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THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 401k Plan overview

Plan NameTHEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST
Plan identification number 501

THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST Benefits

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

401k Sponsoring company profile

THEATRICAL STAGE EMPLOYEES H&W TRUS BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:THEATRICAL STAGE EMPLOYEES H&W TRUS BOARD OF TRUSTEES
Employer identification number (EIN):910853746
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01TERRIE FLAMING2023-10-16
5012021-01-01TERRIE FLAMING2022-10-14
5012020-01-01TERRIE FLAMING2021-10-08
5012019-01-01TERRIE FLAMING2020-10-08
5012018-01-01TERRIE FLAMING2019-10-03
5012017-01-01
5012016-01-01
5012015-01-01VIRGINIA MATHESON
5012014-01-01ANDREW WILLHELM KELLY TWEEDDALE2015-10-08
5012013-01-01ANDREW WILLHELM KELLY TWEEDDALE2014-10-09
5012012-01-01KELLY TWEEDDALE
5012011-01-01JOHN LAMMON KELLY TWEEDDALE2012-10-14
5012009-01-01SEAN CALLAHAN BEN MOORE2010-10-06

Plan Statistics for THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST

401k plan membership statisitcs for THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST

Measure Date Value
2022: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01185
Total number of active participants reported on line 7a of the Form 55002022-01-01402
Total of all active and inactive participants2022-01-01402
Number of employers contributing to the scheme2022-01-0172
2021: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01191
Total number of active participants reported on line 7a of the Form 55002021-01-01185
Total of all active and inactive participants2021-01-01185
Number of employers contributing to the scheme2021-01-0153
2020: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01420
Total number of active participants reported on line 7a of the Form 55002020-01-01191
Total of all active and inactive participants2020-01-01191
Number of employers contributing to the scheme2020-01-0144
2019: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01419
Total number of active participants reported on line 7a of the Form 55002019-01-01420
Total of all active and inactive participants2019-01-01420
Number of employers contributing to the scheme2019-01-0160
2018: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01441
Total number of active participants reported on line 7a of the Form 55002018-01-01419
Total of all active and inactive participants2018-01-01419
Number of employers contributing to the scheme2018-01-0164
2017: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01460
Total number of active participants reported on line 7a of the Form 55002017-01-01441
Total of all active and inactive participants2017-01-01441
Number of employers contributing to the scheme2017-01-0165
2016: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01319
Total number of active participants reported on line 7a of the Form 55002016-01-01460
Total of all active and inactive participants2016-01-01460
Number of employers contributing to the scheme2016-01-0160
2015: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01276
Total number of active participants reported on line 7a of the Form 55002015-01-01319
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 participants2015-01-01319
Number of employers contributing to the scheme2015-01-0151
2014: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01262
Total number of active participants reported on line 7a of the Form 55002014-01-01276
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 participants2014-01-01276
Number of employers contributing to the scheme2014-01-0162
2013: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01279
Total number of active participants reported on line 7a of the Form 55002013-01-01262
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 participants2013-01-01262
Number of employers contributing to the scheme2013-01-0160
2012: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01225
Total number of active participants reported on line 7a of the Form 55002012-01-01279
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 participants2012-01-01279
Number of employers contributing to the scheme2012-01-0168
2011: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01225
Total number of active participants reported on line 7a of the Form 55002011-01-01225
Total of all active and inactive participants2011-01-01225
Number of employers contributing to the scheme2011-01-0163
2009: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01226
Total number of active participants reported on line 7a of the Form 55002009-01-01233
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 participants2009-01-01233

Financial Data on THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST

Measure Date Value
2022 : THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-9,429
Total unrealized appreciation/depreciation of assets2022-12-31$-9,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$583,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$186,996
Total income from all sources (including contributions)2022-12-31$2,839,744
Total loss/gain on sale of assets2022-12-31$-242
Total of all expenses incurred2022-12-31$2,793,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,605,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,856,972
Value of total assets at end of year2022-12-31$1,366,870
Value of total assets at beginning of year2022-12-31$923,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$188,230
Total interest from all sources2022-12-31$2,116
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,549
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$3,549
Administrative expenses professional fees incurred2022-12-31$77,006
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$98,836
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,418
Other income not declared elsewhere2022-12-31$5,295
Administrative expenses (other) incurred2022-12-31$21,945
Liabilities. Value of operating payables at end of year2022-12-31$13,781
Liabilities. Value of operating payables at beginning of year2022-12-31$11,540
Total non interest bearing cash at end of year2022-12-31$816,661
Total non interest bearing cash at beginning of year2022-12-31$507,085
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$46,467
