?>
Logo

AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 401k Plan overview

Plan NameAGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND
Plan identification number 501

AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & 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)

401k Sponsoring company profile

BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND
Employer identification number (EIN):936022485
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & 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
5012017-01-01JAMES ANDERSON
5012016-01-01JAMES ANDERSON
5012015-01-01JAMES ANDERSON
5012014-01-01NELDA WILSON
5012013-01-01NELDA WILSON
5012012-01-01NELDA WILSON
5012011-01-01MARK HOLLIDAY
5012009-01-01MARK HOLLIDAY CHARLES VALENTINE2010-10-08
5012009-01-01MARK HOLLIDAY

Plan Statistics for AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND

401k plan membership statisitcs for AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND

Measure Date Value
2022: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,183
Total number of active participants reported on line 7a of the Form 55002022-01-012,249
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012,249
Number of employers contributing to the scheme2022-01-01173
2021: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,474
Total number of active participants reported on line 7a of the Form 55002021-01-012,183
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012,183
Number of employers contributing to the scheme2021-01-01180
2020: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,544
Total number of active participants reported on line 7a of the Form 55002020-01-011,474
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,474
Number of employers contributing to the scheme2020-01-01180
2019: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,968
Total number of active participants reported on line 7a of the Form 55002019-01-011,544
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,544
Number of employers contributing to the scheme2019-01-01178
2018: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,946
Total number of active participants reported on line 7a of the Form 55002018-01-011,968
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,968
Number of employers contributing to the scheme2018-01-01187
2017: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,719
Total number of active participants reported on line 7a of the Form 55002017-01-011,946
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,946
Number of employers contributing to the scheme2017-01-01177
2016: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,599
Total number of active participants reported on line 7a of the Form 55002016-01-011,719
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,719
Number of employers contributing to the scheme2016-01-01175
2015: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,795
Total number of active participants reported on line 7a of the Form 55002015-01-011,599
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,599
Number of employers contributing to the scheme2015-01-01177
2014: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,871
Total number of active participants reported on line 7a of the Form 55002014-01-011,795
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,795
Number of employers contributing to the scheme2014-01-01186
2013: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,224
Total number of active participants reported on line 7a of the Form 55002013-01-011,871
Number of retired or separated participants receiving benefits2013-01-01334
Total of all active and inactive participants2013-01-012,205
Number of employers contributing to the scheme2013-01-01197
2012: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,183
Total number of active participants reported on line 7a of the Form 55002012-01-011,891
Number of retired or separated participants receiving benefits2012-01-01333
Total of all active and inactive participants2012-01-012,224
2011: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,568
Total number of active participants reported on line 7a of the Form 55002011-01-011,724
Number of retired or separated participants receiving benefits2011-01-01459
Total of all active and inactive participants2011-01-012,183
2009: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-013,517
Total number of active participants reported on line 7a of the Form 55002009-01-012,350
Number of retired or separated participants receiving benefits2009-01-01877
Total of all active and inactive participants2009-01-013,227

