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NORTHWEST METAL CRAFTS TRUST FUND 401k Plan overview

Plan NameNORTHWEST METAL CRAFTS TRUST FUND
Plan identification number 501

NORTHWEST METAL CRAFTS TRUST FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

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

Company Name:BOARD OF TRUSTEES, NORTHWEST METAL CRAFTS TRUST FUND
Employer identification number (EIN):916031197
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST METAL CRAFTS TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01MILLER KAPLAN ARASE LLP
5012015-07-01
5012014-07-01
5012013-07-01
5012012-07-01SHELLEY GUIDRY
5012011-07-01SHELLEY GUIDRY
5012010-07-01SHELLEY GUIDRY
5012009-07-01SHELLEY GUIDRY
5012008-07-01

Plan Statistics for NORTHWEST METAL CRAFTS TRUST FUND

401k plan membership statisitcs for NORTHWEST METAL CRAFTS TRUST FUND

Measure Date Value
2021: NORTHWEST METAL CRAFTS TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-07-011,056
Total number of active participants reported on line 7a of the Form 55002021-07-01952
Number of retired or separated participants receiving benefits2021-07-01103
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-011,055
Total participants2021-07-011,055
Number of employers contributing to the scheme2021-07-0128
2020: NORTHWEST METAL CRAFTS TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-07-01992
Total number of active participants reported on line 7a of the Form 55002020-07-01953
Number of retired or separated participants receiving benefits2020-07-01103
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-011,056
Total participants2020-07-011,056
Number of employers contributing to the scheme2020-07-0128
2019: NORTHWEST METAL CRAFTS TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-07-01664
Total number of active participants reported on line 7a of the Form 55002019-07-01886
Number of retired or separated participants receiving benefits2019-07-01106
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01992
Total participants2019-07-01992
Number of employers contributing to the scheme2019-07-0125
2018: NORTHWEST METAL CRAFTS TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-07-01839
Total number of active participants reported on line 7a of the Form 55002018-07-01556
Number of retired or separated participants receiving benefits2018-07-01108
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01664
Number of participants with account balances2018-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Number of employers contributing to the scheme2018-07-0125
2017: NORTHWEST METAL CRAFTS TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-07-011,007
Total number of active participants reported on line 7a of the Form 55002017-07-01725
Number of retired or separated participants receiving benefits2017-07-01114
Total of all active and inactive participants2017-07-01839
Total participants2017-07-01839
Number of employers contributing to the scheme2017-07-0125
2016: NORTHWEST METAL CRAFTS TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-07-011,012
Total number of active participants reported on line 7a of the Form 55002016-07-01888
Number of retired or separated participants receiving benefits2016-07-01119
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-011,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-011,007
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
Number of employers contributing to the scheme2016-07-0124
2015: NORTHWEST METAL CRAFTS TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01938
Total number of active participants reported on line 7a of the Form 55002015-07-01887
Number of retired or separated participants receiving benefits2015-07-01125
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-011,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011,012
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
Number of employers contributing to the scheme2015-07-0125
2014: NORTHWEST METAL CRAFTS TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-07-011,046
Total number of active participants reported on line 7a of the Form 55002014-07-01802
Number of retired or separated participants receiving benefits2014-07-01136
Total of all active and inactive participants2014-07-01938
Total participants2014-07-01938
Number of employers contributing to the scheme2014-07-0125
2013: NORTHWEST METAL CRAFTS TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-07-011,057
Total number of active participants reported on line 7a of the Form 55002013-07-01902
Number of retired or separated participants receiving benefits2013-07-01144
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-011,046
Total participants2013-07-011,046
Number of employers contributing to the scheme2013-07-0134
2012: NORTHWEST METAL CRAFTS TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-07-011,118
Total number of active participants reported on line 7a of the Form 55002012-07-01906
Number of retired or separated participants receiving benefits2012-07-01151
Total of all active and inactive participants2012-07-011,057
Total participants2012-07-011,057
Number of employers contributing to the scheme2012-07-0124
2011: NORTHWEST METAL CRAFTS TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-07-011,080
Total number of active participants reported on line 7a of the Form 55002011-07-01975
Number of retired or separated participants receiving benefits2011-07-01143
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-011,118
Number of participants with account balances2011-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
Number of employers contributing to the scheme2011-07-0123
2010: NORTHWEST METAL CRAFTS TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-07-01975
Total number of active participants reported on line 7a of the Form 55002010-07-01929
Number of retired or separated participants receiving benefits2010-07-01151
Total of all active and inactive participants2010-07-011,080
Total participants2010-07-011,080
Number of employers contributing to the scheme2010-07-0123
2009: NORTHWEST METAL CRAFTS TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01916
Total number of active participants reported on line 7a of the Form 55002009-07-01814
Number of retired or separated participants receiving benefits2009-07-01161
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01975
Total participants2009-07-01975
Number of employers contributing to the scheme2009-07-0131

Financial Data on NORTHWEST METAL CRAFTS TRUST FUND

Measure Date Value
2022 : NORTHWEST METAL CRAFTS TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-494,100
Total unrealized appreciation/depreciation of assets2022-06-30$-494,100
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$4,493,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$4,394,839
Total income from all sources (including contributions)2022-06-30$10,478,545
Total loss/gain on sale of assets2022-06-30$-2,092
Total of all expenses incurred2022-06-30$11,703,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$11,060,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$10,768,688
