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ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 401k Plan overview

Plan NameALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND
Plan identification number 501

ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND Benefits

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

401k Sponsoring company profile

BOT, ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:BOT, ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND
Employer identification number (EIN):916070467
NAIC Classification:488300
NAIC Description: Support Activities for Water Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01PETER DANELSKI
5012016-01-01PETER DANELSKI
5012015-01-01PETER DANELSKI
5012014-01-01PETER DANELSKI
5012013-01-01PETER DANELSKI
5012012-01-01PETE DANELSKI
5012011-01-01PETE DANELSKI MARION DAVIS2012-11-19
5012010-01-01MARION DAVIS PETE DANELSKI2011-10-15
5012009-01-01JEFF BENTZ
5012009-01-01MARION DAVIS PETE DANELSKI2010-10-14

Plan Statistics for ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND

401k plan membership statisitcs for ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01343
Total number of active participants reported on line 7a of the Form 55002022-01-01219
Number of retired or separated participants receiving benefits2022-01-01106
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-01357
Number of employers contributing to the scheme2022-01-016
2021: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01359
Total number of active participants reported on line 7a of the Form 55002021-01-01210
Number of retired or separated participants receiving benefits2021-01-01102
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01343
Number of employers contributing to the scheme2021-01-016
2020: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01345
Total number of active participants reported on line 7a of the Form 55002020-01-01227
Number of retired or separated participants receiving benefits2020-01-01100
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01359
Number of employers contributing to the scheme2020-01-016
2019: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01343
Total number of active participants reported on line 7a of the Form 55002019-01-01211
Number of retired or separated participants receiving benefits2019-01-01100
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01345
Number of employers contributing to the scheme2019-01-016
2018: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01303
Total number of active participants reported on line 7a of the Form 55002018-01-01206
Number of retired or separated participants receiving benefits2018-01-0198
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01343
Number of employers contributing to the scheme2018-01-016
2017: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01322
Total number of active participants reported on line 7a of the Form 55002017-01-01206
Number of retired or separated participants receiving benefits2017-01-0195
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-01303
Number of employers contributing to the scheme2017-01-016
2016: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01306
Total number of active participants reported on line 7a of the Form 55002016-01-01200
Number of retired or separated participants receiving benefits2016-01-0197
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01322
Number of employers contributing to the scheme2016-01-016
2015: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01296
Total number of active participants reported on line 7a of the Form 55002015-01-01193
Number of retired or separated participants receiving benefits2015-01-0186
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01306
Number of employers contributing to the scheme2015-01-017
2014: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01294
Total number of active participants reported on line 7a of the Form 55002014-01-01188
Number of retired or separated participants receiving benefits2014-01-0177
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01296
Number of employers contributing to the scheme2014-01-017
2013: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01272
Total number of active participants reported on line 7a of the Form 55002013-01-01184
Number of retired or separated participants receiving benefits2013-01-0172
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01294
Number of employers contributing to the scheme2013-01-016
2012: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01264
Total number of active participants reported on line 7a of the Form 55002012-01-01161
Number of retired or separated participants receiving benefits2012-01-01111
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01272
Number of employers contributing to the scheme2012-01-016
2011: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01270
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Number of retired or separated participants receiving benefits2011-01-01112
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01264
Number of employers contributing to the scheme2011-01-016
2010: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01269
Total number of active participants reported on line 7a of the Form 55002010-01-01156
Number of retired or separated participants receiving benefits2010-01-01114
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01270
2009: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01268
Total number of active participants reported on line 7a of the Form 55002009-01-01157
Number of retired or separated participants receiving benefits2009-01-01112
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01269
Number of employers contributing to the scheme2009-01-017

Financial Data on ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022 : ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-952,380
Total unrealized appreciation/depreciation of assets2022-12-31$-952,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$794,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,279,928
Total income from all sources (including contributions)2022-12-31$7,540,790
Total loss/gain on sale of assets2022-12-31$-324,739
Total of all expenses incurred2022-12-31$8,098,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,808,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,993,298
Value of total assets at end of year2022-12-31$14,050,953
Value of total assets at beginning of year2022-12-31$15,094,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$289,670
Total interest from all sources2022-12-31$174,817
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$120,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$72,979
Administrative expenses professional fees incurred2022-12-31$104,364
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$12,043
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$6,254,960
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$52,887
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$48,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$583,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$549,631
Administrative expenses (other) incurred2022-12-31$76,048
Liabilities. Value of operating payables at end of year2022-12-31$71,972
Liabilities. Value of operating payables at beginning of year2022-12-31$566,816
Total non interest bearing cash at end of year2022-12-31$2,514,765
Total non interest bearing cash at beginning of year2022-12-31$2,680,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-557,552
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,256,765
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,814,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$21,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,314,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,152,222
Income. Interest from US Government securities2022-12-31$53,872
Income. Interest from corporate debt instruments2022-12-31$116,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$63,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$171,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$171,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,110
