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MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 401k Plan overview

Plan NameMID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND
Plan identification number 501

MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND Benefits

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

401k Sponsoring company profile

TRUSTEES - MID-SOUTH CARPENTERS REGIONAL COUNCIL H&W FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES - MID-SOUTH CARPENTERS REGIONAL COUNCIL H&W FUND
Employer identification number (EIN):526279969
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01TOM JENKINS CLYDE TYREE2018-10-15
5012016-01-01MIKE BONER CLYDE TYREE2017-10-16
5012015-01-01MIKE BONER CLYDE TYREE2016-10-13
5012014-01-01MIKE BONER
5012013-01-01NEEDLES ASSOOC FILING SRVC PRVDER NEEDLES ASSOOC FILING SRVC PRVDER2014-10-13
5012012-01-01NEEDLES ASSOC FILING SRVC PRVDR NEEDLES ASSOC FILING SRVC PRVDR2013-10-11
5012011-01-01NEEDLES ASSOC FILING SRVC PRVDR NEEDLES ASSOC FILING SRVC PRVDR2012-10-12
5012010-01-01NEEDLES ASSOC FILING SRVC PRVDR NEEDLES ASSOC FILING SRVC PRVDR2011-10-13
5012009-01-01NEEDLES ASSOC FILLING SRVC PRVDR

Plan Statistics for MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND

401k plan membership statisitcs for MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND

Measure Date Value
2022: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,279
Total number of active participants reported on line 7a of the Form 55002022-01-012,506
Number of retired or separated participants receiving benefits2022-01-0121
Total of all active and inactive participants2022-01-012,527
Number of employers contributing to the scheme2022-01-01150
2021: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,850
Total number of active participants reported on line 7a of the Form 55002021-01-012,249
Number of retired or separated participants receiving benefits2021-01-0130
Total of all active and inactive participants2021-01-012,279
Number of employers contributing to the scheme2021-01-01175
2020: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,991
Total number of active participants reported on line 7a of the Form 55002020-01-011,828
Number of retired or separated participants receiving benefits2020-01-0122
Total of all active and inactive participants2020-01-011,850
Number of employers contributing to the scheme2020-01-01132
2019: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,743
Total number of active participants reported on line 7a of the Form 55002019-01-011,973
Number of retired or separated participants receiving benefits2019-01-0118
Total of all active and inactive participants2019-01-011,991
Number of employers contributing to the scheme2019-01-01160
2018: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,931
Total number of active participants reported on line 7a of the Form 55002018-01-011,735
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,743
Number of employers contributing to the scheme2018-01-01153
2017: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,829
Total number of active participants reported on line 7a of the Form 55002017-01-011,914
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-011,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Number of employers contributing to the scheme2017-01-01145
2016: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,035
Total number of active participants reported on line 7a of the Form 55002016-01-011,799
Number of retired or separated participants receiving benefits2016-01-0116
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-011,829
Number of employers contributing to the scheme2016-01-01159
2015: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,814
Total number of active participants reported on line 7a of the Form 55002015-01-011,993
Number of retired or separated participants receiving benefits2015-01-0117
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-012,035
Number of employers contributing to the scheme2015-01-01154
2014: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,077
Total number of active participants reported on line 7a of the Form 55002014-01-011,703
Number of retired or separated participants receiving benefits2014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-011,757
2013: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,047
Total number of active participants reported on line 7a of the Form 55002013-01-012,004
Number of retired or separated participants receiving benefits2013-01-0173
Total of all active and inactive participants2013-01-012,077
2012: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,156
Total number of active participants reported on line 7a of the Form 55002012-01-012,027
Number of retired or separated participants receiving benefits2012-01-0120
Total of all active and inactive participants2012-01-012,047
2011: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,012
Total number of active participants reported on line 7a of the Form 55002011-01-012,144
Number of retired or separated participants receiving benefits2011-01-0112
Total of all active and inactive participants2011-01-012,156
2010: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01797
Total number of active participants reported on line 7a of the Form 55002010-01-011,996
Number of retired or separated participants receiving benefits2010-01-0116
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012,012
2009: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01809
Total number of active participants reported on line 7a of the Form 55002009-01-01785
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01797
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND

Measure Date Value
2022 : MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,814,527
Total unrealized appreciation/depreciation of assets2022-12-31$-3,814,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,911,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,404,851
Total income from all sources (including contributions)2022-12-31$22,481,728
Total loss/gain on sale of assets2022-12-31$223,820
Total of all expenses incurred2022-12-31$19,503,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,395,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$25,496,943
Value of total assets at end of year2022-12-31$46,187,102
Value of total assets at beginning of year2022-12-31$42,702,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,107,845
Total interest from all sources2022-12-31$1,246,351
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$51,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$51,883
Administrative expenses professional fees incurred2022-12-31$82,679
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$467,491
Assets. Other investments not covered elsewhere at end of year2022-12-31$142,537
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$20,503
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$537,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$413,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$572,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$11,674,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$10,781,934
Other income not declared elsewhere2022-12-31$20,789
Administrative expenses (other) incurred2022-12-31$58,667
Liabilities. Value of operating payables at end of year2022-12-31$273,521
Liabilities. Value of operating payables at beginning of year2022-12-31$304,373
Total non interest bearing cash at end of year2022-12-31$2,943,877
Total non interest bearing cash at beginning of year2022-12-31$2,435,797
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$2,978,035
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,276,039
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,298,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$135,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,119,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,810,797