Financial Data on AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND

Measure Date Value
2022 : AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,914,651
Total unrealized appreciation/depreciation of assets2022-12-31$-1,914,651
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,391,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9,905,889
Total income from all sources (including contributions)2022-12-31$29,579,136
Total loss/gain on sale of assets2022-12-31$-395,426
Total of all expenses incurred2022-12-31$31,435,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$29,402,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$32,800,089
Value of total assets at end of year2022-12-31$74,567,699
Value of total assets at beginning of year2022-12-31$75,938,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,033,551
Total interest from all sources2022-12-31$1,108,927
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$646,306
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$646,306
Administrative expenses professional fees incurred2022-12-31$144,077
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$191,867
Assets. Other investments not covered elsewhere at end of year2022-12-31$982,548
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,205,055
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,932,867
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,356,738
Other income not declared elsewhere2022-12-31$65,393
Administrative expenses (other) incurred2022-12-31$333,123
Liabilities. Value of operating payables at end of year2022-12-31$152,658
Liabilities. Value of operating payables at beginning of year2022-12-31$108,462
Total non interest bearing cash at end of year2022-12-31$7,186,533
Total non interest bearing cash at beginning of year2022-12-31$2,612,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,856,587
Value of net assets at end of year (total assets less liabilities)2022-12-31$64,176,468
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$66,033,055
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$160,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,409,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$39,855,018
Interest earned on other investments2022-12-31$17,804
Income. Interest from US Government securities2022-12-31$177,392
Income. Interest from corporate debt instruments2022-12-31$913,731
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$5,498,420
Asset value of US Government securities at end of year2022-12-31$9,526,335
Asset value of US Government securities at beginning of year2022-12-31$8,904,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,731,502
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$32,608,222
Employer contributions (assets) at end of year2022-12-31$3,281,836
Employer contributions (assets) at beginning of year2022-12-31$2,890,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$23,903,752
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$4,610,994
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$3,935,293
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$15,636,898
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$15,178,248
Contract administrator fees2022-12-31$1,395,748
Liabilities. Value of benefit claims payable at end of year2022-12-31$10,238,573
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$9,797,427
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$3,469,560
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,864,986
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2022-12-31931015766
2021 : AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-632,499
Total unrealized appreciation/depreciation of assets2021-12-31$-632,499
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,905,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,897,841
Total income from all sources (including contributions)2021-12-31$30,855,977
Total loss/gain on sale of assets2021-12-31$-85,028
Total of all expenses incurred2021-12-31$29,458,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,648,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,401,259
Value of total assets at end of year2021-12-31$75,938,944
Value of total assets at beginning of year2021-12-31$73,533,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,810,174
Total interest from all sources2021-12-31$916,749
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$246,866
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$244,700
Administrative expenses professional fees incurred2021-12-31$138,214
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$292,751
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,205,055
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$374,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,356,738
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,940,199
Other income not declared elsewhere2021-12-31$-210,598
Administrative expenses (other) incurred2021-12-31$285,444
Liabilities. Value of operating payables at end of year2021-12-31$108,462
Liabilities. Value of operating payables at beginning of year2021-12-31$66,607
Total non interest bearing cash at end of year2021-12-31$2,612,999
Total non interest bearing cash at beginning of year2021-12-31$4,265,258
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$1,397,731
Value of net assets at end of year (total assets less liabilities)2021-12-31$66,033,055
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$64,635,324
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
Assets. partnership/joint venture interests at beginning of year2021-12-31$13,622,631
Investment advisory and management fees2021-12-31$135,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$39,855,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,448,212
Interest earned on other investments2021-12-31$542
Income. Interest from US Government securities2021-12-31$100,105
Income. Interest from corporate debt instruments2021-12-31$816,102
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$5,045,961
Asset value of US Government securities at end of year2021-12-31$8,904,613
Asset value of US Government securities at beginning of year2021-12-31$3,206,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$219,228
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$30,108,508
Employer contributions (assets) at end of year2021-12-31$2,890,980
Employer contributions (assets) at beginning of year2021-12-31$2,408,690
Income. Dividends from common stock2021-12-31$2,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,602,111
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$3,935,293
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$1,564,497
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$15,178,248
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$13,006,625
Contract administrator fees2021-12-31$1,250,599
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$695,911
Liabilities. Value of benefit claims payable at end of year2021-12-31$9,797,427
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$8,831,234
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$10,756,429
Aggregate carrying amount (costs) on sale of assets2021-12-31$10,841,457
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2021-12-31931015766
2020 : AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$295,282
Total unrealized appreciation/depreciation of assets2020-12-31$295,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,897,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,021,912
Total income from all sources (including contributions)2020-12-31$31,968,087
Total loss/gain on sale of assets2020-12-31$-286,308
Total of all expenses incurred2020-12-31$29,070,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$27,391,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$29,839,761
Value of total assets at end of year2020-12-31$73,533,165
Value of total assets at beginning of year2020-12-31$70,760,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,679,718
Total interest from all sources2020-12-31$829,838
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$388,337
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$372,509
Administrative expenses professional fees incurred2020-12-31$149,521
