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NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 401k Plan overview

Plan NameNATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND
Plan identification number 501

NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND Benefits

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

401k Sponsoring company profile

NATIONAL AUTO SPRINKLER WELFARE FUND JOINT BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL AUTO SPRINKLER WELFARE FUND JOINT BOARD OF TRUSTEES
Employer identification number (EIN):530215881
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01ROBERT COOPER2023-09-11 FRED BARALL2023-09-13
5012021-01-01BRIAN DUNN2022-09-27 FRED BARALL2022-09-28
5012020-01-01BRIAN DUNN2021-09-28 FRED BARALL2021-10-04
5012019-01-01BRIAN DUNN2020-10-12 FRED BARALL2020-10-12
5012018-01-01BRIAN DUNN2019-08-21 FRED BARALL2019-08-21
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01SHAWN BROADRICK
5012011-01-01JOHN D. BODINE, SR.
5012010-01-01JOHN D. BODINE, SR.
5012009-01-01JOHN BODINE, SR.

Plan Statistics for NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND

401k plan membership statisitcs for NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND

Measure Date Value
2022: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-0120,760
Total number of active participants reported on line 7a of the Form 55002022-01-0115,120
Number of retired or separated participants receiving benefits2022-01-016,555
Total of all active and inactive participants2022-01-0121,675
Number of employers contributing to the scheme2022-01-01659
2021: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-0120,175
Total number of active participants reported on line 7a of the Form 55002021-01-0114,296
Number of retired or separated participants receiving benefits2021-01-016,464
Total of all active and inactive participants2021-01-0120,760
Number of employers contributing to the scheme2021-01-01842
2020: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-0119,974
Total number of active participants reported on line 7a of the Form 55002020-01-0114,176
Number of retired or separated participants receiving benefits2020-01-015,999
Total of all active and inactive participants2020-01-0120,175
Number of employers contributing to the scheme2020-01-01751
2019: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-0119,411
Total number of active participants reported on line 7a of the Form 55002019-01-0113,996
Number of retired or separated participants receiving benefits2019-01-015,978
Total of all active and inactive participants2019-01-0119,974
Number of employers contributing to the scheme2019-01-01772
2018: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-0118,731
Total number of active participants reported on line 7a of the Form 55002018-01-0113,357
Number of retired or separated participants receiving benefits2018-01-016,054
Total of all active and inactive participants2018-01-0119,411
Number of employers contributing to the scheme2018-01-01791
2017: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-0117,939
Total number of active participants reported on line 7a of the Form 55002017-01-0112,369
Number of retired or separated participants receiving benefits2017-01-016,362
Total of all active and inactive participants2017-01-0118,731
Number of employers contributing to the scheme2017-01-01803
2016: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-0117,434
Total number of active participants reported on line 7a of the Form 55002016-01-0111,664
Number of retired or separated participants receiving benefits2016-01-016,275
Total of all active and inactive participants2016-01-0117,939
Number of employers contributing to the scheme2016-01-01807
2015: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-0117,072
Total number of active participants reported on line 7a of the Form 55002015-01-0111,290
Number of retired or separated participants receiving benefits2015-01-016,144
Total of all active and inactive participants2015-01-0117,434
Number of employers contributing to the scheme2015-01-01827
2014: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-0116,736
Total number of active participants reported on line 7a of the Form 55002014-01-0110,941
Number of retired or separated participants receiving benefits2014-01-016,131
Total of all active and inactive participants2014-01-0117,072
Number of employers contributing to the scheme2014-01-01809
2013: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-0116,450
Total number of active participants reported on line 7a of the Form 55002013-01-0110,374
Number of retired or separated participants receiving benefits2013-01-016,362
Total of all active and inactive participants2013-01-0116,736
Number of employers contributing to the scheme2013-01-01810
2012: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-0116,357
Total number of active participants reported on line 7a of the Form 55002012-01-0110,200
Number of retired or separated participants receiving benefits2012-01-016,250
Total of all active and inactive participants2012-01-0116,450
Number of employers contributing to the scheme2012-01-01834
2011: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-0116,228
Total number of active participants reported on line 7a of the Form 55002011-01-0110,069
Number of retired or separated participants receiving benefits2011-01-016,288
Total of all active and inactive participants2011-01-0116,357
Number of employers contributing to the scheme2011-01-01872
2010: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-0117,540
Total number of active participants reported on line 7a of the Form 55002010-01-0110,245
Number of retired or separated participants receiving benefits2010-01-015,983
Total of all active and inactive participants2010-01-0116,228
Number of employers contributing to the scheme2010-01-01871
2009: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-0119,972
Total number of active participants reported on line 7a of the Form 55002009-01-0111,970
Number of retired or separated participants receiving benefits2009-01-015,570
Total of all active and inactive participants2009-01-0117,540
Number of employers contributing to the scheme2009-01-01909

Financial Data on NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND

Measure Date Value
2022 : NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-29,648,039
Total unrealized appreciation/depreciation of assets2022-12-31$-29,648,039
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$131,286,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$53,010,050
Total income from all sources (including contributions)2022-12-31$227,289,337
Total loss/gain on sale of assets2022-12-31$-13,127,588
Total of all expenses incurred2022-12-31$311,388,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$289,451,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$308,598,743
Value of total assets at end of year2022-12-31$717,614,743
Value of total assets at beginning of year2022-12-31$723,437,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,936,760
Total interest from all sources2022-12-31$6,951,838
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,740,763
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$4,145,646
Administrative expenses professional fees incurred2022-12-31$2,305,565
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$4,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$16,789,535
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$45,733,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18,274,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$65,617,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,201,995
Other income not declared elsewhere2022-12-31$347,758
Administrative expenses (other) incurred2022-12-31$17,808,387
Liabilities. Value of operating payables at end of year2022-12-31$18,342,156
Liabilities. Value of operating payables at beginning of year2022-12-31$13,812,611
Total non interest bearing cash at end of year2022-12-31$41,755,572
Total non interest bearing cash at beginning of year2022-12-31$10,861,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-84,099,383
Value of net assets at end of year (total assets less liabilities)2022-12-31$586,328,055
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$670,427,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$69,029,074
Assets. partnership/joint venture interests at beginning of year2022-12-31$64,022,670
Investment advisory and management fees2022-12-31$1,822,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$162,143,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$208,741,014
Interest earned on other investments2022-12-31$2,435,361
Income. Interest from US Government securities2022-12-31$1,833,949
Income. Interest from corporate debt instruments2022-12-31$2,629,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,569,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,803,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,803,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$52,615
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$131,607,761
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$95,939,021
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$466,024
Asset value of US Government securities at end of year2022-12-31$86,997,566