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$20,421
Asset value of US Government securities at end of year2022-12-31$1,914,896
Asset value of US Government securities at beginning of year2022-12-31$2,388,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-471,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,981,255
Employer contributions (assets) at end of year2022-12-31$474,936
Employer contributions (assets) at beginning of year2022-12-31$966,979
Income. Dividends from common stock2022-12-31$47,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,533,291
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$1,207,612
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$1,250,970
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$1,569,860
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$2,144,036
Contract administrator fees2022-12-31$87,367
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,937,975
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,291,180
Liabilities. Value of benefit claims payable at end of year2022-12-31$138,723
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$163,481
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,756,738
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,081,477
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$176,568
Total unrealized appreciation/depreciation of assets2021-12-31$176,568
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,279,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,130,780
Total income from all sources (including contributions)2021-12-31$10,296,572
Total loss/gain on sale of assets2021-12-31$-12,823
Total of all expenses incurred2021-12-31$8,044,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,797,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,140,675
Value of total assets at end of year2021-12-31$15,094,245
Value of total assets at beginning of year2021-12-31$12,693,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$247,144
Total interest from all sources2021-12-31$164,742
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$82,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$39,548
Administrative expenses professional fees incurred2021-12-31$93,119
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$31,883
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$6,410,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$48,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$54,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$549,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$412,211
Other income not declared elsewhere2021-12-31$2,740,058
Administrative expenses (other) incurred2021-12-31$54,654
Liabilities. Value of operating payables at end of year2021-12-31$566,816
Liabilities. Value of operating payables at beginning of year2021-12-31$583,012
Total non interest bearing cash at end of year2021-12-31$2,680,398
Total non interest bearing cash at beginning of year2021-12-31$2,385,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,251,664
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,814,317
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,562,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$21,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,152,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,906,054
Income. Interest from US Government securities2021-12-31$57,145
Income. Interest from corporate debt instruments2021-12-31$107,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$171,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$129,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$129,112
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$21,758
Asset value of US Government securities at end of year2021-12-31$2,388,074
Asset value of US Government securities at beginning of year2021-12-31$2,376,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,108,792
Employer contributions (assets) at end of year2021-12-31$966,979
Employer contributions (assets) at beginning of year2021-12-31$139,883
Income. Dividends from common stock2021-12-31$42,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,365,835
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$1,250,970
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$1,495,683
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$2,144,036
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,345,936
Contract administrator fees2021-12-31$78,210
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,291,180
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,861,139
Liabilities. Value of benefit claims payable at end of year2021-12-31$163,481
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$135,557
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,407,677
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,420,500
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$583,725
Total unrealized appreciation/depreciation of assets2020-12-31$583,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,130,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,114,072
Total income from all sources (including contributions)2020-12-31$7,072,777
Total loss/gain on sale of assets2020-12-31$31,732
Total of all expenses incurred2020-12-31$8,167,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,934,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,001,634
Value of total assets at end of year2020-12-31$12,693,433
Value of total assets at beginning of year2020-12-31$13,771,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$232,197
Total interest from all sources2020-12-31$168,125
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$96,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$64,766
Administrative expenses professional fees incurred2020-12-31$87,917
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$40,288
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$6,641,178
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$54,004
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$46,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$412,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$370,026
Administrative expenses (other) incurred2020-12-31$46,589
Liabilities. Value of operating payables at end of year2020-12-31$583,012
Liabilities. Value of operating payables at beginning of year2020-12-31$585,633
Total non interest bearing cash at end of year2020-12-31$2,385,313
Total non interest bearing cash at beginning of year2020-12-31$1,820,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,094,394
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,562,653
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,657,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$21,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,906,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,190,244
Income. Interest from US Government securities2020-12-31$74,009
Income. Interest from corporate debt instruments2020-12-31$93,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$129,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$305,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$305,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$530
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$22,735
Asset value of US Government securities at end of year2020-12-31$2,376,309
Asset value of US Government securities at beginning of year2020-12-31$4,142,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$191,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,961,346
Employer contributions (assets) at end of year2020-12-31$139,883
Employer contributions (assets) at beginning of year2020-12-31$437,929
Income. Dividends from common stock2020-12-31$31,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,271,061
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$1,495,683
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$1,342,651
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,345,936
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$659,156