Value of net assets at end of year (total assets less liabilities)2022-12-31$783,089
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$736,622
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$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$162,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$175,049
Income. Interest from US Government securities2022-12-31$1,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$120
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,605,047
Asset value of US Government securities at end of year2022-12-31$101,722
Asset value of US Government securities at beginning of year2022-12-31$107,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,517
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$2,758,136
Employer contributions (assets) at end of year2022-12-31$275,097
Employer contributions (assets) at beginning of year2022-12-31$120,269
Contract administrator fees2022-12-31$79,279
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$570,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$175,456
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$31,217
Aggregate carrying amount (costs) on sale of assets2022-12-31$31,459
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANASTASI, MOORE & MARTIN, PLLC
Accountancy firm EIN2022-12-31208149084
2021 : THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-16,860
Total unrealized appreciation/depreciation of assets2021-12-31$-16,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$186,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$194,079
Total income from all sources (including contributions)2021-12-31$1,037,139
Total loss/gain on sale of assets2021-12-31$10,621
Total of all expenses incurred2021-12-31$1,343,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,145,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,020,854
Value of total assets at end of year2021-12-31$923,618
Value of total assets at beginning of year2021-12-31$1,236,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$198,167
Total interest from all sources2021-12-31$3,415
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,031
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$4,925
Administrative expenses professional fees incurred2021-12-31$85,881
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$208,748
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,323
Other income not declared elsewhere2021-12-31$2,699
Administrative expenses (other) incurred2021-12-31$23,064
Liabilities. Value of operating payables at end of year2021-12-31$11,540
Liabilities. Value of operating payables at beginning of year2021-12-31$17,626
Total non interest bearing cash at end of year2021-12-31$507,085
Total non interest bearing cash at beginning of year2021-12-31$599,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-306,227
Value of net assets at end of year (total assets less liabilities)2021-12-31$736,622
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,042,849
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$11,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$175,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$338,394
Income. Interest from US Government securities2021-12-31$3,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$17,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$17,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,145,199
Asset value of US Government securities at end of year2021-12-31$107,273
Asset value of US Government securities at beginning of year2021-12-31$218,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$812,106
Employer contributions (assets) at end of year2021-12-31$120,269
Employer contributions (assets) at beginning of year2021-12-31$24,181
Income. Dividends from common stock2021-12-31$106
Contract administrator fees2021-12-31$77,941
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$33,724
Liabilities. Value of benefit claims payable at end of year2021-12-31$175,456
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$176,453
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$511,368
Aggregate carrying amount (costs) on sale of assets2021-12-31$500,747
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANASTASI, MOORE & MARTIN, PLLC
Accountancy firm EIN2021-12-31208149084
2020 : THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,033
Total unrealized appreciation/depreciation of assets2020-12-31$2,033
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$194,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$332,205
Total income from all sources (including contributions)2020-12-31$1,148,204
Total loss/gain on sale of assets2020-12-31$20,063
Total of all expenses incurred2020-12-31$2,264,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,074,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,061,774
Value of total assets at end of year2020-12-31$1,236,928
Value of total assets at beginning of year2020-12-31$2,491,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$190,136
Total interest from all sources2020-12-31$10,353
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,391
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$17,552
Administrative expenses professional fees incurred2020-12-31$75,901
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$154,978
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6,904
Other income not declared elsewhere2020-12-31$1,325
Administrative expenses (other) incurred2020-12-31$22,645
Liabilities. Value of operating payables at end of year2020-12-31$17,626
Liabilities. Value of operating payables at beginning of year2020-12-31$6,265
Total non interest bearing cash at end of year2020-12-31$599,462
Total non interest bearing cash at beginning of year2020-12-31$781,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,116,727
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,042,849
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,159,576
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$10,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$338,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$849,104
Income. Interest from US Government securities2020-12-31$10,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$17,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$44,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$44,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$177
