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A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 401k Plan overview

Plan NameA.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN
Plan identification number 501

A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN Benefits

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

401k Sponsoring company profile

A.F.OF L - A.G.C. BUILDING TRADES WELFARE PLAN has sponsored the creation of one or more 401k plans.

Company Name:A.F.OF L - A.G.C. BUILDING TRADES WELFARE PLAN
Employer identification number (EIN):630327100
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01WAYNE JENNINGS2023-03-15 LEE BAILEY2023-03-15
5012020-07-01TIM MILLER2022-03-30 LEE BAILEY2022-03-30
5012019-07-01WAYNE JENNINGS2021-03-17 LEE BAILEY2021-03-17
5012018-07-01WAYNE JENNINGS2020-01-15 LEE BAILEY2020-01-15
5012017-07-01
5012016-07-01
5012015-07-01
5012014-07-01
5012013-07-01
5012012-07-01WILLIAM C. GRAVES
5012011-07-01TONI GANDT
5012009-07-01TONI GANDT
5012009-07-01TONI GANDT

Plan Statistics for A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN

401k plan membership statisitcs for A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN

Measure Date Value
2021: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,324
Total number of active participants reported on line 7a of the Form 55002021-07-011,217
Total of all active and inactive participants2021-07-011,217
Number of employers contributing to the scheme2021-07-01118
2020: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,005
Total number of active participants reported on line 7a of the Form 55002020-07-011,324
Total of all active and inactive participants2020-07-011,324
Number of employers contributing to the scheme2020-07-0188
2019: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,072
Total number of active participants reported on line 7a of the Form 55002019-07-011,005
Total of all active and inactive participants2019-07-011,005
Number of employers contributing to the scheme2019-07-0187
2018: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01918
Total number of active participants reported on line 7a of the Form 55002018-07-011,072
Total of all active and inactive participants2018-07-011,072
Number of employers contributing to the scheme2018-07-0193
2017: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01861
Total number of active participants reported on line 7a of the Form 55002017-07-01918
Total of all active and inactive participants2017-07-01918
Number of employers contributing to the scheme2017-07-0198
2016: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01814
Total number of active participants reported on line 7a of the Form 55002016-07-01861
Total of all active and inactive participants2016-07-01861
Number of employers contributing to the scheme2016-07-0194
2015: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01823
Total number of active participants reported on line 7a of the Form 55002015-07-01814
Total of all active and inactive participants2015-07-01814
Number of employers contributing to the scheme2015-07-0180
2014: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01498
Total number of active participants reported on line 7a of the Form 55002014-07-01823
Total of all active and inactive participants2014-07-01823
Number of employers contributing to the scheme2014-07-0183
2013: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01380
Total number of active participants reported on line 7a of the Form 55002013-07-01498
Total of all active and inactive participants2013-07-01498
Number of employers contributing to the scheme2013-07-0152
2012: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01460
Total number of active participants reported on line 7a of the Form 55002012-07-01380
Total of all active and inactive participants2012-07-01380
Number of employers contributing to the scheme2012-07-0154
2011: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01549
Total number of active participants reported on line 7a of the Form 55002011-07-01460
Total of all active and inactive participants2011-07-01460
Total participants2011-07-01460
2009: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01543
Total number of active participants reported on line 7a of the Form 55002009-07-01595
Total of all active and inactive participants2009-07-01595
Total participants2009-07-01595

Financial Data on A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN

Measure Date Value
2022 : A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-386,477
Total unrealized appreciation/depreciation of assets2022-06-30$-386,477
Total transfer of assets to this plan2022-06-30$10,211,757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$156,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$113,411
Total income from all sources (including contributions)2022-06-30$13,765,133
Total loss/gain on sale of assets2022-06-30$168,467
Total of all expenses incurred2022-06-30$14,768,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$13,279,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$14,729,024
Value of total assets at end of year2022-06-30$32,732,825
Value of total assets at beginning of year2022-06-30$23,480,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,488,908
Total interest from all sources2022-06-30$218,261
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$272,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$177,243
Administrative expenses professional fees incurred2022-06-30$85,207
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$385,277
Assets. Other investments not covered elsewhere at end of year2022-06-30$6,998,687
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$3,801,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$119,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$75,635