Asset value of US Government securities at beginning of year2022-12-31$98,174,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-34,992,878
Net gain/loss from 103.12 investment entities2022-12-31$-16,581,260
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$291,809,208
Employer contributions (assets) at end of year2022-12-31$31,241,084
Employer contributions (assets) at beginning of year2022-12-31$26,988,968
Income. Dividends from common stock2022-12-31$1,595,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$288,985,936
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$59,637,936
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$81,260,456
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$86,592,840
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$111,961,269
Liabilities. Value of benefit claims payable at end of year2022-12-31$47,326,951
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$34,995,444
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$305,724
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$410,627
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$487,766,720
Aggregate carrying amount (costs) on sale of assets2022-12-31$500,894,308
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-12-31470900880
2021 : NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$17,927,041
Total unrealized appreciation/depreciation of assets2021-12-31$17,927,041
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$53,010,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$31,776,244
Total income from all sources (including contributions)2021-12-31$321,380,671
Total loss/gain on sale of assets2021-12-31$8,931,069
Total of all expenses incurred2021-12-31$282,781,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$262,373,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$285,270,287
Value of total assets at end of year2021-12-31$723,437,488
Value of total assets at beginning of year2021-12-31$663,604,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,407,683
Total interest from all sources2021-12-31$6,192,669
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,246,832
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$3,361,773
Administrative expenses professional fees incurred2021-12-31$2,215,087
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$17,739,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18,274,325
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$13,958,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,201,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,424,677
Other income not declared elsewhere2021-12-31$165,497
Administrative expenses (other) incurred2021-12-31$16,260,336
Liabilities. Value of operating payables at end of year2021-12-31$13,812,611
Liabilities. Value of operating payables at beginning of year2021-12-31$9,830,807
Total non interest bearing cash at end of year2021-12-31$10,861,034
Total non interest bearing cash at beginning of year2021-12-31$17,694,370
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$38,599,309
Value of net assets at end of year (total assets less liabilities)2021-12-31$670,427,438
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$631,828,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$64,022,670
Assets. partnership/joint venture interests at beginning of year2021-12-31$53,214,301
Investment advisory and management fees2021-12-31$1,932,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$208,741,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$206,751,899
Interest earned on other investments2021-12-31$2,119,870
Income. Interest from US Government securities2021-12-31$1,687,555
Income. Interest from corporate debt instruments2021-12-31$2,379,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,803,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,221,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,221,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,799
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$95,939,021
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$81,419,067
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$378,569
Asset value of US Government securities at end of year2021-12-31$98,174,295
Asset value of US Government securities at beginning of year2021-12-31$76,081,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-1,372,678
Net gain/loss from 103.12 investment entities2021-12-31$-980,046
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$267,530,887
Employer contributions (assets) at end of year2021-12-31$26,988,968
Employer contributions (assets) at beginning of year2021-12-31$25,654,569
Income. Dividends from common stock2021-12-31$1,885,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$261,995,110
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$81,260,456
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$71,165,874
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$111,961,269
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$111,859,740
Liabilities. Value of benefit claims payable at end of year2021-12-31$34,995,444
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$18,520,760
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$410,627
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$582,654
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$270,183,570
Aggregate carrying amount (costs) on sale of assets2021-12-31$261,252,501
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-12-31470900880
2020 : NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$23,723,270
Total unrealized appreciation/depreciation of assets2020-12-31$23,723,270
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$31,776,244
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$54,174,980
Total income from all sources (including contributions)2020-12-31$324,723,083
Total loss/gain on sale of assets2020-12-31$-849,861
Total of all expenses incurred2020-12-31$216,419,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$197,197,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$266,307,129
Value of total assets at end of year2020-12-31$663,604,373
Value of total assets at beginning of year2020-12-31$577,699,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,221,427
Total interest from all sources2020-12-31$5,907,412
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,487,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,803,390
Administrative expenses professional fees incurred2020-12-31$1,909,876
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$15,460,163
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$13,958,686
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$13,131,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,424,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,727,973
Other income not declared elsewhere2020-12-31$116,875
Administrative expenses (other) incurred2020-12-31$15,701,134
Liabilities. Value of operating payables at end of year2020-12-31$9,830,807
Liabilities. Value of operating payables at beginning of year2020-12-31$12,198,480
Total non interest bearing cash at end of year2020-12-31$17,694,370
Total non interest bearing cash at beginning of year2020-12-31$44,947,827
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$108,303,856
Value of net assets at end of year (total assets less liabilities)2020-12-31$631,828,129
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$523,524,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$53,214,301
Assets. partnership/joint venture interests at beginning of year2020-12-31$52,811,125
Investment advisory and management fees2020-12-31$1,610,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$206,751,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$175,927,958
Interest earned on other investments2020-12-31$1,884,953
Income. Interest from US Government securities2020-12-31$1,971,791
Income. Interest from corporate debt instruments2020-12-31$2,036,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,221,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,562,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,562,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$14,513
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$81,419,067
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$60,033,445
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$378,081
Asset value of US Government securities at end of year2020-12-31$76,081,818
Asset value of US Government securities at beginning of year2020-12-31$71,760,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,395,372
Net gain/loss from 103.12 investment entities2020-12-31$7,635,597
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$250,846,966
Employer contributions (assets) at end of year2020-12-31$25,654,569
Employer contributions (assets) at beginning of year2020-12-31$23,025,914
Income. Dividends from common stock2020-12-31$1,683,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$196,819,719
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$71,165,874
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$53,362,008
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$111,859,740
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$77,351,988
Liabilities. Value of benefit claims payable at end of year2020-12-31$18,520,760
