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UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 401k Plan overview

Plan NameUNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND
Plan identification number 501

UNITEHERE UNION AND EMPLOYERS HEALTH & 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)
  • Other welfare benefit cover

401k Sponsoring company profile

UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND
Employer identification number (EIN):581123253
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01MATTHEW WALKER2022-10-13 MATTHEW WALKER2022-10-13
5012020-07-01CHARLES A. HENDRICKS2021-11-18 CHARLES A. HENDRICKS2021-11-18
5012019-07-01CHARLES A. HENDRICKS2020-12-21 CHARLES A. HENDRICKS2020-12-21
5012018-07-01CHARLES A. HENDRICKS2019-12-09 CHARLES A. HENDRICKS2019-12-09
5012017-07-01
5012016-07-01
5012015-07-01CATHY D. HAWKINS
5012014-07-01CATHY D. HAWKINS
5012013-07-01CATHY D. HAWKINS
5012012-07-01CATHY D. HAWKINS
5012011-07-01CATHY D. HAWKINS
5012010-07-01CATHY D. HAWKINS
5012009-07-01CATHY D. HAWKINS

Plan Statistics for UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND

401k plan membership statisitcs for UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND

Measure Date Value
2021: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-07-01847
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of employers contributing to the scheme2021-07-011
2020: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-07-01937
Total number of active participants reported on line 7a of the Form 55002020-07-01819
Number of retired or separated participants receiving benefits2020-07-0128
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01847
Number of employers contributing to the scheme2020-07-013
2019: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-07-01804
Total number of active participants reported on line 7a of the Form 55002019-07-01884
Number of retired or separated participants receiving benefits2019-07-0153
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01937
Number of employers contributing to the scheme2019-07-012
2018: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-07-01765
Total number of active participants reported on line 7a of the Form 55002018-07-01758
Number of retired or separated participants receiving benefits2018-07-0146
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01804
Number of employers contributing to the scheme2018-07-012
2017: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01720
Total number of active participants reported on line 7a of the Form 55002017-07-01739
Number of retired or separated participants receiving benefits2017-07-0126
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01765
Number of employers contributing to the scheme2017-07-012
2016: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01778
Total number of active participants reported on line 7a of the Form 55002016-07-01667
Number of retired or separated participants receiving benefits2016-07-0153
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01720
Number of employers contributing to the scheme2016-07-013
2015: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01768
Total number of active participants reported on line 7a of the Form 55002015-07-01754
Number of retired or separated participants receiving benefits2015-07-014
Number of other retired or separated participants entitled to future benefits2015-07-0120
Total of all active and inactive participants2015-07-01778
Number of employers contributing to the scheme2015-07-013
2014: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01818
Total number of active participants reported on line 7a of the Form 55002014-07-01762
Number of retired or separated participants receiving benefits2014-07-015
Number of other retired or separated participants entitled to future benefits2014-07-011
Total of all active and inactive participants2014-07-01768
Number of employers contributing to the scheme2014-07-013
2013: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01891
Total number of active participants reported on line 7a of the Form 55002013-07-01781
Number of retired or separated participants receiving benefits2013-07-0137
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01818
Number of employers contributing to the scheme2013-07-013
2012: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01977
Total number of active participants reported on line 7a of the Form 55002012-07-01859
Number of retired or separated participants receiving benefits2012-07-0132
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01891
Number of employers contributing to the scheme2012-07-013
2011: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01919
Total number of active participants reported on line 7a of the Form 55002011-07-01935
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0142
Total of all active and inactive participants2011-07-01977
Number of employers contributing to the scheme2011-07-014
2010: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-07-01901
Total number of active participants reported on line 7a of the Form 55002010-07-01886
Number of retired or separated participants receiving benefits2010-07-0133
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01919
2009: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01918
Total number of active participants reported on line 7a of the Form 55002009-07-01901
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01901

