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MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 401k Plan overview

Plan NameMID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND
Plan identification number 501

MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

BOARD OF TRUSTEES - MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES - MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH
Employer identification number (EIN):526051383
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01RAUL CASTRO2023-09-21 GEORGE MALONEY2023-09-21
5012021-01-01RAUL CASTRO2022-12-12 RAUL CASTRO2022-12-12
5012020-01-01HANK SORENSEN2021-09-16 GEORGE MALONEY2021-09-16
5012020-01-01HANK SORENSEN2022-03-09 GEORGE MALONEY2022-03-17
5012019-01-01HANK SORENSEN2020-10-12 GEORGE MALONEY2020-10-12
5012018-01-01HANK SORENSEN2019-10-07 GEORGE MALONEY2019-10-07
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01DENNIS MEYERS
5012011-01-01DENNIS MEYERS
5012009-01-01DENNIS MEYERS

Plan Statistics for MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND

401k plan membership statisitcs for MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND

Measure Date Value
2022: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2022 401k membership
Total participants, beginning-of-year2022-01-013,794
Total number of active participants reported on line 7a of the Form 55002022-01-012,539
Number of retired or separated participants receiving benefits2022-01-011,354
Total of all active and inactive participants2022-01-013,893
Number of employers contributing to the scheme2022-01-01184
2021: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2021 401k membership
Total participants, beginning-of-year2021-01-013,921
Total number of active participants reported on line 7a of the Form 55002021-01-012,363
Number of retired or separated participants receiving benefits2021-01-011,431
Total of all active and inactive participants2021-01-013,794
Number of employers contributing to the scheme2021-01-01186
2020: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2020 401k membership
Total participants, beginning-of-year2020-01-014,115
Total number of active participants reported on line 7a of the Form 55002020-01-012,377
Number of retired or separated participants receiving benefits2020-01-011,544
Total of all active and inactive participants2020-01-013,921
Number of employers contributing to the scheme2020-01-01219
2019: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2019 401k membership
Total participants, beginning-of-year2019-01-013,825
Total number of active participants reported on line 7a of the Form 55002019-01-012,524
Number of retired or separated participants receiving benefits2019-01-011,591
Total of all active and inactive participants2019-01-014,115
Number of employers contributing to the scheme2019-01-01230
2018: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2018 401k membership
Total participants, beginning-of-year2018-01-014,138
Total number of active participants reported on line 7a of the Form 55002018-01-012,201
Number of retired or separated participants receiving benefits2018-01-011,624
Total of all active and inactive participants2018-01-013,825
Number of employers contributing to the scheme2018-01-01190
2017: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2017 401k membership
Total participants, beginning-of-year2017-01-014,139
Total number of active participants reported on line 7a of the Form 55002017-01-012,485
Number of retired or separated participants receiving benefits2017-01-011,653
Total of all active and inactive participants2017-01-014,138
Number of employers contributing to the scheme2017-01-01306
2016: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2016 401k membership
Total participants, beginning-of-year2016-01-013,951
Total number of active participants reported on line 7a of the Form 55002016-01-012,454
Number of retired or separated participants receiving benefits2016-01-011,685
Total of all active and inactive participants2016-01-014,139
Number of employers contributing to the scheme2016-01-01280
2015: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2015 401k membership
Total participants, beginning-of-year2015-01-013,870
Total number of active participants reported on line 7a of the Form 55002015-01-012,335
Number of retired or separated participants receiving benefits2015-01-011,616
Total of all active and inactive participants2015-01-013,951
Number of employers contributing to the scheme2015-01-01284
2014: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2014 401k membership
Total participants, beginning-of-year2014-01-013,922
Total number of active participants reported on line 7a of the Form 55002014-01-012,242
Number of retired or separated participants receiving benefits2014-01-011,628
Total of all active and inactive participants2014-01-013,870
Number of employers contributing to the scheme2014-01-01236
2013: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2013 401k membership
Total participants, beginning-of-year2013-01-014,226
Total number of active participants reported on line 7a of the Form 55002013-01-012,255
Number of retired or separated participants receiving benefits2013-01-011,667
Total of all active and inactive participants2013-01-013,922
Number of employers contributing to the scheme2013-01-01249
2012: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2012 401k membership
Total participants, beginning-of-year2012-01-014,653
Total number of active participants reported on line 7a of the Form 55002012-01-012,674
Number of retired or separated participants receiving benefits2012-01-011,552
Total of all active and inactive participants2012-01-014,226
Number of employers contributing to the scheme2012-01-01263
2011: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2011 401k membership
Total participants, beginning-of-year2011-01-014,924