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$39,248,527
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$582,654
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$784,112
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$104,237,109
Aggregate carrying amount (costs) on sale of assets2020-12-31$105,086,970
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2020-12-31470900880
2019 : NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$17,152,339
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$17,152,339
Total unrealized appreciation/depreciation of assets2019-12-31$17,152,339
Total unrealized appreciation/depreciation of assets2019-12-31$17,152,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$54,174,980
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$54,174,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$72,108,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$72,108,427
Total income from all sources (including contributions)2019-12-31$324,083,924
Total income from all sources (including contributions)2019-12-31$324,083,924
Total loss/gain on sale of assets2019-12-31$7,626,976
Total of all expenses incurred2019-12-31$258,227,300
Total of all expenses incurred2019-12-31$258,227,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$240,046,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$240,046,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$267,607,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$267,607,378
Value of total assets at end of year2019-12-31$577,699,253
Value of total assets at end of year2019-12-31$577,699,253
Value of total assets at beginning of year2019-12-31$529,776,076
Value of total assets at beginning of year2019-12-31$529,776,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,180,917
Total interest from all sources2019-12-31$6,343,275
Total interest from all sources2019-12-31$6,343,275
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,176,546
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,176,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,966,453
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,966,453
Administrative expenses professional fees incurred2019-12-31$2,002,454
Administrative expenses professional fees incurred2019-12-31$2,002,454
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$4,000,000
Value of fidelity bond cover2019-12-31$4,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$14,695,835
Contributions received from participants2019-12-31$14,695,835
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$13,131,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$37,145,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$37,145,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,727,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,727,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,791,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,791,706
Other income not declared elsewhere2019-12-31$180,145
Other income not declared elsewhere2019-12-31$180,145
Administrative expenses (other) incurred2019-12-31$14,656,608
Administrative expenses (other) incurred2019-12-31$14,656,608
Liabilities. Value of operating payables at end of year2019-12-31$12,198,480
Liabilities. Value of operating payables at end of year2019-12-31$12,198,480
Liabilities. Value of operating payables at beginning of year2019-12-31$11,889,816
Liabilities. Value of operating payables at beginning of year2019-12-31$11,889,816
Total non interest bearing cash at end of year2019-12-31$44,947,827
Total non interest bearing cash at end of year2019-12-31$44,947,827
Total non interest bearing cash at beginning of year2019-12-31$15,501,031
Total non interest bearing cash at beginning of year2019-12-31$15,501,031
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
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$65,856,624
Value of net assets at end of year (total assets less liabilities)2019-12-31$523,524,273
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$457,667,649
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$457,667,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$52,811,125
Assets. partnership/joint venture interests at end of year2019-12-31$52,811,125
Assets. partnership/joint venture interests at beginning of year2019-12-31$49,506,382
Assets. partnership/joint venture interests at beginning of year2019-12-31$49,506,382
Investment advisory and management fees2019-12-31$1,521,855
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$175,927,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$175,927,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$155,390,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$155,390,277
Interest earned on other investments2019-12-31$2,488,462
Interest earned on other investments2019-12-31$2,488,462
Income. Interest from US Government securities2019-12-31$1,758,613
Income. Interest from US Government securities2019-12-31$1,758,613
Income. Interest from corporate debt instruments2019-12-31$2,038,487
Income. Interest from corporate debt instruments2019-12-31$2,038,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,562,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,777,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,777,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,777,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,777,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$57,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$57,713
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$60,033,445
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$60,033,445
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$71,020,575
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$71,020,575
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$406,493
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$406,493
Asset value of US Government securities at end of year2019-12-31$71,760,859
Asset value of US Government securities at end of year2019-12-31$71,760,859
Asset value of US Government securities at beginning of year2019-12-31$73,789,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,984,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,984,395
Net gain/loss from 103.12 investment entities2019-12-31$8,012,870
Net gain/loss from 103.12 investment entities2019-12-31$8,012,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$252,911,543
Contributions received in cash from employer2019-12-31$252,911,543
Employer contributions (assets) at end of year2019-12-31$23,025,914
Employer contributions (assets) at end of year2019-12-31$23,025,914
Employer contributions (assets) at beginning of year2019-12-31$22,234,180
Employer contributions (assets) at beginning of year2019-12-31$22,234,180
Income. Dividends from common stock2019-12-31$1,210,093
Income. Dividends from common stock2019-12-31$1,210,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$239,639,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$239,639,890
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$53,362,008
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$53,362,008
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$47,958,211
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$47,958,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$77,351,988
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$77,351,988
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$51,631,827
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$51,631,827
Liabilities. Value of benefit claims payable at end of year2019-12-31$39,248,527
Liabilities. Value of benefit claims payable at end of year2019-12-31$39,248,527
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$36,426,905
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$36,426,905
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$784,112
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$784,112
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$821,644
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$821,644
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$139,444,981
Aggregate proceeds on sale of assets2019-12-31$139,444,981
Aggregate carrying amount (costs) on sale of assets2019-12-31$131,818,005
Aggregate carrying amount (costs) on sale of assets2019-12-31$131,818,005
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm name2019-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2019-12-31470900880
Accountancy firm EIN2019-12-31470900880
2018 : NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,628,998
Total unrealized appreciation/depreciation of assets2018-12-31$-5,628,998
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$72,108,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$36,677,888
Total income from all sources (including contributions)2018-12-31$244,196,701
Total loss/gain on sale of assets2018-12-31$-2,983,762
Total of all expenses incurred2018-12-31$261,378,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$241,181,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$250,436,703
Value of total assets at end of year2018-12-31$529,776,076
Value of total assets at beginning of year2018-12-31$511,527,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,197,153
