?>
Logo

SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameSOUTHWEST LABORERS' HEALTH AND WELFARE PLAN
Plan identification number 501

SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES - SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES - SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN
Employer identification number (EIN):746104544
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01DOUG IRWIN
5012016-01-01DOUG IRWIN
5012015-01-01DOUG IRWIN
5012014-01-01DOUG IRWIN
5012013-01-01DOUG IRWIN
5012012-01-01DOUG IRWIN
5012011-01-01DOUG IRWIN
5012010-01-01DOUG IRWIN
5012009-01-01DOUG IRWIN
5012009-01-01DOUG IRWIN

Plan Statistics for SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN

401k plan membership statisitcs for SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN

Measure Date Value
2022: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,692
Total number of active participants reported on line 7a of the Form 55002022-01-011,571
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,571
Number of employers contributing to the scheme2022-01-01152
2021: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,730
Total number of active participants reported on line 7a of the Form 55002021-01-011,692
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,692
Number of employers contributing to the scheme2021-01-01161
2020: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,966
Total number of active participants reported on line 7a of the Form 55002020-01-011,730
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,730
Number of employers contributing to the scheme2020-01-01198
2019: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,045
Total number of active participants reported on line 7a of the Form 55002019-01-011,966
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,966
Number of employers contributing to the scheme2019-01-01174
2018: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,200
Total number of active participants reported on line 7a of the Form 55002018-01-012,045
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,045
Number of employers contributing to the scheme2018-01-01170
2017: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,078
Total number of active participants reported on line 7a of the Form 55002017-01-012,200
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,200
Number of employers contributing to the scheme2017-01-01126
2016: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,105
Total number of active participants reported on line 7a of the Form 55002016-01-012,078
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,078
Number of employers contributing to the scheme2016-01-01116
2015: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,793
Total number of active participants reported on line 7a of the Form 55002015-01-012,105
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,105
Number of employers contributing to the scheme2015-01-01111
2014: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,800
Total number of active participants reported on line 7a of the Form 55002014-01-011,793
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,793
Number of employers contributing to the scheme2014-01-0196
2013: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,709
Total number of active participants reported on line 7a of the Form 55002013-01-011,800
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,800
Number of employers contributing to the scheme2013-01-01106
2012: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,381
Total number of active participants reported on line 7a of the Form 55002012-01-011,709
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,709
Number of employers contributing to the scheme2012-01-01102
2011: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,538
Total number of active participants reported on line 7a of the Form 55002011-01-011,381
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,381
Number of employers contributing to the scheme2011-01-01104
2010: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,491
Total number of active participants reported on line 7a of the Form 55002010-01-011,538
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,538
Number of employers contributing to the scheme2010-01-01107
2009: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,177
Total number of active participants reported on line 7a of the Form 55002009-01-011,491
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,491
Number of employers contributing to the scheme2009-01-0186

Financial Data on SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN

Measure Date Value
2022 : SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,974,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,360,731
Total income from all sources (including contributions)2022-12-31$13,465,800
Total of all expenses incurred2022-12-31$14,562,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,144,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,518,843
Value of total assets at end of year2022-12-31$14,272,715
Value of total assets at beginning of year2022-12-31$14,755,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,418,694
Total interest from all sources2022-12-31$7,350
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$404,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$404,020
Administrative expenses professional fees incurred2022-12-31$37,397
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$50,342
Assets. Other investments not covered elsewhere at end of year2022-12-31$12,900
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$13,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$421,688
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$308,704
Other income not declared elsewhere2022-12-31$843,595
Administrative expenses (other) incurred2022-12-31$946,892
Liabilities. Value of operating payables at end of year2022-12-31$34,851
Liabilities. Value of operating payables at beginning of year2022-12-31$37,731
Total non interest bearing cash at end of year2022-12-31$1,840,212
Total non interest bearing cash at beginning of year2022-12-31$2,073,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,097,199
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,297,864
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,395,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,568,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,769,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$466,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$443,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$443,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,350
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$683,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,308,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$13,468,501
Employer contributions (assets) at end of year2022-12-31$963,197
Employer contributions (assets) at beginning of year2022-12-31$1,147,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,460,971
Contract administrator fees2022-12-31$408,000
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,940,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,323,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2022-12-31621802605
2021 : SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,360,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,398,870