Total number of active participants reported on line 7a of the Form 55002011-01-013,042
Number of retired or separated participants receiving benefits2011-01-011,611
Total of all active and inactive participants2011-01-014,653
Number of employers contributing to the scheme2011-01-01266
2009: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2009 401k membership
Total participants, beginning-of-year2009-01-015,933
Total number of active participants reported on line 7a of the Form 55002009-01-013,344
Number of retired or separated participants receiving benefits2009-01-011,697
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015,041
Number of employers contributing to the scheme2009-01-01299

Financial Data on MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND

Measure Date Value
2022 : MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-5,193,830
Total unrealized appreciation/depreciation of assets2022-12-31$-5,193,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,548,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,936,607
Total income from all sources (including contributions)2022-12-31$28,530,557
Total loss/gain on sale of assets2022-12-31$1,950,116
Total of all expenses incurred2022-12-31$28,942,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$27,390,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$31,663,941
Value of total assets at end of year2022-12-31$56,498,316
Value of total assets at beginning of year2022-12-31$56,297,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,551,941
Total interest from all sources2022-12-31$1,402,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$170,626
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,758,560
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,492,747
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$9,559,705
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$871,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$310,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$260,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$139,949
Administrative expenses (other) incurred2022-12-31$118,081
Liabilities. Value of operating payables at end of year2022-12-31$1,137,037
Liabilities. Value of operating payables at beginning of year2022-12-31$625,607
Total non interest bearing cash at end of year2022-12-31$7,267,896
Total non interest bearing cash at beginning of year2022-12-31$3,430,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-411,525
Value of net assets at end of year (total assets less liabilities)2022-12-31$52,949,330
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$53,360,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$7,334,409
Assets. partnership/joint venture interests at beginning of year2022-12-31$4,673,028
Investment advisory and management fees2022-12-31$180,054
Interest earned on other investments2022-12-31$183,844
Income. Interest from US Government securities2022-12-31$167,642
Income. Interest from corporate debt instruments2022-12-31$1,019,435
Value of interest in common/collective trusts at end of year2022-12-31$5,838,894
Value of interest in common/collective trusts at beginning of year2022-12-31$7,135,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$392,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$572,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$572,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$31,319
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$4,128,526
Asset value of US Government securities at end of year2022-12-31$3,025,486
Asset value of US Government securities at beginning of year2022-12-31$3,894,190
Net investment gain or loss from common/collective trusts2022-12-31$-1,291,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$28,905,381
Employer contributions (assets) at end of year2022-12-31$2,592,697
Employer contributions (assets) at beginning of year2022-12-31$2,977,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$22,390,126
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$23,243,276
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$23,794,964
Contract administrator fees2022-12-31$1,083,180
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,272,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,311,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$39,282,172
Aggregate carrying amount (costs) on sale of assets2022-12-31$37,332,056
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-12-31470900880
2021 : MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-352,745
Total unrealized appreciation/depreciation of assets2021-12-31$-352,745
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,936,607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,866,877
Total income from all sources (including contributions)2021-12-31$33,187,903
Total loss/gain on sale of assets2021-12-31$-40,225
Total of all expenses incurred2021-12-31$29,262,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,175,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,805,709
Value of total assets at end of year2021-12-31$56,297,462
Value of total assets at beginning of year2021-12-31$53,302,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,087,260
Total interest from all sources2021-12-31$1,114,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$251,745
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,969,372
Assets. Other investments not covered elsewhere at end of year2021-12-31$9,559,705
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,910,725
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$824,442
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$260,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$261,463
Administrative expenses (other) incurred2021-12-31$157,104
Liabilities. Value of operating payables at end of year2021-12-31$625,607
Liabilities. Value of operating payables at beginning of year2021-12-31$206,877
