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UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 401k Plan overview

Plan NameUA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN
Plan identification number 505

UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • 10 or more employer plan under Code section 419A(f)(6).
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 MEDICARE RETIREE HEALTH & has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 MEDICARE RETIREE HEALTH &
Employer identification number (EIN):474017809
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052021-06-01
5052020-06-01
5052019-06-01
5052018-06-01
5052017-06-01JOHN DARR, TRUSTEE KEVIN GROEB, TRUSTEE2019-03-11
5052016-06-01SANDRA MILLER, TRUSTEE KEVIN GROEB, TRUSTEE2018-03-13
5052015-06-01SANDRA MILLER, TRUSTEE KEVIN GROEB, TRUSTEE2017-03-15

Plan Statistics for UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN

401k plan membership statisitcs for UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN

Measure Date Value
2021: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-01360
Total number of active participants reported on line 7a of the Form 55002021-06-010
Number of retired or separated participants receiving benefits2021-06-01292
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-0177
Total participants2021-06-01369
Number of employers contributing to the scheme2021-06-0171
2020: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01345
Total number of active participants reported on line 7a of the Form 55002020-06-010
Number of retired or separated participants receiving benefits2020-06-01278
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-0182
Total participants2020-06-01360
Number of employers contributing to the scheme2020-06-0170
2019: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01348
Total number of active participants reported on line 7a of the Form 55002019-06-010
Number of retired or separated participants receiving benefits2019-06-01261
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-0184
Total participants2019-06-01345
Number of employers contributing to the scheme2019-06-0160
2018: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01326
Total number of active participants reported on line 7a of the Form 55002018-06-010
Number of retired or separated participants receiving benefits2018-06-01263
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-0185
Total participants2018-06-01348
Number of employers contributing to the scheme2018-06-0171
2017: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01325
Total number of active participants reported on line 7a of the Form 55002017-06-010
Number of retired or separated participants receiving benefits2017-06-01251
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-0175
Total participants2017-06-01326
Number of employers contributing to the scheme2017-06-0178
2016: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01350
Total number of active participants reported on line 7a of the Form 55002016-06-010
Number of retired or separated participants receiving benefits2016-06-01257
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-0168
Total participants2016-06-01325
Number of employers contributing to the scheme2016-06-0187
2015: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-010
Total number of active participants reported on line 7a of the Form 55002015-06-010
Number of retired or separated participants receiving benefits2015-06-01270
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-0180
Total participants2015-06-01350
Number of employers contributing to the scheme2015-06-01104