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$308,490
Assets. Other investments not covered elsewhere at end of year2020-12-31$374,360
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$622,477
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,940,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$562,168
Other income not declared elsewhere2020-12-31$292,996
Administrative expenses (other) incurred2020-12-31$291,291
Liabilities. Value of operating payables at end of year2020-12-31$66,607
Liabilities. Value of operating payables at beginning of year2020-12-31$202,121
Total non interest bearing cash at end of year2020-12-31$4,265,258
Total non interest bearing cash at beginning of year2020-12-31$3,530,513
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$2,897,190
Value of net assets at end of year (total assets less liabilities)2020-12-31$64,635,324
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$61,738,134
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
Assets. partnership/joint venture interests at end of year2020-12-31$13,622,631
Assets. partnership/joint venture interests at beginning of year2020-12-31$13,444,345
Investment advisory and management fees2020-12-31$106,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,448,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,769,495
Interest earned on other investments2020-12-31$11,100
Income. Interest from US Government securities2020-12-31$60,139
Income. Interest from corporate debt instruments2020-12-31$722,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$36,572
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$5,527,871
Asset value of US Government securities at end of year2020-12-31$3,206,782
Asset value of US Government securities at beginning of year2020-12-31$2,997,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$608,181
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$29,531,271
Employer contributions (assets) at end of year2020-12-31$2,408,690
Employer contributions (assets) at beginning of year2020-12-31$2,551,982
Income. Dividends from common stock2020-12-31$15,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,863,308
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$1,564,497
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$1,224,372
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$13,006,625
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$12,451,719
Contract administrator fees2020-12-31$1,132,387
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$695,911
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$605,818
Liabilities. Value of benefit claims payable at end of year2020-12-31$8,831,234
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$8,819,791
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 appraiser2020-12-31Yes
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$13,157,862
Aggregate carrying amount (costs) on sale of assets2020-12-31$13,444,170
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2020-12-31931015766
2019 : AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$591,388
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$591,388
Total unrealized appreciation/depreciation of assets2019-12-31$591,388
Total unrealized appreciation/depreciation of assets2019-12-31$591,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,021,912
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,021,912
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,376,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,376,074
Total income from all sources (including contributions)2019-12-31$33,310,594
Total income from all sources (including contributions)2019-12-31$33,310,594
Total loss/gain on sale of assets2019-12-31$-183,583
Total loss/gain on sale of assets2019-12-31$-183,583
Total of all expenses incurred2019-12-31$28,861,632
Total of all expenses incurred2019-12-31$28,861,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,173,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,173,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,174,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,174,576
Value of total assets at end of year2019-12-31$70,760,046
Value of total assets at end of year2019-12-31$70,760,046
Value of total assets at beginning of year2019-12-31$65,665,246
Value of total assets at beginning of year2019-12-31$65,665,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,688,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,688,457
Total interest from all sources2019-12-31$916,722
Total interest from all sources2019-12-31$916,722
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$856,515
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$856,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$842,212
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$842,212
Administrative expenses professional fees incurred2019-12-31$127,409
Administrative expenses professional fees incurred2019-12-31$127,409
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$187,900
Contributions received from participants2019-12-31$187,900
Assets. Other investments not covered elsewhere at end of year2019-12-31$622,477
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$931,968
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$931,968
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$562,168
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$562,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$525,164
Other income not declared elsewhere2019-12-31$515,222
Other income not declared elsewhere2019-12-31$515,222
Administrative expenses (other) incurred2019-12-31$297,809
Administrative expenses (other) incurred2019-12-31$297,809
Liabilities. Value of operating payables at end of year2019-12-31$202,121
Liabilities. Value of operating payables at end of year2019-12-31$202,121
Liabilities. Value of operating payables at beginning of year2019-12-31$83,870
Liabilities. Value of operating payables at beginning of year2019-12-31$83,870
Total non interest bearing cash at end of year2019-12-31$3,530,513
Total non interest bearing cash at end of year2019-12-31$3,530,513
Total non interest bearing cash at beginning of year2019-12-31$3,211,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,448,962
Value of net income/loss2019-12-31$4,448,962
Value of net assets at end of year (total assets less liabilities)2019-12-31$61,738,134
Value of net assets at end of year (total assets less liabilities)2019-12-31$61,738,134
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,289,172
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,289,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$13,444,345
Assets. partnership/joint venture interests at end of year2019-12-31$13,444,345
Assets. partnership/joint venture interests at beginning of year2019-12-31$13,003,262
Investment advisory and management fees2019-12-31$104,264
Investment advisory and management fees2019-12-31$104,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,769,495
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,769,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,535,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,535,003
Interest earned on other investments2019-12-31$40,858
Interest earned on other investments2019-12-31$40,858
Income. Interest from US Government securities2019-12-31$56,643
Income. Interest from US Government securities2019-12-31$56,643
Income. Interest from corporate debt instruments2019-12-31$707,680
Income. Interest from corporate debt instruments2019-12-31$707,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$111,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$111,541
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,779,349
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,779,349
Asset value of US Government securities at end of year2019-12-31$2,997,157
Asset value of US Government securities at end of year2019-12-31$2,997,157
Asset value of US Government securities at beginning of year2019-12-31$2,980,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$439,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$439,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$29,986,676
Contributions received in cash from employer2019-12-31$29,986,676