Value of total assets at end of year2022-06-30$14,410,809
Value of total assets at beginning of year2022-06-30$15,537,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$643,339
Total interest from all sources2022-06-30$75,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$154,427
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$521,096
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$981,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$300,746
Other income not declared elsewhere2022-06-30$130,866
Administrative expenses (other) incurred2022-06-30$105,877
Liabilities. Value of operating payables at end of year2022-06-30$136,630
Liabilities. Value of operating payables at beginning of year2022-06-30$90,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,224,873
Value of net assets at end of year (total assets less liabilities)2022-06-30$9,917,793
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$11,142,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$24,802
Income. Interest from US Government securities2022-06-30$74,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$2,595,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$1,722,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$1,722,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$1,044
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$3,495,878
Asset value of US Government securities at end of year2022-06-30$9,994,350
Asset value of US Government securities at beginning of year2022-06-30$12,488,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$10,247,592
Employer contributions (assets) at end of year2022-06-30$839,009
Employer contributions (assets) at beginning of year2022-06-30$1,025,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$7,564,201
Contract administrator fees2022-06-30$358,233
Liabilities. Value of benefit claims payable at end of year2022-06-30$4,356,386
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$4,304,481
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$3,300,001
Aggregate carrying amount (costs) on sale of assets2022-06-30$3,302,093
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-06-30952036255
2021 : NORTHWEST METAL CRAFTS TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$9,518
Total unrealized appreciation/depreciation of assets2021-06-30$9,518
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$4,394,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,504,679
Total income from all sources (including contributions)2021-06-30$10,760,316
Total loss/gain on sale of assets2021-06-30$-81,415
Total of all expenses incurred2021-06-30$10,725,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$10,070,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$10,747,591
Value of total assets at end of year2021-06-30$15,537,505
Value of total assets at beginning of year2021-06-30$13,612,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$654,802
Total interest from all sources2021-06-30$84,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$114,077
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$526,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$300,746
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$558,766
Administrative expenses (other) incurred2021-06-30$32,756
Liabilities. Value of operating payables at end of year2021-06-30$90,358
Liabilities. Value of operating payables at beginning of year2021-06-30$68,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$35,222
Value of net assets at end of year (total assets less liabilities)2021-06-30$11,142,666
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$11,107,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$23,567
Income. Interest from US Government securities2021-06-30$84,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$1,722,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$2,848,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$2,848,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$2,432,630
Asset value of US Government securities at end of year2021-06-30$12,488,978
Asset value of US Government securities at beginning of year2021-06-30$9,554,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$10,221,106
Employer contributions (assets) at end of year2021-06-30$1,025,528
Employer contributions (assets) at beginning of year2021-06-30$650,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$7,637,662
Contract administrator fees2021-06-30$484,402
Liabilities. Value of benefit claims payable at end of year2021-06-30$4,304,481
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$2,436,000
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$18,197,733
Aggregate carrying amount (costs) on sale of assets2021-06-30$18,279,148
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-06-30952036255
2020 : NORTHWEST METAL CRAFTS TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$73,036
Total unrealized appreciation/depreciation of assets2020-06-30$73,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,504,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$3,152,453
Total income from all sources (including contributions)2020-06-30$6,870,067
Total loss/gain on sale of assets2020-06-30$-24,603
Total of all expenses incurred2020-06-30$6,247,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$5,674,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$6,589,490
Value of total assets at end of year2020-06-30$13,612,123
Value of total assets at beginning of year2020-06-30$13,637,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$573,616
Total interest from all sources2020-06-30$232,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$141,259
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$594,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$558,766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$955,203
Administrative expenses (other) incurred2020-06-30$33,373
Liabilities. Value of operating payables at end of year2020-06-30$68,679
Liabilities. Value of operating payables at beginning of year2020-06-30$62,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$622,089
Value of net assets at end of year (total assets less liabilities)2020-06-30$11,107,444
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$10,485,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$22,894
Income. Interest from US Government securities2020-06-30$208,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$2,848,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,123,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,123,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$23,591
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$1,738,550
Asset value of US Government securities at end of year2020-06-30$9,554,890
Asset value of US Government securities at beginning of year2020-06-30$10,934,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$5,995,127
Employer contributions (assets) at end of year2020-06-30$650,444
Employer contributions (assets) at beginning of year2020-06-30$624,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,935,812