Income. Interest from US Government securities2022-12-31$458,790
Income. Interest from corporate debt instruments2022-12-31$774,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,090,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,610,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,610,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$12,625
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$727,943
Asset value of US Government securities at end of year2022-12-31$16,317,365
Asset value of US Government securities at beginning of year2022-12-31$15,676,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-743,531
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$25,029,452
Employer contributions (assets) at end of year2022-12-31$2,741,767
Employer contributions (assets) at beginning of year2022-12-31$1,952,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,130,840
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$18,418,240
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$16,623,570
Contract administrator fees2022-12-31$1,831,158
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,962,760
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,318,544
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$7,960,572
Aggregate carrying amount (costs) on sale of assets2022-12-31$7,736,752
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31510435869
2021 : MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,589,355
Total unrealized appreciation/depreciation of assets2021-12-31$-1,589,355
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,404,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,902,496
Total income from all sources (including contributions)2021-12-31$22,911,982
Total loss/gain on sale of assets2021-12-31$826,637
Total of all expenses incurred2021-12-31$22,940,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,980,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$22,158,726
Value of total assets at end of year2021-12-31$42,702,855
Value of total assets at beginning of year2021-12-31$39,229,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,960,707
Total interest from all sources2021-12-31$1,184,287
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$24,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$24,503
Administrative expenses professional fees incurred2021-12-31$105,319
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$527,878
Assets. Other investments not covered elsewhere at end of year2021-12-31$20,503
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$736,937
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$572,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$320,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$10,781,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$10,807,926
Other income not declared elsewhere2021-12-31$20,590
Administrative expenses (other) incurred2021-12-31$31,051
Liabilities. Value of operating payables at end of year2021-12-31$304,373
Liabilities. Value of operating payables at beginning of year2021-12-31$94,570
Total non interest bearing cash at end of year2021-12-31$2,435,797
Total non interest bearing cash at beginning of year2021-12-31$995,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-28,851
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,298,004
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,326,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$137,057
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,810,797
Income. Interest from US Government securities2021-12-31$275,542
Income. Interest from corporate debt instruments2021-12-31$908,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,610,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$828,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$828,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$28
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$581,953
Asset value of US Government securities at end of year2021-12-31$15,676,990
Asset value of US Government securities at beginning of year2021-12-31$11,731,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$286,594
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$21,630,848
Employer contributions (assets) at end of year2021-12-31$1,952,135
Employer contributions (assets) at beginning of year2021-12-31$1,544,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,398,173
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$16,623,570
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$23,072,185
Contract administrator fees2021-12-31$1,687,280
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,318,544
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$48,496,311
Aggregate carrying amount (costs) on sale of assets2021-12-31$47,669,674
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31510435869
2020 : MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$175,684
Total unrealized appreciation/depreciation of assets2020-12-31$175,684
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,902,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,136,012
Total income from all sources (including contributions)2020-12-31$21,111,256
Total loss/gain on sale of assets2020-12-31$977,059
Total of all expenses incurred2020-12-31$17,449,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,685,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,736,231
Value of total assets at end of year2020-12-31$39,229,351
Value of total assets at beginning of year2020-12-31$35,801,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,763,779
Total interest from all sources2020-12-31$1,217,789
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$81,529
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$483,597
Assets. Other investments not covered elsewhere at end of year2020-12-31$736,937
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,105,246
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$320,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$298,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$10,807,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$11,028,582
Other income not declared elsewhere2020-12-31$4,493
Administrative expenses (other) incurred2020-12-31$39,894
Liabilities. Value of operating payables at end of year2020-12-31$94,570
Liabilities. Value of operating payables at beginning of year2020-12-31$107,430
Total non interest bearing cash at end of year2020-12-31$995,791
Total non interest bearing cash at beginning of year2020-12-31$1,567,624
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$3,661,522
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,326,855
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,665,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$122,864
Interest earned on other investments2020-12-31$28,170
Income. Interest from US Government securities2020-12-31$306,641
Income. Interest from corporate debt instruments2020-12-31$882,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$828,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,208,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,208,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$573,407
Asset value of US Government securities at end of year2020-12-31$11,731,553
Asset value of US Government securities at beginning of year2020-12-31$13,374,747
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$18,252,634
Employer contributions (assets) at end of year2020-12-31$1,544,425
Employer contributions (assets) at beginning of year2020-12-31$2,070,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,112,548
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$23,072,185
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$15,176,494
Contract administrator fees2020-12-31$1,519,492
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$10,421,748
Aggregate carrying amount (costs) on sale of assets2020-12-31$9,444,689
