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U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 401k Plan overview

Plan NameU.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W
Plan identification number 501

U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W Benefits

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

401k Sponsoring company profile

U.F.C.W. LOCAL 1529 & CONTRIB EMPLOYERS H&W has sponsored the creation of one or more 401k plans.

Company Name:U.F.C.W. LOCAL 1529 & CONTRIB EMPLOYERS H&W
Employer identification number (EIN):620978539
NAIC Classification:722300
NAIC Description: Special Food Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-06-01LEON E SHEPPARD JR2023-03-07 LEON E SHEPPARD JR2023-03-07
5012020-06-01LONNIE E SHEPPARD JR2022-02-01 LONNIE E SHEPPARD JR2022-02-01
5012019-06-01LONNIE E SHEPPARD JR2020-11-17 LONNIE E SHEPPARD JR2020-11-17
5012018-06-01LEON E. SHEPPARD, JR2019-09-11 LEON E. SHEPPARD, JR2019-09-11
5012017-06-01
5012017-06-01LEON E. SHEPPARD, JR2018-03-06 LEON E. SHEPPARD, JR2018-03-06
5012017-06-01LEON E. SHEPPARD, JR2017-11-16 LEON E. SHEPPARD, JR2017-11-16
5012016-06-01
5012015-06-01
5012014-06-01
5012013-06-01
5012012-06-01LEON E. SHEPPARD, JR LEON E. SHEPPARD, JR2014-01-02
5012011-06-01LEON E. SHEPPARD, JR LEON E. SHEPPARD, JR2012-12-14
5012010-06-01LEON E. SHEPPARD, JR LEON E. SHEPPARD, JR2012-03-05
5012009-06-01LEON E SHEPPARD LEON E SHEPPARD2011-03-04

Plan Statistics for U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W

401k plan membership statisitcs for U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W

Measure Date Value
2021: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2021 401k membership
Total participants, beginning-of-year2021-06-016,814
Total number of active participants reported on line 7a of the Form 55002021-06-015,552
Total of all active and inactive participants2021-06-015,552
Number of employers contributing to the scheme2021-06-015
2020: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2020 401k membership
Total participants, beginning-of-year2020-06-016,971
Total number of active participants reported on line 7a of the Form 55002020-06-016,814
Total of all active and inactive participants2020-06-016,814
Number of employers contributing to the scheme2020-06-015
2019: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2019 401k membership
Total participants, beginning-of-year2019-06-016,607
Total number of active participants reported on line 7a of the Form 55002019-06-016,971
Total of all active and inactive participants2019-06-016,971
Number of employers contributing to the scheme2019-06-015
2018: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2018 401k membership
Total participants, beginning-of-year2018-06-016,536
Total number of active participants reported on line 7a of the Form 55002018-06-016,607
Number of retired or separated participants receiving benefits2018-06-010
Total of all active and inactive participants2018-06-016,607
Number of employers contributing to the scheme2018-06-015
2017: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2017 401k membership
Total participants, beginning-of-year2017-06-016,380
Total number of active participants reported on line 7a of the Form 55002017-06-016,536
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-016,536
Number of employers contributing to the scheme2017-06-015
2016: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2016 401k membership
Total participants, beginning-of-year2016-06-016,398
Total number of active participants reported on line 7a of the Form 55002016-06-016,380
Total of all active and inactive participants2016-06-016,380
Number of employers contributing to the scheme2016-06-015
2015: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2015 401k membership
Total participants, beginning-of-year2015-06-016,414
Total number of active participants reported on line 7a of the Form 55002015-06-016,398
Total of all active and inactive participants2015-06-016,398
Number of employers contributing to the scheme2015-06-015
2014: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2014 401k membership
Total participants, beginning-of-year2014-06-016,199
Total number of active participants reported on line 7a of the Form 55002014-06-016,414
Total of all active and inactive participants2014-06-016,414
Number of employers contributing to the scheme2014-06-015
2013: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2013 401k membership
Total participants, beginning-of-year2013-06-016,470
Total number of active participants reported on line 7a of the Form 55002013-06-016,199
Total of all active and inactive participants2013-06-016,199
Number of employers contributing to the scheme2013-06-016
2012: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2012 401k membership
Total participants, beginning-of-year2012-06-016,661
Total number of active participants reported on line 7a of the Form 55002012-06-016,470
Total of all active and inactive participants2012-06-016,470
Number of employers contributing to the scheme2012-06-016
2011: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2011 401k membership
Total participants, beginning-of-year2011-06-016,207
Total number of active participants reported on line 7a of the Form 55002011-06-016,242
Number of retired or separated participants receiving benefits2011-06-01419
Total of all active and inactive participants2011-06-016,661
Number of employers contributing to the scheme2011-06-016
2010: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2010 401k membership
Total participants, beginning-of-year2010-06-015,607
Total number of active participants reported on line 7a of the Form 55002010-06-015,824
Number of retired or separated participants receiving benefits2010-06-01383
Total of all active and inactive participants2010-06-016,207
Number of employers contributing to the scheme2010-06-016
2009: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2009 401k membership
Total participants, beginning-of-year2009-06-015,585
Total number of active participants reported on line 7a of the Form 55002009-06-015,242
Number of retired or separated participants receiving benefits2009-06-01365
Total of all active and inactive participants2009-06-015,607
Total participants2009-06-010
Number of employers contributing to the scheme2009-06-016