Contract administrator fees2020-06-30$376,090
Liabilities. Value of benefit claims payable at end of year2020-06-30$2,436,000
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$3,090,000
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$972,250
Aggregate carrying amount (costs) on sale of assets2020-06-30$996,853
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-06-30952036255
2019 : NORTHWEST METAL CRAFTS TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$208,142
Total unrealized appreciation/depreciation of assets2019-06-30$208,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$3,152,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$4,569,395
Total income from all sources (including contributions)2019-06-30$8,307,709
Total of all expenses incurred2019-06-30$7,376,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$7,055,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$7,876,436
Value of total assets at end of year2019-06-30$13,637,808
Value of total assets at beginning of year2019-06-30$14,123,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$321,703
Total interest from all sources2019-06-30$223,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$180,076
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$655,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$955,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$719,906
Administrative expenses (other) incurred2019-06-30$31,795
Liabilities. Value of operating payables at end of year2019-06-30$62,453
Liabilities. Value of operating payables at beginning of year2019-06-30$95,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$930,979
Value of net assets at end of year (total assets less liabilities)2019-06-30$10,485,355
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,554,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$24,366
Income. Interest from US Government securities2019-06-30$173,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$1,123,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,968,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,968,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$49,774
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$2,498,559
Asset value of US Government securities at end of year2019-06-30$10,934,920
Asset value of US Government securities at beginning of year2019-06-30$10,771,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$7,221,317
Employer contributions (assets) at end of year2019-06-30$624,363
Employer contributions (assets) at beginning of year2019-06-30$664,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$4,556,468
Contract administrator fees2019-06-30$85,466
Liabilities. Value of benefit claims payable at end of year2019-06-30$3,090,000
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$4,474,000
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-06-30952036255
2018 : NORTHWEST METAL CRAFTS TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-85,174
Total unrealized appreciation/depreciation of assets2018-06-30$-85,174
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$4,569,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$6,698,085
Total income from all sources (including contributions)2018-06-30$9,404,677
Total of all expenses incurred2018-06-30$8,371,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$8,072,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$9,319,623
Value of total assets at end of year2018-06-30$14,123,771
Value of total assets at beginning of year2018-06-30$15,219,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$299,609
Total interest from all sources2018-06-30$170,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$154,507
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$709,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$719,906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$147,828
Administrative expenses (other) incurred2018-06-30$34,257
Liabilities. Value of operating payables at end of year2018-06-30$95,395
Liabilities. Value of operating payables at beginning of year2018-06-30$76,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,032,779
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,554,376
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,521,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$25,232
Income. Interest from US Government securities2018-06-30$156,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,968,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$2,323,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$2,323,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$14,101
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$2,774,509
Asset value of US Government securities at end of year2018-06-30$10,771,330
Asset value of US Government securities at beginning of year2018-06-30$11,862,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$8,609,716
Employer contributions (assets) at end of year2018-06-30$664,140
Employer contributions (assets) at beginning of year2018-06-30$885,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$5,297,780
Contract administrator fees2018-06-30$85,613
Liabilities. Value of benefit claims payable at end of year2018-06-30$4,474,000
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$6,622,000
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-06-30952036255
2017 : NORTHWEST METAL CRAFTS TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-147,025
Total unrealized appreciation/depreciation of assets2017-06-30$-147,025
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$6,698,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$5,457,592
Total income from all sources (including contributions)2017-06-30$10,982,372
Total of all expenses incurred2017-06-30$12,415,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$12,135,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$10,970,270
Value of total assets at end of year2017-06-30$15,219,682
Value of total assets at beginning of year2017-06-30$15,412,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$279,341
Total interest from all sources2017-06-30$159,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$94,527
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$785,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$147,828
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$88,113
Administrative expenses (other) incurred2017-06-30$75,382
Liabilities. Value of operating payables at end of year2017-06-30$76,085
Liabilities. Value of operating payables at beginning of year2017-06-30$137,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-1,432,856
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,521,597
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$9,954,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$31,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$2,323,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$2,962,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$2,962,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$159,127
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$1,862,571
