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MASONRY WELFARE PLAN 401k Plan overview

Plan NameMASONRY WELFARE PLAN
Plan identification number 501

MASONRY WELFARE PLAN Benefits

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

401k Sponsoring company profile

MASONRY WELFARE TRUST has sponsored the creation of one or more 401k plans.

Company Name:MASONRY WELFARE TRUST
Employer identification number (EIN):936023043
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASONRY WELFARE PLAN

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
5012017-01-01TRUDY HORN
5012016-01-01TRUDY HORN
5012015-01-01TRUDY HORN
5012014-01-01TRUDY HORN
5012013-01-01TRUDY HORN
5012012-01-01TRUDY HORN
5012011-01-01TRUDY HORN
5012010-01-01TRUDY HORN
5012009-01-01TRUDY HORN

Plan Statistics for MASONRY WELFARE PLAN

401k plan membership statisitcs for MASONRY WELFARE PLAN

Measure Date Value
2022: MASONRY WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01684
Total number of active participants reported on line 7a of the Form 55002022-01-01568
Number of retired or separated participants receiving benefits2022-01-01113
Total of all active and inactive participants2022-01-01681
Total participants2022-01-01681
Number of employers contributing to the scheme2022-01-0188
2021: MASONRY WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01754
Total number of active participants reported on line 7a of the Form 55002021-01-01565
Number of retired or separated participants receiving benefits2021-01-01119
Total of all active and inactive participants2021-01-01684
Total participants2021-01-01684
Number of employers contributing to the scheme2021-01-0183
2020: MASONRY WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01832
Total number of active participants reported on line 7a of the Form 55002020-01-01639
Number of retired or separated participants receiving benefits2020-01-01115
Total of all active and inactive participants2020-01-01754
Total participants2020-01-01754
Number of employers contributing to the scheme2020-01-0176
2019: MASONRY WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01775
Total number of active participants reported on line 7a of the Form 55002019-01-01697
Number of retired or separated participants receiving benefits2019-01-01135
Total of all active and inactive participants2019-01-01832
Total participants2019-01-01832
Number of employers contributing to the scheme2019-01-0181
2018: MASONRY WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01767
Total number of active participants reported on line 7a of the Form 55002018-01-01629
Number of retired or separated participants receiving benefits2018-01-01146
Total of all active and inactive participants2018-01-01775
Total participants2018-01-01775
Number of employers contributing to the scheme2018-01-0175
2017: MASONRY WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01752
Total number of active participants reported on line 7a of the Form 55002017-01-01604
Number of retired or separated participants receiving benefits2017-01-01163
Total of all active and inactive participants2017-01-01767
Total participants2017-01-01767
Number of employers contributing to the scheme2017-01-0173
2016: MASONRY WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01706
Total number of active participants reported on line 7a of the Form 55002016-01-01558
Number of retired or separated participants receiving benefits2016-01-01194
Total of all active and inactive participants2016-01-01752
Total participants2016-01-01752
Number of employers contributing to the scheme2016-01-0171
2015: MASONRY WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01671
Total number of active participants reported on line 7a of the Form 55002015-01-01503
Number of retired or separated participants receiving benefits2015-01-01203
Total of all active and inactive participants2015-01-01706
Total participants2015-01-010
Number of employers contributing to the scheme2015-01-0171
2014: MASONRY WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01660
Number of retired or separated participants receiving benefits2014-01-01206
Total of all active and inactive participants2014-01-01206
Total participants2014-01-010
Number of employers contributing to the scheme2014-01-0178
2013: MASONRY WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01632
Total number of active participants reported on line 7a of the Form 55002013-01-01453
Number of retired or separated participants receiving benefits2013-01-01207
Total of all active and inactive participants2013-01-01660
Total participants2013-01-010
Number of employers contributing to the scheme2013-01-0173
2012: MASONRY WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01712
Total number of active participants reported on line 7a of the Form 55002012-01-01425
Number of retired or separated participants receiving benefits2012-01-01207
Total of all active and inactive participants2012-01-01632
Total participants2012-01-010
Number of employers contributing to the scheme2012-01-0175
2011: MASONRY WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01760
Total number of active participants reported on line 7a of the Form 55002011-01-01505
Number of retired or separated participants receiving benefits2011-01-01207
Total of all active and inactive participants2011-01-01712
Total participants2011-01-01712
Number of employers contributing to the scheme2011-01-01125
2010: MASONRY WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01867
Total number of active participants reported on line 7a of the Form 55002010-01-01556
Number of retired or separated participants receiving benefits2010-01-01204
Total of all active and inactive participants2010-01-01760
Total participants2010-01-01760
Number of employers contributing to the scheme2010-01-01121
2009: MASONRY WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,053
Total number of active participants reported on line 7a of the Form 55002009-01-01646
Number of retired or separated participants receiving benefits2009-01-01221
Total of all active and inactive participants2009-01-01867
Total participants2009-01-01867
Number of employers contributing to the scheme2009-01-01124

Financial Data on MASONRY WELFARE PLAN

Measure Date Value
2022 : MASONRY WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$157
Total unrealized appreciation/depreciation of assets2022-12-31$157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,318,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,375,582
Total income from all sources (including contributions)2022-12-31$8,292,964
Total of all expenses incurred2022-12-31$10,038,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,450,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,754,598
Value of total assets at end of year2022-12-31$7,202,135
Value of total assets at beginning of year2022-12-31$9,004,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$588,655
Total interest from all sources2022-12-31$2,979
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$152,920
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$152,886
Administrative expenses professional fees incurred2022-12-31$542,508
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$750,000
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$554,216
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$123,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$477,906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$327,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,710,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,768,558
Other income not declared elsewhere2022-12-31$486,003
Administrative expenses (other) incurred2022-12-31$36,936
Liabilities. Value of operating payables at end of year2022-12-31$284,126
Liabilities. Value of operating payables at beginning of year2022-12-31$230,959
Total non interest bearing cash at end of year2022-12-31$361,575
Total non interest bearing cash at beginning of year2022-12-31$523,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,745,920
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,883,339
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,629,259
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$9,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,557,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,308,156
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$209,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$212,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$212,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,979
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,787,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,103,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,200,382
Employer contributions (assets) at end of year2022-12-31$594,616
Employer contributions (assets) at beginning of year2022-12-31$632,436