Employer contributions (assets) at end of year2019-12-31$2,551,982
Employer contributions (assets) at end of year2019-12-31$2,551,982
Employer contributions (assets) at beginning of year2019-12-31$2,723,257
Income. Dividends from common stock2019-12-31$14,303
Income. Dividends from common stock2019-12-31$14,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,393,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,393,826
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$1,224,372
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$1,224,372
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$885,256
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$12,451,719
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$12,451,719
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$11,177,866
Contract administrator fees2019-12-31$1,158,975
Contract administrator fees2019-12-31$1,158,975
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$605,818
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$605,818
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$691,949
Liabilities. Value of benefit claims payable at end of year2019-12-31$8,819,791
Liabilities. Value of benefit claims payable at end of year2019-12-31$8,819,791
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$8,292,204
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$8,292,204
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$48,568,741
Aggregate proceeds on sale of assets2019-12-31$48,568,741
Aggregate carrying amount (costs) on sale of assets2019-12-31$48,752,324
Aggregate carrying amount (costs) on sale of assets2019-12-31$48,752,324
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BJORKLUND & MONTPLAISIR
Accountancy firm name2019-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2019-12-31931015766
Accountancy firm EIN2019-12-31931015766
2018 : AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-286,217
Total unrealized appreciation/depreciation of assets2018-12-31$-286,217
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,376,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,498,886
Total income from all sources (including contributions)2018-12-31$30,282,322
Total loss/gain on sale of assets2018-12-31$-171,829
Total of all expenses incurred2018-12-31$25,440,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,810,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$29,395,915
Value of total assets at end of year2018-12-31$65,665,246
Value of total assets at beginning of year2018-12-31$59,946,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,629,666
Total interest from all sources2018-12-31$830,924
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$496,765
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$481,163
Administrative expenses professional fees incurred2018-12-31$143,702
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$219,192
Assets. Other investments not covered elsewhere at end of year2018-12-31$931,968
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$729,522
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$525,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$356,500
Other income not declared elsewhere2018-12-31$388,303
Administrative expenses (other) incurred2018-12-31$357,904
Liabilities. Value of operating payables at end of year2018-12-31$83,870
Liabilities. Value of operating payables at beginning of year2018-12-31$104,305
Total non interest bearing cash at end of year2018-12-31$3,211,303
Total non interest bearing cash at beginning of year2018-12-31$2,822,206
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$4,842,006
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,289,172
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$52,447,166
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
Assets. partnership/joint venture interests at end of year2018-12-31$13,003,262
Assets. partnership/joint venture interests at beginning of year2018-12-31$10,703,319
Investment advisory and management fees2018-12-31$91,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,535,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,614,610
Interest earned on other investments2018-12-31$15,822
Income. Interest from US Government securities2018-12-31$60,391
Income. Interest from corporate debt instruments2018-12-31$624,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$129,850
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$5,625,220
Asset value of US Government securities at end of year2018-12-31$2,980,218
Asset value of US Government securities at beginning of year2018-12-31$3,521,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-371,539
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$29,176,723
Employer contributions (assets) at end of year2018-12-31$2,723,257
Employer contributions (assets) at beginning of year2018-12-31$2,354,552
Income. Dividends from common stock2018-12-31$15,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,185,430
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$885,256
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$11,177,866
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$10,183,145
Contract administrator fees2018-12-31$1,036,165
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$691,949
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$660,617
Liabilities. Value of benefit claims payable at end of year2018-12-31$8,292,204
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,394,581
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 appraiser2018-12-31Yes
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$47,274,076
Aggregate carrying amount (costs) on sale of assets2018-12-31$47,445,905
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2018-12-31931015766
2017 : AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-122,638
Total unrealized appreciation/depreciation of assets2017-12-31$-122,638
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,498,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,455,522
Total income from all sources (including contributions)2017-12-31$28,105,139
Total loss/gain on sale of assets2017-12-31$-93,706
Total of all expenses incurred2017-12-31$22,286,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,852,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$27,154,252
Value of total assets at end of year2017-12-31$59,946,052
Value of total assets at beginning of year2017-12-31$53,083,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,433,125
Total interest from all sources2017-12-31$639,370
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$415,206
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$389,396
Administrative expenses professional fees incurred2017-12-31$125,132
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$192,316
Assets. Other investments not covered elsewhere at end of year2017-12-31$729,522
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$644,962
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$356,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$351,838
Other income not declared elsewhere2017-12-31$63,736
Administrative expenses (other) incurred2017-12-31$319,212
Liabilities. Value of operating payables at end of year2017-12-31$104,305
Liabilities. Value of operating payables at beginning of year2017-12-31$142,377
Total non interest bearing cash at end of year2017-12-31$2,822,206
Total non interest bearing cash at beginning of year2017-12-31$2,627,054
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$5,819,062
Value of net assets at end of year (total assets less liabilities)2017-12-31$52,447,166
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,628,104
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
Assets. partnership/joint venture interests at end of year2017-12-31$10,703,319
Assets. partnership/joint venture interests at beginning of year2017-12-31$10,632,135
Investment advisory and management fees2017-12-31$75,934
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,614,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,307,721
Income. Interest from US Government securities2017-12-31$21,333