Asset value of US Government securities at end of year2017-06-30$11,862,595
Asset value of US Government securities at beginning of year2017-06-30$11,509,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$10,184,399
Employer contributions (assets) at end of year2017-06-30$885,837
Employer contributions (assets) at beginning of year2017-06-30$851,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$10,273,316
Contract administrator fees2017-06-30$77,903
Liabilities. Value of benefit claims payable at end of year2017-06-30$6,622,000
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$5,320,000
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$19,834,200
Aggregate carrying amount (costs) on sale of assets2017-06-30$19,834,200
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-06-30952036255
2016 : NORTHWEST METAL CRAFTS TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$24,170
Total unrealized appreciation/depreciation of assets2016-06-30$24,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$5,457,592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$6,104,302
Total income from all sources (including contributions)2016-06-30$11,075,472
Total of all expenses incurred2016-06-30$9,996,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$9,134,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$10,913,545
Value of total assets at end of year2016-06-30$15,412,045
Value of total assets at beginning of year2016-06-30$14,980,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$862,717
Total interest from all sources2016-06-30$137,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$108,251
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,025,824
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$88,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$632,020
Administrative expenses (other) incurred2016-06-30$127,459
Liabilities. Value of operating payables at end of year2016-06-30$137,592
Liabilities. Value of operating payables at beginning of year2016-06-30$146,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,078,663
Value of net assets at end of year (total assets less liabilities)2016-06-30$9,954,453
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$8,875,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$30,054
Income. Interest from US Government securities2016-06-30$137,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,962,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$4,622,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$4,622,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$74
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$1,384,252
Asset value of US Government securities at end of year2016-06-30$11,509,620
Asset value of US Government securities at beginning of year2016-06-30$8,985,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$9,887,721
Employer contributions (assets) at end of year2016-06-30$851,608
Employer contributions (assets) at beginning of year2016-06-30$740,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$7,749,840
Contract administrator fees2016-06-30$596,953
Liabilities. Value of benefit claims payable at end of year2016-06-30$5,320,000
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$5,958,000
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$34,799,773
Aggregate carrying amount (costs) on sale of assets2016-06-30$34,799,773
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-06-30952036255
2015 : NORTHWEST METAL CRAFTS TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$39,353
Total unrealized appreciation/depreciation of assets2015-06-30$39,353
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$6,104,302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$5,533,875
Total income from all sources (including contributions)2015-06-30$9,920,735
Total of all expenses incurred2015-06-30$12,298,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$11,549,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$9,643,962
Value of total assets at end of year2015-06-30$14,980,092
Value of total assets at beginning of year2015-06-30$16,787,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$749,363
Total interest from all sources2015-06-30$140,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$68,238
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$1,035,930
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$632,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$442,709
Other income not declared elsewhere2015-06-30$96,565
Administrative expenses (other) incurred2015-06-30$163,555
Liabilities. Value of operating payables at end of year2015-06-30$146,302
Liabilities. Value of operating payables at beginning of year2015-06-30$181,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-2,377,821
Value of net assets at end of year (total assets less liabilities)2015-06-30$8,875,790
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$11,253,611
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$28,184
Income. Interest from US Government securities2015-06-30$140,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$4,622,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$2,673,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$2,673,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$68
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$1,289,077
Asset value of US Government securities at end of year2015-06-30$8,985,450
Asset value of US Government securities at beginning of year2015-06-30$12,945,475
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$8,608,032
Employer contributions (assets) at end of year2015-06-30$740,365
Employer contributions (assets) at beginning of year2015-06-30$725,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$10,260,116
Contract administrator fees2015-06-30$489,386
Liabilities. Value of benefit claims payable at end of year2015-06-30$5,958,000
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$5,352,064
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$20,350,321
Aggregate carrying amount (costs) on sale of assets2015-06-30$20,350,321
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-06-30952036255
2014 : NORTHWEST METAL CRAFTS TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$92,634
Total unrealized appreciation/depreciation of assets2014-06-30$92,634
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$5,533,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$5,371,718
Total income from all sources (including contributions)2014-06-30$10,798,426
Total loss/gain on sale of assets2014-06-30$24,195
Total of all expenses incurred2014-06-30$12,623,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$11,918,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$9,860,901
Value of total assets at end of year2014-06-30$16,787,486
Value of total assets at beginning of year2014-06-30$18,450,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$705,222
Total interest from all sources2014-06-30$116,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$104,222
