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ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 401k Plan overview

Plan NameALLIED METAL CRAFTS SECURITY PLAN TRUST FUND
Plan identification number 503

ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND
Employer identification number (EIN):916028299
NAIC Classification:332810

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032015-07-01DENIS SULLIVAN
5032014-07-01DENIS SULLIVAN
5032013-07-01SCOTT CLARK MARK METCALF2015-04-13
5032012-07-01DENIS SULLIVAN MARK METCALF2014-04-14
5032011-07-01DENIS SULLIVAN MARK METCALF2013-04-15
5032010-07-01DENIS SULLIVAN
5032009-07-01DENIS SULLIVAN JIM SKJELSTAD2011-04-13
5032008-07-01DENIS SULLIVAN JIM SKJELSTAD2011-04-13

Plan Statistics for ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND

401k plan membership statisitcs for ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND

Measure Date Value
2015: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01505
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
Number of employers contributing to the scheme2015-07-0128
2014: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01501
Total number of active participants reported on line 7a of the Form 55002014-07-01494
Number of retired or separated participants receiving benefits2014-07-0111
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01505
Number of employers contributing to the scheme2014-07-0128
2013: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01509
Total number of active participants reported on line 7a of the Form 55002013-07-01499
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01501
Number of employers contributing to the scheme2013-07-0126
2012: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01446
Total number of active participants reported on line 7a of the Form 55002012-07-01507
Number of retired or separated participants receiving benefits2012-07-012
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01509
Number of employers contributing to the scheme2012-07-0127
2011: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01453
Total number of active participants reported on line 7a of the Form 55002011-07-01443
Number of retired or separated participants receiving benefits2011-07-013
Total of all active and inactive participants2011-07-01446
Number of employers contributing to the scheme2011-07-0122
2010: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-07-01451
Total number of active participants reported on line 7a of the Form 55002010-07-01435
Number of retired or separated participants receiving benefits2010-07-0118
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01453
2009: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01451
Total number of active participants reported on line 7a of the Form 55002009-07-01437
Number of retired or separated participants receiving benefits2009-07-0114
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01451
2008: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2008 401k membership
Total participants, beginning-of-year2008-07-01507
Total number of active participants reported on line 7a of the Form 55002008-07-01436
Number of retired or separated participants receiving benefits2008-07-0115
Number of other retired or separated participants entitled to future benefits2008-07-010
Total of all active and inactive participants2008-07-01451
Total participants2008-07-01451
Number of employers contributing to the scheme2008-07-0129