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,074,795
Asset value of US Government securities at end of year2020-12-31$218,939
Asset value of US Government securities at beginning of year2020-12-31$549,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$33,265
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$906,796
Employer contributions (assets) at end of year2020-12-31$24,181
Employer contributions (assets) at beginning of year2020-12-31$181,530
Income. Dividends from common stock2020-12-31$1,839
Contract administrator fees2020-12-31$80,808
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$33,724
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$78,933
Liabilities. Value of benefit claims payable at end of year2020-12-31$176,453
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$325,940
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,502,547
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,482,484
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ANASTASI, MOORE & MARTIN, PLLC
Accountancy firm EIN2020-12-31208149084
2019 : THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$26,853
Total unrealized appreciation/depreciation of assets2019-12-31$26,853
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$332,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$299,632
Total income from all sources (including contributions)2019-12-31$2,269,067
Total loss/gain on sale of assets2019-12-31$1,967
Total of all expenses incurred2019-12-31$2,075,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,867,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,156,778
Value of total assets at end of year2019-12-31$2,491,781
Value of total assets at beginning of year2019-12-31$2,266,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$208,130
Total interest from all sources2019-12-31$11,967
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$25,391
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$23,521
Administrative expenses professional fees incurred2019-12-31$84,270
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$169,197
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,540
Administrative expenses (other) incurred2019-12-31$38,986
Liabilities. Value of operating payables at end of year2019-12-31$6,265
Liabilities. Value of operating payables at beginning of year2019-12-31$2,953
Total non interest bearing cash at end of year2019-12-31$781,388
Total non interest bearing cash at beginning of year2019-12-31$661,947
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$193,139
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,159,576
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,966,437
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$849,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$745,798
Income. Interest from US Government securities2019-12-31$11,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$44,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$38,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$38,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$857
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,867,798
Asset value of US Government securities at end of year2019-12-31$549,091
Asset value of US Government securities at beginning of year2019-12-31$534,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$46,111
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,987,581
Employer contributions (assets) at end of year2019-12-31$181,530
Employer contributions (assets) at beginning of year2019-12-31$189,684
Income. Dividends from common stock2019-12-31$1,870
Contract administrator fees2019-12-31$71,157
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$78,933
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$90,517
Liabilities. Value of benefit claims payable at end of year2019-12-31$325,940
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$296,679
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$720,591
Aggregate carrying amount (costs) on sale of assets2019-12-31$718,624
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ANASTASI, MOORE & MARTIN, PLLC
Accountancy firm EIN2019-12-31208149084
2018 : THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,938
Total unrealized appreciation/depreciation of assets2018-12-31$-5,938
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$299,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$336,442
Total income from all sources (including contributions)2018-12-31$2,149,222
Total loss/gain on sale of assets2018-12-31$-963
Total of all expenses incurred2018-12-31$1,971,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,783,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,140,270
Value of total assets at end of year2018-12-31$2,266,069
Value of total assets at beginning of year2018-12-31$2,125,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$188,419
Total interest from all sources2018-12-31$13,435
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$21,150
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$19,375
Administrative expenses professional fees incurred2018-12-31$81,873
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$192,590
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$8,308
Other income not declared elsewhere2018-12-31$5,800
Administrative expenses (other) incurred2018-12-31$25,953
Liabilities. Value of operating payables at end of year2018-12-31$2,953
Liabilities. Value of operating payables at beginning of year2018-12-31$11,104
Total non interest bearing cash at end of year2018-12-31$661,947
Total non interest bearing cash at beginning of year2018-12-31$529,552
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$177,674
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,966,437
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,788,763
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$10,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$745,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$571,798
Income. Interest from US Government securities2018-12-31$12,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$38,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$61,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$61,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$695
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,783,129
Asset value of US Government securities at end of year2018-12-31$534,032