Income. Interest from corporate debt instruments2017-12-31$603,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,311,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,311,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$14,624
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$5,264,431
Asset value of US Government securities at end of year2017-12-31$3,521,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$48,919
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$26,961,936
Employer contributions (assets) at end of year2017-12-31$2,354,552
Employer contributions (assets) at beginning of year2017-12-31$2,012,828
Income. Dividends from common stock2017-12-31$25,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,588,521
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$10,183,145
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$10,195,672
Contract administrator fees2017-12-31$912,847
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$660,617
Liabilities. Value of benefit claims payable at end of year2017-12-31$7,394,581
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6,313,145
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 appraiser2017-12-31Yes
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$17,026,706
Aggregate carrying amount (costs) on sale of assets2017-12-31$17,120,412
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 name2017-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2017-12-31931015766
2016 : AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$313,009
Total unrealized appreciation/depreciation of assets2016-12-31$313,009
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,455,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,404,980
Total income from all sources (including contributions)2016-12-31$25,277,652
Total loss/gain on sale of assets2016-12-31$-312,704
Total of all expenses incurred2016-12-31$21,546,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,016,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,170,584
Value of total assets at end of year2016-12-31$53,083,626
Value of total assets at beginning of year2016-12-31$49,302,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,530,712
Total interest from all sources2016-12-31$617,073
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$405,999
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$405,999
Administrative expenses professional fees incurred2016-12-31$194,593
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$143,411
Assets. Other investments not covered elsewhere at end of year2016-12-31$644,962
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$434,689
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$351,838
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$507,444
Other income not declared elsewhere2016-12-31$54,550
Administrative expenses (other) incurred2016-12-31$426,984
Liabilities. Value of operating payables at end of year2016-12-31$142,377
Liabilities. Value of operating payables at beginning of year2016-12-31$245,888
Total non interest bearing cash at end of year2016-12-31$2,627,054
Total non interest bearing cash at beginning of year2016-12-31$2,447,017
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$3,730,876
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,628,104
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,897,228
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
Assets. partnership/joint venture interests at end of year2016-12-31$10,632,135
Assets. partnership/joint venture interests at beginning of year2016-12-31$8,997,170
Investment advisory and management fees2016-12-31$79,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,307,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,907,421
Interest earned on other investments2016-12-31$4,239
Income. Interest from corporate debt instruments2016-12-31$594,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,311,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,765,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,765,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$18,106
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,722,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$29,141
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$24,027,173
Employer contributions (assets) at end of year2016-12-31$2,012,828
Employer contributions (assets) at beginning of year2016-12-31$1,954,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,293,954
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$10,195,672
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$8,288,698
Contract administrator fees2016-12-31$829,486
Liabilities. Value of benefit claims payable at end of year2016-12-31$6,313,145
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$6,159,092
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 appraiser2016-12-31Yes
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$13,014,960
Aggregate carrying amount (costs) on sale of assets2016-12-31$13,327,664
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 name2016-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2016-12-31931015766
2015 : AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$65,652
Total unrealized appreciation/depreciation of assets2015-12-31$65,652
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,404,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,812,226
Total income from all sources (including contributions)2015-12-31$24,761,173
Total loss/gain on sale of assets2015-12-31$-127,293
Total of all expenses incurred2015-12-31$18,742,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,233,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$24,159,051
Value of total assets at end of year2015-12-31$49,302,208
Value of total assets at beginning of year2015-12-31$43,691,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,508,996
Total interest from all sources2015-12-31$509,336
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$371,137
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$371,137
Administrative expenses professional fees incurred2015-12-31$197,120
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$179,193
Assets. Other investments not covered elsewhere at end of year2015-12-31$434,689
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$831,767
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$507,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$266,945
Other income not declared elsewhere2015-12-31$95,054
Administrative expenses (other) incurred2015-12-31$434,943
Liabilities. Value of operating payables at end of year2015-12-31$245,888
Liabilities. Value of operating payables at beginning of year2015-12-31$339,350
Total non interest bearing cash at end of year2015-12-31$2,447,017
Total non interest bearing cash at beginning of year2015-12-31$2,700,774
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$6,018,263
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,897,228
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,878,965
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
Assets. partnership/joint venture interests at end of year2015-12-31$8,997,170
Assets. partnership/joint venture interests at beginning of year2015-12-31$8,754,848
Investment advisory and management fees2015-12-31$72,342
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,907,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,848,047
Interest earned on other investments2015-12-31$39,645
Income. Interest from corporate debt instruments2015-12-31$467,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,765,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,485,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,485,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,581
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,949,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-311,764
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$23,979,858
Employer contributions (assets) at end of year2015-12-31$1,954,227
Employer contributions (assets) at beginning of year2015-12-31$1,881,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,284,188
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$8,288,698
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$6,921,439
Contract administrator fees2015-12-31$804,591