Total non interest bearing cash at end of year2021-12-31$3,430,064
Total non interest bearing cash at beginning of year2021-12-31$1,636,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,925,268
Value of net assets at end of year (total assets less liabilities)2021-12-31$53,360,855
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,435,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$4,673,028
Assets. partnership/joint venture interests at beginning of year2021-12-31$3,183,665
Investment advisory and management fees2021-12-31$224,482
Interest earned on other investments2021-12-31$131,648
Income. Interest from US Government securities2021-12-31$68,552
Income. Interest from corporate debt instruments2021-12-31$910,889
Value of interest in common/collective trusts at end of year2021-12-31$7,135,804
Value of interest in common/collective trusts at beginning of year2021-12-31$5,942,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$572,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,710,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,710,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,601
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,018,908
Asset value of US Government securities at end of year2021-12-31$3,894,190
Asset value of US Government securities at beginning of year2021-12-31$3,904,895
Net investment gain or loss from common/collective trusts2021-12-31$1,660,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$27,836,337
Employer contributions (assets) at end of year2021-12-31$2,977,305
Employer contributions (assets) at beginning of year2021-12-31$3,721,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,332,025
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$23,794,964
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$21,030,422
Contract administrator fees2021-12-31$1,453,929
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,311,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,660,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$44,266,289
Aggregate carrying amount (costs) on sale of assets2021-12-31$44,306,514
Opinion of an independent qualified public accountant for this plan2021-12-31Qualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-12-31470900880
2020 : MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,458,463
Total unrealized appreciation/depreciation of assets2020-12-31$1,458,463
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,888,385
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,950,282
Total income from all sources (including contributions)2020-12-31$34,074,845
Total loss/gain on sale of assets2020-12-31$478,778
Total of all expenses incurred2020-12-31$26,104,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$24,075,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$31,499,271
Value of total assets at end of year2020-12-31$52,836,587
Value of total assets at beginning of year2020-12-31$46,928,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,029,070
Total interest from all sources2020-12-31$1,106,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$260,667
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,199,708
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,910,725
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,288,221
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$955,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$118,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$238,697
Other income not declared elsewhere2020-12-31$10,825
Administrative expenses (other) incurred2020-12-31$272,933
Liabilities. Value of operating payables at end of year2020-12-31$228,385
Liabilities. Value of operating payables at beginning of year2020-12-31$694,282
Total non interest bearing cash at end of year2020-12-31$4,671,519
Total non interest bearing cash at beginning of year2020-12-31$7,828,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,970,452
Value of net assets at end of year (total assets less liabilities)2020-12-31$48,948,202
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,977,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$3,183,665
Assets. partnership/joint venture interests at beginning of year2020-12-31$3,239,104
Investment advisory and management fees2020-12-31$113,804
Interest earned on other investments2020-12-31$128,964
Income. Interest from US Government securities2020-12-31$81,037
Income. Interest from corporate debt instruments2020-12-31$1,100,733
Value of interest in common/collective trusts at end of year2020-12-31$5,627,344
Value of interest in common/collective trusts at beginning of year2020-12-31$5,028,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$650,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$387,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$387,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,553
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$169,160
Asset value of US Government securities at end of year2020-12-31$3,904,895
Asset value of US Government securities at beginning of year2020-12-31$4,703,449
Net investment gain or loss from common/collective trusts2020-12-31$919,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$28,299,563
Employer contributions (assets) at end of year2020-12-31$3,738,186
Employer contributions (assets) at beginning of year2020-12-31$3,099,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,950,387
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$21,030,422
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$17,114,496
Contract administrator fees2020-12-31$1,381,666
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,660,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$5,256,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$53,698,611
Aggregate carrying amount (costs) on sale of assets2020-12-31$53,219,833
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALIBRE CPA GROUP, PLLC.