Asset value of US Government securities at beginning of year2018-12-31$711,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-24,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,947,680
Employer contributions (assets) at end of year2018-12-31$189,684
Employer contributions (assets) at beginning of year2018-12-31$181,945
Income. Dividends from common stock2018-12-31$1,775
Contract administrator fees2018-12-31$69,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$90,517
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$60,812
Liabilities. Value of benefit claims payable at end of year2018-12-31$296,679
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$325,338
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$608,184
Aggregate carrying amount (costs) on sale of assets2018-12-31$609,147
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 name2018-12-31ANASTASI, MOORE & MARTIN, PLLC
Accountancy firm EIN2018-12-31208149084
2017 : THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$12,982
Total unrealized appreciation/depreciation of assets2017-12-31$12,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$336,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$344,240
Total income from all sources (including contributions)2017-12-31$2,191,595
Total loss/gain on sale of assets2017-12-31$-1,105
Total of all expenses incurred2017-12-31$2,061,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,869,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,152,640
Value of total assets at end of year2017-12-31$2,125,205
Value of total assets at beginning of year2017-12-31$2,002,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$191,984
Total interest from all sources2017-12-31$11,304
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,774
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$14,340
Administrative expenses professional fees incurred2017-12-31$89,301
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$166,346
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$8,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$18,875
Administrative expenses (other) incurred2017-12-31$28,943
Liabilities. Value of operating payables at end of year2017-12-31$11,104
Liabilities. Value of operating payables at beginning of year2017-12-31$9,967
Total non interest bearing cash at end of year2017-12-31$529,552
Total non interest bearing cash at beginning of year2017-12-31$462,775
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$130,502
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,788,763
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,658,261
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$10,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$571,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$654,140
Income. Interest from US Government securities2017-12-31$10,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$61,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$43,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$43,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$354
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,772,616
Asset value of US Government securities at end of year2017-12-31$711,716
Asset value of US Government securities at beginning of year2017-12-31$602,556
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$1,986,294
Employer contributions (assets) at end of year2017-12-31$181,945
Employer contributions (assets) at beginning of year2017-12-31$156,620
Income. Dividends from common stock2017-12-31$1,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$96,493
Contract administrator fees2017-12-31$62,819
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$60,812
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$63,981
Liabilities. Value of benefit claims payable at end of year2017-12-31$325,338
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$334,273
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,275,957
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,277,062
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 name2017-12-31ANASTASI, MOORE & MARTIN, PLLC
Accountancy firm EIN2017-12-31208149084
2016 : THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,469
Total unrealized appreciation/depreciation of assets2016-12-31$3,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$344,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$321,297
Total income from all sources (including contributions)2016-12-31$1,918,173
Total loss/gain on sale of assets2016-12-31$-14,895
Total of all expenses incurred2016-12-31$1,985,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,778,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,912,704
Value of total assets at end of year2016-12-31$2,002,501
Value of total assets at beginning of year2016-12-31$2,046,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$206,480
Total interest from all sources2016-12-31$4,627
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,781
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$4,588
Administrative expenses professional fees incurred2016-12-31$93,262
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$171,262
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$18,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$961
Administrative expenses (other) incurred2016-12-31$27,656
Liabilities. Value of operating payables at end of year2016-12-31$9,967
Total non interest bearing cash at end of year2016-12-31$462,775
Total non interest bearing cash at beginning of year2016-12-31$353,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-66,944
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,658,261
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,725,205
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$7,829
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$654,140
Income. Interest from US Government securities2016-12-31$1,965
Value of interest in common/collective trusts at beginning of year2016-12-31$1,573,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$43,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,662
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,659,695
Asset value of US Government securities at end of year2016-12-31$602,556
Net investment gain or loss from common/collective trusts2016-12-31$7,487
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$1,741,442
Employer contributions (assets) at end of year2016-12-31$156,620