Financial Data on UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND

Measure Date Value
2021 : UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$8,937,995
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$395,583
Total income from all sources (including contributions)2021-12-31$3,494,035
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,486,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,247,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,303,173
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$9,325,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$238,988
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$7,965
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$111,725
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$111,725
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$65,660
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,715
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$16,281
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$183,854
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,162
Other income not declared elsewhere2021-12-31$23,008
Administrative expenses (other) incurred2021-12-31$41,712
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$45,421
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$3,369,349
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$7,594
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,930,401
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$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$6,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,089,279
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$7,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$7,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7,965
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$355,652
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$48,164
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$3,295,458
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$843,698
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,707,947
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$125,051
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$348,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MACNELL ACCOUNTING & CONSULTING, LL
Accountancy firm EIN2021-12-31300510353
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets to this plan2021-06-30$0
Total transfer of assets from this plan2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$395,583
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$579,009
Total income from all sources (including contributions)2021-06-30$6,650,465
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$6,534,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$6,191,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$6,170,054
Value of total assets at end of year2021-06-30$9,325,984
Value of total assets at beginning of year2021-06-30$9,393,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$342,876
Total interest from all sources2021-06-30$33,165
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$124,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$124,414
Administrative expenses professional fees incurred2021-06-30$34,398
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$24,679
Assets. Other investments not covered elsewhere at end of year2021-06-30$16,281
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$15,043
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$367,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$2,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$1,830
Administrative expenses (other) incurred2021-06-30$19,202
Liabilities. Value of operating payables at end of year2021-06-30$45,421
Liabilities. Value of operating payables at beginning of year2021-06-30$60,179
Total non interest bearing cash at end of year2021-06-30$3,369,349
Total non interest bearing cash at beginning of year2021-06-30$4,306,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$116,030
Value of net assets at end of year (total assets less liabilities)2021-06-30$8,930,401
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$8,814,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$12,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$5,089,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,642,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$7,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$19,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$19,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$33,165
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$715,881
Asset value of US Government securities at end of year2021-06-30$0
Asset value of US Government securities at beginning of year2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$322,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$6,145,375
Employer contributions (assets) at end of year2021-06-30$843,698
Employer contributions (assets) at beginning of year2021-06-30$409,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$5,108,668
Contract administrator fees2021-06-30$277,198
Liabilities. Value of benefit claims payable at end of year2021-06-30$348,000
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$517,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$1,300
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30JONES, MCKNIGHT & EDMONSON, P.C.
Accountancy firm EIN2021-06-30582085609
2020 : UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$0
Total transfer of assets from this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$579,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$233,816
Total income from all sources (including contributions)2020-06-30$6,757,896
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$6,292,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$5,864,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$6,417,614
Value of total assets at end of year2020-06-30$9,393,380
Value of total assets at beginning of year2020-06-30$8,583,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$428,350
Total interest from all sources2020-06-30$39,525
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$278,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$278,578
Administrative expenses professional fees incurred2020-06-30$29,452
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$22,131
Assets. Other investments not covered elsewhere at end of year2020-06-30$15,043
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$17,008
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$375,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$1,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$1,761
Administrative expenses (other) incurred2020-06-30$19,922
Liabilities. Value of operating payables at end of year2020-06-30$60,179
Liabilities. Value of operating payables at beginning of year2020-06-30$37,055
Total non interest bearing cash at end of year2020-06-30$4,306,122
Total non interest bearing cash at beginning of year2020-06-30$3,664,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$464,952
Value of net assets at end of year (total assets less liabilities)2020-06-30$8,814,371
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,349,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$11,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,642,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,354,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$19,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$17,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$17,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$39,525
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$803,089
Asset value of US Government securities at end of year2020-06-30$0
Asset value of US Government securities at beginning of year2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$22,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$6,395,483
Employer contributions (assets) at end of year2020-06-30$409,428
Employer contributions (assets) at beginning of year2020-06-30$527,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$4,686,051
Contract administrator fees2020-06-30$367,908
Liabilities. Value of benefit claims payable at end of year2020-06-30$517,000
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$195,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$1,300
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$2,599
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30JONES, MCKNIGHT & EDMONSON, P.C.