Accountancy firm EIN2020-12-31470900880
2019 : MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,310,174
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,310,174
Total unrealized appreciation/depreciation of assets2019-12-31$4,310,174
Total unrealized appreciation/depreciation of assets2019-12-31$4,310,174
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,950,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,950,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,397,514
Total income from all sources (including contributions)2019-12-31$36,496,870
Total income from all sources (including contributions)2019-12-31$36,496,870
Total loss/gain on sale of assets2019-12-31$-3,662,371
Total loss/gain on sale of assets2019-12-31$-3,662,371
Total of all expenses incurred2019-12-31$27,904,142
Total of all expenses incurred2019-12-31$27,904,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,808,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,808,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$33,697,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$33,697,428
Value of total assets at end of year2019-12-31$46,928,032
Value of total assets at end of year2019-12-31$46,928,032
Value of total assets at beginning of year2019-12-31$37,782,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,095,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,095,923
Total interest from all sources2019-12-31$1,042,684
Total interest from all sources2019-12-31$1,042,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$282,852
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,233,227
Contributions received from participants2019-12-31$3,233,227
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,288,221
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,288,221
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,427,535
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,427,535
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$399,405
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$399,405
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$238,697
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$238,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$218,479
Administrative expenses (other) incurred2019-12-31$372,709
Administrative expenses (other) incurred2019-12-31$372,709
Liabilities. Value of operating payables at end of year2019-12-31$694,282
Liabilities. Value of operating payables at end of year2019-12-31$694,282
Liabilities. Value of operating payables at beginning of year2019-12-31$160,514
Liabilities. Value of operating payables at beginning of year2019-12-31$160,514
Total non interest bearing cash at end of year2019-12-31$7,828,919
Total non interest bearing cash at end of year2019-12-31$7,828,919
Total non interest bearing cash at beginning of year2019-12-31$5,206,231
Total non interest bearing cash at beginning of year2019-12-31$5,206,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,592,728
Value of net income/loss2019-12-31$8,592,728
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,977,750
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,977,750
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,385,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$3,239,104
Assets. partnership/joint venture interests at end of year2019-12-31$3,239,104
Assets. partnership/joint venture interests at beginning of year2019-12-31$3,080,648
Investment advisory and management fees2019-12-31$119,242
Interest earned on other investments2019-12-31$119,292
Interest earned on other investments2019-12-31$119,292
Income. Interest from US Government securities2019-12-31$94,076
Income. Interest from US Government securities2019-12-31$94,076
Income. Interest from corporate debt instruments2019-12-31$751,299
Income. Interest from corporate debt instruments2019-12-31$751,299
Value of interest in common/collective trusts at end of year2019-12-31$5,028,358
Value of interest in common/collective trusts at end of year2019-12-31$5,028,358
Value of interest in common/collective trusts at beginning of year2019-12-31$2,993,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$387,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$387,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$994,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$994,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$994,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$994,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$78,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$78,017
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$154,738
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$154,738
Asset value of US Government securities at end of year2019-12-31$4,703,449
Asset value of US Government securities at end of year2019-12-31$4,703,449
Asset value of US Government securities at beginning of year2019-12-31$4,562,659
Asset value of US Government securities at beginning of year2019-12-31$4,562,659
Net investment gain or loss from common/collective trusts2019-12-31$1,108,955
Net investment gain or loss from common/collective trusts2019-12-31$1,108,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$30,464,201
Contributions received in cash from employer2019-12-31$30,464,201
Employer contributions (assets) at end of year2019-12-31$3,099,358
Employer contributions (assets) at beginning of year2019-12-31$3,271,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,254,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,254,076
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$17,114,496
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$14,027,385
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$14,027,385
Contract administrator fees2019-12-31$1,321,120
Contract administrator fees2019-12-31$1,321,120
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,256,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,256,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$5,237,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$5,237,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,486,048
Aggregate proceeds on sale of assets2019-12-31$1,486,048
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,148,419
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,148,419
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP, PLLC.
Accountancy firm EIN2019-12-31470900880
Accountancy firm EIN2019-12-31470900880
2018 : MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-81,895
Total unrealized appreciation/depreciation of assets2018-12-31$-81,895
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,397,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,575,973
Total income from all sources (including contributions)2018-12-31$29,968,527
Total loss/gain on sale of assets2018-12-31$-133,825
Total of all expenses incurred2018-12-31$29,897,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,909,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$29,318,445
Value of total assets at end of year2018-12-31$37,782,536
Value of total assets at beginning of year2018-12-31$37,890,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,988,469
Total interest from all sources2018-12-31$944,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$173,616
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,401,777
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,427,535
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,420,929
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$362,674
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$218,479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$203,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$124,382
Administrative expenses (other) incurred2018-12-31$504,660
Liabilities. Value of operating payables at end of year2018-12-31$160,514
Liabilities. Value of operating payables at beginning of year2018-12-31$122,591
Total non interest bearing cash at end of year2018-12-31$5,206,231
Total non interest bearing cash at beginning of year2018-12-31$5,434,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$70,704
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,385,022