Liabilities. Value of benefit claims payable at end of year2015-12-31$6,159,092
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$6,472,876
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 appraiser2015-12-31Yes
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$6,367,834
Aggregate carrying amount (costs) on sale of assets2015-12-31$6,495,127
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 name2015-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2015-12-31931015766
2014 : AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$16,114
Total unrealized appreciation/depreciation of assets2014-12-31$16,114
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,812,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,257,884
Total income from all sources (including contributions)2014-12-31$26,197,639
Total loss/gain on sale of assets2014-12-31$-35,771
Total of all expenses incurred2014-12-31$18,819,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,237,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,622,965
Value of total assets at end of year2014-12-31$43,691,191
Value of total assets at beginning of year2014-12-31$37,758,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,581,692
Total interest from all sources2014-12-31$440,964
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$360,687
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$360,687
Administrative expenses professional fees incurred2014-12-31$172,102
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,007,047
Assets. Other investments not covered elsewhere at end of year2014-12-31$831,767
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$923,913
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$266,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,326,743
Other income not declared elsewhere2014-12-31$57,676
Administrative expenses (other) incurred2014-12-31$525,092
Liabilities. Value of operating payables at end of year2014-12-31$339,350
Liabilities. Value of operating payables at beginning of year2014-12-31$75,989
Total non interest bearing cash at end of year2014-12-31$2,700,774
Total non interest bearing cash at beginning of year2014-12-31$2,196,203
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$7,378,322
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,878,965
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,500,643
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
Assets. partnership/joint venture interests at end of year2014-12-31$8,754,848
Assets. partnership/joint venture interests at beginning of year2014-12-31$4,971,086
Investment advisory and management fees2014-12-31$65,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,848,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,752,357
Interest earned on other investments2014-12-31$46,351
Income. Interest from corporate debt instruments2014-12-31$393,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,485,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,758,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,758,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$736
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$4,230,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-264,996
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$23,615,918
Employer contributions (assets) at end of year2014-12-31$1,881,374
Employer contributions (assets) at beginning of year2014-12-31$2,051,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,006,705
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$6,921,439
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$6,778,627
Contract administrator fees2014-12-31$819,162
Liabilities. Value of benefit claims payable at end of year2014-12-31$6,472,876
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$8,181,895
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 appraiser2014-12-31Yes
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$4,893,884
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,929,655
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 name2014-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2014-12-31931015766
2013 : AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$241,409
Total unrealized appreciation/depreciation of assets2013-12-31$241,409
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,257,884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,000,722
Total income from all sources (including contributions)2013-12-31$26,416,413
Total loss/gain on sale of assets2013-12-31$4,599
Total of all expenses incurred2013-12-31$21,968,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,660,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,073,833
Value of total assets at end of year2013-12-31$37,758,527
Value of total assets at beginning of year2013-12-31$32,053,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,308,617
Total interest from all sources2013-12-31$121,443
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$193,145
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$193,145
Administrative expenses professional fees incurred2013-12-31$168,174
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,576,146
Assets. Other investments not covered elsewhere at end of year2013-12-31$923,913
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,326,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$247,319
Other income not declared elsewhere2013-12-31$41,065
Administrative expenses (other) incurred2013-12-31$302,551
Liabilities. Value of operating payables at end of year2013-12-31$75,989
Liabilities. Value of operating payables at beginning of year2013-12-31$57,730
Total non interest bearing cash at end of year2013-12-31$2,196,203
Total non interest bearing cash at beginning of year2013-12-31$3,742,376
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$4,447,595
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,500,643
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,053,048
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
Assets. partnership/joint venture interests at end of year2013-12-31$4,971,086
Assets. partnership/joint venture interests at beginning of year2013-12-31$4,723,750
Investment advisory and management fees2013-12-31$33,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,752,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,718,293
Interest earned on other investments2013-12-31$14,840
Income. Interest from corporate debt instruments2013-12-31$104,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,758,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,398,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,398,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,897
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$4,538,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-259,081
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$23,497,687
Employer contributions (assets) at end of year2013-12-31$2,051,584
Employer contributions (assets) at beginning of year2013-12-31$2,223,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,121,936
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$6,778,627
Contract administrator fees2013-12-31$804,509
Liabilities. Value of benefit claims payable at end of year2013-12-31$8,181,895
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$6,942,992
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 appraiser2013-12-31Yes
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$1,129,887
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,125,288
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 name2013-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2013-12-31931015766
2012 : AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$65,041
Total unrealized appreciation/depreciation of assets2012-12-31$65,041
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,000,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,923,280
Total income from all sources (including contributions)2012-12-31$26,288,083
Total of all expenses incurred2012-12-31$20,849,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,449,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$25,205,237
Value of total assets at end of year2012-12-31$32,053,770