Financial Data on U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W

Measure Date Value
2022 : U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$2,195,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$2,783,618
Total income from all sources (including contributions)2022-05-31$41,153,689
Total of all expenses incurred2022-05-31$40,492,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$38,034,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$41,151,742
Value of total assets at end of year2022-05-31$2,345,420
Value of total assets at beginning of year2022-05-31$2,272,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$2,458,466
Total interest from all sources2022-05-31$1,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Administrative expenses professional fees incurred2022-05-31$377,279
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$240,863
Participant contributions at end of year2022-05-31$9,934
Participant contributions at beginning of year2022-05-31$9,346
Income. Received or receivable in cash from other sources (including rollovers)2022-05-31$40,110,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$964,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$441,145
Administrative expenses (other) incurred2022-05-31$535,487
Liabilities. Value of operating payables at end of year2022-05-31$546,850
Liabilities. Value of operating payables at beginning of year2022-05-31$630,618
Total non interest bearing cash at end of year2022-05-31$-1,718,155
Total non interest bearing cash at beginning of year2022-05-31$-1,442,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$660,810
Value of net assets at end of year (total assets less liabilities)2022-05-31$149,570
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$-511,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$3,023,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$3,196,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$3,196,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$1,947
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-31$768,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$800,165
Employer contributions (assets) at end of year2022-05-31$66,173
Employer contributions (assets) at beginning of year2022-05-31$67,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$37,266,200
Contract administrator fees2022-05-31$1,545,700
Liabilities. Value of benefit claims payable at end of year2022-05-31$1,649,000
Liabilities. Value of benefit claims payable at beginning of year2022-05-31$2,153,000
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2022-05-31205886120
2021 : U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$0
Total unrealized appreciation/depreciation of assets2021-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$2,783,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$2,589,920
Total income from all sources (including contributions)2021-05-31$35,295,769
Total loss/gain on sale of assets2021-05-31$-25,758
Total of all expenses incurred2021-05-31$48,033,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$45,348,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$35,271,776
Value of total assets at end of year2021-05-31$2,272,378
Value of total assets at beginning of year2021-05-31$14,815,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$2,684,756
Total interest from all sources2021-05-31$28,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Administrative expenses professional fees incurred2021-05-31$394,474
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$170,857
Participant contributions at end of year2021-05-31$9,346
Participant contributions at beginning of year2021-05-31$10,580
Income. Received or receivable in cash from other sources (including rollovers)2021-05-31$34,258,124
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$236,091
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$116,816
Other income not declared elsewhere2021-05-31$20,821
Administrative expenses (other) incurred2021-05-31$535,467
Liabilities. Value of operating payables at end of year2021-05-31$630,618
Liabilities. Value of operating payables at beginning of year2021-05-31$581,920
Total non interest bearing cash at end of year2021-05-31$-1,237,499
Total non interest bearing cash at beginning of year2021-05-31$-455,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$-12,737,319
Value of net assets at end of year (total assets less liabilities)2021-05-31$-511,240
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$12,226,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$3,196,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$15,060,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$15,060,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$28,930
Expenses. Payments to insurance carriers foe the provision of benefits2021-05-31$989,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31Yes
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$842,795
Employer contributions (assets) at end of year2021-05-31$67,580
Employer contributions (assets) at beginning of year2021-05-31$83,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$44,358,881
Contract administrator fees2021-05-31$1,754,690
Liabilities. Value of benefit claims payable at end of year2021-05-31$2,153,000
Liabilities. Value of benefit claims payable at beginning of year2021-05-31$2,008,000
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Aggregate proceeds on sale of assets2021-05-31$4,604,242
Aggregate carrying amount (costs) on sale of assets2021-05-31$4,630,000
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2021-05-31205886120
2020 : U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$-48,110
Total unrealized appreciation/depreciation of assets2020-05-31$-48,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$2,589,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$2,731,762
Total income from all sources (including contributions)2020-05-31$37,656,461
Total loss/gain on sale of assets2020-05-31$37,832
Total of all expenses incurred2020-05-31$48,831,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$45,958,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$37,303,910
Value of total assets at end of year2020-05-31$14,815,999
Value of total assets at beginning of year2020-05-31$26,132,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$2,872,778