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$32,314,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$3,080,648
Assets. partnership/joint venture interests at beginning of year2018-12-31$2,087,171
Investment advisory and management fees2018-12-31$92,227
Interest earned on other investments2018-12-31$159,285
Income. Interest from US Government securities2018-12-31$83,587
Income. Interest from corporate debt instruments2018-12-31$672,640
Value of interest in common/collective trusts at end of year2018-12-31$2,993,312
Value of interest in common/collective trusts at beginning of year2018-12-31$4,773,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$994,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$217,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$217,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$28,741
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$119,246
Asset value of US Government securities at end of year2018-12-31$4,562,659
Asset value of US Government securities at beginning of year2018-12-31$3,502,337
Net investment gain or loss from common/collective trusts2018-12-31$-78,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$25,916,668
Employer contributions (assets) at end of year2018-12-31$3,271,479
Employer contributions (assets) at beginning of year2018-12-31$3,761,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$27,427,434
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$14,027,385
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$13,489,291
Contract administrator fees2018-12-31$1,217,966
Liabilities. Value of benefit claims payable at end of year2018-12-31$5,237,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$5,329,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$13,884,154
Aggregate carrying amount (costs) on sale of assets2018-12-31$14,017,979
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2018-12-31470900880
2017 : MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-102,417
Total unrealized appreciation/depreciation of assets2017-12-31$-102,417
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,575,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,386,822
Total income from all sources (including contributions)2017-12-31$33,599,153
Total loss/gain on sale of assets2017-12-31$-5,668
Total of all expenses incurred2017-12-31$29,180,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,219,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$32,160,513
Value of total assets at end of year2017-12-31$37,890,291
Value of total assets at beginning of year2017-12-31$33,282,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,961,159
Total interest from all sources2017-12-31$692,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$170,495
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,540,366
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,420,929
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,248,829
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$339,495
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$203,432
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$145,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$124,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$102,661
Administrative expenses (other) incurred2017-12-31$619,879
Liabilities. Value of operating payables at end of year2017-12-31$122,591
Liabilities. Value of operating payables at beginning of year2017-12-31$206,161
Total non interest bearing cash at end of year2017-12-31$5,434,676
Total non interest bearing cash at beginning of year2017-12-31$8,409,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,418,968
Value of net assets at end of year (total assets less liabilities)2017-12-31$32,314,318
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,895,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$2,087,171
Investment advisory and management fees2017-12-31$87,001
Interest earned on other investments2017-12-31$81,594
Income. Interest from US Government securities2017-12-31$57,222
Income. Interest from corporate debt instruments2017-12-31$542,340
Value of interest in common/collective trusts at end of year2017-12-31$4,773,389
Value of interest in common/collective trusts at beginning of year2017-12-31$6,093,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$217,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$348,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$348,095
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$11,262
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$208,606
Asset value of US Government securities at end of year2017-12-31$3,502,337
Asset value of US Government securities at beginning of year2017-12-31$3,082,003
Net investment gain or loss from common/collective trusts2017-12-31$854,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$28,620,147
Employer contributions (assets) at end of year2017-12-31$3,761,768
Employer contributions (assets) at beginning of year2017-12-31$3,415,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$26,670,925
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$13,489,291
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$8,539,849
Contract administrator fees2017-12-31$1,083,784
Liabilities. Value of benefit claims payable at end of year2017-12-31$5,329,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$5,078,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$23,402,352
Aggregate carrying amount (costs) on sale of assets2017-12-31$23,408,020
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2017-12-31208078757
2016 : MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-17,729
Total unrealized appreciation/depreciation of assets2016-12-31$-17,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,386,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,277,886
Total income from all sources (including contributions)2016-12-31$33,000,003
Total loss/gain on sale of assets2016-12-31$5,612
Total of all expenses incurred2016-12-31$27,013,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$24,902,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$31,846,936
Value of total assets at end of year2016-12-31$33,282,172
Value of total assets at beginning of year2016-12-31$27,187,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,111,202
Total interest from all sources2016-12-31$515,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$155,309
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,567,170
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,248,829
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,830,576
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$390,018
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$145,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$134,133
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$102,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$85,883
Administrative expenses (other) incurred2016-12-31$801,995
Liabilities. Value of operating payables at end of year2016-12-31$206,161
Liabilities. Value of operating payables at beginning of year2016-12-31$105,003
Total non interest bearing cash at end of year2016-12-31$8,409,716
Total non interest bearing cash at beginning of year2016-12-31$3,894,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,986,148
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,895,350
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,909,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$61,937
Income. Interest from US Government securities2016-12-31$44,250
Income. Interest from corporate debt instruments2016-12-31$467,525
Value of interest in common/collective trusts at end of year2016-12-31$6,093,049
Value of interest in common/collective trusts at beginning of year2016-12-31$5,445,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$348,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$402,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$402,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,314
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$196,163
Asset value of US Government securities at end of year2016-12-31$3,082,003
Asset value of US Government securities at beginning of year2016-12-31$2,097,567