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31510435869
2019 : MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,484,664
Total unrealized appreciation/depreciation of assets2019-12-31$3,484,664
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,136,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,679,198
Total income from all sources (including contributions)2019-12-31$22,551,794
Total loss/gain on sale of assets2019-12-31$-2,893,865
Total of all expenses incurred2019-12-31$18,901,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,178,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,896,942
Value of total assets at end of year2019-12-31$35,801,345
Value of total assets at beginning of year2019-12-31$31,694,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,722,763
Total interest from all sources2019-12-31$1,009,689
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$93,736
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$373,659
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,105,246
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,105,327
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$298,218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$427,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$11,028,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,440,189
Other income not declared elsewhere2019-12-31$54,364
Administrative expenses (other) incurred2019-12-31$31,671
Liabilities. Value of operating payables at end of year2019-12-31$107,430
Liabilities. Value of operating payables at beginning of year2019-12-31$239,009
Total non interest bearing cash at end of year2019-12-31$1,567,624
Total non interest bearing cash at beginning of year2019-12-31$2,690,031
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$3,650,351
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,665,333
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,014,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$100,141
Interest earned on other investments2019-12-31$35,050
Income. Interest from US Government securities2019-12-31$396,827
Income. Interest from corporate debt instruments2019-12-31$561,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,208,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,297,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,297,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$16,361
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$509,435
Asset value of US Government securities at end of year2019-12-31$13,374,747
Asset value of US Government securities at beginning of year2019-12-31$10,786,156
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$20,523,283
Employer contributions (assets) at end of year2019-12-31$2,070,937
Employer contributions (assets) at beginning of year2019-12-31$2,312,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,669,245
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$15,176,494
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$13,076,058
Contract administrator fees2019-12-31$1,497,215
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
Aggregate proceeds on sale of assets2019-12-31$7,165,606
Aggregate carrying amount (costs) on sale of assets2019-12-31$10,059,471
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31510435869
2018 : MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-404,730
Total unrealized appreciation/depreciation of assets2018-12-31$-404,730
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,679,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,012,243
Total income from all sources (including contributions)2018-12-31$20,517,275
Total loss/gain on sale of assets2018-12-31$-29,110
Total of all expenses incurred2018-12-31$18,173,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,569,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,156,140
Value of total assets at end of year2018-12-31$31,694,180
Value of total assets at beginning of year2018-12-31$27,683,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,603,769
Total interest from all sources2018-12-31$794,975
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$99,521
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$449,372
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,105,327
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$654,865
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$427,457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$489,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$10,440,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,797,866
Administrative expenses (other) incurred2018-12-31$36,021
Liabilities. Value of operating payables at end of year2018-12-31$239,009
Liabilities. Value of operating payables at beginning of year2018-12-31$214,377
Total non interest bearing cash at end of year2018-12-31$2,690,031
Total non interest bearing cash at beginning of year2018-12-31$1,284,507
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$2,343,811
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,014,982
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,671,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$82,397
Interest earned on other investments2018-12-31$29,307
Income. Interest from US Government securities2018-12-31$204,124
Income. Interest from corporate debt instruments2018-12-31$534,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,297,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,462,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,462,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$26,893
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$427,467
Asset value of US Government securities at end of year2018-12-31$10,786,156
Asset value of US Government securities at beginning of year2018-12-31$9,557,842
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$19,706,768
Employer contributions (assets) at end of year2018-12-31$2,312,089
Employer contributions (assets) at beginning of year2018-12-31$1,837,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,142,228
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$13,076,058
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$11,396,097
Contract administrator fees2018-12-31$1,385,830
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$33,604,990
Aggregate carrying amount (costs) on sale of assets2018-12-31$33,634,100
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31510435869
2017 : MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-299,996
Total unrealized appreciation/depreciation of assets2017-12-31$-299,996
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,012,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,641,308
Total income from all sources (including contributions)2017-12-31$20,929,519
Total loss/gain on sale of assets2017-12-31$127,625
Total of all expenses incurred2017-12-31$14,826,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,159,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$20,543,387
Value of total assets at end of year2017-12-31$27,683,414
Value of total assets at beginning of year2017-12-31$22,209,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,666,869
Total interest from all sources2017-12-31$558,503
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$71,634
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$386,551
Assets. Other investments not covered elsewhere at end of year2017-12-31$654,865
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,269,193
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$489,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$111,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$8,797,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,285,755
Administrative expenses (other) incurred2017-12-31$29,506
Liabilities. Value of operating payables at end of year2017-12-31$214,377
Liabilities. Value of operating payables at beginning of year2017-12-31$355,553