Total interest from all sources2020-05-31$155,747
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$183,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$183,401
Administrative expenses professional fees incurred2020-05-31$487,743
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$2,573,962
Participant contributions at end of year2020-05-31$10,580
Participant contributions at beginning of year2020-05-31$256,408
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$116,816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$65,714
Other income not declared elsewhere2020-05-31$23,681
Administrative expenses (other) incurred2020-05-31$689,800
Liabilities. Value of operating payables at end of year2020-05-31$581,920
Liabilities. Value of operating payables at beginning of year2020-05-31$555,762
Total non interest bearing cash at end of year2020-05-31$-455,518
Total non interest bearing cash at beginning of year2020-05-31$-216,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$-11,174,655
Value of net assets at end of year (total assets less liabilities)2020-05-31$12,226,079
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$23,400,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$17,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$4,413,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$15,060,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$17,792,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$17,792,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$155,747
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$954,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31Yes
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$34,729,948
Employer contributions (assets) at end of year2020-05-31$83,841
Employer contributions (assets) at beginning of year2020-05-31$3,821,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$45,003,612
Contract administrator fees2020-05-31$1,677,950
Liabilities. Value of benefit claims payable at end of year2020-05-31$2,008,000
Liabilities. Value of benefit claims payable at beginning of year2020-05-31$2,176,000
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$4,577,168
Aggregate carrying amount (costs) on sale of assets2020-05-31$4,539,336
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2020-05-31205886120
2018 : U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$13,689
Total unrealized appreciation/depreciation of assets2018-05-31$13,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$2,677,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$2,205,825
Total income from all sources (including contributions)2018-05-31$48,440,896
Total loss/gain on sale of assets2018-05-31$1,544
Total of all expenses incurred2018-05-31$43,878,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$41,303,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$48,277,595
Value of total assets at end of year2018-05-31$22,511,186
Value of total assets at beginning of year2018-05-31$17,476,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$2,574,660
Total interest from all sources2018-05-31$13,780
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$111,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$111,719
Administrative expenses professional fees incurred2018-05-31$238,179
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$2,856,182
Participant contributions at end of year2018-05-31$215,455
Participant contributions at beginning of year2018-05-31$220,958
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$21,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$67,772
Other income not declared elsewhere2018-05-31$22,569
Administrative expenses (other) incurred2018-05-31$659,594
Liabilities. Value of operating payables at end of year2018-05-31$435,818
Liabilities. Value of operating payables at beginning of year2018-05-31$475,825
Total non interest bearing cash at end of year2018-05-31$-106,244
Total non interest bearing cash at beginning of year2018-05-31$-66,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$4,562,319
Value of net assets at end of year (total assets less liabilities)2018-05-31$19,833,368
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$15,271,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$12,889
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$4,324,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$3,268,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$14,280,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$10,261,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$10,261,304
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$13,780
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$964,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$45,421,413
Employer contributions (assets) at end of year2018-05-31$3,775,823
Employer contributions (assets) at beginning of year2018-05-31$3,724,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$40,339,040
Contract administrator fees2018-05-31$1,663,998
Liabilities. Value of benefit claims payable at end of year2018-05-31$2,242,000
Liabilities. Value of benefit claims payable at beginning of year2018-05-31$1,730,000
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$485,048
Aggregate carrying amount (costs) on sale of assets2018-05-31$483,504
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2018-05-31205886120
2017 : U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$23,156
Total unrealized appreciation/depreciation of assets2017-05-31$23,156
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$2,205,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$2,639,846
Total income from all sources (including contributions)2017-05-31$45,976,484
Total loss/gain on sale of assets2017-05-31$58
Total of all expenses incurred2017-05-31$43,643,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$40,987,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$45,853,424
Value of total assets at end of year2017-05-31$17,476,874
Value of total assets at beginning of year2017-05-31$15,577,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$2,656,015
Total interest from all sources2017-05-31$5,641
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$71,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$71,738
Administrative expenses professional fees incurred2017-05-31$332,821
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$2,644,204