Total income from all sources (including contributions)2021-12-31$15,538,346
Total of all expenses incurred2021-12-31$13,381,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,897,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,591,179
Value of total assets at end of year2021-12-31$14,755,794
Value of total assets at beginning of year2021-12-31$12,637,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,484,364
Total interest from all sources2021-12-31$125
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$300,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$300,112
Administrative expenses professional fees incurred2021-12-31$38,234
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$66,138
Assets. Other investments not covered elsewhere at end of year2021-12-31$13,709
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$11,250
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$308,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$244,707
Other income not declared elsewhere2021-12-31$478,904
Administrative expenses (other) incurred2021-12-31$1,011,490
Liabilities. Value of operating payables at end of year2021-12-31$37,731
Liabilities. Value of operating payables at beginning of year2021-12-31$22,870
Total non interest bearing cash at end of year2021-12-31$2,073,385
Total non interest bearing cash at beginning of year2021-12-31$621,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,156,462
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,395,063
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,238,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$26,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,769,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,328,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$443,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$441,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$441,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$125
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$640,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$168,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$14,525,041
Employer contributions (assets) at end of year2021-12-31$1,147,095
Employer contributions (assets) at beginning of year2021-12-31$989,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,257,297
Contract administrator fees2021-12-31$408,000
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,323,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,376,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2021-12-31621802605
2020 : SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,398,870
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,973,836
Total income from all sources (including contributions)2020-12-31$16,148,000
Total of all expenses incurred2020-12-31$17,336,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,695,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,081,053
Value of total assets at end of year2020-12-31$12,637,471
Value of total assets at beginning of year2020-12-31$14,400,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,640,975
Total interest from all sources2020-12-31$2,129
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$320,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$320,951
Administrative expenses professional fees incurred2020-12-31$30,131
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$92,349
Assets. Other investments not covered elsewhere at end of year2020-12-31$11,250
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,813
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$244,707
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,560,609
Other income not declared elsewhere2020-12-31$400,109
Administrative expenses (other) incurred2020-12-31$1,198,700
Liabilities. Value of operating payables at end of year2020-12-31$22,870
Liabilities. Value of operating payables at beginning of year2020-12-31$77,836
Total non interest bearing cash at end of year2020-12-31$621,741
Total non interest bearing cash at beginning of year2020-12-31$155,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,188,158
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,238,601
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,426,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,328,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,066,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$441,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$453,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$453,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,129
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$613,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$343,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$14,988,704
Employer contributions (assets) at end of year2020-12-31$989,844
Employer contributions (assets) at beginning of year2020-12-31$1,157,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,081,256
Contract administrator fees2020-12-31$408,000
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,376,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,896,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2020-12-31621802605
2019 : SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,973,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,973,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,794,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,794,775
Total income from all sources (including contributions)2019-12-31$18,496,131
Total income from all sources (including contributions)2019-12-31$18,496,131
Total of all expenses incurred2019-12-31$18,490,969
Total of all expenses incurred2019-12-31$18,490,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,967,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,967,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,458,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,458,913
Value of total assets at end of year2019-12-31$14,400,595
Value of total assets at end of year2019-12-31$14,400,595
Value of total assets at beginning of year2019-12-31$14,216,372
Value of total assets at beginning of year2019-12-31$14,216,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,523,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,523,212
Total interest from all sources2019-12-31$7,429
Total interest from all sources2019-12-31$7,429
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$416,975
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$416,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$416,975
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$416,975
Administrative expenses professional fees incurred2019-12-31$95,942
Administrative expenses professional fees incurred2019-12-31$95,942
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$85,110
Contributions received from participants2019-12-31$85,110
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,813
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,813
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,415
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,415
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,560,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,560,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$59,565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$59,565
Other income not declared elsewhere2019-12-31$1,884,837