Total interest from all sources2018-12-31$6,710,292
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,567,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,510,287
Assets. Real estate other than employer real property at beginning of year2018-12-31$27,530,009
Administrative expenses professional fees incurred2018-12-31$1,994,672
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$4,000,000
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$14,528,974
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$37,145,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$12,764,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$23,791,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,316,522
Other income not declared elsewhere2018-12-31$100,558
Administrative expenses (other) incurred2018-12-31$16,645,330
Liabilities. Value of operating payables at end of year2018-12-31$11,889,816
Liabilities. Value of operating payables at beginning of year2018-12-31$8,635,899
Total non interest bearing cash at end of year2018-12-31$15,501,031
Total non interest bearing cash at beginning of year2018-12-31$18,727,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,181,470
Value of net assets at end of year (total assets less liabilities)2018-12-31$457,667,649
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$474,849,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$49,506,382
Assets. partnership/joint venture interests at beginning of year2018-12-31$22,217,056
Investment advisory and management fees2018-12-31$1,557,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$155,390,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$140,577,961
Interest earned on other investments2018-12-31$2,400,321
Income. Interest from US Government securities2018-12-31$1,915,440
Income. Interest from corporate debt instruments2018-12-31$2,349,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,777,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,031,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,031,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$44,971
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$71,020,575
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$68,548,918
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$385,398
Asset value of US Government securities at end of year2018-12-31$73,789,800
Asset value of US Government securities at beginning of year2018-12-31$48,957,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,284,096
Net gain/loss from 103.12 investment entities2018-12-31$-721,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$235,907,729
Employer contributions (assets) at end of year2018-12-31$22,234,180
Employer contributions (assets) at beginning of year2018-12-31$23,580,557
Income. Dividends from common stock2018-12-31$1,057,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$240,795,620
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$47,958,211
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$62,624,086
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$51,631,827
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$81,234,948
Liabilities. Value of benefit claims payable at end of year2018-12-31$36,426,905
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$25,725,467
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$821,644
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$732,842
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$361,351,471
Aggregate carrying amount (costs) on sale of assets2018-12-31$364,335,233
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2018-12-31470900880
2017 : NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$1,732,400
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$11,037,302
Total unrealized appreciation/depreciation of assets2017-12-31$12,769,702
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$36,677,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$41,896,789
Total income from all sources (including contributions)2017-12-31$272,590,999
Total loss/gain on sale of assets2017-12-31$3,035,790
Total of all expenses incurred2017-12-31$211,048,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$189,709,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$231,816,393
Value of total assets at end of year2017-12-31$511,527,007
Value of total assets at beginning of year2017-12-31$455,202,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,338,895
Total interest from all sources2017-12-31$3,907,201
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,713,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at end of year2017-12-31$27,530,009
Assets. Real estate other than employer real property at beginning of year2017-12-31$21,842,339
Administrative expenses professional fees incurred2017-12-31$1,706,276
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$4,000,000
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$15,179,095
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$12,764,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$14,540,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,316,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,200,219
Other income not declared elsewhere2017-12-31$117,823
Administrative expenses (other) incurred2017-12-31$18,097,098
Liabilities. Value of operating payables at end of year2017-12-31$8,635,899
Liabilities. Value of operating payables at beginning of year2017-12-31$11,978,858
Total non interest bearing cash at end of year2017-12-31$18,727,833
Total non interest bearing cash at beginning of year2017-12-31$10,276,202
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$61,542,937
Value of net assets at end of year (total assets less liabilities)2017-12-31$474,849,119
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$413,306,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$22,217,056
Investment advisory and management fees2017-12-31$1,535,521
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$140,577,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$134,300,723
Interest earned on other investments2017-12-31$61,595
Income. Interest from US Government securities2017-12-31$1,463,468
Income. Interest from corporate debt instruments2017-12-31$2,363,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,031,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,893,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,893,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$18,331
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$68,548,918
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$47,048,804
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$357,816
Asset value of US Government securities at end of year2017-12-31$48,957,424
Asset value of US Government securities at beginning of year2017-12-31$51,215,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,730,962
Net gain/loss from 103.12 investment entities2017-12-31$3,500,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$216,637,298
Employer contributions (assets) at end of year2017-12-31$23,580,557
Employer contributions (assets) at beginning of year2017-12-31$20,944,031
Income. Dividends from common stock2017-12-31$4,713,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$189,351,351
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$62,624,086
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$66,022,311
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$81,234,948
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$82,602,366
Liabilities. Value of benefit claims payable at end of year2017-12-31$25,725,467
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$24,717,712
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$732,842
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$517,377
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$295,136,331
Aggregate carrying amount (costs) on sale of assets2017-12-31$292,100,541
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SALTER & COMPANY LLC
Accountancy firm EIN2017-12-31208078757
2016 : NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$1,284,975
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$5,172,812
Total unrealized appreciation/depreciation of assets2016-12-31$6,457,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$41,896,789
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$112,136,692
Total income from all sources (including contributions)2016-12-31$232,337,806
Total loss/gain on sale of assets2016-12-31$1,144,794
Total of all expenses incurred2016-12-31$216,929,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$196,920,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$211,611,937
Value of total assets at end of year2016-12-31$455,202,971
Value of total assets at beginning of year2016-12-31$510,034,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,009,101
Total interest from all sources2016-12-31$3,831,500
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,640,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at end of year2016-12-31$21,842,339
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$1,902,826
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$4,000,000
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$15,158,533
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$14,540,007