Financial Data on UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN

Measure Date Value
2022 : UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$1,798,804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$1,481,048
Total income from all sources (including contributions)2022-05-31$16,837,417
Total of all expenses incurred2022-05-31$19,023,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$17,836,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$18,720,771
Value of total assets at end of year2022-05-31$31,731,480
Value of total assets at beginning of year2022-05-31$33,600,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$1,187,646
Total interest from all sources2022-05-31$2,315
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$594,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$594,961
Administrative expenses professional fees incurred2022-05-31$103,165
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$1,000,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$1,261,314
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-05-31$31,476
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$207,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$228,630
Administrative expenses (other) incurred2022-05-31$73,717
Liabilities. Value of operating payables at end of year2022-05-31$195,473
Liabilities. Value of operating payables at beginning of year2022-05-31$157,423
Total non interest bearing cash at end of year2022-05-31$1,982,910
Total non interest bearing cash at beginning of year2022-05-31$1,940,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-2,186,576
Value of net assets at end of year (total assets less liabilities)2022-05-31$29,932,676
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$32,119,252
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$4,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$26,137,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$28,023,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$1,815,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$1,812,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$1,812,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$2,315
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-31$2,578,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-2,480,630
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$17,459,457
Employer contributions (assets) at end of year2022-05-31$1,588,135
Employer contributions (assets) at beginning of year2022-05-31$1,595,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$15,226,115
Contract administrator fees2022-05-31$1,006,764
Liabilities. Value of benefit claims payable at end of year2022-05-31$1,603,331
Liabilities. Value of benefit claims payable at beginning of year2022-05-31$1,323,625
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 name2022-05-31BENNETT & ASSOCIATES CPAS PLLC
Accountancy firm EIN2022-05-31273488128
2021 : UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$1,481,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$1,667,972
Total income from all sources (including contributions)2021-05-31$20,861,418
Total of all expenses incurred2021-05-31$15,886,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$14,782,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$18,123,828
Value of total assets at end of year2021-05-31$33,600,300
Value of total assets at beginning of year2021-05-31$28,812,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$1,103,942
Total interest from all sources2021-05-31$6,122
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$718,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$718,736
Administrative expenses professional fees incurred2021-05-31$106,686
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$1,000,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$1,139,478
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-05-31$26,978
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$228,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$604,762
Administrative expenses (other) incurred2021-05-31$58,150
Liabilities. Value of operating payables at end of year2021-05-31$157,423
Liabilities. Value of operating payables at beginning of year2021-05-31$111,321
Total non interest bearing cash at end of year2021-05-31$1,940,306
Total non interest bearing cash at beginning of year2021-05-31$1,175,042
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$4,974,870
Value of net assets at end of year (total assets less liabilities)2021-05-31$32,119,252
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$27,144,382
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$4,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$28,023,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$23,991,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$1,812,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$1,803,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$1,803,785
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$6,122
Expenses. Payments to insurance carriers foe the provision of benefits2021-05-31$2,558,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$2,012,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31Yes
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$16,984,350
Employer contributions (assets) at end of year2021-05-31$1,595,554
Employer contributions (assets) at beginning of year2021-05-31$1,236,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$12,197,453
Contract administrator fees2021-05-31$935,106
Liabilities. Value of benefit claims payable at end of year2021-05-31$1,323,625
Liabilities. Value of benefit claims payable at beginning of year2021-05-31$1,556,651
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 name2021-05-31BENNETT & ASSOCIATES CPAS PLLC
Accountancy firm EIN2021-05-31273488128
2020 : UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$1,667,972
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$1,886,961
Total income from all sources (including contributions)2020-05-31$18,922,282
Total of all expenses incurred2020-05-31$17,060,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$15,816,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$17,406,117
Value of total assets at end of year2020-05-31$28,812,354
Value of total assets at beginning of year2020-05-31$27,169,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$1,243,557
Total interest from all sources2020-05-31$13,869
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$553,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$553,422
Administrative expenses professional fees incurred2020-05-31$122,175
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$1,000,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$1,186,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$604,762
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$530,277
Administrative expenses (other) incurred2020-05-31$57,190
Liabilities. Value of operating payables at end of year2020-05-31$111,321
Liabilities. Value of operating payables at beginning of year2020-05-31$370,877
Total non interest bearing cash at end of year2020-05-31$1,175,042
Total non interest bearing cash at beginning of year2020-05-31$2,253,982
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$1,862,061
Value of net assets at end of year (total assets less liabilities)2020-05-31$27,144,382
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$25,282,321
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$4,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$23,991,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$20,889,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$1,803,785
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$1,791,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$1,791,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$13,869
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$1,670,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$948,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31Yes
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$16,219,214
Employer contributions (assets) at end of year2020-05-31$1,236,802
Employer contributions (assets) at beginning of year2020-05-31$1,703,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$14,145,852
Contract administrator fees2020-05-31$1,060,192
Liabilities. Value of benefit claims payable at end of year2020-05-31$1,556,651
Liabilities. Value of benefit claims payable at beginning of year2020-05-31$1,516,084
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)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31BENNETT & ASSOCIATES CPAS, PLLC
Accountancy firm EIN2020-05-31273488128
2019 : UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$1,886,961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$1,660,671
Total income from all sources (including contributions)2019-05-31$19,087,859
Total of all expenses incurred2019-05-31$16,690,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$15,414,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$18,303,746
Value of total assets at end of year2019-05-31$27,169,282
Value of total assets at beginning of year2019-05-31$24,545,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$1,276,401
Total interest from all sources2019-05-31$10,154
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$516,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$516,606
Administrative expenses professional fees incurred2019-05-31$99,972
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$1,000,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$1,132,533
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$530,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$469,903
Administrative expenses (other) incurred2019-05-31$68,517
Liabilities. Value of operating payables at end of year2019-05-31$370,877