Other income not declared elsewhere2022-06-30$311,011
Administrative expenses (other) incurred2022-06-30$1,328,723
Liabilities. Value of operating payables at end of year2022-06-30$156,542
Liabilities. Value of operating payables at beginning of year2022-06-30$113,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,002,996
Value of net assets at end of year (total assets less liabilities)2022-06-30$32,576,283
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$23,367,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$74,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$9,478,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$7,105,101
Interest earned on other investments2022-06-30$97,075
Income. Interest from US Government securities2022-06-30$70,508
Income. Interest from corporate debt instruments2022-06-30$42,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$6,720,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$1,967,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$1,967,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$7,958
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$763,086
Asset value of US Government securities at end of year2022-06-30$1,993,756
Asset value of US Government securities at beginning of year2022-06-30$3,429,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,547,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$14,343,747
Employer contributions (assets) at end of year2022-06-30$1,451,734
Employer contributions (assets) at beginning of year2022-06-30$1,595,057
Income. Dividends from common stock2022-06-30$95,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$12,516,135
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$1,164,924
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$1,967,644
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$4,658,837
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$3,382,645
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$145,903
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$155,403
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$18,343,830
Aggregate carrying amount (costs) on sale of assets2022-06-30$18,175,363
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2022-06-30650140643
2021 : A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$821,203
Total unrealized appreciation/depreciation of assets2021-06-30$821,203
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$113,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$59,058
Total income from all sources (including contributions)2021-06-30$15,024,709
Total loss/gain on sale of assets2021-06-30$1,645,451
Total of all expenses incurred2021-06-30$12,555,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$11,338,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$12,411,774
Value of total assets at end of year2021-06-30$23,480,933
Value of total assets at beginning of year2021-06-30$20,957,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,217,606
Total interest from all sources2021-06-30$190,188
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$143,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$100,105
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$332,151
Assets. Other investments not covered elsewhere at end of year2021-06-30$3,801,794
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$4,445,707
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$75,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$73,202
Other income not declared elsewhere2021-06-30$57,200
Administrative expenses (other) incurred2021-06-30$1,050,672
Liabilities. Value of operating payables at end of year2021-06-30$113,411
Liabilities. Value of operating payables at beginning of year2021-06-30$59,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,468,716
Value of net assets at end of year (total assets less liabilities)2021-06-30$23,367,522
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$20,898,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$66,829
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$7,105,101
Interest earned on other investments2021-06-30$29,224
Income. Interest from US Government securities2021-06-30$89,957
Income. Interest from corporate debt instruments2021-06-30$57,294
Value of interest in common/collective trusts at end of year2021-06-30$0
Value of interest in common/collective trusts at beginning of year2021-06-30$3,680,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$1,967,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$1,956,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$1,956,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$13,713
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$601,383
Asset value of US Government securities at end of year2021-06-30$3,429,698
Asset value of US Government securities at beginning of year2021-06-30$2,663,116
Net investment gain or loss from common/collective trusts2021-06-30$-245,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$12,079,623
Employer contributions (assets) at end of year2021-06-30$1,595,057
Employer contributions (assets) at beginning of year2021-06-30$1,015,828
Income. Dividends from common stock2021-06-30$143,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$10,737,004
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$1,967,644
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$1,927,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$3,382,645
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$5,108,834
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$155,403
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$85,727
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$33,247,035
Aggregate carrying amount (costs) on sale of assets2021-06-30$31,601,584
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30STEVEN D EISENBERG XCPA, P.A.