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$89,628,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,200,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$83,978,753
Other income not declared elsewhere2016-12-31$286,255
Administrative expenses (other) incurred2016-12-31$16,758,226
Liabilities. Value of operating payables at end of year2016-12-31$11,978,858
Liabilities. Value of operating payables at beginning of year2016-12-31$6,343,256
Total non interest bearing cash at end of year2016-12-31$10,276,202
Total non interest bearing cash at beginning of year2016-12-31$9,411,223
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$15,408,066
Value of net assets at end of year (total assets less liabilities)2016-12-31$413,306,182
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$397,898,116
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$1,348,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$134,300,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$97,674,378
Interest earned on other investments2016-12-31$44,207
Income. Interest from US Government securities2016-12-31$1,590,661
Income. Interest from corporate debt instruments2016-12-31$2,171,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,893,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,876,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,876,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$24,979
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$47,048,804
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$340,385
Asset value of US Government securities at end of year2016-12-31$51,215,243
Asset value of US Government securities at beginning of year2016-12-31$79,771,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,396,137
Net gain/loss from 103.12 investment entities2016-12-31$969,052
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$196,453,404
Employer contributions (assets) at end of year2016-12-31$20,944,031
Employer contributions (assets) at beginning of year2016-12-31$18,839,704
Income. Dividends from common stock2016-12-31$3,640,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$196,580,254
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$66,022,311
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$98,919,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$82,602,366
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$107,585,338
Liabilities. Value of benefit claims payable at end of year2016-12-31$24,717,712
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$21,814,683
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$517,377
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$328,558
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$1,251,228,151
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,250,083,357
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SALTER & COMPANY LLC
Accountancy firm EIN2016-12-31208078757
2015 : NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-26,507,781
Total unrealized appreciation/depreciation of assets2015-12-31$-26,507,781
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$112,136,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$95,965,050
Total income from all sources (including contributions)2015-12-31$198,720,285
Total loss/gain on sale of assets2015-12-31$25,296,907
Total of all expenses incurred2015-12-31$212,978,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$194,085,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$194,299,354
Value of total assets at end of year2015-12-31$510,034,808
Value of total assets at beginning of year2015-12-31$508,121,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,893,131
Total interest from all sources2015-12-31$4,113,092
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,110,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$208,222
Administrative expenses professional fees incurred2015-12-31$1,745,114
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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$15,248,444
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$89,628,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$27,698,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$83,978,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$66,043,398
Other income not declared elsewhere2015-12-31$153,504
Administrative expenses (other) incurred2015-12-31$15,975,408
Liabilities. Value of operating payables at end of year2015-12-31$6,343,256
Liabilities. Value of operating payables at beginning of year2015-12-31$10,751,280
Total non interest bearing cash at end of year2015-12-31$9,411,223
Total non interest bearing cash at beginning of year2015-12-31$6,672,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-14,258,111
Value of net assets at end of year (total assets less liabilities)2015-12-31$397,898,116
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$412,156,227
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$1,172,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$97,674,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$71,443,462
Interest earned on other investments2015-12-31$57,566
Income. Interest from US Government securities2015-12-31$1,483,183
Income. Interest from corporate debt instruments2015-12-31$2,571,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,876,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,686,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,686,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$506
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$329,561
Asset value of US Government securities at end of year2015-12-31$79,771,071
Asset value of US Government securities at beginning of year2015-12-31$190,479,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,745,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$179,050,910
Employer contributions (assets) at end of year2015-12-31$18,839,704
Employer contributions (assets) at beginning of year2015-12-31$17,435,929
Income. Dividends from common stock2015-12-31$2,902,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$193,755,704
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$98,919,345
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$88,834,063
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$107,585,338
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$96,675,188
Liabilities. Value of benefit claims payable at end of year2015-12-31$21,814,683
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$19,170,372
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$328,558
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$196,212
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$3,501,936,607
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,476,639,700
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SALTER & COMPANY LLC
Accountancy firm EIN2015-12-31208078757
2014 : NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$10,055,872
Total unrealized appreciation/depreciation of assets2014-12-31$10,055,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$95,965,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$106,210,136
Total income from all sources (including contributions)2014-12-31$206,246,346
Total loss/gain on sale of assets2014-12-31$2,343,770
Total of all expenses incurred2014-12-31$184,914,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$166,949,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$185,841,730
Value of total assets at end of year2014-12-31$508,121,277
Value of total assets at beginning of year2014-12-31$497,034,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,964,525
Total interest from all sources2014-12-31$5,421,733
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,386,586
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$3,613,742
Administrative expenses professional fees incurred2014-12-31$1,842,934
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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$15,436,024
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$27,698,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$49,802,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$66,043,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$82,920,712
Other income not declared elsewhere2014-12-31$122,436
Administrative expenses (other) incurred2014-12-31$15,051,450
Liabilities. Value of operating payables at end of year2014-12-31$10,751,280
Liabilities. Value of operating payables at beginning of year2014-12-31$4,908,221
Total non interest bearing cash at end of year2014-12-31$6,672,465
Total non interest bearing cash at beginning of year2014-12-31$13,082,915
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$21,332,339
Value of net assets at end of year (total assets less liabilities)2014-12-31$412,156,227
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$390,823,888
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$1,070,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$71,443,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$74,222,349
Interest earned on other investments2014-12-31$169,528
Income. Interest from US Government securities2014-12-31$2,476,642