Accountancy firm EIN2020-06-30582085609
2018 : UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total transfer of assets from this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$268,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$285,246
Total income from all sources (including contributions)2018-06-30$5,703,182
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$4,589,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$4,219,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$5,597,578
Value of total assets at end of year2018-06-30$7,313,354
Value of total assets at beginning of year2018-06-30$6,216,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$369,506
Total interest from all sources2018-06-30$10,607
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$99,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$99,066
Administrative expenses professional fees incurred2018-06-30$28,900
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$17,204
Assets. Other investments not covered elsewhere at end of year2018-06-30$16,272
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$13,167
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$349,790
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$10,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$1,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$1,645
Administrative expenses (other) incurred2018-06-30$22,004
Liabilities. Value of operating payables at end of year2018-06-30$75,713
Liabilities. Value of operating payables at beginning of year2018-06-30$33,601
Total non interest bearing cash at end of year2018-06-30$2,770,450
Total non interest bearing cash at beginning of year2018-06-30$1,780,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,113,815
Value of net assets at end of year (total assets less liabilities)2018-06-30$7,044,883
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,931,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$10,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,040,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,967,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$5,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$3,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$3,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$10,607
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$654,171
Asset value of US Government securities at end of year2018-06-30$0
Asset value of US Government securities at beginning of year2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-4,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$5,580,374
Employer contributions (assets) at end of year2018-06-30$466,857
Employer contributions (assets) at beginning of year2018-06-30$445,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,215,900
Contract administrator fees2018-06-30$308,559
Liabilities. Value of benefit claims payable at end of year2018-06-30$191,000
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$250,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$4,316
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$6,615
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30JONES, MCKNIGHT & EDMONSON, P.C.
Accountancy firm EIN2018-06-30582085609
2017 : UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$285,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$354,579
Total income from all sources (including contributions)2017-06-30$5,407,790
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$5,010,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$4,634,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$5,278,064
Value of total assets at end of year2017-06-30$6,216,314
Value of total assets at beginning of year2017-06-30$5,888,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$375,820
Total interest from all sources2017-06-30$4,584
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$125,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$125,211
Administrative expenses professional fees incurred2017-06-30$28,290
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$17,526
Assets. Other investments not covered elsewhere at end of year2017-06-30$13,167
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$18,075
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$359,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$1,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$11,907
Administrative expenses (other) incurred2017-06-30$42,711
Liabilities. Value of operating payables at end of year2017-06-30$33,601
Liabilities. Value of operating payables at beginning of year2017-06-30$34,672
Total non interest bearing cash at end of year2017-06-30$1,780,789
Total non interest bearing cash at beginning of year2017-06-30$1,534,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$396,985
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,931,068
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,534,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$8,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,967,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,757,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$3,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$4,584
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$592,607
Asset value of US Government securities at end of year2017-06-30$0
Asset value of US Government securities at beginning of year2017-06-30$96,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$-69
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$5,260,538
Employer contributions (assets) at end of year2017-06-30$445,238
Employer contributions (assets) at beginning of year2017-06-30$469,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,682,892
Contract administrator fees2017-06-30$296,233
Liabilities. Value of benefit claims payable at end of year2017-06-30$250,000
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$308,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$6,615
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$12,614
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30JONES, MCKNIGHT & EDMONSON, P.C.
Accountancy firm EIN2017-06-30582085609
2016 : UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$354,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$211,603
Total income from all sources (including contributions)2016-06-30$5,619,702
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$4,317,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,920,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$5,458,791
Value of total assets at end of year2016-06-30$5,888,662
Value of total assets at beginning of year2016-06-30$4,443,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$397,538
Total interest from all sources2016-06-30$4,500
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$75,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$75,486
Administrative expenses professional fees incurred2016-06-30$32,856
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$17,836
Assets. Other investments not covered elsewhere at end of year2016-06-30$18,075
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$12,552
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$360,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$11,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$19,920
Administrative expenses (other) incurred2016-06-30$58,083
Liabilities. Value of operating payables at end of year2016-06-30$34,672
Liabilities. Value of operating payables at beginning of year2016-06-30$41,683
Total non interest bearing cash at end of year2016-06-30$1,534,212
Total non interest bearing cash at beginning of year2016-06-30$1,751,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,301,750
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,534,083
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,232,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$5,396
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,757,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,895,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$4,500
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$657,986
Asset value of US Government securities at end of year2016-06-30$96,851
Asset value of US Government securities at beginning of year2016-06-30$307,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$80,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$5,440,955
Employer contributions (assets) at end of year2016-06-30$469,812