Contract administrator fees2020-12-31$75,868
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,861,139
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,826,629
Liabilities. Value of benefit claims payable at end of year2020-12-31$135,557
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$158,413
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$3,498,278
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,466,546
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$700,075
Total unrealized appreciation/depreciation of assets2019-12-31$700,075
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,114,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$872,092
Total income from all sources (including contributions)2019-12-31$9,047,504
Total loss/gain on sale of assets2019-12-31$-27,547
Total of all expenses incurred2019-12-31$7,783,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,514,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,920,872
Value of total assets at end of year2019-12-31$13,771,119
Value of total assets at beginning of year2019-12-31$12,264,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$268,701
Total interest from all sources2019-12-31$180,111
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$118,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$80,166
Administrative expenses professional fees incurred2019-12-31$66,005
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$51,901
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$5,969,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$46,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$57,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$370,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$230,613
Administrative expenses (other) incurred2019-12-31$104,368
Liabilities. Value of operating payables at end of year2019-12-31$585,633
Liabilities. Value of operating payables at beginning of year2019-12-31$537,788
Total non interest bearing cash at end of year2019-12-31$1,820,203
Total non interest bearing cash at beginning of year2019-12-31$2,127,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,264,459
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,657,047
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,392,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,190
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,190,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,732,104
Interest earned on other investments2019-12-31$1,204
Income. Interest from US Government securities2019-12-31$92,200
Income. Interest from corporate debt instruments2019-12-31$81,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$305,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$351,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$351,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,065
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$21,105
Asset value of US Government securities at end of year2019-12-31$4,142,743
Asset value of US Government securities at beginning of year2019-12-31$2,844,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$155,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,868,971
Employer contributions (assets) at end of year2019-12-31$437,929
Employer contributions (assets) at beginning of year2019-12-31$515,737
Income. Dividends from common stock2019-12-31$38,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,523,590
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$1,342,651
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$1,685,510
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$659,156
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$660,566
Contract administrator fees2019-12-31$78,138
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,826,629
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,288,391
Liabilities. Value of benefit claims payable at end of year2019-12-31$158,413
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$103,691
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$5,734,340
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,761,887
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-256,204
Total unrealized appreciation/depreciation of assets2018-12-31$-256,204
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$872,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$608,368
Total income from all sources (including contributions)2018-12-31$7,179,226
Total loss/gain on sale of assets2018-12-31$-132,547
Total of all expenses incurred2018-12-31$7,342,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,083,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,359,726
Value of total assets at end of year2018-12-31$12,264,680
Value of total assets at beginning of year2018-12-31$12,164,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$259,692
Total interest from all sources2018-12-31$209,274
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$107,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$70,071
Administrative expenses professional fees incurred2018-12-31$70,779
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$27,914
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$5,510,051
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$57,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$64,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$230,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$114,008
Administrative expenses (other) incurred2018-12-31$88,907
Liabilities. Value of operating payables at end of year2018-12-31$537,788
Liabilities. Value of operating payables at beginning of year2018-12-31$463,000
Total non interest bearing cash at end of year2018-12-31$2,127,980
Total non interest bearing cash at beginning of year2018-12-31$1,485,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-163,544
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,392,588
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,556,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$19,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,732,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,732,786
Interest earned on other investments2018-12-31$6,450
Income. Interest from US Government securities2018-12-31$60,830
Income. Interest from corporate debt instruments2018-12-31$138,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$351,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$127,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$127,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,661
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$22,823
Asset value of US Government securities at end of year2018-12-31$2,844,808
Asset value of US Government securities at beginning of year2018-12-31$2,008,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-108,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,331,812
Employer contributions (assets) at end of year2018-12-31$515,737
Employer contributions (assets) at beginning of year2018-12-31$327,238
Income. Dividends from common stock2018-12-31$37,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,550,204
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$1,685,510
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$2,576,468
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$660,566
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,096,206
Contract administrator fees2018-12-31$80,168
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,288,391
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,746,204
Liabilities. Value of benefit claims payable at end of year2018-12-31$103,691
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$31,360
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$4,466,980
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,599,527
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$261,579
Total unrealized appreciation/depreciation of assets2017-12-31$261,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$608,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$605,689
Total income from all sources (including contributions)2017-12-31$7,651,454