Income. Interest from corporate debt instruments2014-12-31$2,774,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,686,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,170,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,170,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$601
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$331,941
Asset value of US Government securities at end of year2014-12-31$190,479,460
Asset value of US Government securities at beginning of year2014-12-31$179,508,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,925,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$170,405,706
Employer contributions (assets) at end of year2014-12-31$17,435,929
Employer contributions (assets) at beginning of year2014-12-31$15,005,918
Income. Dividends from common stock2014-12-31$1,772,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$166,617,541
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$88,834,063
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$76,371,649
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$96,675,188
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$86,725,756
Liabilities. Value of benefit claims payable at end of year2014-12-31$19,170,372
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$18,381,203
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$196,212
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$143,835
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$4,873,127,610
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,870,783,840
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2014-12-31208078757
2013 : NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$13,013,267
Total unrealized appreciation/depreciation of assets2013-12-31$13,013,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$106,210,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$88,822,617
Total income from all sources (including contributions)2013-12-31$196,010,210
Total loss/gain on sale of assets2013-12-31$-480,920
Total of all expenses incurred2013-12-31$178,086,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$162,796,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$175,359,466
Value of total assets at end of year2013-12-31$497,034,024
Value of total assets at beginning of year2013-12-31$461,722,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,289,715
Total interest from all sources2013-12-31$5,559,963
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,490,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,068,716
Administrative expenses professional fees incurred2013-12-31$1,708,258
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$16,250,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$49,802,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$16,616,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$82,920,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$66,605,426
Other income not declared elsewhere2013-12-31$98,221
Administrative expenses (other) incurred2013-12-31$12,596,573
Liabilities. Value of operating payables at end of year2013-12-31$4,908,221
Liabilities. Value of operating payables at beginning of year2013-12-31$4,868,554
Total non interest bearing cash at end of year2013-12-31$13,082,915
Total non interest bearing cash at beginning of year2013-12-31$14,444,292
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$17,923,861
Value of net assets at end of year (total assets less liabilities)2013-12-31$390,823,888
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$372,900,027
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$984,884
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$74,222,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$77,291,630
Interest earned on other investments2013-12-31$41,920
Income. Interest from US Government securities2013-12-31$2,595,066
Income. Interest from corporate debt instruments2013-12-31$2,921,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,170,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$23,014,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$23,014,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,104
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$319,236
Asset value of US Government securities at end of year2013-12-31$179,508,590
Asset value of US Government securities at beginning of year2013-12-31$137,024,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-3,030,076
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$159,109,132
Employer contributions (assets) at end of year2013-12-31$15,005,918
Employer contributions (assets) at beginning of year2013-12-31$14,503,354
Income. Dividends from common stock2013-12-31$1,421,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$162,477,398
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$76,371,649
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$113,084,494
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$86,725,756
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$65,620,032
Liabilities. Value of benefit claims payable at end of year2013-12-31$18,381,203
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$17,348,637
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$143,835
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$123,229
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$6,252,553,446
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,253,034,366
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2013-12-31208078757
2012 : NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$9,256,222
Total unrealized appreciation/depreciation of assets2012-12-31$9,256,222
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$88,822,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$37,505,241
Total income from all sources (including contributions)2012-12-31$197,278,935
Total loss/gain on sale of assets2012-12-31$2,830,279
Total of all expenses incurred2012-12-31$161,636,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$147,379,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$167,302,825
Value of total assets at end of year2012-12-31$461,722,644
Value of total assets at beginning of year2012-12-31$374,763,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,257,647
Total interest from all sources2012-12-31$6,697,804
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,116,525
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$3,704,939
Administrative expenses professional fees incurred2012-12-31$1,623,952
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$16,716,310
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$16,616,606
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,754,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$66,605,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,017,942
Other income not declared elsewhere2012-12-31$146,973
Administrative expenses (other) incurred2012-12-31$11,738,423
Liabilities. Value of operating payables at end of year2012-12-31$4,868,554
Liabilities. Value of operating payables at beginning of year2012-12-31$8,753,036
Total non interest bearing cash at end of year2012-12-31$14,444,292
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$35,642,128
Value of net assets at end of year (total assets less liabilities)2012-12-31$372,900,027
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$337,257,899
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$895,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$77,291,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$67,746,221
Interest earned on other investments2012-12-31$45,821
Income. Interest from US Government securities2012-12-31$2,684,220
Income. Interest from corporate debt instruments2012-12-31$3,960,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$23,014,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$28,107,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$28,107,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,904
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$269,816
Asset value of US Government securities at end of year2012-12-31$137,024,352
Asset value of US Government securities at beginning of year2012-12-31$96,469,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,928,307
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$150,586,515
Employer contributions (assets) at end of year2012-12-31$14,503,354
Employer contributions (assets) at beginning of year2012-12-31$14,350,214
Income. Dividends from common stock2012-12-31$1,411,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$147,109,344
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$113,084,494
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$108,336,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$65,620,032
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$56,913,991
Liabilities. Value of benefit claims payable at end of year2012-12-31$17,348,637
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$18,734,263
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$123,229
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$84,616
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$3,975,358,453
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,972,528,174
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2012-12-31208078757
2011 : NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,184,928
Total unrealized appreciation/depreciation of assets2011-12-31$4,184,928