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$965,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$438,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$308,316
Other income not declared elsewhere2014-06-30$704,044
Administrative expenses (other) incurred2014-06-30$206,498
Liabilities. Value of operating payables at end of year2014-06-30$181,811
Liabilities. Value of operating payables at beginning of year2014-06-30$112,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-1,825,088
Value of net assets at end of year (total assets less liabilities)2014-06-30$11,253,611
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$13,078,699
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$32,442
Income. Interest from US Government securities2014-06-30$116,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$2,673,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,034,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,034,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$85
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$1,897,059
Asset value of US Government securities at end of year2014-06-30$12,945,475
Asset value of US Government securities at beginning of year2014-06-30$16,328,865
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$8,895,447
Employer contributions (assets) at end of year2014-06-30$725,821
Employer contributions (assets) at beginning of year2014-06-30$774,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$10,021,233
Contract administrator fees2014-06-30$362,060
Liabilities. Value of benefit claims payable at end of year2014-06-30$5,352,064
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$5,259,123
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$4,467
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$4,096
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$8,000,000
Aggregate carrying amount (costs) on sale of assets2014-06-30$7,975,805
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-06-30952036255
2013 : NORTHWEST METAL CRAFTS TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-177,067
Total unrealized appreciation/depreciation of assets2013-06-30$-177,067
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$5,371,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$4,751,655
Total income from all sources (including contributions)2013-06-30$11,536,343
Total loss/gain on sale of assets2013-06-30$-18,760
Total of all expenses incurred2013-06-30$12,246,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$11,617,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$10,673,009
Value of total assets at end of year2013-06-30$18,450,417
Value of total assets at beginning of year2013-06-30$18,540,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$628,185
Total interest from all sources2013-06-30$109,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$91,405
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$892,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$308,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$402,258
Other income not declared elsewhere2013-06-30$949,251
Administrative expenses (other) incurred2013-06-30$111,236
Liabilities. Value of operating payables at end of year2013-06-30$112,595
Liabilities. Value of operating payables at beginning of year2013-06-30$141,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-709,729
Value of net assets at end of year (total assets less liabilities)2013-06-30$13,078,699
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$13,788,428
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$34,074
Income. Interest from US Government securities2013-06-30$109,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,034,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1,635,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1,635,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$87
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$1,930,547
Asset value of US Government securities at end of year2013-06-30$16,328,865
Asset value of US Government securities at beginning of year2013-06-30$15,526,845
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$9,780,204
Employer contributions (assets) at end of year2013-06-30$774,365
Employer contributions (assets) at beginning of year2013-06-30$971,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$9,687,340
Contract administrator fees2013-06-30$391,470
Liabilities. Value of benefit claims payable at end of year2013-06-30$5,259,123
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$4,610,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$4,096
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$3,819
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$14,500,000
Aggregate carrying amount (costs) on sale of assets2013-06-30$14,518,760
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 name2013-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-06-30952036255
2012 : NORTHWEST METAL CRAFTS TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$25,250
Total unrealized appreciation/depreciation of assets2012-06-30$25,250
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$4,751,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$4,268,839
Total income from all sources (including contributions)2012-06-30$11,884,526
Total loss/gain on sale of assets2012-06-30$-8,872
Total of all expenses incurred2012-06-30$12,705,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$12,128,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$10,405,724
Value of total assets at end of year2012-06-30$18,540,083
Value of total assets at beginning of year2012-06-30$18,877,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$576,454
Total interest from all sources2012-06-30$125,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$85,676
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$946,920
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$402,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$496,174
Other income not declared elsewhere2012-06-30$1,337,132
Administrative expenses (other) incurred2012-06-30$105,134
Liabilities. Value of operating payables at end of year2012-06-30$141,655
Liabilities. Value of operating payables at beginning of year2012-06-30$33,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-820,560
Value of net assets at end of year (total assets less liabilities)2012-06-30$13,788,428
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$14,608,988
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$36,424
Income. Interest from US Government securities2012-06-30$125,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1,635,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$4,864,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$4,864,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$85
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$1,591,053
Asset value of US Government securities at end of year2012-06-30$15,526,845
Asset value of US Government securities at beginning of year2012-06-30$12,740,267
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$9,458,804
Employer contributions (assets) at end of year2012-06-30$971,796