Total loss/gain on sale of assets2017-12-31$27,979
Total of all expenses incurred2017-12-31$7,065,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,848,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,970,648
Value of total assets at end of year2017-12-31$12,164,500
Value of total assets at beginning of year2017-12-31$11,576,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$217,594
Total interest from all sources2017-12-31$216,393
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$91,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$57,477
Administrative expenses professional fees incurred2017-12-31$51,097
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$27,178
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$5,352,969
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$64,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$63,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$114,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$114,008
Administrative expenses (other) incurred2017-12-31$64,652
Liabilities. Value of operating payables at end of year2017-12-31$463,000
Liabilities. Value of operating payables at beginning of year2017-12-31$447,362
Total non interest bearing cash at end of year2017-12-31$1,485,000
Total non interest bearing cash at beginning of year2017-12-31$938,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$585,491
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,556,132
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,970,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$20,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,732,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,526,698
Income. Interest from US Government securities2017-12-31$56,091
Income. Interest from corporate debt instruments2017-12-31$158,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$127,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$345,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$345,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,785
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$21,801
Asset value of US Government securities at end of year2017-12-31$2,008,969
Asset value of US Government securities at beginning of year2017-12-31$1,800,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$83,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,943,470
Employer contributions (assets) at end of year2017-12-31$327,238
Employer contributions (assets) at beginning of year2017-12-31$444,602
Income. Dividends from common stock2017-12-31$34,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,473,599
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$2,576,468
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$2,649,147
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,096,206
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,262,422
Contract administrator fees2017-12-31$81,716
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,746,204
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,545,006
Liabilities. Value of benefit claims payable at end of year2017-12-31$31,360
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$44,319
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,670,714
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,642,735
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$30,567
Total unrealized appreciation/depreciation of assets2016-12-31$30,567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$605,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$610,453
Total income from all sources (including contributions)2016-12-31$6,693,334
Total loss/gain on sale of assets2016-12-31$-47,136
Total of all expenses incurred2016-12-31$6,409,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,200,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,362,358
Value of total assets at end of year2016-12-31$11,576,330
Value of total assets at beginning of year2016-12-31$11,297,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$209,540
Total interest from all sources2016-12-31$217,871
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$95,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$54,131
Administrative expenses professional fees incurred2016-12-31$58,488
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$52,806
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$4,969,289
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$63,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$50,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$114,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$114,008
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$52,255
Liabilities. Value of operating payables at end of year2016-12-31$447,362
Liabilities. Value of operating payables at beginning of year2016-12-31$401,703
Total non interest bearing cash at end of year2016-12-31$938,519
Total non interest bearing cash at beginning of year2016-12-31$822,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$283,613
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,970,641
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,687,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,526,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,703,786
Income. Interest from US Government securities2016-12-31$41,281
Income. Interest from corporate debt instruments2016-12-31$176,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$345,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$422,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$422,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$237
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$24,506
Asset value of US Government securities at end of year2016-12-31$1,800,620
Asset value of US Government securities at beginning of year2016-12-31$1,144,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$34,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,309,552
Employer contributions (assets) at end of year2016-12-31$444,602
Employer contributions (assets) at beginning of year2016-12-31$302,017
Income. Dividends from common stock2016-12-31$41,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,206,386
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$2,649,147
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$2,367,124
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,262,422
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,709,404
Contract administrator fees2016-12-31$78,941
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,545,006
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,774,330
Liabilities. Value of benefit claims payable at end of year2016-12-31$44,319
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$94,742
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$6,041,292
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,088,428
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-167,928
Total unrealized appreciation/depreciation of assets2015-12-31$-167,928
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$610,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$538,262
Total income from all sources (including contributions)2015-12-31$6,410,954
Total loss/gain on sale of assets2015-12-31$-66,002
Total of all expenses incurred2015-12-31$6,119,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,876,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,397,144
Value of total assets at end of year2015-12-31$11,297,481
Value of total assets at beginning of year2015-12-31$10,933,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$242,715
Total interest from all sources2015-12-31$220,528
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$94,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$50,122
Administrative expenses professional fees incurred2015-12-31$86,870
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$33,870
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$4,385,573
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$50,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$50,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$114,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$114,008