Employer contributions (assets) at beginning of year2016-06-30$461,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,902,071
Contract administrator fees2016-06-30$301,203
Liabilities. Value of benefit claims payable at end of year2016-06-30$308,000
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$150,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$12,614
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$15,443
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30JONES, MCKNIGHT & EDMONSON, P.C.
Accountancy firm EIN2016-06-30582085609
2015 : UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$211,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$280,739
Total income from all sources (including contributions)2015-06-30$5,504,197
Total loss/gain on sale of assets2015-06-30$11,731
Total of all expenses incurred2015-06-30$3,864,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,436,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$5,473,074
Value of total assets at end of year2015-06-30$4,443,936
Value of total assets at beginning of year2015-06-30$2,873,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$427,754
Total interest from all sources2015-06-30$3,419
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$33,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$33,055
Administrative expenses professional fees incurred2015-06-30$54,708
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$22,115
Assets. Other investments not covered elsewhere at end of year2015-06-30$12,552
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$14,840
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$397,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$5,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$19,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$56,022
Administrative expenses (other) incurred2015-06-30$80,739
Liabilities. Value of operating payables at end of year2015-06-30$41,683
Liabilities. Value of operating payables at beginning of year2015-06-30$8,717
Total non interest bearing cash at end of year2015-06-30$1,751,778
Total non interest bearing cash at beginning of year2015-06-30$263,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,639,460
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,232,333
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,592,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$8,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,895,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,046,936
Income. Interest from US Government securities2015-06-30$666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$2,753
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$567,585
Asset value of US Government securities at end of year2015-06-30$307,631
Asset value of US Government securities at beginning of year2015-06-30$124,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-17,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$5,450,959
Employer contributions (assets) at end of year2015-06-30$461,231
Employer contributions (assets) at beginning of year2015-06-30$397,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,471,516
Contract administrator fees2015-06-30$284,296
Liabilities. Value of benefit claims payable at end of year2015-06-30$150,000
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$216,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$15,443
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$20,690
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$4,326,754
Aggregate carrying amount (costs) on sale of assets2015-06-30$4,315,023
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30JONES, MCKNIGHT & EDMONSON, P.C.
Accountancy firm EIN2015-06-30582085609
2014 : UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$985
Total unrealized appreciation/depreciation of assets2014-06-30$985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$280,739
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$220,086
Total income from all sources (including contributions)2014-06-30$5,075,239
Total loss/gain on sale of assets2014-06-30$39,699
Total of all expenses incurred2014-06-30$5,661,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$4,990,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$4,935,331
Value of total assets at end of year2014-06-30$2,873,612
Value of total assets at beginning of year2014-06-30$3,398,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$670,407
Total interest from all sources2014-06-30$2,873
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$49,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$49,588
Administrative expenses professional fees incurred2014-06-30$28,040
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$300,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$14,840
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$12,458
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$29,254
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$422,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$5,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$6,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$56,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Administrative expenses (other) incurred2014-06-30$92,303
Liabilities. Value of operating payables at end of year2014-06-30$8,717
Liabilities. Value of operating payables at beginning of year2014-06-30$43,086
Total non interest bearing cash at end of year2014-06-30$263,983
Total non interest bearing cash at beginning of year2014-06-30$367,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-585,768
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,592,873
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,178,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$13,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,046,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,368,962
Income. Interest from US Government securities2014-06-30$1,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$1,040
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$191,407
Asset value of US Government securities at end of year2014-06-30$124,525
Asset value of US Government securities at beginning of year2014-06-30$162,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$46,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$4,906,077
Employer contributions (assets) at end of year2014-06-30$397,397
Employer contributions (assets) at beginning of year2014-06-30$455,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$4,376,985
Contract administrator fees2014-06-30$536,632
Liabilities. Value of benefit claims payable at end of year2014-06-30$216,000
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$177,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$20,690
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$25,936
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$1,951,871
Aggregate carrying amount (costs) on sale of assets2014-06-30$1,912,172
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30JONES, MCKNIGHT & EDMONSON, P.C.
Accountancy firm EIN2014-06-30582085609
2013 : UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-33,787
Total unrealized appreciation/depreciation of assets2013-06-30$-33,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$220,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$217,597
Total income from all sources (including contributions)2013-06-30$5,428,203
Total loss/gain on sale of assets2013-06-30$36,735
Total of all expenses incurred2013-06-30$5,373,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$4,755,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$5,365,506
Value of total assets at end of year2013-06-30$3,398,727
Value of total assets at beginning of year2013-06-30$3,341,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$617,347
Total interest from all sources2013-06-30$8,272
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$51,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$51,477
Administrative expenses professional fees incurred2013-06-30$27,513
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$300,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$12,458
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$12,391
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$33,977
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$430,751
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$6,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$6,112
Administrative expenses (other) incurred2013-06-30$22,392
Liabilities. Value of operating payables at end of year2013-06-30$43,086