Total non interest bearing cash at end of year2017-12-31$1,284,507
Total non interest bearing cash at beginning of year2017-12-31$1,486,553
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$6,103,004
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,671,171
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,568,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$62,856
Interest earned on other investments2017-12-31$23,873
Income. Interest from US Government securities2017-12-31$135,686
Income. Interest from corporate debt instruments2017-12-31$374,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,462,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,719,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,719,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$24,694
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$480,204
Asset value of US Government securities at end of year2017-12-31$9,557,842
Asset value of US Government securities at beginning of year2017-12-31$7,811,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$20,156,836
Employer contributions (assets) at end of year2017-12-31$1,837,902
Employer contributions (assets) at beginning of year2017-12-31$2,133,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,679,442
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$11,396,097
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$7,677,908
Contract administrator fees2017-12-31$1,502,873
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$15,039,035
Aggregate carrying amount (costs) on sale of assets2017-12-31$14,911,410
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 name2017-12-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31510435869
2016 : MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-232,450
Total unrealized appreciation/depreciation of assets2016-12-31$-232,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,641,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,688,966
Total income from all sources (including contributions)2016-12-31$19,404,679
Total loss/gain on sale of assets2016-12-31$65,167
Total of all expenses incurred2016-12-31$16,206,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,429,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,197,784
Value of total assets at end of year2016-12-31$22,209,475
Value of total assets at beginning of year2016-12-31$19,059,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,777,569
Total interest from all sources2016-12-31$372,236
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$80,916
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$472,364
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,269,193
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,134,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$111,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$287,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,285,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,354,348
Other income not declared elsewhere2016-12-31$1,942
Administrative expenses (other) incurred2016-12-31$149,344
Liabilities. Value of operating payables at end of year2016-12-31$355,553
Liabilities. Value of operating payables at beginning of year2016-12-31$334,618
Total non interest bearing cash at end of year2016-12-31$1,486,553
Total non interest bearing cash at beginning of year2016-12-31$1,875,798
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$3,197,860
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,568,167
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,370,307
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$51,794
Interest earned on other investments2016-12-31$44,288
Income. Interest from US Government securities2016-12-31$127,273
Income. Interest from corporate debt instruments2016-12-31$174,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,719,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,567,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,567,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$26,418
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$475,619
Asset value of US Government securities at end of year2016-12-31$7,811,570
Asset value of US Government securities at beginning of year2016-12-31$6,861,826
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$18,725,420
Employer contributions (assets) at end of year2016-12-31$2,133,366
Employer contributions (assets) at beginning of year2016-12-31$1,978,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,953,631
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$7,677,908
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$4,353,951
Contract administrator fees2016-12-31$1,495,515
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$16,794,922
Aggregate carrying amount (costs) on sale of assets2016-12-31$16,729,755
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31510435869
2015 : MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-128,813
Total unrealized appreciation/depreciation of assets2015-12-31$-128,813
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,688,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,989,950
Total income from all sources (including contributions)2015-12-31$20,894,263
Total loss/gain on sale of assets2015-12-31$19,341
Total of all expenses incurred2015-12-31$15,926,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,191,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$20,741,184
Value of total assets at end of year2015-12-31$19,059,273
Value of total assets at beginning of year2015-12-31$12,392,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,734,671
Total interest from all sources2015-12-31$262,551
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$67,429
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$535,986
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,134,714
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$160,694
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$287,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$31,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,354,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$7,625,135
Administrative expenses (other) incurred2015-12-31$236,440
Liabilities. Value of operating payables at end of year2015-12-31$334,618
Liabilities. Value of operating payables at beginning of year2015-12-31$364,815
Total non interest bearing cash at end of year2015-12-31$2,257,122
Total non interest bearing cash at beginning of year2015-12-31$4,730,717
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$4,968,133
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,370,307
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,402,174
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$31,734
Interest earned on other investments2015-12-31$48,837
Income. Interest from US Government securities2015-12-31$81,801
Income. Interest from corporate debt instruments2015-12-31$114,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,186,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$245,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$245,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$17,571
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$496,179
Asset value of US Government securities at end of year2015-12-31$6,861,826
Asset value of US Government securities at beginning of year2015-12-31$1,942,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$20,205,198
Employer contributions (assets) at end of year2015-12-31$1,978,322
Employer contributions (assets) at beginning of year2015-12-31$1,986,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,695,280
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$4,353,951
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$3,293,762
Contract administrator fees2015-12-31$1,399,068
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$8,352,719
Aggregate carrying amount (costs) on sale of assets2015-12-31$8,333,378