Employer contributions (assets) at beginning of year2012-06-30$777,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$10,537,579
Contract administrator fees2012-06-30$349,220
Liabilities. Value of benefit claims payable at end of year2012-06-30$4,610,000
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$4,235,250
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$3,819
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$0
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$12,725,000
Aggregate carrying amount (costs) on sale of assets2012-06-30$12,733,872
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 name2012-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-06-30952036255
2011 : NORTHWEST METAL CRAFTS TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$16,069
Total unrealized appreciation/depreciation of assets2011-06-30$16,069
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$4,268,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$4,037,867
Total income from all sources (including contributions)2011-06-30$11,039,921
Total loss/gain on sale of assets2011-06-30$-38,329
Total of all expenses incurred2011-06-30$9,448,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$8,902,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$10,552,704
Value of total assets at end of year2011-06-30$18,877,827
Value of total assets at beginning of year2011-06-30$17,054,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$545,388
Total interest from all sources2011-06-30$200,057
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$68,798
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,017,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$496,174
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$360,579
Other income not declared elsewhere2011-06-30$309,420
Administrative expenses (other) incurred2011-06-30$123,768
Liabilities. Value of operating payables at end of year2011-06-30$33,589
Liabilities. Value of operating payables at beginning of year2011-06-30$17,617
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$1,591,900
Value of net assets at end of year (total assets less liabilities)2011-06-30$14,608,988
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$13,017,088
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$35,836
Income. Interest from US Government securities2011-06-30$199,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$4,864,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,421,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,421,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$87
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$1,442,975
Asset value of US Government securities at end of year2011-06-30$12,740,267
Asset value of US Government securities at beginning of year2011-06-30$14,438,704
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$9,535,335
Employer contributions (assets) at end of year2011-06-30$777,099
Employer contributions (assets) at beginning of year2011-06-30$834,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$7,459,658
Contract administrator fees2011-06-30$316,986
Liabilities. Value of benefit claims payable at end of year2011-06-30$4,235,250
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$4,020,250
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$14,900,000
Aggregate carrying amount (costs) on sale of assets2011-06-30$14,938,329
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 name2011-06-30MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-06-30952036255

Form 5500 Responses for NORTHWEST METAL CRAFTS TRUST FUND

2021: NORTHWEST METAL CRAFTS TRUST FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: NORTHWEST METAL CRAFTS TRUST FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: NORTHWEST METAL CRAFTS TRUST FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: NORTHWEST METAL CRAFTS TRUST FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: NORTHWEST METAL CRAFTS TRUST FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: NORTHWEST METAL CRAFTS TRUST FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: NORTHWEST METAL CRAFTS 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 filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
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: NORTHWEST METAL CRAFTS TRUST FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: NORTHWEST METAL CRAFTS TRUST FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: NORTHWEST METAL CRAFTS TRUST FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: NORTHWEST METAL CRAFTS TRUST FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: NORTHWEST METAL CRAFTS TRUST FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
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: NORTHWEST METAL CRAFTS TRUST FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: NORTHWEST METAL CRAFTS TRUST FUND 2008 form 5500 responses
2008-07-01Type of plan entityMulti-employer plan
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

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number72314-2
Policy instance 8
Insurance contract or identification number72314-2
Number of Individuals Covered663
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $186,924
Welfare Benefit Premiums Paid to CarrierUSD $1,527,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81,996
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number23918
Policy instance 1
Insurance contract or identification number23918
Number of Individuals Covered241
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,024,053
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0T850
Policy instance 2
Insurance contract or identification numberGLUG0T850
Number of Individuals Covered82
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $1,599
Total amount of fees paid to insurance companyUSD $1,410
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $15,991
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,599
Amount paid for insurance broker fees940
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGMDA0T850
Policy instance 3
Insurance contract or identification numberGMDA0T850
Number of Individuals Covered82
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $181
Total amount of fees paid to insurance companyUSD $107
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $181
Amount paid for insurance broker fees71
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0P460
Policy instance 4
Insurance contract or identification numberGLUG0P460
Number of Individuals Covered644
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $5,479
Total amount of fees paid to insurance companyUSD $10,452
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $109,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,479
Amount paid for insurance broker fees6968
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGMDA0P460
Policy instance 5
Insurance contract or identification numberGMDA0P460
Number of Individuals Covered644
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $1,218
Total amount of fees paid to insurance companyUSD $777