Financial Data on ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND

Measure Date Value
2015 : ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-01$0
Total transfer of assets from this plan2015-10-01$-292,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-01$1,206,307
Total income from all sources (including contributions)2015-10-01$883,531
Total loss/gain on sale of assets2015-10-01$0
Total of all expenses incurred2015-10-01$1,488,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-01$1,421,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-01$883,497
Value of total assets at end of year2015-10-01$0
Value of total assets at beginning of year2015-10-01$1,518,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-01$66,441
Total interest from all sources2015-10-01$0
Total dividends received (eg from common stock, registered investment company shares)2015-10-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-10-01$0
Administrative expenses professional fees incurred2015-10-01$13,506
Was this plan covered by a fidelity bond2015-10-01Yes
Value of fidelity bond cover2015-10-01$500,000
If this is an individual account plan, was there a blackout period2015-10-01No
Were there any nonexempt tranactions with any party-in-interest2015-10-01No
Contributions received from participants2015-10-01$31,926
Assets. Other investments not covered elsewhere at end of year2015-10-01$0
Assets. Other investments not covered elsewhere at beginning of year2015-10-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-10-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-10-01$641,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-10-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-10-01$0
Other income not declared elsewhere2015-10-01$34
Administrative expenses (other) incurred2015-10-01$6,960
Liabilities. Value of operating payables at end of year2015-10-01$0
Liabilities. Value of operating payables at beginning of year2015-10-01$28,117
Total non interest bearing cash at end of year2015-10-01$0
Total non interest bearing cash at beginning of year2015-10-01$469,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-01No
Value of net income/loss2015-10-01$-604,754
Value of net assets at end of year (total assets less liabilities)2015-10-01$0
Value of net assets at beginning of year (total assets less liabilities)2015-10-01$312,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-01No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-01No
Were any leases to which the plan was party in default or uncollectible2015-10-01No
Investment advisory and management fees2015-10-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-10-01$46,710
Asset value of US Government securities at end of year2015-10-01$0
Asset value of US Government securities at beginning of year2015-10-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-01No
Was there a failure to transmit to the plan any participant contributions2015-10-01No
Has the plan failed to provide any benefit when due under the plan2015-10-01No
Contributions received in cash from employer2015-10-01$851,571
Employer contributions (assets) at end of year2015-10-01$0
Employer contributions (assets) at beginning of year2015-10-01$407,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-01$1,375,134
Asset. Corporate debt instrument preferred debt at end of year2015-10-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-10-01$0
Asset. Corporate debt instrument debt (other) at end of year2015-10-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-10-01$0
Contract administrator fees2015-10-01$45,975
Liabilities. Value of benefit claims payable at end of year2015-10-01$0
Liabilities. Value of benefit claims payable at beginning of year2015-10-01$1,178,190
Did the plan have assets held for investment2015-10-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-01No
Opinion of an independent qualified public accountant for this plan2015-10-01Unqualified
Accountancy firm name2015-10-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-10-01410746749
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,206,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$990,959
Total income from all sources (including contributions)2015-06-30$4,442,958
Total loss/gain on sale of assets2015-06-30$-41,753
Total of all expenses incurred2015-06-30$7,156,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$6,767,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$4,431,004
Value of total assets at end of year2015-06-30$1,518,581
Value of total assets at beginning of year2015-06-30$4,016,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$388,544
Total interest from all sources2015-06-30$51,176
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$109
Administrative expenses professional fees incurred2015-06-30$89,678
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$108,393
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$641,598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$453,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$157,055
Other income not declared elsewhere2015-06-30$2,422
Administrative expenses (other) incurred2015-06-30$75,997
Liabilities. Value of operating payables at end of year2015-06-30$28,117
Liabilities. Value of operating payables at beginning of year2015-06-30$54,672
Total non interest bearing cash at end of year2015-06-30$469,262
Total non interest bearing cash at beginning of year2015-06-30$47,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-2,713,391
Value of net assets at end of year (total assets less liabilities)2015-06-30$312,274
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,025,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$4,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$37,723
Interest earned on other investments2015-06-30$1,987
Income. Interest from US Government securities2015-06-30$5,517
Income. Interest from corporate debt instruments2015-06-30$43,672
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$417,329
Asset value of US Government securities at end of year2015-06-30$0
Asset value of US Government securities at beginning of year2015-06-30$646,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$4,322,611
Employer contributions (assets) at end of year2015-06-30$407,721
Employer contributions (assets) at beginning of year2015-06-30$351,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$6,350,476
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$1,278,068
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$1,200,879
Contract administrator fees2015-06-30$218,330
Liabilities. Value of benefit claims payable at end of year2015-06-30$1,178,190
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$779,232
Did the plan have assets held for investment2015-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$8,185,146
Aggregate carrying amount (costs) on sale of assets2015-06-30$8,226,899
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-06-30410746749
2014 : ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$-3,969
Total unrealized appreciation/depreciation of assets2014-06-30$-3,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$990,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$642,102
Total income from all sources (including contributions)2014-06-30$4,364,585
Total loss/gain on sale of assets2014-06-30$-4,478
Total of all expenses incurred2014-06-30$5,890,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$5,493,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$4,247,867
Value of total assets at end of year2014-06-30$4,016,624
Value of total assets at beginning of year2014-06-30$5,194,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$397,750
Total interest from all sources2014-06-30$84,424
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$78
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$78
Administrative expenses professional fees incurred2014-06-30$80,350
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$128,350
Assets. Other investments not covered elsewhere at end of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$481,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$453,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$76,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$157,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$40,663
Administrative expenses (other) incurred2014-06-30$73,298
Liabilities. Value of operating payables at end of year2014-06-30$54,672
Liabilities. Value of operating payables at beginning of year2014-06-30$18,362
Total non interest bearing cash at end of year2014-06-30$47,873
Total non interest bearing cash at beginning of year2014-06-30$1,126,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-1,526,383
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,025,665
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,552,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$8,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$37,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$153,205
Interest earned on other investments2014-06-30$10,430
Income. Interest from US Government securities2014-06-30$11,087
Income. Interest from corporate debt instruments2014-06-30$62,907
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$335,482
Asset value of US Government securities at end of year2014-06-30$646,573
Asset value of US Government securities at beginning of year2014-06-30$1,122,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$4,119,517
Employer contributions (assets) at end of year2014-06-30$351,965
Employer contributions (assets) at beginning of year2014-06-30$358,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$5,157,736
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$1,278,068
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$1,152,689
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$1,200,879
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$723,252
Contract administrator fees2014-06-30$235,437
Liabilities. Value of benefit claims payable at end of year2014-06-30$779,232