Value of total assets at beginning of year2012-12-31$28,537,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,400,337
Total interest from all sources2012-12-31$721
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$611,492
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$611,492
Administrative expenses professional fees incurred2012-12-31$221,732
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,970,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$247,319
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$898,050
Other income not declared elsewhere2012-12-31$349,285
Administrative expenses (other) incurred2012-12-31$320,791
Liabilities. Value of operating payables at end of year2012-12-31$57,730
Liabilities. Value of operating payables at beginning of year2012-12-31$57,634
Total non interest bearing cash at end of year2012-12-31$3,742,376
Total non interest bearing cash at beginning of year2012-12-31$3,433,247
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$5,438,583
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,053,048
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,614,465
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
Assets. partnership/joint venture interests at end of year2012-12-31$4,723,750
Assets. partnership/joint venture interests at beginning of year2012-12-31$4,658,709
Investment advisory and management fees2012-12-31$18,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,718,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,050,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,398,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,507,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,507,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$721
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$4,615,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$56,307
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$22,234,723
Employer contributions (assets) at end of year2012-12-31$2,223,751
Employer contributions (assets) at beginning of year2012-12-31$1,989,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,833,727
Contract administrator fees2012-12-31$839,137
Liabilities. Value of benefit claims payable at end of year2012-12-31$6,942,992
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$8,865,646
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2012-12-31931015766
2011 : AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-64,680
Total unrealized appreciation/depreciation of assets2011-12-31$-64,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,923,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,734,257
Total income from all sources (including contributions)2011-12-31$28,079,462
Total of all expenses incurred2011-12-31$27,111,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,759,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$27,160,339
Value of total assets at end of year2011-12-31$28,537,745
Value of total assets at beginning of year2011-12-31$26,380,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,351,979
Total interest from all sources2011-12-31$973
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$286,727
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$286,727
Administrative expenses professional fees incurred2011-12-31$160,418
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$2,927,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$898,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$170,905
Other income not declared elsewhere2011-12-31$666,447
Administrative expenses (other) incurred2011-12-31$332,213
Liabilities. Value of operating payables at end of year2011-12-31$57,634
Liabilities. Value of operating payables at beginning of year2011-12-31$146,796
Total non interest bearing cash at end of year2011-12-31$3,433,247
Total non interest bearing cash at beginning of year2011-12-31$2,380,134
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$967,859
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,614,465
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,646,606
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
Assets. partnership/joint venture interests at end of year2011-12-31$4,658,709
Assets. partnership/joint venture interests at beginning of year2011-12-31$4,723,389
Investment advisory and management fees2011-12-31$18,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,050,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,698,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,507,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,525,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,525,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$973
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$4,746,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$29,656
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$24,232,559
Employer contributions (assets) at end of year2011-12-31$1,989,802
Employer contributions (assets) at beginning of year2011-12-31$1,882,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$21,012,866
Contract administrator fees2011-12-31$840,785
Liabilities. Value of benefit claims payable at end of year2011-12-31$8,865,646
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$7,587,461
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2011-12-31931015766
2010 : AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-21,199
Total unrealized appreciation/depreciation of assets2010-12-31$-21,199
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,734,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,888,647
Total income from all sources (including contributions)2010-12-31$25,269,714
Total of all expenses incurred2010-12-31$25,542,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,800,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$24,289,121
Value of total assets at end of year2010-12-31$26,380,863
Value of total assets at beginning of year2010-12-31$26,807,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,741,428
Total interest from all sources2010-12-31$5,211
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$511,547
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$511,547
Administrative expenses professional fees incurred2010-12-31$393,742
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$3,356,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$170,905
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$214,848
Other income not declared elsewhere2010-12-31$489,419
Administrative expenses (other) incurred2010-12-31$369,287
Liabilities. Value of operating payables at end of year2010-12-31$146,796
Liabilities. Value of operating payables at beginning of year2010-12-31$94,763
Total non interest bearing cash at end of year2010-12-31$2,380,134
Total non interest bearing cash at beginning of year2010-12-31$2,087,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-272,498
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,646,606
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,919,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$4,723,389
Assets. partnership/joint venture interests at beginning of year2010-12-31$4,744,588
Investment advisory and management fees2010-12-31$18,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,698,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,226,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,525,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,735,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,735,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,211
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$4,306,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-4,385
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$20,932,849
Employer contributions (assets) at end of year2010-12-31$1,882,781
Employer contributions (assets) at beginning of year2010-12-31$1,798,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$19,493,952
Contract administrator fees2010-12-31$959,787
Liabilities. Value of benefit claims payable at end of year2010-12-31$7,587,461
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$7,793,884
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 appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BJORKLUND & MONTPLAISIR
Accountancy firm EIN2010-12-31931015766