Other income not declared elsewhere2015-12-31$10
Administrative expenses (other) incurred2015-12-31$60,245
Liabilities. Value of operating payables at end of year2015-12-31$401,703
Liabilities. Value of operating payables at beginning of year2015-12-31$353,533
Total non interest bearing cash at end of year2015-12-31$822,527
Total non interest bearing cash at beginning of year2015-12-31$997,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$291,539
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,687,028
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,395,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$18,940
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,703,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,828,480
Income. Interest from US Government securities2015-12-31$49,475
Income. Interest from corporate debt instruments2015-12-31$171,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$422,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$495,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$495,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$44
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$20,167
Asset value of US Government securities at end of year2015-12-31$1,144,954
Asset value of US Government securities at beginning of year2015-12-31$1,662,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-66,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,363,274
Employer contributions (assets) at end of year2015-12-31$302,017
Employer contributions (assets) at beginning of year2015-12-31$297,478
Income. Dividends from common stock2015-12-31$43,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,470,960
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$2,367,124
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$2,814,216
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,709,404
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$915,083
Contract administrator fees2015-12-31$76,660
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,774,330
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,872,446
Liabilities. Value of benefit claims payable at end of year2015-12-31$94,742
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$70,721
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$4,773,556
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,839,558
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$211,176
Total unrealized appreciation/depreciation of assets2014-12-31$211,176
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$538,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$554,283
Total income from all sources (including contributions)2014-12-31$6,292,172
Total loss/gain on sale of assets2014-12-31$-73,420
Total of all expenses incurred2014-12-31$5,484,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,287,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,823,922
Value of total assets at end of year2014-12-31$10,933,751
Value of total assets at beginning of year2014-12-31$10,141,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$196,711
Total interest from all sources2014-12-31$210,586
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$77,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$35,098
Administrative expenses professional fees incurred2014-12-31$51,469
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$45,289
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$4,041,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$50,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$44,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$114,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$114,008
Other income not declared elsewhere2014-12-31$163
Administrative expenses (other) incurred2014-12-31$55,534
Liabilities. Value of operating payables at end of year2014-12-31$353,533
Liabilities. Value of operating payables at beginning of year2014-12-31$344,812
Total non interest bearing cash at end of year2014-12-31$997,844
Total non interest bearing cash at beginning of year2014-12-31$839,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$807,983
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,395,489
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,587,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$17,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,828,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,661,903
Income. Interest from US Government securities2014-12-31$60,663
Income. Interest from corporate debt instruments2014-12-31$149,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$495,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$503,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$503,811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$38
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$19,634
Asset value of US Government securities at end of year2014-12-31$1,662,084
Asset value of US Government securities at beginning of year2014-12-31$1,901,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$42,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,778,633
Employer contributions (assets) at end of year2014-12-31$297,478
Employer contributions (assets) at beginning of year2014-12-31$269,217
Income. Dividends from common stock2014-12-31$42,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,226,355
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$2,814,216
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$2,770,304
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$915,083
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$308,069
Contract administrator fees2014-12-31$71,874
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,872,446
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,843,338
Liabilities. Value of benefit claims payable at end of year2014-12-31$70,721
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$95,463
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,829,687
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,903,107
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$81,494
Total unrealized appreciation/depreciation of assets2013-12-31$81,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$554,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$458,289
Total income from all sources (including contributions)2013-12-31$5,962,184
Total loss/gain on sale of assets2013-12-31$-40,355
Total of all expenses incurred2013-12-31$5,041,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,831,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,550,635
Value of total assets at end of year2013-12-31$10,141,789
Value of total assets at beginning of year2013-12-31$9,124,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$210,134
Total interest from all sources2013-12-31$206,169
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$53,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$21,251
Administrative expenses professional fees incurred2013-12-31$60,008
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$53,100
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$3,583,331
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$44,057
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$38,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$114,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$114,008
Other income not declared elsewhere2013-12-31$24,228
Administrative expenses (other) incurred2013-12-31$60,702
Liabilities. Value of operating payables at end of year2013-12-31$344,812
Liabilities. Value of operating payables at beginning of year2013-12-31$293,999
Total non interest bearing cash at end of year2013-12-31$839,448
Total non interest bearing cash at beginning of year2013-12-31$606,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$921,050
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,587,506
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,666,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$16,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,661,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,017,987