Income. Dividends from common stock2022-12-31$34
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,538,348
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$970
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$812
Liabilities. Value of benefit claims payable at end of year2022-12-31$323,783
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$376,065
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2022-12-31930809066
2021 : MASONRY WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$170
Total unrealized appreciation/depreciation of assets2021-12-31$170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,375,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,466,198
Total income from all sources (including contributions)2021-12-31$9,447,326
Total of all expenses incurred2021-12-31$9,843,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,303,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,705,278
Value of total assets at end of year2021-12-31$9,004,841
Value of total assets at beginning of year2021-12-31$9,491,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$540,247
Total interest from all sources2021-12-31$50
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$142,761
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$142,730
Administrative expenses professional fees incurred2021-12-31$491,980
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$750,000
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$597,360
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$63,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$327,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$450,265
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,768,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,953,237
Other income not declared elsewhere2021-12-31$367,264
Administrative expenses (other) incurred2021-12-31$37,474
Liabilities. Value of operating payables at end of year2021-12-31$230,959
Liabilities. Value of operating payables at beginning of year2021-12-31$198,116
Total non interest bearing cash at end of year2021-12-31$523,610
Total non interest bearing cash at beginning of year2021-12-31$458,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-396,284
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,629,259
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,025,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$10,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,308,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,733,622
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$212,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$167,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$167,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$50
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,979,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$231,803
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$8,107,918
Employer contributions (assets) at end of year2021-12-31$632,436
Employer contributions (assets) at beginning of year2021-12-31$680,879
Income. Dividends from common stock2021-12-31$31
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,260,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$812
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$643
Liabilities. Value of benefit claims payable at end of year2021-12-31$376,065
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$314,845
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2021-12-31930809066
2020 : MASONRY WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$112
Total unrealized appreciation/depreciation of assets2020-12-31$112
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,466,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,616,753
Total income from all sources (including contributions)2020-12-31$11,355,434
Total of all expenses incurred2020-12-31$10,585,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,970,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,038,113
Value of total assets at end of year2020-12-31$9,491,741
Value of total assets at beginning of year2020-12-31$8,872,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$614,844
Total interest from all sources2020-12-31$830
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$297,765
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$297,737
Administrative expenses professional fees incurred2020-12-31$565,067
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$678,125
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$78,013
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$450,265
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,953,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,030,326
Other income not declared elsewhere2020-12-31$488,645
Administrative expenses (other) incurred2020-12-31$40,421
Liabilities. Value of operating payables at end of year2020-12-31$198,116
Liabilities. Value of operating payables at beginning of year2020-12-31$249,628
Total non interest bearing cash at end of year2020-12-31$458,734
Total non interest bearing cash at beginning of year2020-12-31$1,051,576
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$769,688
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,025,543
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,255,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$9,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,733,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,905,698
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$167,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$171,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$171,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$830
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,251,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$529,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$9,359,988
Employer contributions (assets) at end of year2020-12-31$680,879
Employer contributions (assets) at beginning of year2020-12-31$735,167
Income. Dividends from common stock2020-12-31$28
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,640,967
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$643
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$531
Liabilities. Value of benefit claims payable at end of year2020-12-31$314,845
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$336,799
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2020-12-31930809066
2019 : MASONRY WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-22
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-22
Total unrealized appreciation/depreciation of assets2019-12-31$-22
Total unrealized appreciation/depreciation of assets2019-12-31$-22
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,616,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,616,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,762,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,762,344
Total income from all sources (including contributions)2019-12-31$11,750,579
Total income from all sources (including contributions)2019-12-31$11,750,579
Total of all expenses incurred2019-12-31$10,487,599
Total of all expenses incurred2019-12-31$10,487,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,850,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,850,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,915,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,915,938
Value of total assets at end of year2019-12-31$8,872,608
Value of total assets at end of year2019-12-31$8,872,608
Value of total assets at beginning of year2019-12-31$6,755,219
Value of total assets at beginning of year2019-12-31$6,755,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$637,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$637,234
Total interest from all sources2019-12-31$4,180
Total interest from all sources2019-12-31$4,180
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$182,348
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$182,348
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$182,322
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$182,322
Administrative expenses professional fees incurred2019-12-31$594,178
Administrative expenses professional fees incurred2019-12-31$594,178
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$691,023
Contributions received from participants2019-12-31$691,023
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$89,007
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$89,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,789
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,030,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,030,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,368,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,368,405
Other income not declared elsewhere2019-12-31$66,615
Other income not declared elsewhere2019-12-31$66,615