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 name2015-12-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2015-12-31510435869
2014 : MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$73,842
Total unrealized appreciation/depreciation of assets2014-12-31$73,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,989,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,387,887
Total income from all sources (including contributions)2014-12-31$20,156,042
Total loss/gain on sale of assets2014-12-31$-8,509
Total of all expenses incurred2014-12-31$13,300,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,484,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,987,761
Value of total assets at end of year2014-12-31$12,392,124
Value of total assets at beginning of year2014-12-31$8,934,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,816,027
Total interest from all sources2014-12-31$98,795
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,153
Administrative expenses professional fees incurred2014-12-31$63,448
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$771,664
Assets. Other investments not covered elsewhere at end of year2014-12-31$160,694
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$64,495
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$31,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$120,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$7,625,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,154,048
Administrative expenses (other) incurred2014-12-31$334,557
Liabilities. Value of operating payables at end of year2014-12-31$364,815
Liabilities. Value of operating payables at beginning of year2014-12-31$233,839
Total non interest bearing cash at end of year2014-12-31$4,730,717
Total non interest bearing cash at beginning of year2014-12-31$1,238,183
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$6,855,453
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,402,174
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-2,453,279
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$37,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,509,848
Interest earned on other investments2014-12-31$8,485
Income. Interest from US Government securities2014-12-31$23,176
Income. Interest from corporate debt instruments2014-12-31$64,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$245,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$774,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$774,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,539
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$652,562
Asset value of US Government securities at end of year2014-12-31$1,942,983
Asset value of US Government securities at beginning of year2014-12-31$1,286,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$19,216,097
Employer contributions (assets) at end of year2014-12-31$1,986,529
Employer contributions (assets) at beginning of year2014-12-31$1,793,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,832,000
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$3,293,762
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,147,560
Contract administrator fees2014-12-31$1,380,176
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$2,033,244
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,041,753
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2014-12-31510435869
2013 : MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-97,580
Total unrealized appreciation/depreciation of assets2013-12-31$-97,580
Total transfer of assets to this plan2013-12-31$2,461,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,387,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,820,162
Total income from all sources (including contributions)2013-12-31$18,028,399
Total loss/gain on sale of assets2013-12-31$-99,807
Total of all expenses incurred2013-12-31$21,622,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$19,911,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$18,133,873
Value of total assets at end of year2013-12-31$8,934,608
Value of total assets at beginning of year2013-12-31$10,499,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,710,899
Total interest from all sources2013-12-31$91,913
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$71,155
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$895,885
Assets. Other investments not covered elsewhere at end of year2013-12-31$64,495
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$343,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$120,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$37,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$11,154,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$11,566,950
Administrative expenses (other) incurred2013-12-31$1,136,472
Liabilities. Value of operating payables at end of year2013-12-31$233,839
Liabilities. Value of operating payables at beginning of year2013-12-31$253,212
Total non interest bearing cash at end of year2013-12-31$1,238,183
Total non interest bearing cash at beginning of year2013-12-31$881,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-3,594,422
Value of net assets at end of year (total assets less liabilities)2013-12-31$-2,453,279
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-1,320,714
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$43,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,509,848
Income. Interest from US Government securities2013-12-31$22,101
Income. Interest from corporate debt instruments2013-12-31$63,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$774,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$573,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$573,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,640
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$349,068
Asset value of US Government securities at end of year2013-12-31$1,286,237
Asset value of US Government securities at beginning of year2013-12-31$3,797,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$17,237,988
Employer contributions (assets) at end of year2013-12-31$1,793,668
Employer contributions (assets) at beginning of year2013-12-31$1,910,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,562,854
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,147,560
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,955,009
Contract administrator fees2013-12-31$460,212
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. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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$6,039,650
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,139,457
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 name2013-12-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2013-12-31510435869
2012 : MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$22,652
Total unrealized appreciation/depreciation of assets2012-12-31$22,652
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,820,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,819,764
Total income from all sources (including contributions)2012-12-31$19,144,229
Total loss/gain on sale of assets2012-12-31$121,397
Total of all expenses incurred2012-12-31$22,981,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$21,313,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,795,834
Value of total assets at end of year2012-12-31$10,499,448
Value of total assets at beginning of year2012-12-31$13,336,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,668,199
Total interest from all sources2012-12-31$160,034
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$111,326
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$811,275
Assets. Other investments not covered elsewhere at end of year2012-12-31$343,550
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$684,206
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$37,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$282,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$11,566,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,689,440