Form 5500 Responses for AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND

2022: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR167/Z2530
Policy instance 4
Insurance contract or identification numberOR167/Z2530
Number of Individuals Covered814
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR099220
Policy instance 3
Insurance contract or identification numberOR099220
Number of Individuals Covered2286
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $106,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10244
Policy instance 2
Insurance contract or identification numberSL10244
Number of Individuals Covered2029
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $65,393
Welfare Benefit Premiums Paid to CarrierUSD $1,332,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,236
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5750
Policy instance 1
Insurance contract or identification number5750
Number of Individuals Covered746
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $2,926
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,781,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2926
Additional information about fees paid to insurance brokerPLACEMEWNT OF POLICY
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10244
Policy instance 2
Insurance contract or identification numberSL10244
Number of Individuals Covered1910
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $21,776
Welfare Benefit Premiums Paid to CarrierUSD $1,132,451
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,776
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5750
Policy instance 1
Insurance contract or identification number5750
Number of Individuals Covered767
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $5,868
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,510,605
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5868
Additional information about fees paid to insurance brokerPLACEMEWNT OF POLICY
Insurance broker organization code?3
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR099220
Policy instance 3
Insurance contract or identification numberOR099220
Number of Individuals Covered2177
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Welfare Benefit Premiums Paid to CarrierUSD $21,437
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR167/Z2530
Policy instance 4
Insurance contract or identification numberOR167/Z2530
Number of Individuals Covered828
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30062503
Policy instance 5
Insurance contract or identification number30062503
Number of Individuals Covered1871
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $137,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR099220
Policy instance 3
Insurance contract or identification numberOR099220
Number of Individuals Covered2091
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $21,563
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10244
Policy instance 2
Insurance contract or identification numberSL10244
Number of Individuals Covered1816
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $20,524
Welfare Benefit Premiums Paid to CarrierUSD $1,030,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,524
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5750
Policy instance 1
Insurance contract or identification number5750
Number of Individuals Covered780
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,099,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30062503
Policy instance 5
Insurance contract or identification number30062503
Number of Individuals Covered1738
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $116,664
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR167/Z2530
Policy instance 4
Insurance contract or identification numberOR167/Z2530
Number of Individuals Covered776
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10244
Policy instance 2
Insurance contract or identification numberSL10244
Number of Individuals Covered1793
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,048,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5750
Policy instance 1
Insurance contract or identification number5750
Number of Individuals Covered820
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,404,746
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR 099220
Policy instance 3
Insurance contract or identification numberOR 099220
Number of Individuals Covered2067
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $21,873
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR167/Z2530
Policy instance 4
Insurance contract or identification numberOR167/Z2530
Number of Individuals Covered580
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30062503
Policy instance 5
Insurance contract or identification number30062503
Number of Individuals Covered1782
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $125,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR 099220
Policy instance 3
Insurance contract or identification numberOR 099220
Number of Individuals Covered1989
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $18,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR167/Z2530
Policy instance 4
Insurance contract or identification numberOR167/Z2530
Number of Individuals Covered647
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30062503
Policy instance 5
Insurance contract or identification number30062503
Number of Individuals Covered1684
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $32,278
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees32278
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10244
Policy instance 2
Insurance contract or identification numberSL10244
Number of Individuals Covered1711
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,123,470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5750
Policy instance 1
Insurance contract or identification number5750
Number of Individuals Covered795
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $4,345
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,166,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4345
Additional information about fees paid to insurance brokerRETENTION BONUS
Insurance broker organization code?4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30062503
Policy instance 5
Insurance contract or identification number30062503
Number of Individuals Covered1656
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $28,812
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $145,314
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees28812
Insurance broker name
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5750
Policy instance 1
Insurance contract or identification number5750
Number of Individuals Covered767
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,886,793
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10244
Policy instance 2
Insurance contract or identification numberSL10244
Number of Individuals Covered1721
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,060,596
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR 099220
Policy instance 3
Insurance contract or identification numberOR 099220
Number of Individuals Covered1960
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $18,628
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR167/Z2530
Policy instance 4
Insurance contract or identification numberOR167/Z2530
Number of Individuals Covered617
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameMILLIMAN INC.
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR167/Z2530
Policy instance 4
Insurance contract or identification numberOR167/Z2530
Number of Individuals Covered866
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameMILLIMAN INC.
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR 099220
Policy instance 3
Insurance contract or identification numberOR 099220
Number of Individuals Covered1599
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $17,408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10244
Policy instance 2
Insurance contract or identification numberSL10244
Number of Individuals Covered1433
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $851,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5750
Policy instance 1
Insurance contract or identification number5750
Number of Individuals Covered740
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,742,482
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5750
Policy instance 1
Insurance contract or identification number5750
Number of Individuals Covered830
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,931,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006141
Policy instance 2
Insurance contract or identification number006141
Number of Individuals Covered24
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $137,166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-5063
Policy instance 3
Insurance contract or identification number949-5063
Number of Individuals Covered1779
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $632,384
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR 099220
Policy instance 4
Insurance contract or identification numberOR 099220
Number of Individuals Covered1714
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $17,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR167/Z2530
Policy instance 6
Insurance contract or identification numberOR167/Z2530
Number of Individuals Covered870
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameMILLIMAN INC.
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006149
Policy instance 5
Insurance contract or identification number006149
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,965
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5750
Policy instance 1
Insurance contract or identification number5750
Number of Individuals Covered939
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,387,658
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-4947
Policy instance 3
Insurance contract or identification number949-4947
Number of Individuals Covered1495
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $509,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006149
Policy instance 5
Insurance contract or identification number006149
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR 099220
Policy instance 4
Insurance contract or identification numberOR 099220
Number of Individuals Covered1706
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $18,046
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number006141
Policy instance 2
Insurance contract or identification number006141
Number of Individuals Covered40
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $184,795
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number006141
Policy instance 2
Insurance contract or identification number006141
Number of Individuals Covered40
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $234,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006149
Policy instance 5
Insurance contract or identification number006149
Number of Individuals Covered9
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR 099220
Policy instance 4
Insurance contract or identification numberOR 099220
Number of Individuals Covered1649
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $14,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number299-6269
Policy instance 3
Insurance contract or identification number299-6269
Number of Individuals Covered1486
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $561,072
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5750
Policy instance 1
Insurance contract or identification number5750
Number of Individuals Covered316
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,488,797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5750
Policy instance 1
Insurance contract or identification number5750
Number of Individuals Covered979
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,659,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR 099220
Policy instance 4
Insurance contract or identification numberOR 099220
Number of Individuals Covered1977
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $19,708
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006149
Policy instance 5
Insurance contract or identification number006149
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $49,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number299-6269
Policy instance 3
Insurance contract or identification number299-6269
Number of Individuals Covered1766
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Welfare Benefit Premiums Paid to CarrierUSD $488,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number006141
Policy instance 2
Insurance contract or identification number006141
Number of Individuals Covered56
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $247,641
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5750
Policy instance 1
Insurance contract or identification number5750
Number of Individuals Covered912
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $25,786
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,330,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006149
Policy instance 5
Insurance contract or identification number006149
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR 099220
Policy instance 4
Insurance contract or identification numberOR 099220
Number of Individuals Covered1903
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,429
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number006141
Policy instance 2
Insurance contract or identification number006141
Number of Individuals Covered65
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $270,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number1601051300
Policy instance 3
Insurance contract or identification number1601051300
Number of Individuals Covered1670
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Welfare Benefit Premiums Paid to CarrierUSD $392,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

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

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

See full terms and conditions

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