Liabilities. Value of operating payables at beginning of year2019-05-31$157,948
Total non interest bearing cash at end of year2019-05-31$2,253,982
Total non interest bearing cash at beginning of year2019-05-31$1,081,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$2,397,067
Value of net assets at end of year (total assets less liabilities)2019-05-31$25,282,321
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$22,885,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$4,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$20,889,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$20,115,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$1,791,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$1,783,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$1,783,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$10,154
Expenses. Payments to insurance carriers foe the provision of benefits2019-05-31$723,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$257,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$17,171,213
Employer contributions (assets) at end of year2019-05-31$1,703,995
Employer contributions (assets) at beginning of year2019-05-31$1,095,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$14,691,346
Contract administrator fees2019-05-31$1,103,912
Liabilities. Value of benefit claims payable at end of year2019-05-31$1,516,084
Liabilities. Value of benefit claims payable at beginning of year2019-05-31$1,502,723
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31BENNETT & ASSOCIATES CPAS, PLLC
Accountancy firm EIN2019-05-31273488128
2018 : UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$1,660,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$1,573,463
Total income from all sources (including contributions)2018-05-31$16,864,839
Total of all expenses incurred2018-05-31$16,869,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$15,600,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$16,272,020
Value of total assets at end of year2018-05-31$24,545,925
Value of total assets at beginning of year2018-05-31$24,463,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$1,268,680
Total interest from all sources2018-05-31$4,722
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$451,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$451,600
Administrative expenses professional fees incurred2018-05-31$89,640
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$1,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$1,119,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$469,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$558,144
Administrative expenses (other) incurred2018-05-31$95,238
Liabilities. Value of operating payables at end of year2018-05-31$157,948
Liabilities. Value of operating payables at beginning of year2018-05-31$261,877
Total non interest bearing cash at end of year2018-05-31$1,081,208
Total non interest bearing cash at beginning of year2018-05-31$2,306,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$-4,380
Value of net assets at end of year (total assets less liabilities)2018-05-31$22,885,254
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$22,889,634
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$4,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$20,115,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$18,327,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$1,783,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$1,779,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$1,779,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$4,722
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$770,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$136,497
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$15,152,596
Employer contributions (assets) at end of year2018-05-31$1,095,479
Employer contributions (assets) at beginning of year2018-05-31$1,491,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$14,829,972
Contract administrator fees2018-05-31$1,079,802
Liabilities. Value of benefit claims payable at end of year2018-05-31$1,502,723
Liabilities. Value of benefit claims payable at beginning of year2018-05-31$1,311,586
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)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31BENNETT & ASSOCIATES CPAS, PLLC
Accountancy firm EIN2018-05-31273488128
2017 : UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$1,573,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$1,559,427
Total income from all sources (including contributions)2017-05-31$18,733,928
Total of all expenses incurred2017-05-31$16,660,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$15,378,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$16,500,151
Value of total assets at end of year2017-05-31$24,463,097
Value of total assets at beginning of year2017-05-31$22,375,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$1,282,294
Total interest from all sources2017-05-31$4,029
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$424,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$424,182
Administrative expenses professional fees incurred2017-05-31$143,157
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$1,000,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$1,177,274
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$558,144
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$689,997
Other income not declared elsewhere2017-05-31$1,200,000
Administrative expenses (other) incurred2017-05-31$63,544
Liabilities. Value of operating payables at end of year2017-05-31$261,877
Liabilities. Value of operating payables at beginning of year2017-05-31$333,659
Total non interest bearing cash at end of year2017-05-31$2,306,832
Total non interest bearing cash at beginning of year2017-05-31$1,331,967
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$2,073,370
Value of net assets at end of year (total assets less liabilities)2017-05-31$22,889,634
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$20,816,264
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$4,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$18,327,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$17,298,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$1,779,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$1,775,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$1,775,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$4,029
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-31$703,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$605,566
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$15,322,877
Employer contributions (assets) at end of year2017-05-31$1,491,103
Employer contributions (assets) at beginning of year2017-05-31$1,280,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$14,674,726
Contract administrator fees2017-05-31$1,071,593
Liabilities. Value of benefit claims payable at end of year2017-05-31$1,311,586
Liabilities. Value of benefit claims payable at beginning of year2017-05-31$1,225,768
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31BENNETT & ASSOCIATES CPAS PLLC
Accountancy firm EIN2017-05-31273488128
2016 : UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$1,559,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$1,740,638
Total income from all sources (including contributions)2016-05-31$14,573,661
Total of all expenses incurred2016-05-31$14,048,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$12,871,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$14,506,453
Value of total assets at end of year2016-05-31$22,375,691
Value of total assets at beginning of year2016-05-31$22,031,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$1,176,582
Total interest from all sources2016-05-31$5,481
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$414,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$414,528
Administrative expenses professional fees incurred2016-05-31$137,087
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$1,000,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$1,108,583
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$689,997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$612,934
Administrative expenses (other) incurred2016-05-31$45,096
Liabilities. Value of operating payables at end of year2016-05-31$333,659
Liabilities. Value of operating payables at beginning of year2016-05-31$521,561
Total non interest bearing cash at end of year2016-05-31$1,331,967
Total non interest bearing cash at beginning of year2016-05-31$906,002
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$525,185
Value of net assets at end of year (total assets less liabilities)2016-05-31$20,816,264
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$20,291,079
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$4,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$17,298,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$17,236,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$1,775,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$1,770,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$1,770,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$5,481
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-31$694,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-352,801
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$13,397,870
Employer contributions (assets) at end of year2016-05-31$1,280,083
Employer contributions (assets) at beginning of year2016-05-31$1,506,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$12,177,723
Contract administrator fees2016-05-31$990,399
Liabilities. Value of benefit claims payable at end of year2016-05-31$1,225,768
Liabilities. Value of benefit claims payable at beginning of year2016-05-31$1,219,077
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31BENNETT & ASSOCIATES CPAS PLLC
Accountancy firm EIN2016-05-31273488128