Other income not declared elsewhere2012-12-31$44,312
Administrative expenses (other) incurred2012-12-31$1,088,659
Liabilities. Value of operating payables at end of year2012-12-31$253,212
Liabilities. Value of operating payables at beginning of year2012-12-31$130,324
Total non interest bearing cash at end of year2012-12-31$881,541
Total non interest bearing cash at beginning of year2012-12-31$1,093,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-3,837,350
Value of net assets at end of year (total assets less liabilities)2012-12-31$-1,320,714
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,516,636
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$40,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Income. Interest from US Government securities2012-12-31$20,512
Income. Interest from corporate debt instruments2012-12-31$8,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$573,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,671,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,671,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$130,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$387,427
Asset value of US Government securities at end of year2012-12-31$3,797,775
Asset value of US Government securities at beginning of year2012-12-31$4,944,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$17,984,559
Employer contributions (assets) at end of year2012-12-31$1,910,545
Employer contributions (assets) at beginning of year2012-12-31$1,742,247
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,925,953
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,955,009
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,914,016
Contract administrator fees2012-12-31$428,120
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 beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$3,716
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$7,995,786
Aggregate carrying amount (costs) on sale of assets2012-12-31$7,874,389
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 name2012-12-31NEEDLES & ASSOCIATES LLC
Accountancy firm EIN2012-12-31510435869
2011 : MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-9,629
Total unrealized appreciation/depreciation of assets2011-12-31$-9,629
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,819,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,021,085
Total income from all sources (including contributions)2011-12-31$18,603,014
Total loss/gain on sale of assets2011-12-31$-12,812
Total of all expenses incurred2011-12-31$20,629,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$18,737,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,930,865
Value of total assets at end of year2011-12-31$13,336,400
Value of total assets at beginning of year2011-12-31$14,564,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,891,879
Total interest from all sources2011-12-31$214,294
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$21,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,112
Administrative expenses professional fees incurred2011-12-31$113,712
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$653,003
Assets. Other investments not covered elsewhere at end of year2011-12-31$684,206
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$543,903
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$282,057
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$111,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,689,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$9,853,248
Other income not declared elsewhere2011-12-31$459,002
Administrative expenses (other) incurred2011-12-31$1,330,274
Liabilities. Value of operating payables at end of year2011-12-31$130,324
Liabilities. Value of operating payables at beginning of year2011-12-31$167,837
Total non interest bearing cash at end of year2011-12-31$1,093,600
Total non interest bearing cash at beginning of year2011-12-31$1,601,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,026,816
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,516,636
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,543,452
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$36,293
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$177,214
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$77,055
Income. Interest from corporate debt instruments2011-12-31$3,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,671,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$139,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$139,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$133,672
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$348,581
Asset value of US Government securities at end of year2011-12-31$4,944,913
Asset value of US Government securities at beginning of year2011-12-31$7,256,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
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$17,277,862
Employer contributions (assets) at end of year2011-12-31$1,742,247
Employer contributions (assets) at beginning of year2011-12-31$1,696,071
Income. Dividends from common stock2011-12-31$19,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,389,370
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,914,016
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,494,383
Contract administrator fees2011-12-31$411,600
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$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,528,348
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$3,716
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$15,383
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$8,229,248
Aggregate carrying amount (costs) on sale of assets2011-12-31$8,242,060
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 name2011-12-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2011-12-31510435869
2010 : MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$245,249
Total unrealized appreciation/depreciation of assets2010-12-31$245,249
Total transfer of assets to this plan2010-12-31$8,520,797
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,021,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,737,353
Total income from all sources (including contributions)2010-12-31$9,950,957
Total loss/gain on sale of assets2010-12-31$-74,527
Total of all expenses incurred2010-12-31$17,459,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,399,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,317,312
Value of total assets at end of year2010-12-31$14,564,537
Value of total assets at beginning of year2010-12-31$5,268,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,059,694
Total interest from all sources2010-12-31$136,637
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$9,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,619
Administrative expenses professional fees incurred2010-12-31$70,861
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$214,312
Assets. Other investments not covered elsewhere at end of year2010-12-31$543,903
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$8,180,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$111,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$223,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$9,853,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,672,499
Other income not declared elsewhere2010-12-31$300,448
Administrative expenses (other) incurred2010-12-31$639,867
Liabilities. Value of operating payables at end of year2010-12-31$167,837
Liabilities. Value of operating payables at beginning of year2010-12-31$64,854
Total non interest bearing cash at end of year2010-12-31$1,601,261
Total non interest bearing cash at beginning of year2010-12-31$1,037,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-7,508,067
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,543,452