Accountancy firm EIN2021-06-30650140643
2020 : A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-214,281
Total unrealized appreciation/depreciation of assets2020-06-30$-214,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$59,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$150,215
Total income from all sources (including contributions)2020-06-30$11,155,872
Total loss/gain on sale of assets2020-06-30$108,420
Total of all expenses incurred2020-06-30$12,044,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$10,625,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$10,893,889
Value of total assets at end of year2020-06-30$20,957,864
Value of total assets at beginning of year2020-06-30$21,937,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,418,755
Total interest from all sources2020-06-30$249,771
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$109,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$94,714
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$188,979
Assets. Other investments not covered elsewhere at end of year2020-06-30$4,445,707
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$3,604,589
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$73,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$72,972
Other income not declared elsewhere2020-06-30$37,806
Administrative expenses (other) incurred2020-06-30$1,253,434
Liabilities. Value of operating payables at end of year2020-06-30$59,058
Liabilities. Value of operating payables at beginning of year2020-06-30$150,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-888,806
Value of net assets at end of year (total assets less liabilities)2020-06-30$20,898,806
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$21,787,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$70,607
Interest earned on other investments2020-06-30$61,898
Income. Interest from US Government securities2020-06-30$84,593
Income. Interest from corporate debt instruments2020-06-30$100,746
Value of interest in common/collective trusts at end of year2020-06-30$3,680,835
Value of interest in common/collective trusts at beginning of year2020-06-30$3,710,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,956,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$2,712,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$2,712,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$2,534
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$592,921
Asset value of US Government securities at end of year2020-06-30$2,663,116
Asset value of US Government securities at beginning of year2020-06-30$3,049,843
Net investment gain or loss from common/collective trusts2020-06-30$-29,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$10,704,910
Employer contributions (assets) at end of year2020-06-30$1,015,828
Employer contributions (assets) at beginning of year2020-06-30$1,406,950
Income. Dividends from common stock2020-06-30$109,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$10,033,002
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$1,927,739
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$1,852,751
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$5,108,834
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$5,439,074
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$85,727
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$88,577
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$13,027,157
Aggregate carrying amount (costs) on sale of assets2020-06-30$12,918,737
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2020-06-30650140643
2019 : A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$489,820
Total unrealized appreciation/depreciation of assets2019-06-30$489,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$150,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$231,392
Total income from all sources (including contributions)2019-06-30$14,062,437
Total loss/gain on sale of assets2019-06-30$110,366
Total of all expenses incurred2019-06-30$13,067,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$11,672,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$12,897,440
Value of total assets at end of year2019-06-30$21,937,827
Value of total assets at beginning of year2019-06-30$21,023,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,394,749
Total interest from all sources2019-06-30$183,877
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$163,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$58,442
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$148,803
Assets. Other investments not covered elsewhere at end of year2019-06-30$3,604,589
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$3,642,992
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$72,972
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$69,639
Other income not declared elsewhere2019-06-30$37,745
Administrative expenses (other) incurred2019-06-30$1,267,352
Liabilities. Value of operating payables at end of year2019-06-30$150,215
Liabilities. Value of operating payables at beginning of year2019-06-30$231,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$995,083
Value of net assets at end of year (total assets less liabilities)2019-06-30$21,787,612
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$20,792,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$68,955
Interest earned on other investments2019-06-30$47,694
Income. Interest from US Government securities2019-06-30$68,039
Income. Interest from corporate debt instruments2019-06-30$67,415
Value of interest in common/collective trusts at end of year2019-06-30$3,710,424
Value of interest in common/collective trusts at beginning of year2019-06-30$3,530,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$2,712,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$2,977,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$2,977,095
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$729
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$556,516
Asset value of US Government securities at end of year2019-06-30$3,049,843
Asset value of US Government securities at beginning of year2019-06-30$2,383,434
Net investment gain or loss from common/collective trusts2019-06-30$179,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$12,748,637
Employer contributions (assets) at end of year2019-06-30$1,406,950
Employer contributions (assets) at beginning of year2019-06-30$1,299,910
Income. Dividends from common stock2019-06-30$163,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$11,116,089
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$1,852,751
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$1,920,774
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$5,439,074
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$5,105,801
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$88,577
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$93,526
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$9,768,325
Aggregate carrying amount (costs) on sale of assets2019-06-30$9,657,959
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2019-06-30650140643
2018 : A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$67,478