Other income not declared elsewhere2019-12-31$1,884,837
Administrative expenses (other) incurred2019-12-31$1,019,170
Administrative expenses (other) incurred2019-12-31$1,019,170
Liabilities. Value of operating payables at end of year2019-12-31$77,836
Liabilities. Value of operating payables at end of year2019-12-31$77,836
Liabilities. Value of operating payables at beginning of year2019-12-31$55,775
Liabilities. Value of operating payables at beginning of year2019-12-31$55,775
Total non interest bearing cash at end of year2019-12-31$155,084
Total non interest bearing cash at end of year2019-12-31$155,084
Total non interest bearing cash at beginning of year2019-12-31$834,420
Total non interest bearing cash at beginning of year2019-12-31$834,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,162
Value of net income/loss2019-12-31$5,162
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,426,759
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,426,759
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,421,597
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,421,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$100
Investment advisory and management fees2019-12-31$100
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,066,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,066,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,355,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,355,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$453,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$453,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$333,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$333,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$333,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$333,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,429
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$542,682
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$542,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$727,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$727,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$15,373,803
Contributions received in cash from employer2019-12-31$15,373,803
Employer contributions (assets) at end of year2019-12-31$1,157,735
Employer contributions (assets) at end of year2019-12-31$1,157,735
Employer contributions (assets) at beginning of year2019-12-31$1,624,241
Employer contributions (assets) at beginning of year2019-12-31$1,624,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,425,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,425,075
Contract administrator fees2019-12-31$408,000
Contract administrator fees2019-12-31$408,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,896,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,896,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,739,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,739,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DANIELS, IRWIN & AYLOR
Accountancy firm name2019-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2019-12-31621802605
Accountancy firm EIN2019-12-31621802605
2018 : SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,794,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,967,696
Total income from all sources (including contributions)2018-12-31$16,399,674
Total of all expenses incurred2018-12-31$16,790,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,233,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,511,186
Value of total assets at end of year2018-12-31$14,216,372
Value of total assets at beginning of year2018-12-31$14,780,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,557,407
Total interest from all sources2018-12-31$7,600
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$402,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$402,103
Administrative expenses professional fees incurred2018-12-31$36,641
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$82,798
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,415
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,529
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$59,565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$814,849
Other income not declared elsewhere2018-12-31$25,746
Administrative expenses (other) incurred2018-12-31$998,890
Liabilities. Value of operating payables at end of year2018-12-31$55,775
Liabilities. Value of operating payables at beginning of year2018-12-31$81,696
Total non interest bearing cash at end of year2018-12-31$834,420
Total non interest bearing cash at beginning of year2018-12-31$450,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-390,995
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,421,597
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,812,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$100
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,355,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,976,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$333,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$451,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$451,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,600
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$539,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-546,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$16,428,388
Employer contributions (assets) at end of year2018-12-31$1,624,241
Employer contributions (assets) at beginning of year2018-12-31$1,084,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,693,619
Contract administrator fees2018-12-31$521,776
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,739,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,886,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2018-12-31621802605
2017 : SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,967,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,311,545
Total income from all sources (including contributions)2017-12-31$16,259,163
Total of all expenses incurred2017-12-31$15,234,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,693,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,662,111
Value of total assets at end of year2017-12-31$14,780,288
Value of total assets at beginning of year2017-12-31$13,099,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,540,796
Total interest from all sources2017-12-31$6,937
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$363,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$363,160
Administrative expenses professional fees incurred2017-12-31$24,572
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$69,472
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,529
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$814,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$51,857
Administrative expenses (other) incurred2017-12-31$964,880
Liabilities. Value of operating payables at end of year2017-12-31$81,696
Liabilities. Value of operating payables at beginning of year2017-12-31$60,545
Total non interest bearing cash at end of year2017-12-31$450,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,024,398
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,812,592
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,788,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$50