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,530,722
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$17,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$177,214
Interest earned on other investments2010-12-31$33,450
Income. Interest from US Government securities2010-12-31$52,554
Income. Interest from corporate debt instruments2010-12-31$50,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$139,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$-67,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$-67,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$73
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$145,064
Asset value of US Government securities at end of year2010-12-31$7,256,547
Asset value of US Government securities at beginning of year2010-12-31$2,247,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$16,238
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$9,103,000
Employer contributions (assets) at end of year2010-12-31$1,696,071
Employer contributions (assets) at beginning of year2010-12-31$523,459
Income. Dividends from common stock2010-12-31$7,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,073,517
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,494,383
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,303,842
Contract administrator fees2010-12-31$331,882
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$1,528,348
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$15,383
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$6,182,368
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,256,895
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 name2010-12-31NEEDLES & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31510435869

Form 5500 Responses for MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND

2022: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MID-SOUTH CARPENTERS REGIONAL COUNCIL HEALTH & WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0163752
Policy instance 2
Insurance contract or identification number0163752
Number of Individuals Covered5169
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $19,196
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $199,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,196
Amount paid for insurance broker fees0
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30746
Policy instance 1
Insurance contract or identification numberHCL30746
Number of Individuals Covered2527
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $27,066
Total amount of fees paid to insurance companyUSD $12,857
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $541,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,066
Amount paid for insurance broker fees12857
Additional information about fees paid to insurance brokerOTHER COMMISSION OVERRIDE
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0163752
Policy instance 2
Insurance contract or identification number0163752
Number of Individuals Covered4451
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,692
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $180,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,692
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30746
Policy instance 1
Insurance contract or identification numberHCL30746
Number of Individuals Covered2279
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $22,431
Total amount of fees paid to insurance companyUSD $10,655
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $448,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,431
Amount paid for insurance broker fees10655
Additional information about fees paid to insurance brokerOTHER COMMISSION OVERRIDE
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30746
Policy instance 1
Insurance contract or identification numberHCL30746
Number of Individuals Covered1771
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $20,789
Total amount of fees paid to insurance companyUSD $9,875
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $415,781
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,789
Amount paid for insurance broker fees7293
Additional information about fees paid to insurance brokerOTHER COMMISSION OVERRIDE
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0163752
Policy instance 2
Insurance contract or identification number0163752
Number of Individuals Covered3966
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,536
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $177,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,536
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0163752
Policy instance 2
Insurance contract or identification number0163752
Number of Individuals Covered4072
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,161
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $123,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,161
Amount paid for insurance broker fees0
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30746
Policy instance 1
Insurance contract or identification numberHCL30746
Number of Individuals Covered1991
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $29,802
Total amount of fees paid to insurance companyUSD $22,857
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $402,781
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,410
Amount paid for insurance broker fees9514
Additional information about fees paid to insurance brokerOTHER COMMISSION OVERRIDE
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0163752
Policy instance 2
Insurance contract or identification number0163752
Number of Individuals Covered3825
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,049
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $111,322
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,049
Amount paid for insurance broker fees0
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30746
Policy instance 1
Insurance contract or identification numberHCL30746
Number of Individuals Covered1961
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17,994
Total amount of fees paid to insurance companyUSD $8,547
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $359,576
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,994
Amount paid for insurance broker fees8547
Additional information about fees paid to insurance brokerOTHER COMMISSION OVERRIDE
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30746
Policy instance 1
Insurance contract or identification numberHCL30746
Number of Individuals Covered1801
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $19,052
Total amount of fees paid to insurance companyUSD $9,050
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $381,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,546
Amount paid for insurance broker fees6847
Additional information about fees paid to insurance brokerOTHER COMMISSION OVERRIDE
Insurance broker organization code?3
Insurance broker nameNELSEN INSURANCE CONSULTING INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0163752
Policy instance 2
Insurance contract or identification number0163752
Number of Individuals Covered3937
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,932
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $121,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,932
Insurance broker organization code?3
Insurance broker nameTOTAL INSURANCE SOLUTIONS
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30746
Policy instance 1
Insurance contract or identification numberHCL30746
Number of Individuals Covered1877
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,946
Total amount of fees paid to insurance companyUSD $8,999
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $378,920
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,946
Insurance broker organization code?3
Amount paid for insurance broker fees8999
Additional information about fees paid to insurance brokerOTHER COMMISSION OVERRIDE
Insurance broker nameNELSEN INSURANCE CONSULTING INC.