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$623,740
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$5,366,774
Aggregate carrying amount (costs) on sale of assets2014-06-30$5,371,252
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-06-30410746749
2013 : ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-78,583
Total unrealized appreciation/depreciation of assets2013-06-30$-78,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$642,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$453,425
Total income from all sources (including contributions)2013-06-30$4,177,883
Total loss/gain on sale of assets2013-06-30$2,260
Total of all expenses incurred2013-06-30$4,087,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,764,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$4,103,638
Value of total assets at end of year2013-06-30$5,194,150
Value of total assets at beginning of year2013-06-30$4,914,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$322,711
Total interest from all sources2013-06-30$118,027
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$106
Administrative expenses professional fees incurred2013-06-30$75,677
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$123,262
Assets. Other investments not covered elsewhere at end of year2013-06-30$481,524
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$288,563
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$76,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$49,738
Other income not declared elsewhere2013-06-30$32,435
Administrative expenses (other) incurred2013-06-30$38,560
Liabilities. Value of operating payables at end of year2013-06-30$18,362
Liabilities. Value of operating payables at beginning of year2013-06-30$20,060
Total non interest bearing cash at end of year2013-06-30$1,126,132
Total non interest bearing cash at beginning of year2013-06-30$1,080,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$90,577
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,552,048
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,461,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$8,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$153,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$108,856
Interest earned on other investments2013-06-30$11,291
Income. Interest from US Government securities2013-06-30$21,280
Income. Interest from corporate debt instruments2013-06-30$85,456
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$295,891
Asset value of US Government securities at end of year2013-06-30$1,122,805
Asset value of US Government securities at beginning of year2013-06-30$684,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,980,376
Employer contributions (assets) at end of year2013-06-30$358,359
Employer contributions (assets) at beginning of year2013-06-30$312,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$3,468,704
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$1,152,689
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$1,177,057
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$723,252
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$1,213,045
Contract administrator fees2013-06-30$199,513
Liabilities. Value of benefit claims payable at end of year2013-06-30$623,740
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$433,365
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$3,797,766
Aggregate carrying amount (costs) on sale of assets2013-06-30$3,795,506
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-06-30410746749
2012 : ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-37,986
Total unrealized appreciation/depreciation of assets2012-06-30$-37,986
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$453,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$373,482
Total income from all sources (including contributions)2012-06-30$3,908,980
Total loss/gain on sale of assets2012-06-30$-10,795
Total of all expenses incurred2012-06-30$3,561,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,263,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,789,020
Value of total assets at end of year2012-06-30$4,914,896
Value of total assets at beginning of year2012-06-30$4,487,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$298,823
Total interest from all sources2012-06-30$135,093
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$92
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$92
Administrative expenses professional fees incurred2012-06-30$81,288
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$94,414
Assets. Other investments not covered elsewhere at end of year2012-06-30$288,563
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$157,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$49,738
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$99,497
Other income not declared elsewhere2012-06-30$33,556
Administrative expenses (other) incurred2012-06-30$24,780
Liabilities. Value of operating payables at end of year2012-06-30$20,060
Liabilities. Value of operating payables at beginning of year2012-06-30$18,700
Total non interest bearing cash at end of year2012-06-30$1,080,725
Total non interest bearing cash at beginning of year2012-06-30$947,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$347,044
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,461,471
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,114,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$8,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$108,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$43,575
Interest earned on other investments2012-06-30$9,308
Income. Interest from US Government securities2012-06-30$21,663
Income. Interest from corporate debt instruments2012-06-30$104,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$273,624
Asset value of US Government securities at end of year2012-06-30$684,547
Asset value of US Government securities at beginning of year2012-06-30$769,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,694,606
Employer contributions (assets) at end of year2012-06-30$312,365
Employer contributions (assets) at beginning of year2012-06-30$298,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,989,489
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$1,177,057
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$1,581,681
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$1,213,045
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$590,783
Contract administrator fees2012-06-30$184,390
Liabilities. Value of benefit claims payable at end of year2012-06-30$433,365
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$354,782
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$3,063,384
Aggregate carrying amount (costs) on sale of assets2012-06-30$3,074,179
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-06-30410746749
2011 : ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$-20,576
Total unrealized appreciation/depreciation of assets2011-06-30$-20,576
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$373,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$986,044
Total income from all sources (including contributions)2011-06-30$3,677,340
Total loss/gain on sale of assets2011-06-30$-6,253
Total of all expenses incurred2011-06-30$2,357,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,055,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$3,519,799
Value of total assets at end of year2011-06-30$4,487,909
Value of total assets at beginning of year2011-06-30$3,780,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$302,019
Total interest from all sources2011-06-30$129,776
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$86,344
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$275,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$109,381
Assets. Other investments not covered elsewhere at end of year2011-06-30$157,028
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$155,549
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$20,303
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$99,497
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$76,686
Other income not declared elsewhere2011-06-30$54,474
Administrative expenses (other) incurred2011-06-30$35,630
Liabilities. Value of operating payables at end of year2011-06-30$18,700
Liabilities. Value of operating payables at beginning of year2011-06-30$986,044
Total non interest bearing cash at end of year2011-06-30$947,065
Total non interest bearing cash at beginning of year2011-06-30$620,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,320,272
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,114,427
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,794,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$7,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$43,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$89,598
Interest earned on other investments2011-06-30$4,125
Income. Interest from US Government securities2011-06-30$18,270
Income. Interest from corporate debt instruments2011-06-30$107,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$275,887
Asset value of US Government securities at end of year2011-06-30$769,376
Asset value of US Government securities at beginning of year2011-06-30$778,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$3,390,115
Employer contributions (assets) at end of year2011-06-30$298,904
Employer contributions (assets) at beginning of year2011-06-30$264,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,779,162
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$1,581,681
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$960,707
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$590,783
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$833,493
Contract administrator fees2011-06-30$172,486
Liabilities. Value of benefit claims payable at end of year2011-06-30$354,782
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$5,021,604
Aggregate carrying amount (costs) on sale of assets2011-06-30$5,027,857
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-06-30410746749