Employer contributions (assets) at beginning of year2016-12-31$119,048
Income. Dividends from common stock2016-12-31$193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$118,942
Contract administrator fees2016-12-31$77,733
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$63,981
Liabilities. Value of benefit claims payable at end of year2016-12-31$334,273
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$321,297
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$6,400,979
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,415,874
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 name2016-12-31ANASTASI, MOORE & MARTIN, PLLC
Accountancy firm EIN2016-12-31208149084
2015 : THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$321,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$281,021
Total income from all sources (including contributions)2015-12-31$1,893,618
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,888,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,740,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,883,837
Value of total assets at end of year2015-12-31$2,046,502
Value of total assets at beginning of year2015-12-31$2,001,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$148,409
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$41,873
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$168,403
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,165
Administrative expenses (other) incurred2015-12-31$29,026
Liabilities. Value of operating payables at end of year2015-12-31$321,297
Liabilities. Value of operating payables at beginning of year2015-12-31$281,021
Total non interest bearing cash at end of year2015-12-31$353,287
Total non interest bearing cash at beginning of year2015-12-31$324,844
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$4,659
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,725,205
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,720,546
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$7,892
Value of interest in common/collective trusts at end of year2015-12-31$1,573,206
Value of interest in common/collective trusts at beginning of year2015-12-31$1,571,224
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,700,221
Net investment gain or loss from common/collective trusts2015-12-31$9,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$1,715,434
Employer contributions (assets) at end of year2015-12-31$119,048
Employer contributions (assets) at beginning of year2015-12-31$100,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$40,329
Contract administrator fees2015-12-31$69,618
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$281,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$257,918
Total income from all sources (including contributions)2014-12-31$1,755,886
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,866,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,735,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,737,591
Value of total assets at end of year2014-12-31$2,001,567
Value of total assets at beginning of year2014-12-31$2,089,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$130,638
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$31,038
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$205,992
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$22,666
Liabilities. Value of operating payables at end of year2014-12-31$281,021
Liabilities. Value of operating payables at beginning of year2014-12-31$257,918
Total non interest bearing cash at end of year2014-12-31$324,844
Total non interest bearing cash at beginning of year2014-12-31$657,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-110,693
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,720,546
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,831,239
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$7,849
Value of interest in common/collective trusts at end of year2014-12-31$1,571,224
Value of interest in common/collective trusts at beginning of year2014-12-31$1,310,385
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,588,616
Net investment gain or loss from common/collective trusts2014-12-31$18,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$1,531,599
Employer contributions (assets) at end of year2014-12-31$100,334
Employer contributions (assets) at beginning of year2014-12-31$121,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$147,325
Contract administrator fees2014-12-31$69,085
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
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$257,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$241,723
Total income from all sources (including contributions)2013-12-31$1,897,770
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,713,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,591,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,881,062
Value of total assets at end of year2013-12-31$2,089,157
Value of total assets at beginning of year2013-12-31$1,888,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$122,471
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$39,674
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$249,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$6,860
Administrative expenses (other) incurred2013-12-31$8,783
Liabilities. Value of operating payables at end of year2013-12-31$257,918
Liabilities. Value of operating payables at beginning of year2013-12-31$241,723
Total non interest bearing cash at end of year2013-12-31$657,169
Total non interest bearing cash at beginning of year2013-12-31$447,228
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$183,992
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,831,239
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,647,247
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$6,536
Value of interest in common/collective trusts at end of year2013-12-31$1,310,385
Value of interest in common/collective trusts at beginning of year2013-12-31$1,306,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,516,966
Net investment gain or loss from common/collective trusts2013-12-31$9,848
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$1,631,162
Employer contributions (assets) at end of year2013-12-31$121,603
Employer contributions (assets) at beginning of year2013-12-31$135,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$74,341