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,976,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,522,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$451,268
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,327,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,327,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,937
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$544,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$226,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$15,592,639
Employer contributions (assets) at end of year2017-12-31$1,084,543
Employer contributions (assets) at beginning of year2017-12-31$1,194,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,149,688
Contract administrator fees2017-12-31$551,294
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,886,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,251,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2017-12-31621802605
2016 : SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,311,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,013,566
Total income from all sources (including contributions)2016-12-31$14,390,476
Total of all expenses incurred2016-12-31$14,899,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,190,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,943,389
Value of total assets at end of year2016-12-31$13,099,739
Value of total assets at beginning of year2016-12-31$13,310,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,709,141
Total interest from all sources2016-12-31$68
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$346,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$346,720
Administrative expenses professional fees incurred2016-12-31$26,262
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$129,336
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,392
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,444
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$51,857
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$175,010
Administrative expenses (other) incurred2016-12-31$1,159,934
Liabilities. Value of operating payables at end of year2016-12-31$60,545
Liabilities. Value of operating payables at beginning of year2016-12-31$77,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-508,703
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,788,194
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,296,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$50
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,522,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,081,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,327,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,189,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,189,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$68
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$539,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$100,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$13,814,053
Employer contributions (assets) at end of year2016-12-31$1,194,933
Employer contributions (assets) at beginning of year2016-12-31$862,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,650,081
Contract administrator fees2016-12-31$522,895
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,251,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$936,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2016-12-31621802605
2015 : SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,013,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,188,397
Total income from all sources (including contributions)2015-12-31$13,396,835
Total of all expenses incurred2015-12-31$14,113,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,434,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,605,229
Value of total assets at end of year2015-12-31$13,310,463
Value of total assets at beginning of year2015-12-31$14,201,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,678,808
Total interest from all sources2015-12-31$193
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$353,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$353,907
Administrative expenses professional fees incurred2015-12-31$39,785
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$161,671
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,444
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,073
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$175,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$185,722
Administrative expenses (other) incurred2015-12-31$1,100,907
Liabilities. Value of operating payables at end of year2015-12-31$77,566
Liabilities. Value of operating payables at beginning of year2015-12-31$31,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-716,644
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,296,897
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,013,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$50
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,081,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,526,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,189,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$706,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$706,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$193
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$523,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-562,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$13,443,558
Employer contributions (assets) at end of year2015-12-31$862,338
Employer contributions (assets) at beginning of year2015-12-31$781,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,911,306
Contract administrator fees2015-12-31$538,066
Liabilities. Value of benefit claims payable at end of year2015-12-31$936,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,157,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2015-12-31621802605
2014 : SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,188,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,477,095
Total income from all sources (including contributions)2014-12-31$10,473,819
Total loss/gain on sale of assets2014-12-31$132,907
Total of all expenses incurred2014-12-31$12,290,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,897,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,130,343
Value of total assets at end of year2014-12-31$14,201,938
Value of total assets at beginning of year2014-12-31$16,307,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,393,744
Total interest from all sources2014-12-31$73,710
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$994,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$982,592
Administrative expenses professional fees incurred2014-12-31$44,412
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$124,479
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,073
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,250,747
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$185,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$91,479
Administrative expenses (other) incurred2014-12-31$851,883
Liabilities. Value of operating payables at end of year2014-12-31$31,397
Liabilities. Value of operating payables at beginning of year2014-12-31$63,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,817,179
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,013,541