Participant contributions at end of year2017-05-31$220,958
Participant contributions at beginning of year2017-05-31$177,383
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$67,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$24,537
Other income not declared elsewhere2017-05-31$22,467
Administrative expenses (other) incurred2017-05-31$660,085
Liabilities. Value of operating payables at end of year2017-05-31$475,825
Liabilities. Value of operating payables at beginning of year2017-05-31$535,846
Total non interest bearing cash at end of year2017-05-31$-66,531
Total non interest bearing cash at beginning of year2017-05-31$-96,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$2,333,361
Value of net assets at end of year (total assets less liabilities)2017-05-31$15,271,049
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$12,937,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$11,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$3,268,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$3,257,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$10,261,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$8,761,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$8,761,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$5,641
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-31$1,092,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$43,209,220
Employer contributions (assets) at end of year2017-05-31$3,724,421
Employer contributions (assets) at beginning of year2017-05-31$3,452,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$39,895,063
Contract administrator fees2017-05-31$1,651,469
Liabilities. Value of benefit claims payable at end of year2017-05-31$1,730,000
Liabilities. Value of benefit claims payable at beginning of year2017-05-31$2,104,000
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$80,661
Aggregate carrying amount (costs) on sale of assets2017-05-31$80,603
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2017-05-31205886120
2016 : U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$-22,842
Total unrealized appreciation/depreciation of assets2016-05-31$-22,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$2,639,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$2,821,087
Total income from all sources (including contributions)2016-05-31$44,061,498
Total of all expenses incurred2016-05-31$42,459,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$39,797,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$43,971,116
Value of total assets at end of year2016-05-31$15,577,534
Value of total assets at beginning of year2016-05-31$14,157,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$2,662,026
Total interest from all sources2016-05-31$4,039
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$70,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$70,255
Administrative expenses professional fees incurred2016-05-31$358,449
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$2,446,739
Participant contributions at end of year2016-05-31$177,383
Participant contributions at beginning of year2016-05-31$228,538
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$24,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$25,211
Other income not declared elsewhere2016-05-31$38,930
Administrative expenses (other) incurred2016-05-31$661,760
Liabilities. Value of operating payables at end of year2016-05-31$535,846
Liabilities. Value of operating payables at beginning of year2016-05-31$575,087
Total non interest bearing cash at end of year2016-05-31$-96,745
Total non interest bearing cash at beginning of year2016-05-31$-107,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$1,601,709
Value of net assets at end of year (total assets less liabilities)2016-05-31$12,937,688
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$11,335,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$11,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$3,257,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$3,219,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$8,761,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$7,340,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$7,340,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$4,039
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-31$268,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31Yes
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$41,524,377
Employer contributions (assets) at end of year2016-05-31$3,452,909
Employer contributions (assets) at beginning of year2016-05-31$3,451,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$39,529,394
Contract administrator fees2016-05-31$1,630,293
Liabilities. Value of benefit claims payable at end of year2016-05-31$2,104,000
Liabilities. Value of benefit claims payable at beginning of year2016-05-31$2,246,000
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2016-05-31205886120
2015 : U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$-22,995
Total unrealized appreciation/depreciation of assets2015-05-31$-22,995
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$2,821,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$2,705,174
Total income from all sources (including contributions)2015-05-31$43,876,184
Total of all expenses incurred2015-05-31$42,879,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$40,013,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$43,807,757
Value of total assets at end of year2015-05-31$14,157,066
Value of total assets at beginning of year2015-05-31$13,044,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$2,866,017
Total interest from all sources2015-05-31$66,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Administrative expenses professional fees incurred2015-05-31$532,835
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$2,095,167
Participant contributions at end of year2015-05-31$228,538
Participant contributions at beginning of year2015-05-31$179,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$25,211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$15,531
Other income not declared elsewhere2015-05-31$24,541
Administrative expenses (other) incurred2015-05-31$680,178
Liabilities. Value of operating payables at end of year2015-05-31$575,087
Liabilities. Value of operating payables at beginning of year2015-05-31$310,174