Form 5500 Responses for UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN

2021: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
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: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
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: UA LOCAL 190 MEDICARE RETIREE HEALTH & WELFARE PLAN 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number37051-600
Policy instance 1
Insurance contract or identification number37051-600
Number of Individuals Covered537
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $53,408
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,408
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number37051-600
Policy instance 1
Insurance contract or identification number37051-600
Number of Individuals Covered484
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $108,282
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $108,282
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10208091001
Policy instance 2
Insurance contract or identification number10208091001
Number of Individuals Covered360
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $128,472
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract numberCID 121425
Policy instance 1
Insurance contract or identification numberCID 121425
Number of Individuals Covered345
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $10,515
Welfare Benefit Premiums Paid to CarrierUSD $667,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,515
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10208091001
Policy instance 2
Insurance contract or identification number10208091001
Number of Individuals Covered345
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $128,472
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract numberGROUP 29269
Policy instance 1
Insurance contract or identification numberGROUP 29269
Number of Individuals Covered348
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $10,902
Welfare Benefit Premiums Paid to CarrierUSD $685,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,902
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract numberGROUP 29269
Policy instance 1
Insurance contract or identification numberGROUP 29269
Number of Individuals Covered326
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $16,925
Welfare Benefit Premiums Paid to CarrierUSD $734,176
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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