Total unrealized appreciation/depreciation of assets2018-06-30$67,478
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$231,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$118,061
Total income from all sources (including contributions)2018-06-30$12,255,826
Total loss/gain on sale of assets2018-06-30$677,158
Total of all expenses incurred2018-06-30$10,135,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$8,765,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$11,368,922
Value of total assets at end of year2018-06-30$21,023,921
Value of total assets at beginning of year2018-06-30$18,789,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,369,585
Total income from rents2018-06-30$6,300
Total interest from all sources2018-06-30$169,445
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$156,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$59,731
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$193,221
Assets. Other investments not covered elsewhere at end of year2018-06-30$1,264,473
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$1,177,557
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$69,639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$62,498
Other income not declared elsewhere2018-06-30$31,462
Administrative expenses (other) incurred2018-06-30$1,249,619
Liabilities. Value of operating payables at end of year2018-06-30$231,392
Liabilities. Value of operating payables at beginning of year2018-06-30$118,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,120,728
Value of net assets at end of year (total assets less liabilities)2018-06-30$20,792,529
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$18,671,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$60,235
Interest earned on other investments2018-06-30$45,628
Income. Interest from US Government securities2018-06-30$54,842
Income. Interest from corporate debt instruments2018-06-30$68,680
Value of interest in common/collective trusts at end of year2018-06-30$5,909,269
Value of interest in common/collective trusts at beginning of year2018-06-30$5,131,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$2,977,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$2,781,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$2,781,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$295
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$466,221
Asset value of US Government securities at end of year2018-06-30$2,383,434
Asset value of US Government securities at beginning of year2018-06-30$1,878,201
Net investment gain or loss from common/collective trusts2018-06-30$-221,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$11,175,701
Employer contributions (assets) at end of year2018-06-30$1,299,910
Employer contributions (assets) at beginning of year2018-06-30$1,061,152
Income. Dividends from common stock2018-06-30$156,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$8,299,292
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$1,920,774
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$2,030,983
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$5,105,801
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$4,568,172
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$93,526
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$98,600
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$10,789,922
Aggregate carrying amount (costs) on sale of assets2018-06-30$10,112,764
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2018-06-30650140643
2017 : A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$267,266
Total unrealized appreciation/depreciation of assets2017-06-30$267,266
Total transfer of assets to this plan2017-06-30$44,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$118,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$122,130
Total income from all sources (including contributions)2017-06-30$11,446,360
Total loss/gain on sale of assets2017-06-30$218,543
Total of all expenses incurred2017-06-30$9,533,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$8,098,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$10,311,263
Value of total assets at end of year2017-06-30$18,789,862
Value of total assets at beginning of year2017-06-30$16,836,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,434,186
Total income from rents2017-06-30$6,300
Total interest from all sources2017-06-30$228,073
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$82,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$71,420
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$231,532
Assets. Other investments not covered elsewhere at end of year2017-06-30$1,177,557
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$1,329,474
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$62,498
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$59,769
Other income not declared elsewhere2017-06-30$31,214
Administrative expenses (other) incurred2017-06-30$1,274,985
Liabilities. Value of operating payables at end of year2017-06-30$118,061
Liabilities. Value of operating payables at beginning of year2017-06-30$122,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,913,184
Value of net assets at end of year (total assets less liabilities)2017-06-30$18,671,801
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$16,713,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$87,781
Interest earned on other investments2017-06-30$97,606
Income. Interest from US Government securities2017-06-30$54,401
Income. Interest from corporate debt instruments2017-06-30$75,782
Value of interest in common/collective trusts at end of year2017-06-30$5,131,592
Value of interest in common/collective trusts at beginning of year2017-06-30$3,156,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$2,781,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$2,018,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$2,018,159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$284
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$469,929
Asset value of US Government securities at end of year2017-06-30$1,878,201
Asset value of US Government securities at beginning of year2017-06-30$2,815,991
Net investment gain or loss from common/collective trusts2017-06-30$301,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$10,079,731
Employer contributions (assets) at end of year2017-06-30$1,061,152
Employer contributions (assets) at beginning of year2017-06-30$905,148
Income. Dividends from common stock2017-06-30$82,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$7,629,061
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$2,030,983
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$2,560,549
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$4,568,172
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$3,886,576
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$98,600
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$104,051
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$12,569,660
Aggregate carrying amount (costs) on sale of assets2017-06-30$12,351,117
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2017-06-30650140643
2016 : A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-31,485
Total unrealized appreciation/depreciation of assets2016-06-30$-31,485