Contract administrator fees2013-12-31$67,478
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
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$241,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$214,669
Total income from all sources (including contributions)2012-12-31$1,695,164
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,538,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,446,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,651,310
Value of total assets at end of year2012-12-31$1,888,970
Value of total assets at beginning of year2012-12-31$1,705,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$91,565
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$25,048
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$241,926
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,350
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,013
Other income not declared elsewhere2012-12-31$8,934
Administrative expenses (other) incurred2012-12-31$6,026
Liabilities. Value of operating payables at end of year2012-12-31$241,723
Liabilities. Value of operating payables at beginning of year2012-12-31$214,669
Total non interest bearing cash at end of year2012-12-31$447,228
Total non interest bearing cash at beginning of year2012-12-31$321,795
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$156,627
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,647,247
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,490,620
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$6,491
Value of interest in common/collective trusts at end of year2012-12-31$1,306,317
Value of interest in common/collective trusts at beginning of year2012-12-31$1,277,530
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,363,020
Net investment gain or loss from common/collective trusts2012-12-31$34,920
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$1,409,384
Employer contributions (assets) at end of year2012-12-31$135,425
Employer contributions (assets) at beginning of year2012-12-31$102,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$82,602
Contract administrator fees2012-12-31$54,000
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
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$214,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$202,216
Total income from all sources (including contributions)2011-12-31$1,567,110
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,458,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,368,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,540,572
Value of total assets at end of year2011-12-31$1,705,289
Value of total assets at beginning of year2011-12-31$1,583,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$89,927
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$24,285
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$228,673
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$67
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,013
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,509
Other income not declared elsewhere2011-12-31$7,819
Administrative expenses (other) incurred2011-12-31$9,767
Liabilities. Value of operating payables at end of year2011-12-31$214,669
Liabilities. Value of operating payables at beginning of year2011-12-31$202,216
Total non interest bearing cash at end of year2011-12-31$321,795
Total non interest bearing cash at beginning of year2011-12-31$231,505
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$108,957
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,490,620
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,381,663
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$6,376
Value of interest in common/collective trusts at end of year2011-12-31$1,277,530
Value of interest in common/collective trusts at beginning of year2011-12-31$1,262,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,278,173
Net investment gain or loss from common/collective trusts2011-12-31$18,719
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$1,311,899
Employer contributions (assets) at end of year2011-12-31$102,951
Employer contributions (assets) at beginning of year2011-12-31$84,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$89,986
Contract administrator fees2011-12-31$49,499
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
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$202,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$180,678
Total income from all sources (including contributions)2010-12-31$1,407,352
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,347,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,262,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,357,683
Value of total assets at end of year2010-12-31$1,583,879
Value of total assets at beginning of year2010-12-31$1,502,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$84,953
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$24,518
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$202,535
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,248
Other income not declared elsewhere2010-12-31$5,921
Administrative expenses (other) incurred2010-12-31$5,981
Liabilities. Value of operating payables at end of year2010-12-31$202,216
Liabilities. Value of operating payables at beginning of year2010-12-31$180,678
Total non interest bearing cash at end of year2010-12-31$231,505
Total non interest bearing cash at beginning of year2010-12-31$332,924
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$59,943
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,381,663
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,321,720
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$5,717
Value of interest in common/collective trusts at end of year2010-12-31$1,262,703
Value of interest in common/collective trusts at beginning of year2010-12-31$1,074,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,174,590
Net investment gain or loss from common/collective trusts2010-12-31$43,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,155,148
Employer contributions (assets) at end of year2010-12-31$84,162
Employer contributions (assets) at beginning of year2010-12-31$88,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$87,866
Contract administrator fees2010-12-31$48,737
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
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 name2010-12-31LOCKITCH, CLEMENTS & RICE, P.S.