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$37,505,241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$61,766,953
Total income from all sources (including contributions)2011-12-31$173,251,441
Total loss/gain on sale of assets2011-12-31$-177,747
Total of all expenses incurred2011-12-31$157,279,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$143,242,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$155,414,235
Value of total assets at end of year2011-12-31$374,763,140
Value of total assets at beginning of year2011-12-31$383,052,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,036,300
Total interest from all sources2011-12-31$8,134,451
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,441,283
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$7,262,493
Administrative expenses professional fees incurred2011-12-31$1,433,669
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$16,940,945
Assets. Other investments not covered elsewhere at end of year2011-12-31$2
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$-83,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,754,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$26,119,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,017,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$36,866,989
Other income not declared elsewhere2011-12-31$41,250
Administrative expenses (other) incurred2011-12-31$11,761,047
Liabilities. Value of operating payables at end of year2011-12-31$8,753,036
Liabilities. Value of operating payables at beginning of year2011-12-31$4,930,603
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$15,972,145
Value of net assets at end of year (total assets less liabilities)2011-12-31$337,257,899
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$321,285,754
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$841,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$67,746,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$60,905,910
Interest earned on other investments2011-12-31$33,514
Income. Interest from US Government securities2011-12-31$2,759,495
Income. Interest from corporate debt instruments2011-12-31$5,336,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$28,107,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$15,060,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$15,060,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,847
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$273,058
Asset value of US Government securities at end of year2011-12-31$96,469,201
Asset value of US Government securities at beginning of year2011-12-31$78,807,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,786,959
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$138,473,290
Employer contributions (assets) at end of year2011-12-31$14,350,214
Employer contributions (assets) at beginning of year2011-12-31$13,317,864
Income. Dividends from common stock2011-12-31$1,178,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$142,969,938
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$108,336,175
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$134,054,191
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$56,913,991
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$54,776,444
Liabilities. Value of benefit claims payable at end of year2011-12-31$18,734,263
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$19,969,361
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$84,616
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$94,272
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$1,885,410,387
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,885,588,134
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2011-12-31208078757
2010 : NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,128,850
Total unrealized appreciation/depreciation of assets2010-12-31$4,128,850
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$61,766,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$87,631,387
Total income from all sources (including contributions)2010-12-31$169,952,065
Total loss/gain on sale of assets2010-12-31$7,099,737
Total of all expenses incurred2010-12-31$167,435,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$154,210,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$147,596,886
Value of total assets at end of year2010-12-31$383,052,707
Value of total assets at beginning of year2010-12-31$406,400,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,224,402
Total interest from all sources2010-12-31$9,666,805
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,323,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,534,736
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$16,604,718
Assets. Other investments not covered elsewhere at end of year2010-12-31$-83,779
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$-254,521
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$26,119,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$34,310,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$36,866,989
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$59,757,051
Other income not declared elsewhere2010-12-31$136,195
Administrative expenses (other) incurred2010-12-31$10,727,087
Liabilities. Value of operating payables at end of year2010-12-31$4,930,603
Liabilities. Value of operating payables at beginning of year2010-12-31$6,182,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,516,866
Value of net assets at end of year (total assets less liabilities)2010-12-31$321,285,754
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$318,768,888
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$962,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$60,905,910
Interest earned on other investments2010-12-31$62,210
Income. Interest from US Government securities2010-12-31$4,060,392
Income. Interest from corporate debt instruments2010-12-31$5,535,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$15,060,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$18,509,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$18,509,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,788
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$301,727
Asset value of US Government securities at end of year2010-12-31$78,807,802
Asset value of US Government securities at beginning of year2010-12-31$127,092,357
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$130,992,168
Employer contributions (assets) at end of year2010-12-31$13,317,864
Employer contributions (assets) at beginning of year2010-12-31$15,683,568
Income. Dividends from common stock2010-12-31$1,323,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$153,909,070
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$134,054,191
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$144,142,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$54,776,444
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$66,789,387
Liabilities. Value of benefit claims payable at end of year2010-12-31$19,969,361
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$21,692,207
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$94,272
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$126,943
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$3,839,639,530
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,832,539,793
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SALTER & COMPANY LLC
Accountancy firm EIN2010-12-31208078757

Form 5500 Responses for NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND

2022: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL AUTOMATIC SPRINKLER INDUSTRY WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number15703
Policy instance 4
Insurance contract or identification number15703
Number of Individuals Covered51992
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $658,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0307190
Policy instance 3
Insurance contract or identification number0307190
Number of Individuals Covered15120
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND NONEXPERIENCE RATED LIFE.
Welfare Benefit Premiums Paid to CarrierUSD $466,024
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14558
Policy instance 2
Insurance contract or identification number14558
Number of Individuals Covered21675
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $7,665,386
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number00102933
Policy instance 1
Insurance contract or identification number00102933
Number of Individuals Covered20447
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,258,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number00102933
Policy instance 1
Insurance contract or identification number00102933
Number of Individuals Covered20451
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,303,553
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14558
Policy instance 2
Insurance contract or identification number14558
Number of Individuals Covered21250
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $6,721,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0307190
Policy instance 3
Insurance contract or identification number0307190
Number of Individuals Covered14500
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND NONEXPERIENCE RATED LIFE.