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,218
Amount paid for insurance broker fees518
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304262
Policy instance 6
Insurance contract or identification number304262
Number of Individuals Covered128
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $567,277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304264
Policy instance 7
Insurance contract or identification number304264
Number of Individuals Covered14
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $67,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0T850
Policy instance 1
Insurance contract or identification numberGLUG0T850
Number of Individuals Covered92
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $1,441
Total amount of fees paid to insurance companyUSD $319
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $14,405
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,441
Amount paid for insurance broker fees319
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGMDA0T850
Policy instance 2
Insurance contract or identification numberGMDA0T850
Number of Individuals Covered92
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $163
Total amount of fees paid to insurance companyUSD $24
Other welfare benefits providedAD&D STANDALONE
Welfare Benefit Premiums Paid to CarrierUSD $1,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $163
Amount paid for insurance broker fees24
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number933163
Policy instance 3
Insurance contract or identification number933163
Number of Individuals Covered788
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $118,929
Welfare Benefit Premiums Paid to CarrierUSD $1,166,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $118,929
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304262
Policy instance 4
Insurance contract or identification number304262
Number of Individuals Covered125
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $525,260
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304264
Policy instance 5
Insurance contract or identification number304264
Number of Individuals Covered17
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $83,087
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 number933163
Policy instance 4
Insurance contract or identification number933163
Number of Individuals Covered529
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $97,269
Welfare Benefit Premiums Paid to CarrierUSD $1,008,283
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,112
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGMDA0T850
Policy instance 3
Insurance contract or identification numberGMDA0T850
Number of Individuals Covered78
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $133
Other welfare benefits providedAD&D STANDALONE
Welfare Benefit Premiums Paid to CarrierUSD $887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $133
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0T850
Policy instance 2
Insurance contract or identification numberGLUG0T850
Number of Individuals Covered78
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $1,175
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $11,748
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,175
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGMDA0P460
Policy instance 1
Insurance contract or identification numberGMDA0P460
Number of Individuals Covered429
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $739
Other welfare benefits providedAD&D STAND ALONE
Welfare Benefit Premiums Paid to CarrierUSD $4,924
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $739
Additional information about fees paid to insurance brokerAGENT OF BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGMDA0P460
Policy instance 2
Insurance contract or identification numberGMDA0P460
Number of Individuals Covered473
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $688
Other welfare benefits providedAD&D STAND ALONE
Welfare Benefit Premiums Paid to CarrierUSD $4,589
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $688
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0P460
Policy instance 1
Insurance contract or identification numberGLUG0P460
Number of Individuals Covered473
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $4,801
Total amount of fees paid to insurance companyUSD $4,924
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $85,667
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,801
Amount paid for insurance broker fees4924
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304262 & 304264
Policy instance 4
Insurance contract or identification number304262 & 304264
Number of Individuals Covered150
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $664,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70647-7
Policy instance 3
Insurance contract or identification number70647-7
Number of Individuals Covered573
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $121,175
Other welfare benefits providedINDIVIDUAL & AGGREGATE EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $1,311,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,519
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberGMDA0T850
Policy instance 6
Insurance contract or identification numberGMDA0T850
Number of Individuals Covered78
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $28
Other welfare benefits providedAD&D STAND ALONE
Welfare Benefit Premiums Paid to CarrierUSD $817
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0T850
Policy instance 5
Insurance contract or identification numberGLUG0T850
Number of Individuals Covered78
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $1,475
Total amount of fees paid to insurance companyUSD $813
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $14,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,475
Amount paid for insurance broker fees813
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract number299150
Policy instance 6
Insurance contract or identification number299150
Number of Individuals Covered2
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-4691
Policy instance 4
Insurance contract or identification number947-4691
Number of Individuals Covered639
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $98,524
Welfare Benefit Premiums Paid to CarrierUSD $1,119,693
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number299094 & 299102
Policy instance 5
Insurance contract or identification number299094 & 299102
Number of Individuals Covered160
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $354,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-4690
Policy instance 3
Insurance contract or identification number947-4690
Number of Individuals Covered102
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $18,259
Welfare Benefit Premiums Paid to CarrierUSD $306,836
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG T850
Policy instance 2
Insurance contract or identification numberGLUG T850
Number of Individuals Covered100
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1,741