Total non interest bearing cash at end of year2015-05-31$-107,858
Total non interest bearing cash at beginning of year2015-05-31$-104,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$996,512
Value of net assets at end of year (total assets less liabilities)2015-05-31$11,335,979
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$10,339,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$10,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$3,219,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$2,703,428
Interest earned on other investments2015-05-31$62,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$7,340,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$6,740,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$6,740,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$4,108
Expenses. Payments to insurance carriers foe the provision of benefits2015-05-31$625,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31Yes
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$41,712,590
Employer contributions (assets) at end of year2015-05-31$3,451,267
Employer contributions (assets) at beginning of year2015-05-31$3,510,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$39,387,801
Contract administrator fees2015-05-31$1,642,076
Liabilities. Value of benefit claims payable at end of year2015-05-31$2,246,000
Liabilities. Value of benefit claims payable at beginning of year2015-05-31$2,395,000
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2015-05-31205886120
2014 : U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$94
Total unrealized appreciation/depreciation of assets2014-05-31$94
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$2,705,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$3,011,531
Total income from all sources (including contributions)2014-05-31$42,925,000
Total of all expenses incurred2014-05-31$40,659,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$37,981,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$42,865,558
Value of total assets at end of year2014-05-31$13,044,641
Value of total assets at beginning of year2014-05-31$11,085,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$2,678,351
Total interest from all sources2014-05-31$34,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Administrative expenses professional fees incurred2014-05-31$461,827
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$1,860,365
Participant contributions at end of year2014-05-31$179,022
Participant contributions at beginning of year2014-05-31$207,020
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$15,531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$312,286
Other income not declared elsewhere2014-05-31$24,541
Administrative expenses (other) incurred2014-05-31$631,227
Liabilities. Value of operating payables at end of year2014-05-31$310,174
Liabilities. Value of operating payables at beginning of year2014-05-31$430,531
Total non interest bearing cash at end of year2014-05-31$-104,060
Total non interest bearing cash at beginning of year2014-05-31$-80,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$2,265,464
Value of net assets at end of year (total assets less liabilities)2014-05-31$10,339,467
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$8,074,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$9,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$2,703,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$2,674,179
Interest earned on other investments2014-05-31$30,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$6,740,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$4,655,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$4,655,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$4,481
Expenses. Payments to insurance carriers foe the provision of benefits2014-05-31$637,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31Yes
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$41,005,193
Employer contributions (assets) at end of year2014-05-31$3,510,342
Employer contributions (assets) at beginning of year2014-05-31$3,316,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$37,343,280
Contract administrator fees2014-05-31$1,575,657
Liabilities. Value of benefit claims payable at end of year2014-05-31$2,395,000
Liabilities. Value of benefit claims payable at beginning of year2014-05-31$2,581,000
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2014-05-31205886120
2013 : U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$-5,358
Total unrealized appreciation/depreciation of assets2013-05-31$-5,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$3,011,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$2,963,998
Total income from all sources (including contributions)2013-05-31$43,849,551
Total loss/gain on sale of assets2013-05-31$23,439
Total of all expenses incurred2013-05-31$43,900,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$41,122,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$43,451,305
Value of total assets at end of year2013-05-31$11,085,534
Value of total assets at beginning of year2013-05-31$11,089,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$2,778,805
Total income from rents2013-05-31$24,541
Total interest from all sources2013-05-31$45,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Administrative expenses professional fees incurred2013-05-31$596,104
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$2,036,178
Participant contributions at end of year2013-05-31$207,020
Participant contributions at beginning of year2013-05-31$154,329
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$312,286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$146,205
Other income not declared elsewhere2013-05-31$309,813
Administrative expenses (other) incurred2013-05-31$615,252
Liabilities. Value of operating payables at end of year2013-05-31$430,531
Liabilities. Value of operating payables at beginning of year2013-05-31$291,998
Total non interest bearing cash at end of year2013-05-31$-80,297
Total non interest bearing cash at beginning of year2013-05-31$-291,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$-51,418
Value of net assets at end of year (total assets less liabilities)2013-05-31$8,074,003