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AIBT
Policy instance 2
Insurance contract or identification numberG000AIBT
Number of Individuals Covered92
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 $2,669
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY LIFE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,656
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2669
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Insurance broker nameTOTAL INSURANCE SOLUTIONS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AIBT
Policy instance 3
Insurance contract or identification numberG000AIBT
Number of Individuals Covered1987
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 $10,479
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedLIFE & AD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $116,437
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10479
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Insurance broker nameTOTAL INSURANCE SOLUTIONS
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30746
Policy instance 3
Insurance contract or identification numberHCL30746
Number of Individuals Covered1762
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $20,513
Total amount of fees paid to insurance companyUSD $7,795
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $410,260
Commission paid to Insurance BrokerUSD $20,513
Insurance broker organization code?3
Amount paid for insurance broker fees7795
Additional information about fees paid to insurance brokerOTHER COMMISSION OVERRIDE
Insurance broker nameNELSEN INSURANCE CONSULTING INC.
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0AIBT
Policy instance 1
Insurance contract or identification numberGLUG0AIBT
Number of Individuals Covered98
Insurance policy start date2014-01-01
Insurance policy end date2015-01-01
Total amount of commissions paid to insurance brokerUSD $8,340
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY LIFE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $92,672
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,340
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTOTAL INSURANCE SOLUTIONS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0AIBT
Policy instance 2
Insurance contract or identification numberGVTL0AIBT
Number of Individuals Covered1885
Insurance policy start date2014-01-01
Insurance policy end date2015-01-01
Total amount of commissions paid to insurance brokerUSD $17,173
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedLIFE & AD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $190,806
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,173
Insurance broker organization code?3
Insurance broker nameTOTAL INSURANCE SOLUTIONS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0AIBT
Policy instance 1
Insurance contract or identification numberGLUG0AIBT
Number of Individuals Covered2335
Insurance policy start date2013-01-01
Insurance policy end date2014-01-01
Total amount of commissions paid to insurance brokerUSD $29,160
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $243,001
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,160
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Insurance broker nameTOTAL INSURANCE SOLUTIONS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0AIBT
Policy instance 3
Insurance contract or identification numberGVTL0AIBT
Number of Individuals Covered2357
Insurance policy start date2013-01-01
Insurance policy end date2014-01-01
Total amount of commissions paid to insurance brokerUSD $22,298
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY LIFE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $148,652
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,298
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Insurance broker nameTOTAL INSURANCE SOLUTIONS
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number115572
Policy instance 2
Insurance contract or identification number115572
Number of Individuals Covered5535
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,262
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17262
Additional information about fees paid to insurance brokerAGENT / BROKER FEES
Insurance broker organization code?5
Insurance broker nameJERE BRASSEELL
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0AIBT
Policy instance 1
Insurance contract or identification numberGLUG0AIBT
Number of Individuals Covered2458
Insurance policy start date2012-01-01
Insurance policy end date2013-01-01
Total amount of commissions paid to insurance brokerUSD $37,431
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $265,344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,431
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Insurance broker nameTOTAL INSURANCE SOLUTIONS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AIBT
Policy instance 1
Insurance contract or identification numberG000AIBT
Number of Individuals Covered2101
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $394,609
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUGXW70
Policy instance 2
Insurance contract or identification numberGLUGXW70
Number of Individuals Covered1551
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $74,705
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG/C-8301
Policy instance 1
Insurance contract or identification numberG/C-8301
Number of Individuals Covered601
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $76,075

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