Administrative expenses (other) incurred2019-12-31$33,881
Administrative expenses (other) incurred2019-12-31$33,881
Liabilities. Value of operating payables at end of year2019-12-31$249,628
Liabilities. Value of operating payables at end of year2019-12-31$249,628
Liabilities. Value of operating payables at beginning of year2019-12-31$238,319
Liabilities. Value of operating payables at beginning of year2019-12-31$238,319
Total non interest bearing cash at end of year2019-12-31$1,051,576
Total non interest bearing cash at end of year2019-12-31$1,051,576
Total non interest bearing cash at beginning of year2019-12-31$972,311
Total non interest bearing cash at beginning of year2019-12-31$972,311
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$1,262,980
Value of net income/loss2019-12-31$1,262,980
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,255,855
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,255,855
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,992,875
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,992,875
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
Investment advisory and management fees2019-12-31$9,175
Investment advisory and management fees2019-12-31$9,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,905,698
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,905,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,991,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,991,540
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$171,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$172,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$172,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$172,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$172,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,180
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,057,672
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,057,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$581,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$581,520
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$10,224,915
Contributions received in cash from employer2019-12-31$10,224,915
Employer contributions (assets) at end of year2019-12-31$735,167
Employer contributions (assets) at end of year2019-12-31$735,167
Employer contributions (assets) at beginning of year2019-12-31$613,322
Employer contributions (assets) at beginning of year2019-12-31$613,322
Income. Dividends from common stock2019-12-31$26
Income. Dividends from common stock2019-12-31$26
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,703,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,703,686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$531
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$531
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$553
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$553
Liabilities. Value of benefit claims payable at end of year2019-12-31$336,799
Liabilities. Value of benefit claims payable at end of year2019-12-31$336,799
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$155,620
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$155,620
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MIDDLETON & CO., CPA, PC
Accountancy firm name2019-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2019-12-31930809066
Accountancy firm EIN2019-12-31930809066
2018 : MASONRY WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-27
Total unrealized appreciation/depreciation of assets2018-12-31$-27
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,762,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,980,472
Total income from all sources (including contributions)2018-12-31$9,194,948
Total of all expenses incurred2018-12-31$8,415,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,770,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,169,157
Value of total assets at end of year2018-12-31$6,755,219
Value of total assets at beginning of year2018-12-31$6,194,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$645,383
Total interest from all sources2018-12-31$3,180
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$116,475
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$116,453
Administrative expenses professional fees incurred2018-12-31$593,985
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$691,225
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$68,632
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,368,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,602,783
Other income not declared elsewhere2018-12-31$101,503
Administrative expenses (other) incurred2018-12-31$42,507
Liabilities. Value of operating payables at end of year2018-12-31$238,319
Liabilities. Value of operating payables at beginning of year2018-12-31$212,700
Total non interest bearing cash at end of year2018-12-31$972,311
Total non interest bearing cash at beginning of year2018-12-31$1,518,082
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$779,109
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,992,875
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,213,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$8,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,991,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,920,248
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$172,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$199,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$199,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,180
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,892,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-195,340
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$8,477,932
Employer contributions (assets) at end of year2018-12-31$613,322
Employer contributions (assets) at beginning of year2018-12-31$548,543
Income. Dividends from common stock2018-12-31$22
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,809,426
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$553
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$580
Liabilities. Value of benefit claims payable at end of year2018-12-31$155,620
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$164,989
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
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 name2018-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2018-12-31930809066
2017 : MASONRY WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$204
Total unrealized appreciation/depreciation of assets2017-12-31$204
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,980,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,960,968
Total income from all sources (including contributions)2017-12-31$10,124,173
Total of all expenses incurred2017-12-31$9,268,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,646,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,377,166
Value of total assets at end of year2017-12-31$6,194,238
Value of total assets at beginning of year2017-12-31$5,318,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$621,075
Total interest from all sources2017-12-31$1,535
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$84,591
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$84,576
Administrative expenses professional fees incurred2017-12-31$577,730
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$876,861
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$65,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,602,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,368,726
Other income not declared elsewhere2017-12-31$455,967
Administrative expenses (other) incurred2017-12-31$36,232
Liabilities. Value of operating payables at end of year2017-12-31$212,700
Liabilities. Value of operating payables at beginning of year2017-12-31$244,419
Total non interest bearing cash at end of year2017-12-31$1,518,082
Total non interest bearing cash at beginning of year2017-12-31$862,780
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$856,146
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,213,766
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,357,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$7,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,920,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,830,906
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$199,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$201,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$201,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,535
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,769,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$204,710
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$8,500,305
Employer contributions (assets) at end of year2017-12-31$548,543
Employer contributions (assets) at beginning of year2017-12-31$419,536