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$8,125,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$6,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$2,674,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$2,811,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$4,655,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$5,131,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$5,131,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$45,811
Expenses. Payments to insurance carriers foe the provision of benefits2013-05-31$721,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31Yes
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$41,415,127
Employer contributions (assets) at end of year2013-05-31$3,316,924
Employer contributions (assets) at beginning of year2013-05-31$3,137,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$40,400,898
Contract administrator fees2013-05-31$1,561,256
Liabilities. Value of benefit claims payable at end of year2013-05-31$2,581,000
Liabilities. Value of benefit claims payable at beginning of year2013-05-31$2,672,000
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$7,863,701
Aggregate carrying amount (costs) on sale of assets2013-05-31$7,840,262
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2013-05-31205886120
2012 : U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$-3,300
Total unrealized appreciation/depreciation of assets2012-05-31$-3,300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$2,963,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$2,649,979
Total income from all sources (including contributions)2012-05-31$38,502,081
Total of all expenses incurred2012-05-31$40,144,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$37,483,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$38,362,944
Value of total assets at end of year2012-05-31$11,089,419
Value of total assets at beginning of year2012-05-31$12,417,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$2,660,655
Total income from rents2012-05-31$10,226
Total interest from all sources2012-05-31$32,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Administrative expenses professional fees incurred2012-05-31$680,868
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$2,251,765
Participant contributions at end of year2012-05-31$154,329
Participant contributions at beginning of year2012-05-31$117,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$146,205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$22,824
Other income not declared elsewhere2012-05-31$100,132
Administrative expenses (other) incurred2012-05-31$537,561
Liabilities. Value of operating payables at end of year2012-05-31$291,998
Liabilities. Value of operating payables at beginning of year2012-05-31$265,979
Total non interest bearing cash at end of year2012-05-31$-291,518
Total non interest bearing cash at beginning of year2012-05-31$-460,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-1,641,935
Value of net assets at end of year (total assets less liabilities)2012-05-31$8,125,421
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$9,767,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$2,811,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$5,131,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$9,890,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$9,890,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$32,079
Expenses. Payments to insurance carriers foe the provision of benefits2012-05-31$748,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31Yes
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$36,111,179
Employer contributions (assets) at end of year2012-05-31$3,137,406
Employer contributions (assets) at beginning of year2012-05-31$2,846,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$36,735,103
Contract administrator fees2012-05-31$1,442,226
Liabilities. Value of benefit claims payable at end of year2012-05-31$2,672,000
Liabilities. Value of benefit claims payable at beginning of year2012-05-31$2,384,000
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2012-05-31205886120
2011 : U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$2,649,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$2,527,184
Total income from all sources (including contributions)2011-05-31$35,401,891
Total of all expenses incurred2011-05-31$35,624,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$33,313,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$35,312,353
Value of total assets at end of year2011-05-31$12,417,335
Value of total assets at beginning of year2011-05-31$12,517,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$2,310,610
Total interest from all sources2011-05-31$89,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Administrative expenses professional fees incurred2011-05-31$481,863
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$1,379,262
Participant contributions at end of year2011-05-31$117,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$22,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$310,027
Other income not declared elsewhere2011-05-31$240
Administrative expenses (other) incurred2011-05-31$494,308
Liabilities. Value of operating payables at end of year2011-05-31$265,979
Liabilities. Value of operating payables at beginning of year2011-05-31$126,184
Total non interest bearing cash at end of year2011-05-31$-460,007
Total non interest bearing cash at beginning of year2011-05-31$-603,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$-222,493
Value of net assets at end of year (total assets less liabilities)2011-05-31$9,767,356
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$9,989,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$9,890,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$10,067,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$10,067,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$89,298
Expenses. Payments to insurance carriers foe the provision of benefits2011-05-31$720,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$33,933,091
Employer contributions (assets) at end of year2011-05-31$2,846,453
Employer contributions (assets) at beginning of year2011-05-31$2,742,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$32,593,322
Contract administrator fees2011-05-31$1,333,938
Liabilities. Value of benefit claims payable at end of year2011-05-31$2,384,000
Liabilities. Value of benefit claims payable at beginning of year2011-05-31$2,401,000
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2011-05-31205886120