Income. Interest from US Government securities2013-12-31$75,672
Income. Interest from corporate debt instruments2013-12-31$130,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$503,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$410,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$410,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$23
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$18,318
Asset value of US Government securities at end of year2013-12-31$1,901,642
Asset value of US Government securities at beginning of year2013-12-31$2,501,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$86,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,497,535
Employer contributions (assets) at end of year2013-12-31$269,217
Employer contributions (assets) at beginning of year2013-12-31$561,368
Income. Dividends from common stock2013-12-31$32,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,229,351
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$2,770,304
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$2,755,229
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$308,069
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$16,792
Contract administrator fees2013-12-31$73,292
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,843,338
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,216,660
Liabilities. Value of benefit claims payable at end of year2013-12-31$95,463
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$50,282
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,940,599
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,980,954
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$87,085
Total unrealized appreciation/depreciation of assets2012-12-31$87,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$458,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$448,635
Total income from all sources (including contributions)2012-12-31$5,829,108
Total loss/gain on sale of assets2012-12-31$87,153
Total of all expenses incurred2012-12-31$4,698,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,500,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,376,751
Value of total assets at end of year2012-12-31$9,124,745
Value of total assets at beginning of year2012-12-31$7,984,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$197,581
Total interest from all sources2012-12-31$206,537
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$45,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$17,030
Administrative expenses professional fees incurred2012-12-31$79,366
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$58,228
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$3,259,138
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$38,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$51,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$114,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$114,008
Other income not declared elsewhere2012-12-31$617
Administrative expenses (other) incurred2012-12-31$49,319
Liabilities. Value of operating payables at end of year2012-12-31$293,999
Liabilities. Value of operating payables at beginning of year2012-12-31$277,740
Total non interest bearing cash at end of year2012-12-31$606,347
Total non interest bearing cash at beginning of year2012-12-31$952,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,130,696
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,666,456
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,535,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$13,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,017,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$479,089
Income. Interest from US Government securities2012-12-31$97,004
Income. Interest from corporate debt instruments2012-12-31$107,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$410,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$222,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$222,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,517
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$16,142
Asset value of US Government securities at end of year2012-12-31$2,501,444
Asset value of US Government securities at beginning of year2012-12-31$2,740,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$25,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,318,523
Employer contributions (assets) at end of year2012-12-31$561,368
Employer contributions (assets) at beginning of year2012-12-31$222,642
Income. Dividends from common stock2012-12-31$28,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,225,551
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$2,755,229
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$1,120,147
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$16,792
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,112,578
Contract administrator fees2012-12-31$55,078
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,216,660
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,082,971
Liabilities. Value of benefit claims payable at end of year2012-12-31$50,282
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$56,887
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$3,852,522
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,765,369
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-40,766
Total unrealized appreciation/depreciation of assets2011-12-31$-40,766
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$448,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$426,300
Total income from all sources (including contributions)2011-12-31$5,458,207
Total loss/gain on sale of assets2011-12-31$201,755
Total of all expenses incurred2011-12-31$4,625,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,451,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,080,722
Value of total assets at end of year2011-12-31$7,984,395
Value of total assets at beginning of year2011-12-31$7,128,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$173,074
Total interest from all sources2011-12-31$188,889
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$27,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,318
Administrative expenses professional fees incurred2011-12-31$56,507
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$68,192
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$3,069,451
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$51,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$59,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$114,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$114,008
Other income not declared elsewhere2011-12-31$1,053
Administrative expenses (other) incurred2011-12-31$49,000
Liabilities. Value of operating payables at end of year2011-12-31$277,740
Liabilities. Value of operating payables at beginning of year2011-12-31$264,487
Total non interest bearing cash at end of year2011-12-31$952,949
Total non interest bearing cash at beginning of year2011-12-31$681,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$833,186
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,535,760
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,702,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$12,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$479,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$65,339
Income. Interest from US Government securities2011-12-31$85,571
Income. Interest from corporate debt instruments2011-12-31$100,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$222,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$15,583
Asset value of US Government securities at end of year2011-12-31$2,740,492
Asset value of US Government securities at beginning of year2011-12-31$2,179,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,012,530
Employer contributions (assets) at end of year2011-12-31$222,642
Employer contributions (assets) at beginning of year2011-12-31$166,441
Income. Dividends from common stock2011-12-31$23,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,366,913
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$1,120,147
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$2,551,681