Net investment gain or loss from common/collective trusts2016-12-31$650,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$28,279,766
Employer contributions (assets) at end of year2016-12-31$3,415,210
Employer contributions (assets) at beginning of year2016-12-31$2,977,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,316,472
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$8,539,849
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$8,394,602
Contract administrator fees2016-12-31$1,091,961
Liabilities. Value of benefit claims payable at end of year2016-12-31$5,078,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$5,087,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$10,761
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$10,600,792
Aggregate carrying amount (costs) on sale of assets2016-12-31$10,595,180
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2016-12-31208078757
2015 : MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-314,699
Total unrealized appreciation/depreciation of assets2015-12-31$-314,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,277,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,965,177
Total income from all sources (including contributions)2015-12-31$28,733,565
Total loss/gain on sale of assets2015-12-31$-12,877
Total of all expenses incurred2015-12-31$26,663,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$24,475,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$28,454,067
Value of total assets at end of year2015-12-31$27,187,088
Value of total assets at beginning of year2015-12-31$24,804,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,187,653
Total interest from all sources2015-12-31$532,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$151,757
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,777,678
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,830,576
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,529,105
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$436,812
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$134,133
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$200,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$85,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$98,222
Administrative expenses (other) incurred2015-12-31$886,057
Liabilities. Value of operating payables at end of year2015-12-31$105,003
Liabilities. Value of operating payables at beginning of year2015-12-31$100,955
Total non interest bearing cash at end of year2015-12-31$3,894,309
Total non interest bearing cash at beginning of year2015-12-31$2,223,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,070,073
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,909,202
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,839,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$59,989
Income. Interest from US Government securities2015-12-31$43,777
Income. Interest from corporate debt instruments2015-12-31$486,318
Value of interest in common/collective trusts at end of year2015-12-31$5,445,192
Value of interest in common/collective trusts at beginning of year2015-12-31$5,372,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$402,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$101,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$101,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,554
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$182,125
Asset value of US Government securities at end of year2015-12-31$2,097,567
Asset value of US Government securities at beginning of year2015-12-31$2,714,641
Net investment gain or loss from common/collective trusts2015-12-31$74,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$24,676,389
Employer contributions (assets) at end of year2015-12-31$2,977,519
Employer contributions (assets) at beginning of year2015-12-31$2,466,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,856,902
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$8,394,602
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$8,185,176
Contract administrator fees2015-12-31$1,089,850
Liabilities. Value of benefit claims payable at end of year2015-12-31$5,087,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$4,766,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$10,761
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$10,428
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$7,807,485
Aggregate carrying amount (costs) on sale of assets2015-12-31$7,820,362
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2015-12-31208078757
2014 : MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-65,947
Total unrealized appreciation/depreciation of assets2014-12-31$-65,947
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,965,177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,080,740
Total income from all sources (including contributions)2014-12-31$26,543,678
Total loss/gain on sale of assets2014-12-31$65,952
Total of all expenses incurred2014-12-31$23,571,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$21,753,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,650,329
Value of total assets at end of year2014-12-31$24,804,306
Value of total assets at beginning of year2014-12-31$22,947,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,817,108
Total interest from all sources2014-12-31$440,919
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$41,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$168,997
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,042,191
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,529,105
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,408,519
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$398,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$200,608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$88,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$98,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$30,338
Administrative expenses (other) incurred2014-12-31$495,651
Liabilities. Value of operating payables at end of year2014-12-31$100,955
Liabilities. Value of operating payables at beginning of year2014-12-31$60,402
Total non interest bearing cash at end of year2014-12-31$2,223,667
Total non interest bearing cash at beginning of year2014-12-31$1,861,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,972,634
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,839,129
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,866,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$67,888
Income. Interest from US Government securities2014-12-31$54,837
Income. Interest from corporate debt instruments2014-12-31$384,570
Value of interest in common/collective trusts at end of year2014-12-31$5,372,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$101,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,495,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,495,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,512
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$158,649
Asset value of US Government securities at end of year2014-12-31$2,714,641
Asset value of US Government securities at beginning of year2014-12-31$4,672,092
Net investment gain or loss from common/collective trusts2014-12-31$411,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$21,608,138
Employer contributions (assets) at end of year2014-12-31$2,466,208
Employer contributions (assets) at beginning of year2014-12-31$1,801,425
Income. Dividends from common stock2014-12-31$41,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$21,197,222
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$8,185,176
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$4,968,605
Contract administrator fees2014-12-31$1,084,572
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$5,641,638
Liabilities. Value of benefit claims payable at end of year2014-12-31$4,766,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$5,990,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$10,428
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$10,078
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$34,398,979
Aggregate carrying amount (costs) on sale of assets2014-12-31$34,333,027
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2014-12-31208078757