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG P460
Policy instance 1
Insurance contract or identification numberGLUG P460
Number of Individuals Covered604
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $5,300
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE4E50062
Policy instance 1
Insurance contract or identification numberSE4E50062
Number of Individuals Covered800
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $96,053
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $984,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,247
Insurance broker organization code?3
Insurance broker nameINTERREMEDY INSURANCE SERVICES
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE4E50063
Policy instance 2
Insurance contract or identification numberSE4E50063
Number of Individuals Covered114
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $22,891
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $234,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,737
Insurance broker organization code?3
Insurance broker nameINTERREMEDY INSURANCE SERVICES
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG P460
Policy instance 3
Insurance contract or identification numberGLUG P460
Number of Individuals Covered767
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $5,398
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,398
Insurance broker organization code?3
Insurance broker nameBRATRUD MIDDLETON INSURANCE
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG T850
Policy instance 4
Insurance contract or identification numberGLUG T850
Number of Individuals Covered104
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,803
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,803
Insurance broker organization code?3
Insurance broker nameBRATRUD MIDDLETON INSURANCE
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-012651-00
Policy instance 1
Insurance contract or identification number16-012651-00
Number of Individuals Covered979
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $93,440
Welfare Benefit Premiums Paid to CarrierUSD $1,049,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,095
Insurance broker organization code?3
Insurance broker nameINTERREMEDY INSURANCE SERVICES
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG P460
Policy instance 3
Insurance contract or identification numberGLUG P460
Number of Individuals Covered843
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $5,371
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,371
Insurance broker organization code?3
Insurance broker nameBRATRUD MIDDLETON INSURANCE
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG T850
Policy instance 2
Insurance contract or identification numberGLUG T850
Number of Individuals Covered83
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,683
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,683
Insurance broker organization code?3
Insurance broker nameBRATRUD MIDDLETON INSURANCE
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG P460
Policy instance 3
Insurance contract or identification numberGLUG P460
Number of Individuals Covered775
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $5,480
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,480
Insurance broker organization code?3
Insurance broker nameBRATRUD MIDDLETON INSURANCE
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG T850
Policy instance 1
Insurance contract or identification numberGLUG T850
Number of Individuals Covered116
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $2,014
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,014
Insurance broker organization code?3
Insurance broker nameBRATRUD MIDDLETON INSURANCE
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60360 )
Policy contract number66667-0 EXRK
Policy instance 2
Insurance contract or identification number66667-0 EXRK
Number of Individuals Covered941
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $3,750
Welfare Benefit Premiums Paid to CarrierUSD $1,448,502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,750
Insurance broker organization code?3
Insurance broker nameINTERREMEDY INSURANCE SERVICES, LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG P460
Policy instance 2
Insurance contract or identification numberGLUG P460
Number of Individuals Covered782
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $5,871
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,871
Insurance broker organization code?3
Insurance broker nameBRATRUD MIDDLETON INSURANCE
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG T850
Policy instance 3
Insurance contract or identification numberGLUG T850
Number of Individuals Covered113
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $143
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $143
Insurance broker organization code?3
Insurance broker nameBRATRUD MIDDLETON INSURANCE
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number66667-0
Policy instance 1
Insurance contract or identification number66667-0
Number of Individuals Covered932
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of fees paid to insurance companyUSD $10,000
Welfare Benefit Premiums Paid to CarrierUSD $1,479,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10000
Additional information about fees paid to insurance brokerSUPP COMPENSATION
Insurance broker organization code?3
Insurance broker nameCOST CONTAINED HEALTH INNOVATIONS
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG P460
Policy instance 1
Insurance contract or identification numberGLUG P460
Number of Individuals Covered798
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $5,137
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG T850
Policy instance 2
Insurance contract or identification numberGLUG T850
Number of Individuals Covered131
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,910
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number0066667-0
Policy instance 3
Insurance contract or identification number0066667-0
Number of Individuals Covered1001
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of fees paid to insurance companyUSD $120,426
Welfare Benefit Premiums Paid to CarrierUSD $1,304,544
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG T850
Policy instance 2
Insurance contract or identification numberGLUG T850
Number of Individuals Covered147
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $1,932
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEXRK
Policy instance 1
Insurance contract or identification numberEXRK
Number of Individuals Covered983
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $18,838
Total amount of fees paid to insurance companyUSD $170,760
Welfare Benefit Premiums Paid to CarrierUSD $1,138,399
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG P460
Policy instance 3
Insurance contract or identification numberGLUG P460
Number of Individuals Covered770
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $5,060
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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