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$122,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$175,692
Total income from all sources (including contributions)2016-06-30$9,474,039
Total loss/gain on sale of assets2016-06-30$82,117
Total of all expenses incurred2016-06-30$9,577,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$8,272,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$9,066,121
Value of total assets at end of year2016-06-30$16,836,091
Value of total assets at beginning of year2016-06-30$16,992,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,304,897
Total income from rents2016-06-30$6,300
Total interest from all sources2016-06-30$225,468
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$82,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$55,239
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$241,573
Assets. Other investments not covered elsewhere at end of year2016-06-30$1,329,474
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$1,886,238
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$59,769
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$74,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$57,638
Other income not declared elsewhere2016-06-30$26,409
Administrative expenses (other) incurred2016-06-30$1,178,998
Liabilities. Value of operating payables at end of year2016-06-30$122,130
Liabilities. Value of operating payables at beginning of year2016-06-30$118,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-103,007
Value of net assets at end of year (total assets less liabilities)2016-06-30$16,713,961
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$16,816,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$70,660
Interest earned on other investments2016-06-30$63,697
Income. Interest from US Government securities2016-06-30$63,194
Income. Interest from corporate debt instruments2016-06-30$98,311
Value of interest in common/collective trusts at end of year2016-06-30$3,156,374
Value of interest in common/collective trusts at beginning of year2016-06-30$2,713,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,018,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$2,471,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$2,471,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$266
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$407,545
Asset value of US Government securities at end of year2016-06-30$2,815,991
Asset value of US Government securities at beginning of year2016-06-30$2,236,269
Net investment gain or loss from common/collective trusts2016-06-30$17,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$8,824,548
Employer contributions (assets) at end of year2016-06-30$905,148
Employer contributions (assets) at beginning of year2016-06-30$858,399
Income. Dividends from common stock2016-06-30$82,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$7,864,604
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$2,560,549
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$2,696,320
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$3,886,576
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$3,947,543
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$104,051
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$108,375
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$11,790,628
Aggregate carrying amount (costs) on sale of assets2016-06-30$11,708,511
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2016-06-30650140643
2015 : A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-428,072
Total unrealized appreciation/depreciation of assets2015-06-30$-428,072
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$175,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$203,942
Total income from all sources (including contributions)2015-06-30$11,318,887
Total loss/gain on sale of assets2015-06-30$566,229
Total of all expenses incurred2015-06-30$7,596,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$6,435,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$10,833,239
Value of total assets at end of year2015-06-30$16,992,660
Value of total assets at beginning of year2015-06-30$13,298,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,160,593
Total income from rents2015-06-30$6,300
Total interest from all sources2015-06-30$273,528
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$75,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$65,099
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$190,255
Assets. Other investments not covered elsewhere at end of year2015-06-30$1,886,238
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$1,467,438
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$74,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$63,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$57,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$145,000
Other income not declared elsewhere2015-06-30$14,460
Administrative expenses (other) incurred2015-06-30$1,033,109
Liabilities. Value of operating payables at end of year2015-06-30$118,054
Liabilities. Value of operating payables at beginning of year2015-06-30$58,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$3,722,480
Value of net assets at end of year (total assets less liabilities)2015-06-30$16,816,968
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$13,094,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$62,385
Interest earned on other investments2015-06-30$45,643
Income. Interest from US Government securities2015-06-30$125,224
Income. Interest from corporate debt instruments2015-06-30$102,649
Value of interest in common/collective trusts at end of year2015-06-30$2,713,130
Value of interest in common/collective trusts at beginning of year2015-06-30$1,049,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$2,471,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,332,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,332,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$12
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$368,732
Asset value of US Government securities at end of year2015-06-30$2,236,269
Asset value of US Government securities at beginning of year2015-06-30$1,938,867
Net investment gain or loss from common/collective trusts2015-06-30$-21,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$10,642,984
Employer contributions (assets) at end of year2015-06-30$858,399
Employer contributions (assets) at beginning of year2015-06-30$624,981
Income. Dividends from common stock2015-06-30$75,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$6,067,082
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$2,696,320
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$2,875,364
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$3,947,543
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$3,826,439
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$108,375
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$119,920
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$17,184,550
Aggregate carrying amount (costs) on sale of assets2015-06-30$16,618,321
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN2015-06-30650140643