Income. Dividends from common stock2017-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,811,934
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$580
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$376
Liabilities. Value of benefit claims payable at end of year2017-12-31$164,989
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$347,823
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
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 name2017-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2017-12-31930809066
2016 : MASONRY WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$20
Total unrealized appreciation/depreciation of assets2016-12-31$20
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,960,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,122,502
Total income from all sources (including contributions)2016-12-31$9,658,238
Total of all expenses incurred2016-12-31$9,372,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,757,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,241,646
Value of total assets at end of year2016-12-31$5,318,588
Value of total assets at beginning of year2016-12-31$5,194,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$615,035
Total interest from all sources2016-12-31$423
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$98,447
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$98,433
Administrative expenses professional fees incurred2016-12-31$577,061
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$1,171,198
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$66,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$64,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,368,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,495,359
Other income not declared elsewhere2016-12-31$205,623
Administrative expenses (other) incurred2016-12-31$32,690
Liabilities. Value of operating payables at end of year2016-12-31$244,419
Liabilities. Value of operating payables at beginning of year2016-12-31$173,460
Total non interest bearing cash at end of year2016-12-31$862,780
Total non interest bearing cash at beginning of year2016-12-31$514,542
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$285,591
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,357,620
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,072,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,830,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,120,336
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$201,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$101,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$101,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$423
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,546,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$112,079
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$8,070,448
Employer contributions (assets) at end of year2016-12-31$419,536
Employer contributions (assets) at beginning of year2016-12-31$393,002
Income. Dividends from common stock2016-12-31$14
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,144,621
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$376
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$355
Liabilities. Value of benefit claims payable at end of year2016-12-31$347,823
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$453,683
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2016-12-31930809066
2015 : MASONRY WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-145
Total unrealized appreciation/depreciation of assets2015-12-31$-145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,122,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,588,704
Total income from all sources (including contributions)2015-12-31$7,990,496
Total loss/gain on sale of assets2015-12-31$-5
Total of all expenses incurred2015-12-31$9,069,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,471,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,839,538
Value of total assets at end of year2015-12-31$5,194,531
Value of total assets at beginning of year2015-12-31$5,739,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$597,798
Total interest from all sources2015-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$96,433
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$96,420
Administrative expenses professional fees incurred2015-12-31$567,727
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$1,255,585
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$48,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$64,424
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$100,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,495,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,116,218
Other income not declared elsewhere2015-12-31$109,129
Administrative expenses (other) incurred2015-12-31$24,677
Liabilities. Value of operating payables at end of year2015-12-31$173,460
Liabilities. Value of operating payables at beginning of year2015-12-31$198,121
Total non interest bearing cash at end of year2015-12-31$514,542
Total non interest bearing cash at beginning of year2015-12-31$427,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,078,719
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,072,029
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,150,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,120,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,835,918
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$101,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$22,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$22,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$20
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,559,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-54,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,583,953
Employer contributions (assets) at end of year2015-12-31$393,002
Employer contributions (assets) at beginning of year2015-12-31$352,403
Income. Dividends from common stock2015-12-31$13
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,863,262
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$355
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$663
Liabilities. Value of benefit claims payable at end of year2015-12-31$453,683
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$274,365
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$265
Aggregate carrying amount (costs) on sale of assets2015-12-31$270
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 name2015-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2015-12-31930809066
2014 : MASONRY WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$116
Total unrealized appreciation/depreciation of assets2014-12-31$116
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,588,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,167,067
Total income from all sources (including contributions)2014-12-31$7,703,998
Total of all expenses incurred2014-12-31$9,346,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,769,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,251,274
Value of total assets at end of year2014-12-31$5,739,452
Value of total assets at beginning of year2014-12-31$6,960,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$576,956
Total interest from all sources2014-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$109,675
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$109,660
Administrative expenses professional fees incurred2014-12-31$537,026
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$1,156,985
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$51,103
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$100,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,295,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,116,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,909,575
Other income not declared elsewhere2014-12-31$173,147
Administrative expenses (other) incurred2014-12-31$34,526
Liabilities. Value of operating payables at end of year2014-12-31$198,121
Liabilities. Value of operating payables at beginning of year2014-12-31$193,926
Total non interest bearing cash at end of year2014-12-31$427,318
Total non interest bearing cash at beginning of year2014-12-31$726,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,642,381
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,150,748
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,793,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$5,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,835,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,557,353
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$22,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$23,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$23,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,595,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$169,782