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,830,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$16,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,526,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,127,366
Interest earned on other investments2014-12-31$25,593
Income. Interest from US Government securities2014-12-31$23,385
Income. Interest from corporate debt instruments2014-12-31$24,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$706,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$890,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$890,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$627
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$448,711
Asset value of US Government securities at beginning of year2014-12-31$2,813,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-857,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,005,864
Employer contributions (assets) at end of year2014-12-31$781,119
Employer contributions (assets) at beginning of year2014-12-31$890,980
Income. Dividends from common stock2014-12-31$11,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,448,543
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$3,590,047
Contract administrator fees2014-12-31$481,212
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,652,965
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,157,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,414,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$14,029,932
Aggregate carrying amount (costs) on sale of assets2014-12-31$13,897,025
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2014-12-31621802605
2013 : SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$96,232
Total unrealized appreciation/depreciation of assets2013-12-31$96,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,477,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,669,204
Total income from all sources (including contributions)2013-12-31$11,036,652
Total loss/gain on sale of assets2013-12-31$135,786
Total of all expenses incurred2013-12-31$10,833,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,486,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,246,119
Value of total assets at end of year2013-12-31$16,307,815
Value of total assets at beginning of year2013-12-31$16,296,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,346,208
Total interest from all sources2013-12-31$333,306
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$103,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$55,549
Administrative expenses professional fees incurred2013-12-31$46,623
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$101,842
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,250,747
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,089,043
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$91,479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$82,240
Administrative expenses (other) incurred2013-12-31$812,616
Liabilities. Value of operating payables at end of year2013-12-31$63,095
Liabilities. Value of operating payables at beginning of year2013-12-31$22,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$203,591
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,830,720
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,627,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$52,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,127,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,236,105
Interest earned on other investments2013-12-31$101,281
Income. Interest from US Government securities2013-12-31$117,697
Income. Interest from corporate debt instruments2013-12-31$113,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$890,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,194,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,194,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,019
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$399,549
Asset value of US Government securities at end of year2013-12-31$2,813,797
Asset value of US Government securities at beginning of year2013-12-31$3,575,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$121,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,144,277
Employer contributions (assets) at end of year2013-12-31$890,980
Employer contributions (assets) at beginning of year2013-12-31$815,574
Income. Dividends from common stock2013-12-31$48,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,087,304
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$3,590,047
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$3,905,547
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$488,455
Contract administrator fees2013-12-31$434,054
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,652,965
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,910,241
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,414,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,647,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$4,863,299
Aggregate carrying amount (costs) on sale of assets2013-12-31$4,727,513
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2013-12-31621802605
2012 : SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$368,768
Total unrealized appreciation/depreciation of assets2012-12-31$368,768
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,669,204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,341,499
Total income from all sources (including contributions)2012-12-31$9,840,992
Total loss/gain on sale of assets2012-12-31$59,053
Total of all expenses incurred2012-12-31$10,236,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,059,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,789,700
Value of total assets at end of year2012-12-31$16,296,333
Value of total assets at beginning of year2012-12-31$16,364,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,177,424
Total interest from all sources2012-12-31$358,090
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$116,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$50,149
Administrative expenses professional fees incurred2012-12-31$32,506
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$125,433
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,089,043
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,960,764
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$82,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$294,858
Administrative expenses (other) incurred2012-12-31$706,904
Liabilities. Value of operating payables at end of year2012-12-31$22,204
Liabilities. Value of operating payables at beginning of year2012-12-31$21,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-395,786
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,627,129
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,022,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$52,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,236,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,127,013
Interest earned on other investments2012-12-31$60,175
Income. Interest from US Government securities2012-12-31$154,364
Income. Interest from corporate debt instruments2012-12-31$142,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,194,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,044,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,044,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,317
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$337,576
Asset value of US Government securities at end of year2012-12-31$3,575,065