2014 : A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$325,224
Total unrealized appreciation/depreciation of assets2014-06-30$325,224
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$203,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$18,022
Total income from all sources (including contributions)2014-06-30$6,850,837
Total loss/gain on sale of assets2014-06-30$472,271
Total of all expenses incurred2014-06-30$4,835,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$4,062,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$5,650,612
Value of total assets at end of year2014-06-30$13,298,430
Value of total assets at beginning of year2014-06-30$11,097,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$772,556
Total interest from all sources2014-06-30$241,167
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$72,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$62,772
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$215,172
Assets. Other investments not covered elsewhere at end of year2014-06-30$1,467,438
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$1,846,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$63,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$81,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$145,000
Other income not declared elsewhere2014-06-30$34,566
Administrative expenses (other) incurred2014-06-30$641,315
Liabilities. Value of operating payables at end of year2014-06-30$58,942
Liabilities. Value of operating payables at beginning of year2014-06-30$18,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,015,331
Value of net assets at end of year (total assets less liabilities)2014-06-30$13,094,488
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$11,079,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$68,469
Interest earned on other investments2014-06-30$62,077
Income. Interest from US Government securities2014-06-30$69,129
Income. Interest from corporate debt instruments2014-06-30$109,949
Value of interest in common/collective trusts at end of year2014-06-30$1,049,335
Value of interest in common/collective trusts at beginning of year2014-06-30$983,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,332,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$80,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$80,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$12
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$201,005
Asset value of US Government securities at end of year2014-06-30$1,938,867
Asset value of US Government securities at beginning of year2014-06-30$1,782,619
Net investment gain or loss from common/collective trusts2014-06-30$54,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$5,435,440
Employer contributions (assets) at end of year2014-06-30$624,981
Employer contributions (assets) at beginning of year2014-06-30$445,275
Income. Dividends from common stock2014-06-30$72,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,861,945
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$2,875,364
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$2,740,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$3,826,439
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$3,007,121
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$119,920
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$128,429
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$12,230,397
Aggregate carrying amount (costs) on sale of assets2014-06-30$11,758,126
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30STEVEN D EISENBERG CPA, PA
Accountancy firm EIN2014-06-30650140643
2013 : A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$7,911
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$255,733
Total unrealized appreciation/depreciation of assets2013-06-30$263,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$18,022
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$12,578
Total income from all sources (including contributions)2013-06-30$4,598,141
Total loss/gain on sale of assets2013-06-30$38,376
Total of all expenses incurred2013-06-30$4,811,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$4,510,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,855,820
Value of total assets at end of year2013-06-30$11,530,181
Value of total assets at beginning of year2013-06-30$11,738,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$301,522
Total income from rents2013-06-30$6,300
Total interest from all sources2013-06-30$342,939
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$71,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$48,304
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$232,168
Assets. Other investments not covered elsewhere at end of year2013-06-30$2,387
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$2,301
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$79,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$95,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$500
Other income not declared elsewhere2013-06-30$19,452
Administrative expenses (other) incurred2013-06-30$200,137
Liabilities. Value of operating payables at end of year2013-06-30$17,522
Liabilities. Value of operating payables at beginning of year2013-06-30$12,578
Total non interest bearing cash at end of year2013-06-30$80,867
Total non interest bearing cash at beginning of year2013-06-30$90,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-213,547
Value of net assets at end of year (total assets less liabilities)2013-06-30$11,512,159
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$11,725,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$983,793
Investment advisory and management fees2013-06-30$53,081
Interest earned on other investments2013-06-30$178,816
Income. Interest from US Government securities2013-06-30$6,887
Income. Interest from corporate debt instruments2013-06-30$157,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$325,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$804,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$804,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$11
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$214,991
Asset value of US Government securities at end of year2013-06-30$1,782,619
Asset value of US Government securities at beginning of year2013-06-30$2,244,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,623,652
Employer contributions (assets) at end of year2013-06-30$445,275
Employer contributions (assets) at beginning of year2013-06-30$446,149
Income. Dividends from common stock2013-06-30$71,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$4,295,175
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$4,262,323
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$4,806,504
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$3,007,121
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$2,694,288
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$561,431
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$553,500
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$11,777,280
Aggregate carrying amount (costs) on sale of assets2013-06-30$11,738,904
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30WILKINS MILLER HIERONYMUS, L.L.C.