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$6,094,289
Employer contributions (assets) at end of year2014-12-31$352,403
Employer contributions (assets) at beginning of year2014-12-31$356,930
Income. Dividends from common stock2014-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,122,991
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$663
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$547
Liabilities. Value of benefit claims payable at end of year2014-12-31$274,365
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$63,566
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2014-12-31930809066
2013 : MASONRY WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$154
Total unrealized appreciation/depreciation of assets2013-12-31$154
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,167,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,422,525
Total income from all sources (including contributions)2013-12-31$9,283,434
Total of all expenses incurred2013-12-31$8,701,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,071,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,854,495
Value of total assets at end of year2013-12-31$6,960,196
Value of total assets at beginning of year2013-12-31$6,634,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$630,563
Total interest from all sources2013-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$107,383
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$107,370
Administrative expenses professional fees incurred2013-12-31$574,427
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$1,277,968
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$37,858
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,295,625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$893,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,909,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,817,834
Other income not declared elsewhere2013-12-31$2,141,106
Administrative expenses (other) incurred2013-12-31$49,150
Liabilities. Value of operating payables at end of year2013-12-31$193,926
Liabilities. Value of operating payables at beginning of year2013-12-31$160,122
Total non interest bearing cash at end of year2013-12-31$726,263
Total non interest bearing cash at beginning of year2013-12-31$148,482
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$581,633
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,793,129
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,211,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,986
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,557,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,913,302
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$23,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$234,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$234,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$21
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,301,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$180,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,576,527
Employer contributions (assets) at end of year2013-12-31$356,930
Employer contributions (assets) at beginning of year2013-12-31$443,823
Income. Dividends from common stock2013-12-31$13
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,731,737
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$547
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$393
Liabilities. Value of benefit claims payable at end of year2013-12-31$63,566
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$444,569
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2013-12-31930809066
2012 : MASONRY WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$56
Total unrealized appreciation/depreciation of assets2012-12-31$56
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,422,525
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,214,080
Total income from all sources (including contributions)2012-12-31$7,928,858
Total of all expenses incurred2012-12-31$8,194,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,653,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,259,214
Value of total assets at end of year2012-12-31$6,634,021
Value of total assets at beginning of year2012-12-31$7,691,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$541,249
Total interest from all sources2012-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$176,061
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$176,049
Administrative expenses professional fees incurred2012-12-31$471,021
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,235,185
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$28,149
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$893,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,817,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,429,234
Other income not declared elsewhere2012-12-31$1,239,946
Administrative expenses (other) incurred2012-12-31$50,310
Liabilities. Value of operating payables at end of year2012-12-31$160,122
Liabilities. Value of operating payables at beginning of year2012-12-31$209,359
Total non interest bearing cash at end of year2012-12-31$148,482
Total non interest bearing cash at beginning of year2012-12-31$103,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-265,518
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,211,496
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,477,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$19,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,913,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,803,470
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$234,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$285,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$285,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$21
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,231,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$253,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,024,029
Employer contributions (assets) at end of year2012-12-31$443,823
Employer contributions (assets) at beginning of year2012-12-31$494,492
Income. Dividends from common stock2012-12-31$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,393,366
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$393
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$337
Liabilities. Value of benefit claims payable at end of year2012-12-31$444,569
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$575,487
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2012-12-31930809066
2011 : MASONRY WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$50
Total unrealized appreciation/depreciation of assets2011-12-31$50
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,214,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,174,074
Total income from all sources (including contributions)2011-12-31$7,306,798
Total of all expenses incurred2011-12-31$8,793,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,198,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,944,392
Value of total assets at end of year2011-12-31$7,691,094
Value of total assets at beginning of year2011-12-31$8,138,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$594,981
Total interest from all sources2011-12-31$3,467
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$196,284
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$196,273
Administrative expenses professional fees incurred2011-12-31$514,298
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,207,697
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$35,801
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,909
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$149,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,429,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,606,900
Other income not declared elsewhere2011-12-31$153,053
Administrative expenses (other) incurred2011-12-31$58,902
Liabilities. Value of operating payables at end of year2011-12-31$209,359
Liabilities. Value of operating payables at beginning of year2011-12-31$157,487
Total non interest bearing cash at end of year2011-12-31$103,127
Total non interest bearing cash at beginning of year2011-12-31$180,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,487,066
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,477,014
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,964,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$21,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,803,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,752,450
Income. Interest from corporate debt instruments2011-12-31$3,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$285,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$549,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$549,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$30