Asset value of US Government securities at beginning of year2012-12-31$4,282,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$149,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$8,664,267
Employer contributions (assets) at end of year2012-12-31$815,574
Employer contributions (assets) at beginning of year2012-12-31$618,408
Income. Dividends from common stock2012-12-31$66,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,721,778
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$3,905,547
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$5,051,838
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$488,455
Contract administrator fees2012-12-31$385,767
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,910,241
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,984,069
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,647,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,320,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$6,889,129
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,830,076
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2012-12-31621802605
2011 : SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$121,305
Total unrealized appreciation/depreciation of assets2011-12-31$121,305
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,341,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,190,265
Total income from all sources (including contributions)2011-12-31$7,971,284
Total loss/gain on sale of assets2011-12-31$-91,304
Total of all expenses incurred2011-12-31$9,421,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,214,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,452,008
Value of total assets at end of year2011-12-31$16,364,414
Value of total assets at beginning of year2011-12-31$17,663,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,207,194
Total interest from all sources2011-12-31$417,313
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$59,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$23,003
Administrative expenses professional fees incurred2011-12-31$28,878
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$165,006
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,960,764
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,043,584
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$294,858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$124,833
Other income not declared elsewhere2011-12-31$143,208
Administrative expenses (other) incurred2011-12-31$757,061
Liabilities. Value of operating payables at end of year2011-12-31$21,499
Liabilities. Value of operating payables at beginning of year2011-12-31$41,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,450,479
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,022,915
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,473,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$57,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,127,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,349,786
Interest earned on other investments2011-12-31$57,420
Income. Interest from US Government securities2011-12-31$191,349
Income. Interest from corporate debt instruments2011-12-31$167,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,044,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$688,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$688,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,234
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$174,402
Asset value of US Government securities at end of year2011-12-31$4,282,890
Asset value of US Government securities at beginning of year2011-12-31$7,036,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-130,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,287,002
Employer contributions (assets) at end of year2011-12-31$618,408
Employer contributions (assets) at beginning of year2011-12-31$534,683
Income. Dividends from common stock2011-12-31$36,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,040,167
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$5,051,838
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$3,542,168
Contract administrator fees2011-12-31$364,105
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,984,069
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,343,760
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,320,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,149,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$5,512,923
Aggregate carrying amount (costs) on sale of assets2011-12-31$5,604,227
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2011-12-31621802605
2010 : SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$265,677
Total unrealized appreciation/depreciation of assets2010-12-31$265,677
Total transfer of assets to this plan2010-12-31$4,100,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,190,265
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$915,935
Total income from all sources (including contributions)2010-12-31$8,477,171
Total loss/gain on sale of assets2010-12-31$-827
Total of all expenses incurred2010-12-31$8,614,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,357,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,326,793
Value of total assets at end of year2010-12-31$17,663,659
Value of total assets at beginning of year2010-12-31$13,426,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,256,960
Total interest from all sources2010-12-31$448,461
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$63,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$35,722
Administrative expenses professional fees incurred2010-12-31$29,953
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$184,358
Participant contributions at beginning of year2010-12-31$1,275
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,043,584
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$608,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$124,833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$122,514
Administrative expenses (other) incurred2010-12-31$763,298
Liabilities. Value of operating payables at end of year2010-12-31$41,265
Liabilities. Value of operating payables at beginning of year2010-12-31$29,520
Total non interest bearing cash at beginning of year2010-12-31$19,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-137,375
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,473,394
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,510,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$57,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,349,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,621,504
Interest earned on other investments2010-12-31$50,070
Income. Interest from US Government securities2010-12-31$232,126
Income. Interest from corporate debt instruments2010-12-31$163,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$688,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,128,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,128,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,744
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$99,776
Asset value of US Government securities at end of year2010-12-31$7,036,394
Asset value of US Government securities at beginning of year2010-12-31$5,468,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$373,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,142,435
