-02
Insurance policy end date2020-05-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-12,13
Policy instance 3
Insurance contract or identification number12030-12,13
Number of Individuals Covered629
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 2
Insurance contract or identification numberG-15132
Number of Individuals Covered629
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336956
Policy instance 1
Insurance contract or identification number3336956
Number of Individuals Covered629
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336956
Policy instance 1
Insurance contract or identification number3336956
Number of Individuals Covered614
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030
Policy instance 3
Insurance contract or identification number12030
Number of Individuals Covered614
Insurance policy start date2017-05-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 2
Insurance contract or identification numberG-15132
Number of Individuals Covered614
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,415
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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