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,002,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$9,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,736,695
Employer contributions (assets) at end of year2011-12-31$494,492
Employer contributions (assets) at beginning of year2011-12-31$506,198
Income. Dividends from common stock2011-12-31$11
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,160,493
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$337
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$287
Liabilities. Value of benefit claims payable at end of year2011-12-31$575,487
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$409,687
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2011-12-31930809066
2010 : MASONRY WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-36
Total unrealized appreciation/depreciation of assets2010-12-31$-36
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,174,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,974,530
Total income from all sources (including contributions)2010-12-31$7,853,486
Total loss/gain on sale of assets2010-12-31$15,888
Total of all expenses incurred2010-12-31$6,735,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,124,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,823,284
Value of total assets at end of year2010-12-31$8,138,154
Value of total assets at beginning of year2010-12-31$8,820,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$610,864
Total interest from all sources2010-12-31$2,580
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$216,493
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$216,483
Administrative expenses professional fees incurred2010-12-31$525,837
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,146,507
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$39,211
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$149,858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$12,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,606,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,240,203
Other income not declared elsewhere2010-12-31$487,595
Administrative expenses (other) incurred2010-12-31$62,441
Liabilities. Value of operating payables at end of year2010-12-31$157,487
Liabilities. Value of operating payables at beginning of year2010-12-31$170,132
Total non interest bearing cash at end of year2010-12-31$180,104
Total non interest bearing cash at beginning of year2010-12-31$1,044,692
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$1,118,062
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,964,080
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,846,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$22,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,752,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,474,216
Income. Interest from corporate debt instruments2010-12-31$2,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$549,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$701,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$701,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$305
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,020,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$307,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$5,676,777
Employer contributions (assets) at end of year2010-12-31$506,198
Employer contributions (assets) at beginning of year2010-12-31$484,061
Income. Dividends from common stock2010-12-31$10
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,064,951
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$103,362
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$287
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$324
Liabilities. Value of benefit claims payable at end of year2010-12-31$409,687
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$564,195
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$119,250
Aggregate carrying amount (costs) on sale of assets2010-12-31$103,362
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 name2010-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2010-12-31930809066

Form 5500 Responses for MASONRY WELFARE PLAN

2022: MASONRY WELFARE PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MASONRY WELFARE PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MASONRY WELFARE PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MASONRY WELFARE PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MASONRY WELFARE PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MASONRY WELFARE PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MASONRY WELFARE PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MASONRY WELFARE PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MASONRY WELFARE PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MASONRY WELFARE PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MASONRY WELFARE PLAN 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: MASONRY WELFARE PLAN 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
2010: MASONRY WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MASONRY WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
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 numberZ1625A/OR83
Policy instance 6
Insurance contract or identification numberZ1625A/OR83
Number of Individuals Covered13
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
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1529
Policy instance 3
Insurance contract or identification number1529
Number of Individuals Covered94
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $478,380
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 numberZ1625/OR83
Policy instance 4
Insurance contract or identification numberZ1625/OR83
Number of Individuals Covered93
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016017-00
Policy instance 5
Insurance contract or identification number01-016017-00
Number of Individuals Covered580
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $11,525
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number1001270
Policy instance 7
Insurance contract or identification number1001270
Number of Individuals Covered585
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,624
Other welfare benefits providedTRANSPLANT COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $56,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,624
Insurance broker organization code?3
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 8
Insurance contract or identification numberH2001
Number of Individuals Covered112
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Other welfare benefits providedMEDICARE SUPPLEMENTAL INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $286,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34053
Policy instance 1
Insurance contract or identification numberHCL34053
Number of Individuals Covered570
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $44,863
Welfare Benefit Premiums Paid to CarrierUSD $640,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,863
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12143919
Policy instance 2
Insurance contract or identification number12143919
Number of Individuals Covered614
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number1001270
Policy instance 7
Insurance contract or identification number1001270
Number of Individuals Covered542
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,975
Other welfare benefits providedTRANSPLANT COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $59,749
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,975
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34053
Policy instance 1
Insurance contract or identification numberHCL34053
Number of Individuals Covered580
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $53,515
Welfare Benefit Premiums Paid to CarrierUSD $629,593
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,515
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12143919
Policy instance 2
Insurance contract or identification number12143919
Number of Individuals Covered626
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Vision Insurance Welfare BenefitYes
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 number1529
Policy instance 3
Insurance contract or identification number1529
Number of Individuals Covered129
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $546,678
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 numberZ1625/OR83
Policy instance 4
Insurance contract or identification numberZ1625/OR83
Number of Individuals Covered115
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016017-00
Policy instance 5
Insurance contract or identification number01-016017-00
Number of Individuals Covered613
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $12,281