Accountancy firm EIN2013-06-30270355040
2012 : A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$-3,693
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-150,578
Total unrealized appreciation/depreciation of assets2012-06-30$-154,271
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$12,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$36,472
Total income from all sources (including contributions)2012-06-30$5,233,173
Total loss/gain on sale of assets2012-06-30$173,846
Total of all expenses incurred2012-06-30$4,966,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$4,722,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$4,823,576
Value of total assets at end of year2012-06-30$11,738,284
Value of total assets at beginning of year2012-06-30$11,495,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$244,036
Total income from rents2012-06-30$6,300
Total interest from all sources2012-06-30$310,658
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$58,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$42,269
Was this plan covered by a fidelity bond2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$278,860
Assets. Other investments not covered elsewhere at end of year2012-06-30$2,301
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$2,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$95,988
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$72,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$20,573
Other income not declared elsewhere2012-06-30$14,526
Administrative expenses (other) incurred2012-06-30$151,543
Liabilities. Value of operating payables at end of year2012-06-30$12,578
Liabilities. Value of operating payables at beginning of year2012-06-30$15,899
Total non interest bearing cash at end of year2012-06-30$90,511
Total non interest bearing cash at beginning of year2012-06-30$80,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$266,435
Value of net assets at end of year (total assets less liabilities)2012-06-30$11,725,706
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$11,459,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$50,224
Income. Interest from US Government securities2012-06-30$97,958
Income. Interest from corporate debt instruments2012-06-30$211,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$804,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$367,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$367,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$1,448
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$255,361
Asset value of US Government securities at end of year2012-06-30$2,244,600
Asset value of US Government securities at beginning of year2012-06-30$2,997,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$4,544,716
Employer contributions (assets) at end of year2012-06-30$446,149
Employer contributions (assets) at beginning of year2012-06-30$405,150
Income. Dividends from common stock2012-06-30$58,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$4,467,341
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$4,806,504
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$4,018,825
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$2,694,288
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$2,998,565
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$553,500
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$553,500
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$10,405,274
Aggregate carrying amount (costs) on sale of assets2012-06-30$10,231,428
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30KALIFEH, BEDSOLE & COMPANY, P.C.
Accountancy firm EIN2012-06-30631134001
2011 : A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$-4,776
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$478,402
Total unrealized appreciation/depreciation of assets2011-06-30$473,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$36,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$29,007
Total income from all sources (including contributions)2011-06-30$6,464,463
Total loss/gain on sale of assets2011-06-30$390,435
Total of all expenses incurred2011-06-30$6,301,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$6,051,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$5,205,476
Value of total assets at end of year2011-06-30$11,495,743
Value of total assets at beginning of year2011-06-30$11,325,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$249,944
Total income from rents2011-06-30$6,300
Total interest from all sources2011-06-30$309,665
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$55,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$46,676
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$100,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$213,183
Assets. Other investments not covered elsewhere at end of year2011-06-30$2,237
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$2,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$72,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$115,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$20,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$20,751
Other income not declared elsewhere2011-06-30$23,154
Administrative expenses (other) incurred2011-06-30$154,727
Liabilities. Value of operating payables at end of year2011-06-30$15,899
Liabilities. Value of operating payables at beginning of year2011-06-30$8,256
Total non interest bearing cash at end of year2011-06-30$80,199
Total non interest bearing cash at beginning of year2011-06-30$297,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$162,803
Value of net assets at end of year (total assets less liabilities)2011-06-30$11,459,271
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$11,296,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$48,541
Income. Interest from US Government securities2011-06-30$108,261
Income. Interest from corporate debt instruments2011-06-30$197,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$367,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,078,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,078,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$4,103
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$319,472
Asset value of US Government securities at end of year2011-06-30$2,997,712
Asset value of US Government securities at beginning of year2011-06-30$2,407,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,992,293
Employer contributions (assets) at end of year2011-06-30$405,150
Employer contributions (assets) at beginning of year2011-06-30$230,550
Income. Dividends from common stock2011-06-30$55,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$5,732,244
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$4,018,825
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$4,331,041
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$2,998,565
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$2,331,030
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$553,500
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$531,500
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$11,780,457
Aggregate carrying amount (costs) on sale of assets2011-06-30$11,390,022
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KALIFEH, BEDSOLE & COMPANY, P.C.