Welfare Benefit Premiums Paid to CarrierUSD $378,569
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number15703
Policy instance 4
Insurance contract or identification number15703
Number of Individuals Covered49000
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $586,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number00102933
Policy instance 1
Insurance contract or identification number00102933
Number of Individuals Covered19302
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,103,918
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14558
Policy instance 2
Insurance contract or identification number14558
Number of Individuals Covered20175
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $6,437,023
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0307190
Policy instance 3
Insurance contract or identification number0307190
Number of Individuals Covered14176
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND NONEXPERIENCE RATED LIFE.
Welfare Benefit Premiums Paid to CarrierUSD $372,438
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number15703
Policy instance 4
Insurance contract or identification number15703
Number of Individuals Covered48410
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $653,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number00102933
Policy instance 1
Insurance contract or identification number00102933
Number of Individuals Covered19279
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,383,915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14558
Policy instance 2
Insurance contract or identification number14558
Number of Individuals Covered19974
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $6,585,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0307190
Policy instance 3
Insurance contract or identification number0307190
Number of Individuals Covered13624
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND NONEXPERIENCE RATED LIFE.
Welfare Benefit Premiums Paid to CarrierUSD $400,575
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number15703
Policy instance 4
Insurance contract or identification number15703
Number of Individuals Covered48410
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $630,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number00102933
Policy instance 1
Insurance contract or identification number00102933
Number of Individuals Covered19625
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,147,206
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14558
Policy instance 2
Insurance contract or identification number14558
Number of Individuals Covered19411
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $7,834,167
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0307190
Policy instance 3
Insurance contract or identification number0307190
Number of Individuals Covered13624
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND NONEXPERIENCE RATED LIFE.
Welfare Benefit Premiums Paid to CarrierUSD $385,398
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number15703
Policy instance 4
Insurance contract or identification number15703
Number of Individuals Covered48410
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $578,828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number15703
Policy instance 4
Insurance contract or identification number15703
Number of Individuals Covered47104
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $556,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0307190
Policy instance 3
Insurance contract or identification number0307190
Number of Individuals Covered12820
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND NONEXPERIENCE RATED LIFE.
Welfare Benefit Premiums Paid to CarrierUSD $357,815
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14558
Policy instance 2
Insurance contract or identification number14558
Number of Individuals Covered18230
Insurance policy start date2016-05-01
Insurance policy end date2017-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $7,219,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number00102933
Policy instance 1
Insurance contract or identification number00102933
Number of Individuals Covered18440
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $182,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number00102933
Policy instance 1
Insurance contract or identification number00102933
Number of Individuals Covered17039
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $175,943
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number014558
Policy instance 2
Insurance contract or identification number014558
Number of Individuals Covered17434
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $6,095,215
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number121976
Policy instance 3
Insurance contract or identification number121976
Number of Individuals Covered11764
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND NONEXPERIENCE RATED LIFE.
Welfare Benefit Premiums Paid to CarrierUSD $329,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number014558
Policy instance 2
Insurance contract or identification number014558
Number of Individuals Covered17072
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $5,971,717
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00102933
Policy instance 1
Insurance contract or identification number00102933
Number of Individuals Covered17072
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $168,206
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number121976
Policy instance 3
Insurance contract or identification number121976
Number of Individuals Covered11469
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND NONEXPERIENCE RATED LIFE.
Welfare Benefit Premiums Paid to CarrierUSD $331,941
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00102933
Policy instance 1
Insurance contract or identification number00102933
Number of Individuals Covered16736
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $164,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number014558
Policy instance 2
Insurance contract or identification number014558
Number of Individuals Covered16736
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $5,899,109
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number121976
Policy instance 3
Insurance contract or identification number121976
Number of Individuals Covered11120
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND NONEXPERIENCE RATED LIFE.
Welfare Benefit Premiums Paid to CarrierUSD $319,236
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number014558
Policy instance 2
Insurance contract or identification number014558
Number of Individuals Covered16450
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $5,859,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number121976
Policy instance 3
Insurance contract or identification number121976
Number of Individuals Covered10780
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND NONEXPERIENCE RATED LIFE.
Welfare Benefit Premiums Paid to CarrierUSD $269,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00102933
Policy instance 1
Insurance contract or identification number00102933
Number of Individuals Covered16450
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $148,845
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number121976
Policy instance 3
Insurance contract or identification number121976
Number of Individuals Covered11137
Insurance policy start date2011-02-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND NONEXPERIENCE RATED LIFE.
Welfare Benefit Premiums Paid to CarrierUSD $273,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number014558
Policy instance 2
Insurance contract or identification number014558
Number of Individuals Covered16357
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $5,894,721
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number00102933
Policy instance 1
Insurance contract or identification number00102933
Number of Individuals Covered16357
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $163,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number00102933
Policy instance 1
Insurance contract or identification number00102933
Number of Individuals Covered15743
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $167,543
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0121976
Policy instance 2
Insurance contract or identification number0121976
Number of Individuals Covered12755
Insurance policy start date2010-01-01
Insurance policy end date2010-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D AND NONEXPERIENCE RATED LIFE.
Welfare Benefit Premiums Paid to CarrierUSD $32,033
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number014558
Policy instance 3
Insurance contract or identification number014558
Number of Individuals Covered16228
Insurance policy start date2009-05-01
Insurance policy end date2010-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $6,942,731
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number121976
Policy instance 4
Insurance contract or identification number121976
Number of Individuals Covered11440
Insurance policy start date2010-02-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedAD&D AND NONEXPERIENCE RATED LIFE.
Welfare Benefit Premiums Paid to CarrierUSD $269,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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