2013 : MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$430,244
Total unrealized appreciation/depreciation of assets2013-12-31$430,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,080,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,770,982
Total income from all sources (including contributions)2013-12-31$26,589,953
Total loss/gain on sale of assets2013-12-31$555,007
Total of all expenses incurred2013-12-31$27,787,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$25,874,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,122,807
Value of total assets at end of year2013-12-31$22,947,235
Value of total assets at beginning of year2013-12-31$23,835,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,913,916
Total interest from all sources2013-12-31$377,977
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$103,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$161,801
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,256,358
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,408,519
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,290,359
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$519,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$88,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$114,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$30,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$47,785
Administrative expenses (other) incurred2013-12-31$568,009
Liabilities. Value of operating payables at end of year2013-12-31$60,402
Liabilities. Value of operating payables at beginning of year2013-12-31$106,197
Total non interest bearing cash at end of year2013-12-31$1,861,719
Total non interest bearing cash at beginning of year2013-12-31$2,623,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,198,040
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,866,495
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,064,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$99,534
Income. Interest from US Government securities2013-12-31$116,426
Income. Interest from corporate debt instruments2013-12-31$259,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,495,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$330,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$330,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,696
Asset value of US Government securities at end of year2013-12-31$4,672,092
Asset value of US Government securities at beginning of year2013-12-31$6,359,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$20,866,449
Employer contributions (assets) at end of year2013-12-31$1,801,425
Employer contributions (assets) at beginning of year2013-12-31$1,902,023
Income. Dividends from common stock2013-12-31$103,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$25,354,679
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$4,968,605
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$5,935,735
Contract administrator fees2013-12-31$1,084,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$5,641,638
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$5,269,329
Liabilities. Value of benefit claims payable at end of year2013-12-31$5,990,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$5,617,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$10,078
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$10,636
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$18,085,435
Aggregate carrying amount (costs) on sale of assets2013-12-31$17,530,428
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2013-12-31208078757
2012 : MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$404,371
Total unrealized appreciation/depreciation of assets2012-12-31$404,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,770,982
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,786,672
Total income from all sources (including contributions)2012-12-31$28,025,772
Total loss/gain on sale of assets2012-12-31$243,211
Total of all expenses incurred2012-12-31$27,405,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,536,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$26,817,820
Value of total assets at end of year2012-12-31$23,835,517
Value of total assets at beginning of year2012-12-31$23,231,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,868,911
Total interest from all sources2012-12-31$465,309
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$95,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$134,144
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,433,126
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,290,359
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$536,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$114,100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$113,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$47,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$66,002
Administrative expenses (other) incurred2012-12-31$552,739
Liabilities. Value of operating payables at end of year2012-12-31$106,197
Liabilities. Value of operating payables at beginning of year2012-12-31$89,670
Total non interest bearing cash at end of year2012-12-31$2,623,939
Total non interest bearing cash at beginning of year2012-12-31$1,886,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$619,947
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,064,535
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,444,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$97,456
Income. Interest from US Government securities2012-12-31$168,935
Income. Interest from corporate debt instruments2012-12-31$287,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$330,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,091,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,091,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$9,221
Asset value of US Government securities at end of year2012-12-31$6,359,382
Asset value of US Government securities at beginning of year2012-12-31$7,584,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$22,384,694
Employer contributions (assets) at end of year2012-12-31$1,902,023
Employer contributions (assets) at beginning of year2012-12-31$2,289,541
Income. Dividends from common stock2012-12-31$95,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$25,000,180
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$5,935,735
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$5,650,487
Contract administrator fees2012-12-31$1,084,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$5,269,329
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,601,425
Liabilities. Value of benefit claims payable at end of year2012-12-31$5,617,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$5,631,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$10,636
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$14,157
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$14,046,842
Aggregate carrying amount (costs) on sale of assets2012-12-31$13,803,631
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2012-12-31208078757
2011 : MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-398,708
Total unrealized appreciation/depreciation of assets2011-12-31$-398,708
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,786,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,845,865
Total income from all sources (including contributions)2011-12-31$31,327,342
Total loss/gain on sale of assets2011-12-31$981,556
Total of all expenses incurred2011-12-31$31,534,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$29,723,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$30,188,482
Value of total assets at end of year2011-12-31$23,231,260
Value of total assets at beginning of year2011-12-31$23,497,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,810,893
Total interest from all sources2011-12-31$424,446
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$131,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$158,475
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,464,082
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$400,332