Accountancy firm EIN2010-12-31910903661

Form 5500 Responses for THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST

2022: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THEATRICAL STAGE EMPLOYEES HEALTH & WELFARE TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number0601500
Policy instance 5
Insurance contract or identification number0601500
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,080
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number1428400
Policy instance 4
Insurance contract or identification number1428400
Number of Individuals Covered272
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,741,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30048092
Policy instance 3
Insurance contract or identification number30048092
Number of Individuals Covered286
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number228615
Policy instance 2
Insurance contract or identification number228615
Number of Individuals Covered444
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $27,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number00324
Policy instance 1
Insurance contract or identification number00324
Number of Individuals Covered291
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number00324
Policy instance 1
Insurance contract or identification number00324
Number of Individuals Covered157
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number228615
Policy instance 2
Insurance contract or identification number228615
Number of Individuals Covered350
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $9,661
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30048092
Policy instance 3
Insurance contract or identification number30048092
Number of Individuals Covered125
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number1428400
Policy instance 4
Insurance contract or identification number1428400
Number of Individuals Covered151
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $899,116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number0601500
Policy instance 5
Insurance contract or identification number0601500
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $106,544
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number0601500
Policy instance 5
Insurance contract or identification number0601500
Number of Individuals Covered17
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $155,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number1428400
Policy instance 4
Insurance contract or identification number1428400
Number of Individuals Covered309
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,668,621
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30048092
Policy instance 3
Insurance contract or identification number30048092
Number of Individuals Covered326
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,738
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number228615
Policy instance 2
Insurance contract or identification number228615
Number of Individuals Covered142
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $26,584
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number00324
Policy instance 1
Insurance contract or identification number00324
Number of Individuals Covered328
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30048092
Policy instance 3
Insurance contract or identification number30048092
Number of Individuals Covered298
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number00324
Policy instance 1
Insurance contract or identification number00324
Number of Individuals Covered300
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number228615
Policy instance 2
Insurance contract or identification number228615
Number of Individuals Covered345
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $26,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number1428400
Policy instance 4
Insurance contract or identification number1428400
Number of Individuals Covered283
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,484,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number0601500
Policy instance 5
Insurance contract or identification number0601500
Number of Individuals Covered17
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $146,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number0601500
Policy instance 5
Insurance contract or identification number0601500
Number of Individuals Covered24
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $197,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number00324
Policy instance 1
Insurance contract or identification number00324
Number of Individuals Covered288
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number228615
Policy instance 2
Insurance contract or identification number228615
Number of Individuals Covered298
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $26,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number1428400
Policy instance 4
Insurance contract or identification number1428400
Number of Individuals Covered264
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,407,532
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30048092
Policy instance 3
Insurance contract or identification number30048092
Number of Individuals Covered285
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,086
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30048092
Policy instance 5
Insurance contract or identification number30048092
Number of Individuals Covered316
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $19,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number228615
Policy instance 4
Insurance contract or identification number228615
Number of Individuals Covered313
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $462
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $26,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $462
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF WASHINGTON INC
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number0601500
Policy instance 3
Insurance contract or identification number0601500
Number of Individuals Covered29
Insurance policy start date2016-05-01
Insurance policy end date2017-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $221,945
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number1428400
Policy instance 2
Insurance contract or identification number1428400
Number of Individuals Covered270
Insurance policy start date2016-05-01
Insurance policy end date2017-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,337,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number00324
Policy instance 1
Insurance contract or identification number00324
Number of Individuals Covered321
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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