Employer contributions (assets) at end of year2010-12-31$534,683
Employer contributions (assets) at beginning of year2010-12-31$580,160
Income. Dividends from common stock2010-12-31$27,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,257,810
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$3,542,168
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$3,025,041
Contract administrator fees2010-12-31$406,389
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,343,760
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$851,377
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,149,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$886,415
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$6,624,405
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,625,232
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DANIELS, IRWIN & AYLOR
Accountancy firm EIN2010-12-31621802605

Form 5500 Responses for SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN

2022: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHWEST LABORERS' HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8061
Policy instance 3
Insurance contract or identification numberG8061
Number of Individuals Covered1571
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $603,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number35159
Policy instance 2
Insurance contract or identification number35159
Number of Individuals Covered1571
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8061/C-8061
Policy instance 1
Insurance contract or identification numberG-8061/C-8061
Number of Individuals Covered1571
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $79,811
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8061/C-8061
Policy instance 1
Insurance contract or identification numberG-8061/C-8061
Number of Individuals Covered1692
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $85,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number35159
Policy instance 2
Insurance contract or identification number35159
Number of Individuals Covered1692
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8061
Policy instance 3
Insurance contract or identification numberG8061
Number of Individuals Covered1692
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $555,016
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8061/C-8061
Policy instance 1
Insurance contract or identification numberG-8061/C-8061
Number of Individuals Covered1730
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,536
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number35159
Policy instance 2
Insurance contract or identification number35159
Number of Individuals Covered1730
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8061
Policy instance 3
Insurance contract or identification numberG8061
Number of Individuals Covered1730
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $513,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number35159
Policy instance 2
Insurance contract or identification number35159
Number of Individuals Covered1966
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8061/C-8061
Policy instance 1
Insurance contract or identification numberG-8061/C-8061
Number of Individuals Covered1966
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $106,115
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number35159
Policy instance 2
Insurance contract or identification number35159
Number of Individuals Covered2045
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8061/C-8061
Policy instance 1
Insurance contract or identification numberG-8061/C-8061
Number of Individuals Covered2045
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,738
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8061/C-8061
Policy instance 1
Insurance contract or identification numberG-8061/C-8061
Number of Individuals Covered2200
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $117,559
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number35159
Policy instance 2
Insurance contract or identification number35159
Number of Individuals Covered2200
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8061/C-8061
Policy instance 1
Insurance contract or identification numberG-8061/C-8061
Number of Individuals Covered2105
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $121,531
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number35159
Policy instance 2
Insurance contract or identification number35159
Number of Individuals Covered2105
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number35159
Policy instance 2
Insurance contract or identification number35159
Number of Individuals Covered1793
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1032
Policy instance 3
Insurance contract or identification numberSL1032
Number of Individuals Covered1793
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $336,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8061/C-8061
Policy instance 1
Insurance contract or identification numberG-8061/C-8061
Number of Individuals Covered1793
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,702
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8061/C-8061
Policy instance 1
Insurance contract or identification numberG-8061/C-8061
Number of Individuals Covered1800
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $109,028
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number35159
Policy instance 2
Insurance contract or identification number35159
Number of Individuals Covered1800
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1032
Policy instance 3
Insurance contract or identification numberSL1032
Number of Individuals Covered1800
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $290,521
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8061/C-8061
Policy instance 1
Insurance contract or identification numberG-8061/C-8061
Number of Individuals Covered1709
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $97,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1032
Policy instance 3
Insurance contract or identification numberSL1032
Number of Individuals Covered1709
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $239,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number35159
Policy instance 2
Insurance contract or identification number35159
Number of Individuals Covered1709
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number35159
Policy instance 2
Insurance contract or identification number35159
Number of Individuals Covered1381
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8061C-8061
Policy instance 1
Insurance contract or identification numberG-8061C-8061
Number of Individuals Covered1381
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $88,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1032
Policy instance 3
Insurance contract or identification numberSL1032
Number of Individuals Covered1381
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Welfare Benefit Premiums Paid to CarrierUSD $86,254
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number35159
Policy instance 2
Insurance contract or identification number35159
Number of Individuals Covered1538
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-8061C-8061
Policy instance 1
Insurance contract or identification numberG-8061C-8061
Number of Individuals Covered1538
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $99,776
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3