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$113,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$109,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$66,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$151,509
Administrative expenses (other) incurred2011-12-31$477,785
Liabilities. Value of operating payables at end of year2011-12-31$89,670
Liabilities. Value of operating payables at beginning of year2011-12-31$158,356
Total non interest bearing cash at end of year2011-12-31$1,886,359
Total non interest bearing cash at beginning of year2011-12-31$1,098,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-206,690
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,444,588
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,651,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$90,061
Income. Interest from US Government securities2011-12-31$182,064
Income. Interest from corporate debt instruments2011-12-31$235,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,091,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,429,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,429,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,498
Asset value of US Government securities at end of year2011-12-31$7,584,521
Asset value of US Government securities at beginning of year2011-12-31$4,895,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$25,724,400
Employer contributions (assets) at end of year2011-12-31$2,289,541
Employer contributions (assets) at beginning of year2011-12-31$2,318,757
Income. Dividends from common stock2011-12-31$131,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$29,322,807
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$5,650,487
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$6,143,356
Contract administrator fees2011-12-31$1,084,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,601,425
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$7,490,004
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,631,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$5,536,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$14,157
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$12,303
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$19,112,113
Aggregate carrying amount (costs) on sale of assets2011-12-31$18,130,557
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2011-12-31208078757
2010 : MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$697,660
Total unrealized appreciation/depreciation of assets2010-12-31$697,660
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,845,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,544,041
Total income from all sources (including contributions)2010-12-31$30,506,166
Total loss/gain on sale of assets2010-12-31$490,197
Total of all expenses incurred2010-12-31$33,303,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$31,424,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$28,624,655
Value of total assets at end of year2010-12-31$23,497,143
Value of total assets at beginning of year2010-12-31$25,992,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,879,192
Total interest from all sources2010-12-31$502,044
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$191,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$159,672
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,594,451
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$326,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$109,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$175,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$151,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$89,623
Administrative expenses (other) incurred2010-12-31$540,992
Liabilities. Value of operating payables at end of year2010-12-31$158,356
Liabilities. Value of operating payables at beginning of year2010-12-31$120,418
Total non interest bearing cash at end of year2010-12-31$1,098,290
Total non interest bearing cash at beginning of year2010-12-31$369,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,797,475
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,651,278
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,448,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$93,956
Income. Interest from US Government securities2010-12-31$82,959
Income. Interest from corporate debt instruments2010-12-31$414,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,429,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,105,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,105,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,219
Asset value of US Government securities at end of year2010-12-31$4,895,511
Asset value of US Government securities at beginning of year2010-12-31$4,411,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$25,030,204
Employer contributions (assets) at end of year2010-12-31$2,318,757
Employer contributions (assets) at beginning of year2010-12-31$1,655,333
Income. Dividends from common stock2010-12-31$191,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$31,098,258
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$6,143,356
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$10,132,376
Contract administrator fees2010-12-31$1,084,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$7,490,004
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$8,129,963
Liabilities. Value of benefit claims payable at end of year2010-12-31$5,536,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$5,334,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$12,303
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$12,437
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$20,628,190
Aggregate carrying amount (costs) on sale of assets2010-12-31$20,137,993
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2010-12-31208078757

Form 5500 Responses for MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND

2022: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE467688-SHORT
Policy instance 2
Insurance contract or identification numberAE467688-SHORT
Number of Individuals Covered1642
Insurance policy start date2022-04-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,909,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10183
Policy instance 1
Insurance contract or identification numberSL10183
Number of Individuals Covered3893
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $218,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE467688-SHORT
Policy instance 2
Insurance contract or identification numberAE467688-SHORT
Number of Individuals Covered1671
Insurance policy start date2021-04-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $2,841,683
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10183
Policy instance 1
Insurance contract or identification numberSL10183
Number of Individuals Covered3794
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $177,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10183
Policy instance 1
Insurance contract or identification numberSL10183
Number of Individuals Covered3921
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $169,160
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10183
Policy instance 1
Insurance contract or identification numberSL10183
Number of Individuals Covered4115
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $154,738
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10183
Policy instance 1
Insurance contract or identification numberSL10183
Number of Individuals Covered3825
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $119,246
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10183
Policy instance 1
Insurance contract or identification numberSL10183
Number of Individuals Covered2789
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $208,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10183
Policy instance 1
Insurance contract or identification numberSL10183
Number of Individuals Covered2422
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $182,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10183
Policy instance 1
Insurance contract or identification numberSL10183
Number of Individuals Covered2420
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $158,649
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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