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,112,578
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$11,563
Contract administrator fees2011-12-31$55,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,082,971
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,412,896
Liabilities. Value of benefit claims payable at end of year2011-12-31$56,887
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$47,805
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$6,414,073
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,212,318
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$399,864
Total unrealized appreciation/depreciation of assets2010-12-31$399,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$426,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$411,830
Total income from all sources (including contributions)2010-12-31$4,337,258
Total loss/gain on sale of assets2010-12-31$-211,071
Total of all expenses incurred2010-12-31$4,053,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,880,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,941,287
Value of total assets at end of year2010-12-31$7,128,874
Value of total assets at beginning of year2010-12-31$6,831,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$173,806
Total interest from all sources2010-12-31$185,798
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$19,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$108
Administrative expenses professional fees incurred2010-12-31$50,194
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$73,735
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$2,616,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$59,819
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$63,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$114,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$114,008
Other income not declared elsewhere2010-12-31$1,543
Administrative expenses (other) incurred2010-12-31$54,254
Liabilities. Value of operating payables at end of year2010-12-31$264,487
Liabilities. Value of operating payables at beginning of year2010-12-31$235,287
Total non interest bearing cash at end of year2010-12-31$681,578
Total non interest bearing cash at beginning of year2010-12-31$634,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$283,353
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,702,574
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,419,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$2,875
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$11,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$65,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,931
Income. Interest from US Government securities2010-12-31$82,883
Income. Interest from corporate debt instruments2010-12-31$102,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$15,581
Asset value of US Government securities at end of year2010-12-31$2,179,557
Asset value of US Government securities at beginning of year2010-12-31$2,071,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,867,552
Employer contributions (assets) at end of year2010-12-31$166,441
Employer contributions (assets) at beginning of year2010-12-31$156,331
Income. Dividends from common stock2010-12-31$19,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,247,776
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$2,551,681
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$2,302,573
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$11,563
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$9,750
Contract administrator fees2010-12-31$57,756
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,412,896
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,573,888
Liabilities. Value of benefit claims payable at end of year2010-12-31$47,805
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$62,535
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,206,141
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,417,212
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LOCKITCK, CLEMENTS & RICE, P.S.
Accountancy firm EIN2010-12-31910903661

Form 5500 Responses for ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND

2022: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number607178
Policy instance 1
Insurance contract or identification number607178
Number of Individuals Covered222
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $1,602
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,602
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number607178
Policy instance 1
Insurance contract or identification number607178
Number of Individuals Covered213
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $1,604
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,604
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number607178
Policy instance 1
Insurance contract or identification number607178
Number of Individuals Covered228
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $1,604
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,604
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number607178
Policy instance 1
Insurance contract or identification number607178
Number of Individuals Covered205
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $1,548
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,548
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number607178
Policy instance 1
Insurance contract or identification number607178
Number of Individuals Covered203
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $1,654
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,654
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number607178
Policy instance 1
Insurance contract or identification number607178
Number of Individuals Covered208
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $1,574
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,574
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameJOSEPH H. HERRLE & ASSOC. INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number607178
Policy instance 1
Insurance contract or identification number607178
Number of Individuals Covered196
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $1,427
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,427
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameJOSEPH H. HERRLE & ASSOC. INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number607178
Policy instance 1
Insurance contract or identification number607178
Number of Individuals Covered187
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $1,479
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,479
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameJOSEPH H. HERRLE & ASSOC. INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number607178
Policy instance 1
Insurance contract or identification number607178
Number of Individuals Covered184
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $1,376
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,376
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameJOSEPH H. HERRLE & ASSOC. INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number607178
Policy instance 1
Insurance contract or identification number607178
Number of Individuals Covered161
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $1,301
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,301
Insurance broker organization code?3
Insurance broker nameJOSEPH H. HERRLE & ASSOC. INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number607178
Policy instance 1
Insurance contract or identification number607178
Number of Individuals Covered157
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Total amount of commissions paid to insurance brokerUSD $1,360
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number607178
Policy instance 1
Insurance contract or identification number607178
Number of Individuals Covered151
Insurance policy start date2009-11-01
Insurance policy end date2010-10-31
Total amount of commissions paid to insurance brokerUSD $1,345
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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