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 numberZ1625A/OR83
Policy instance 6
Insurance contract or identification numberZ1625A/OR83
Number of Individuals Covered13
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
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3196
Policy instance 8
Insurance contract or identification number3196
Number of Individuals Covered112
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Other welfare benefits providedMEDICARE SUPPLEMENTAL INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $195,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 )
Policy contract numberNGL40231
Policy instance 9
Insurance contract or identification numberNGL40231
Number of Individuals Covered112
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $231,274
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: 39616 )
Policy contract number12143919
Policy instance 2
Insurance contract or identification number12143919
Number of Individuals Covered692
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Vision Insurance Welfare BenefitYes
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 number1529
Policy instance 3
Insurance contract or identification number1529
Number of Individuals Covered139
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $613,332
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 numberZ1625/OR83
Policy instance 4
Insurance contract or identification numberZ1625/OR83
Number of Individuals Covered127
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
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34053
Policy instance 1
Insurance contract or identification numberHCL34053
Number of Individuals Covered634
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $57,139
Welfare Benefit Premiums Paid to CarrierUSD $672,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,139
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016017-00
Policy instance 5
Insurance contract or identification number01-016017-00
Number of Individuals Covered669
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $13,854
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number1001270
Policy instance 7
Insurance contract or identification number1001270
Number of Individuals Covered634
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,029
Other welfare benefits providedTRANSPLANT COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $70,291
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,029
Insurance broker organization code?3
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3196
Policy instance 8
Insurance contract or identification number3196
Number of Individuals Covered120
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Other welfare benefits providedMEDICARE SUPPLEMENTAL INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $198,865
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 )
Policy contract numberNGL40231
Policy instance 9
Insurance contract or identification numberNGL40231
Number of Individuals Covered123
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $265,411
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 numberZ1625A/OR83
Policy instance 6
Insurance contract or identification numberZ1625A/OR83
Number of Individuals Covered17
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
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3196
Policy instance 8
Insurance contract or identification number3196
Number of Individuals Covered139
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Other welfare benefits providedMEDICARE SUPPLEMENTAL INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $209,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number1001270
Policy instance 7
Insurance contract or identification number1001270
Number of Individuals Covered654
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,773
Other welfare benefits providedTRANSPLANT COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $67,734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,773
Insurance broker organization code?3
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberZ1625A/OR83
Policy instance 6
Insurance contract or identification numberZ1625A/OR83
Number of Individuals Covered16
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016017-00
Policy instance 5
Insurance contract or identification number01-016017-00
Number of Individuals Covered700
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $13,784
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 numberZ1625/OR83
Policy instance 4
Insurance contract or identification numberZ1625/OR83
Number of Individuals Covered112
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
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1529
Policy instance 3
Insurance contract or identification number1529
Number of Individuals Covered127
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $468,871
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 )
Policy contract numberNGL40231
Policy instance 9
Insurance contract or identification numberNGL40231
Number of Individuals Covered139
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Welfare Benefit Premiums Paid to CarrierUSD $291,757
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: 39616 )
Policy contract number12143919
Policy instance 2
Insurance contract or identification number12143919
Number of Individuals Covered572
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34053
Policy instance 1
Insurance contract or identification numberHCL34053
Number of Individuals Covered654
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $62,918
Welfare Benefit Premiums Paid to CarrierUSD $629,184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,918
Insurance broker organization code?3
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-3263
Policy instance 1
Insurance contract or identification number947-3263
Number of Individuals Covered618
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $49,294
Welfare Benefit Premiums Paid to CarrierUSD $492,942
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,294
Insurance broker organization code?3
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberZ1625/OR83
Policy instance 4
Insurance contract or identification numberZ1625/OR83
Number of Individuals Covered96
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016017-00
Policy instance 5
Insurance contract or identification number01-016017-00
Number of Individuals Covered655
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $12,269
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 numberZ1625A/OR83
Policy instance 6
Insurance contract or identification numberZ1625A/OR83
Number of Individuals Covered17
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
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number1001270
Policy instance 7
Insurance contract or identification number1001270
Number of Individuals Covered618
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,842
Other welfare benefits providedTRANSPLANT COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $58,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,842
Insurance broker organization code?3
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3196
Policy instance 8
Insurance contract or identification number3196
Number of Individuals Covered146
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Other welfare benefits providedMEDICARE SUPPLEMENTAL INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $204,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 )
Policy contract numberNGL40231
Policy instance 9
Insurance contract or identification numberNGL40231
Number of Individuals Covered148
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $301,131
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: 39616 )
Policy contract number12143919
Policy instance 2
Insurance contract or identification number12143919
Number of Individuals Covered680
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Vision Insurance Welfare BenefitYes
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 number1529
Policy instance 3
Insurance contract or identification number1529
Number of Individuals Covered114
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $462,407
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 numberZ1625A/OR83
Policy instance 6
Insurance contract or identification numberZ1625A/OR83
Number of Individuals Covered19
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
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-2665
Policy instance 1
Insurance contract or identification number947-2665
Number of Individuals Covered563
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $50,887
Welfare Benefit Premiums Paid to CarrierUSD $508,865
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,887
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES, INC.