Form 5500 Responses for U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W

2021: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Submission has been amendedYes
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2010 form 5500 responses
2010-06-01Type of plan entityMulti-employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: U.F.C.W LOCAL NO 1529 & CONTRIB EMPLOYERS H&W 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336956
Policy instance 3
Insurance contract or identification number3336956
Number of Individuals Covered3836
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 2
Insurance contract or identification numberG-15132
Number of Individuals Covered5552
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $224,989
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-12,13
Policy instance 1
Insurance contract or identification number12030-12,13
Number of Individuals Covered3799
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $354,408
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-12,13
Policy instance 1
Insurance contract or identification number12030-12,13
Number of Individuals Covered4200
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $385,266
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 2
Insurance contract or identification numberG-15132
Number of Individuals Covered6814
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $256,376
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number
Policy instance 3
Number of Individuals Covered4041
Insurance policy start date2020-06-01
Insurance policy end date2021-05-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $347,809
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336956
Policy instance 4
Insurance contract or identification number3336956
Number of Individuals Covered4248
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336956
Policy instance 4
Insurance contract or identification number3336956
Number of Individuals Covered4454
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number
Policy instance 3
Number of Individuals Covered4454
Insurance policy start date2019-06-01
Insurance policy end date2020-05-30
Welfare Benefit Premiums Paid to CarrierUSD $346,309
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 2
Insurance contract or identification numberG-15132
Number of Individuals Covered6971
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $225,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-12,13
Policy instance 1
Insurance contract or identification number12030-12,13
Number of Individuals Covered4532
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $396,744
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336956
Policy instance 4
Insurance contract or identification number3336956
Number of Individuals Covered4690
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-12,13
Policy instance 3
Insurance contract or identification number12030-12,13
Number of Individuals Covered5431
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $400,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number
Policy instance 2
Number of Individuals Covered4690
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $370,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 1
Insurance contract or identification numberG-15132
Number of Individuals Covered6607
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $203,668
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336956
Policy instance 4
Insurance contract or identification number3336956
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-12,13
Policy instance 3
Insurance contract or identification number12030-12,13
Number of Individuals Covered4547
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $401,428
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number
Policy instance 2
Number of Individuals Covered4740
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $359,848
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 1
Insurance contract or identification numberG-15132
Number of Individuals Covered6536
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $203,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336956
Policy instance 4
Insurance contract or identification number3336956
Number of Individuals Covered4771
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 1
Insurance contract or identification numberG-15132
Number of Individuals Covered6384
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $199,365
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2499453
Policy instance 2
Insurance contract or identification number2499453
Number of Individuals Covered4771
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $478,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-12,13
Policy instance 3
Insurance contract or identification number12030-12,13
Number of Individuals Covered4557
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $409,812
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336956
Policy instance 4
Insurance contract or identification number3336956
Number of Individuals Covered5096
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-12,13
Policy instance 3
Insurance contract or identification number12030-12,13
Number of Individuals Covered4957
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $422,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 1
Insurance contract or identification numberG-15132
Number of Individuals Covered4957
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $203,551
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number2499453
Policy instance 2
Insurance contract or identification number2499453
Number of Individuals Covered5096
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $83,452
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-12,13
Policy instance 2
Insurance contract or identification number12030-12,13
Number of Individuals Covered4884
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 1
Insurance contract or identification numberG-15132
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $202,977
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 2
Insurance contract or identification numberG-15132
Number of Individuals Covered6450
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $202,654
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number203249
Policy instance 1
Insurance contract or identification number203249
Number of Individuals Covered5240
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $528,367
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number203249
Policy instance 1
Insurance contract or identification number203249
Number of Individuals Covered5445
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $557,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 2
Insurance contract or identification numberG-15132
Number of Individuals Covered6243
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $190,354
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberG-15132
Policy instance 2
Insurance contract or identification numberG-15132
Number of Individuals Covered5906
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $183,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number203249
Policy instance 1
Insurance contract or identification number203249
Number of Individuals Covered5492
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $537,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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