Accountancy firm EIN2011-06-30631134001

Form 5500 Responses for A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN

2021: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: A.F.OF L. - A.G.C. BUILDING TRADES WELFARE PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17555
Policy instance 3
Insurance contract or identification numberHCL17555
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,100
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $713,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,100
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number
Policy instance 2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0ABAF
Policy instance 1
Insurance contract or identification numberGLUG0ABAF
Insurance policy start date2021-09-01
Insurance policy end date2022-09-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,230
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17555
Policy instance 3
Insurance contract or identification numberHCL17555
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $21,600
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $570,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,600
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number
Policy instance 2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0ABAF
Policy instance 1
Insurance contract or identification numberGLUG0ABAF
Insurance policy start date2020-09-01
Insurance policy end date2021-09-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,488
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0ABAF
Policy instance 1
Insurance contract or identification numberGLUG0ABAF
Insurance policy start date2019-09-01
Insurance policy end date2020-09-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,693
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number
Policy instance 2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17555
Policy instance 3
Insurance contract or identification numberHCL17555
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $20,400
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $562,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,400
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17555
Policy instance 3
Insurance contract or identification numberHCL17555
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,700
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $528,206
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,700
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0ABAF
Policy instance 1
Insurance contract or identification numberGLUG0ABAF
Insurance policy start date2018-09-01
Insurance policy end date2019-09-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number
Policy instance 2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17555
Policy instance 3
Insurance contract or identification numberHCL17555
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $460,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameALLIANCE INSURANCE GROUP LLC
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number
Policy instance 2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,009,700
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0ABAF
Policy instance 1
Insurance contract or identification numberGLUG0ABAF
Insurance policy start date2017-09-01
Insurance policy end date2018-09-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,033
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number
Policy instance 2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0ABAF
Policy instance 1
Insurance contract or identification numberGLUG0ABAF
Insurance policy start date2015-09-01
Insurance policy end date2016-09-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17555
Policy instance 3
Insurance contract or identification numberHCL17555
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number
Policy instance 2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17555
Policy instance 3
Insurance contract or identification numberHCL17555
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0ABAF
Policy instance 1
Insurance contract or identification numberGLUG0ABAF
Insurance policy start date2014-09-01
Insurance policy end date2015-09-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,477
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number
Policy instance 2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0ABAF
Policy instance 1
Insurance contract or identification numberGLUG0ABAF
Insurance policy start date2013-09-01
Insurance policy end date2014-09-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17555
Policy instance 3
Insurance contract or identification numberHCL17555
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL17555
Policy instance 2
Insurance contract or identification numberHCL17555
Number of Individuals Covered380
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $204,446
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0ABAF
Policy instance 1
Insurance contract or identification numberGLUG0ABAF
Number of Individuals Covered378
Insurance policy start date2012-09-01
Insurance policy end date2013-09-01
Total amount of commissions paid to insurance brokerUSD $1,035
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $10,346
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,035
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Insurance broker nameBOBBY J BRANCH
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number1
Policy instance 1
Insurance contract or identification number1
Number of Individuals Covered472
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Welfare Benefit Premiums Paid to CarrierUSD $224,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000ABAF
Policy instance 2
Insurance contract or identification numberG000ABAF
Number of Individuals Covered473
Insurance policy start date2011-09-01
Insurance policy end date2012-09-01
Total amount of commissions paid to insurance brokerUSD $1,221
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number1
Policy instance 1
Insurance contract or identification number1
Number of Individuals Covered573
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $29,267
Welfare Benefit Premiums Paid to CarrierUSD $305,769
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,267
Insurance broker nameINTERNATIONAL ASSURANCE INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000ABAF
Policy instance 2
Insurance contract or identification numberG000ABAF
Number of Individuals Covered570
Insurance policy start date2010-09-01
Insurance policy end date2011-09-01
Total amount of commissions paid to insurance brokerUSD $1,608
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,083
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,608
Insurance broker organization code?3
Insurance broker nameBENEFIT PLANNING CORP

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