Liabilities. Value of operating payables at beginning of year2013-06-30$40,597
Total non interest bearing cash at end of year2013-06-30$367,415
Total non interest bearing cash at beginning of year2013-06-30$359,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$54,979
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,178,641
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,123,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$13,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,368,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,210,155
Income. Interest from US Government securities2013-06-30$2,689
Income. Interest from corporate debt instruments2013-06-30$2,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$3,092
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$204,786
Asset value of US Government securities at end of year2013-06-30$162,571
Asset value of US Government securities at beginning of year2013-06-30$174,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$5,331,529
Employer contributions (assets) at end of year2013-06-30$455,083
Employer contributions (assets) at beginning of year2013-06-30$460,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$4,120,340
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$87,174
Contract administrator fees2013-06-30$553,717
Liabilities. Value of benefit claims payable at end of year2013-06-30$177,000
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$177,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$25,936
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$31,183
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$1,495,685
Aggregate carrying amount (costs) on sale of assets2013-06-30$1,458,950
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30JONES, MCKNIGHT & EDMONSON, P.C.
Accountancy firm EIN2013-06-30582085609
2012 : UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$143,501
Total unrealized appreciation/depreciation of assets2012-06-30$143,501
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$217,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$192,784
Total income from all sources (including contributions)2012-06-30$5,631,197
Total loss/gain on sale of assets2012-06-30$-54,137
Total of all expenses incurred2012-06-30$5,385,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$4,785,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$5,475,776
Value of total assets at end of year2012-06-30$3,341,259
Value of total assets at beginning of year2012-06-30$3,070,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$600,126
Total interest from all sources2012-06-30$12,736
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$53,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$53,321
Administrative expenses professional fees incurred2012-06-30$27,328
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$300,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$12,391
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$10,057
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$43,403
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$397,059
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$6,112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$6,722
Administrative expenses (other) incurred2012-06-30$23,472
Liabilities. Value of operating payables at end of year2012-06-30$40,597
Liabilities. Value of operating payables at beginning of year2012-06-30$4,784
Total non interest bearing cash at end of year2012-06-30$359,057
Total non interest bearing cash at beginning of year2012-06-30$289,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$245,571
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,123,662
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,878,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$12,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,210,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,966,279
Income. Interest from US Government securities2012-06-30$3,836
Income. Interest from corporate debt instruments2012-06-30$6,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$2,150
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$208,405
Asset value of US Government securities at end of year2012-06-30$174,788
Asset value of US Government securities at beginning of year2012-06-30$159,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$5,432,373
Employer contributions (assets) at end of year2012-06-30$460,399
Employer contributions (assets) at beginning of year2012-06-30$430,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$4,180,036
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$87,174
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$192,283
Contract administrator fees2012-06-30$536,366
Liabilities. Value of benefit claims payable at end of year2012-06-30$177,000
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$188,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$31,183
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$15,729
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$1,277,096
Aggregate carrying amount (costs) on sale of assets2012-06-30$1,331,233
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30JONES, MCKNIGHT & EDMONSON, P.C.
Accountancy firm EIN2012-06-30582085609
2011 : UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$82,425
Total unrealized appreciation/depreciation of assets2011-06-30$82,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$192,784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$147,203
Total income from all sources (including contributions)2011-06-30$5,002,075
Total loss/gain on sale of assets2011-06-30$-33,155
Total of all expenses incurred2011-06-30$5,033,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$4,469,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,863,014
Value of total assets at end of year2011-06-30$3,070,875
Value of total assets at beginning of year2011-06-30$3,057,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$563,977
Total interest from all sources2011-06-30$31,993
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$57,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$57,798
Administrative expenses professional fees incurred2011-06-30$25,337
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$350,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$10,057
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$7,103
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$32,922
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$6,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$25,182
Administrative expenses (other) incurred2011-06-30$30,424
Liabilities. Value of operating payables at end of year2011-06-30$4,784
Liabilities. Value of operating payables at beginning of year2011-06-30$4,203
Total non interest bearing cash at end of year2011-06-30$289,398
Total non interest bearing cash at beginning of year2011-06-30$172,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-31,798
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,878,091
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,909,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$5,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,966,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,274,929
Income. Interest from US Government securities2011-06-30$7,138
Income. Interest from corporate debt instruments2011-06-30$23,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$1,376
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$203,384
Asset value of US Government securities at end of year2011-06-30$159,674
Asset value of US Government securities at beginning of year2011-06-30$573,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,830,092
Employer contributions (assets) at end of year2011-06-30$430,733
Employer contributions (assets) at beginning of year2011-06-30$343,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$4,266,512
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$192,283
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$660,179
Contract administrator fees2011-06-30$503,158
Liabilities. Value of benefit claims payable at end of year2011-06-30$188,000
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$143,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$15,729
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$4,454,737
Aggregate carrying amount (costs) on sale of assets2011-06-30$4,487,892
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30JONES, MCKNIGHT & EDMONSON, P.C.
Accountancy firm EIN2011-06-30582085609