Form 5500 Responses for ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND

2015: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: ALLIED METAL CRAFTS SECURITY PLAN TRUST FUND 2008 form 5500 responses
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberWA07189W
Policy instance 1
Insurance contract or identification numberWA07189W
Number of Individuals Covered0
Insurance policy start date2015-07-01
Insurance policy end date2015-10-01
Are there contracts with allocated funds for individual policies?No
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 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?Yes
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-1855
Policy instance 2
Insurance contract or identification number949-1855
Number of Individuals Covered0
Insurance policy start date2015-07-01
Insurance policy end date2015-10-01
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberWA07189W
Policy instance 1
Insurance contract or identification numberWA07189W
Number of Individuals Covered493
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,168
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 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 $8,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,168
Insurance broker organization code?3
Insurance broker nameBRATRUD MIDDLETON INS BRK INC
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-1855
Policy instance 2
Insurance contract or identification number949-1855
Number of Individuals Covered499
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $61,363
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $383,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,213
Insurance broker organization code?3
Insurance broker nameINTERREMEDY INSURANCE SERVICES
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberWA07189W
Policy instance 1
Insurance contract or identification numberWA07189W
Number of Individuals Covered487
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $906
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 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 $9,056
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $906
Insurance broker organization code?3
Insurance broker nameBRATRUD MIDDLETON INS BRK INC
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-1855
Policy instance 2
Insurance contract or identification number949-1855
Number of Individuals Covered494
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $59,612
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $313,711
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,825
Insurance broker organization code?3
Insurance broker nameCCHI INSURANCE SERVICES
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberWA07189W
Policy instance 1
Insurance contract or identification numberWA07189W
Number of Individuals Covered493
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $870
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 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 $8,696
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $870
Insurance broker organization code?3
Insurance broker nameBRATRUD MIDDLETON INS BRK INC
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-1855
Policy instance 2
Insurance contract or identification number949-1855
Number of Individuals Covered499
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $55,604
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $278,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,703
Insurance broker organization code?3
Insurance broker nameCCHI INSURANCE SERVICES
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC-9709
Policy instance 1
Insurance contract or identification numberC-9709
Number of Individuals Covered459
Insurance policy start date2011-10-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $29,747
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $198,314
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC-9709
Policy instance 2
Insurance contract or identification numberC-9709
Number of Individuals Covered459
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $40,549
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $270,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberWA07189W
Policy instance 3
Insurance contract or identification numberWA07189W
Number of Individuals Covered438
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $790
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 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 $7,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberWA07189W
Policy instance 1
Insurance contract or identification numberWA07189W
Number of Individuals Covered387
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $724
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 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 $7,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC-9709
Policy instance 2
Insurance contract or identification numberC-9709
Number of Individuals Covered398
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $40,871
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $272,476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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