Form 5500 Responses for UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND

2021: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: UNITEHERE UNION AND EMPLOYERS HEALTH & WELFARE FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREATER GEORGIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97217 )
Policy contract numberGA1303
Policy instance 2
Insurance contract or identification numberGA1303
Number of Individuals Covered844
Insurance policy start date2021-07-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $109,257
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract number102946900
Policy instance 1
Insurance contract or identification number102946900
Number of Individuals Covered805
Insurance policy start date2021-07-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $246,261
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract number102946900
Policy instance 2
Insurance contract or identification number102946900
Number of Individuals Covered798
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $502,245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREATER GEORGIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97217 )
Policy contract numberGA1303
Policy instance 1
Insurance contract or identification numberGA1303
Number of Individuals Covered847
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $208,216
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREATER GEORGIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97217 )
Policy contract numberGA1303
Policy instance 1
Insurance contract or identification numberGA1303
Number of Individuals Covered937
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $259,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract number102946900
Policy instance 2
Insurance contract or identification number102946900
Number of Individuals Covered877
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $579,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract number102946900
Policy instance 2
Insurance contract or identification number102946900
Number of Individuals Covered749
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $496,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREATER GEORGIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97217 )
Policy contract numberGA1303
Policy instance 1
Insurance contract or identification numberGA1303
Number of Individuals Covered804
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $18,368
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $172,532
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,368
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract number102946900
Policy instance 2
Insurance contract or identification number102946900
Number of Individuals Covered749
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $470,725
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREATER GEORGIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97217 )
Policy contract numberGA1303
Policy instance 1
Insurance contract or identification numberGA1303
Number of Individuals Covered765
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $8,872
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $196,810
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,872
Insurance broker organization code?3
Insurance broker nameNUVISION FINANCIAL CORP

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