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12143919
Policy instance 2
Insurance contract or identification number12143919
Number of Individuals Covered615
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
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 number1529
Policy instance 3
Insurance contract or identification number1529
Number of Individuals Covered111
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $473,821
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 numberZ1625/OR83
Policy instance 4
Insurance contract or identification numberZ1625/OR83
Number of Individuals Covered70
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016017-00
Policy instance 5
Insurance contract or identification number01-016017-00
Number of Individuals Covered613
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $12,151
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 numberSL10078
Policy instance 1
Insurance contract or identification numberSL10078
Number of Individuals Covered652
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $39,631
Welfare Benefit Premiums Paid to CarrierUSD $792,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,631
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES, INC.
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberZ1625/OR83
Policy instance 4
Insurance contract or identification numberZ1625/OR83
Number of Individuals Covered60
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016017-00
Policy instance 5
Insurance contract or identification number01-016017-00
Number of Individuals Covered480
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $6,242
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 numberZ1625A/OR83
Policy instance 6
Insurance contract or identification numberZ1625A/OR83
Number of Individuals Covered23
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
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12143919
Policy instance 2
Insurance contract or identification number12143919
Number of Individuals Covered654
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Vision Insurance Welfare BenefitYes
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 number1529
Policy instance 3
Insurance contract or identification number1529
Number of Individuals Covered129
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $460,802
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 numberZ1625A/OR83
Policy instance 6
Insurance contract or identification numberZ1625A/OR83
Number of Individuals Covered28
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
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberZ1625/OR83
Policy instance 4
Insurance contract or identification numberZ1625/OR83
Number of Individuals Covered65
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
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016017-00
Policy instance 5
Insurance contract or identification number01-016017-00
Number of Individuals Covered456
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,610
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 number1529
Policy instance 3
Insurance contract or identification number1529
Number of Individuals Covered134
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $486,956
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: 39616 )
Policy contract number12143919
Policy instance 2
Insurance contract or identification number12143919
Number of Individuals Covered624
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Vision 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 numberSL10078
Policy instance 1
Insurance contract or identification numberSL10078
Number of Individuals Covered634
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $59,069
Welfare Benefit Premiums Paid to CarrierUSD $843,843
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,069
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberZ1625/OR83
Policy instance 4
Insurance contract or identification numberZ1625/OR83
Number of Individuals Covered58
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
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 number1529
Policy instance 3
Insurance contract or identification number1529
Number of Individuals Covered130
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $437,303
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: 39616 )
Policy contract number12143919
Policy instance 2
Insurance contract or identification number12143919
Number of Individuals Covered600
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Vision 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 numberSL10078
Policy instance 1
Insurance contract or identification numberSL10078
Number of Individuals Covered629
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32,833
Welfare Benefit Premiums Paid to CarrierUSD $656,667
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,833
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberZ1625A/OR83
Policy instance 6
Insurance contract or identification numberZ1625A/OR83
Number of Individuals Covered34
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
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 number01-016017-00
Policy instance 5
Insurance contract or identification number01-016017-00
Number of Individuals Covered455
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,111
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 number01-016017-00
Policy instance 2
Insurance contract or identification number01-016017-00
Number of Individuals Covered387
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,522
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 numberZ1625
Policy instance 3
Insurance contract or identification numberZ1625
Number of Individuals Covered15
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Dental Insurance Welfare BenefitYes
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 number1529
Policy instance 4
Insurance contract or identification number1529
Number of Individuals Covered119
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $450,811
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: 39616 )
Policy contract number12143919
Policy instance 5
Insurance contract or identification number12143919
Number of Individuals Covered582
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Vision Insurance Welfare BenefitYes
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 numberZ1625A
Policy instance 1
Insurance contract or identification numberZ1625A
Number of Individuals Covered18
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
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 numberSL10078
Policy instance 6
Insurance contract or identification numberSL10078
Number of Individuals Covered552
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $28,150
Welfare Benefit Premiums Paid to CarrierUSD $563,003
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,150
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberZ1625A
Policy instance 1
Insurance contract or identification numberZ1625A
Number of Individuals Covered21
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Dental Insurance Welfare BenefitYes
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 number1529
Policy instance 4
Insurance contract or identification number1529
Number of Individuals Covered147
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $406,656
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 numberSL10078
Policy instance 6
Insurance contract or identification numberSL10078
Number of Individuals Covered677
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,694
Welfare Benefit Premiums Paid to CarrierUSD $473,880
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: 39616 )
Policy contract number12143919
Policy instance 5
Insurance contract or identification number12143919
Number of Individuals Covered705
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Vision Insurance Welfare BenefitYes
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 numberZ1625
Policy instance 3
Insurance contract or identification numberZ1625
Number of Individuals Covered17
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Dental Insurance Welfare BenefitYes
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 number0116-002304-00
Policy instance 2
Insurance contract or identification number0116-002304-00
Number of Individuals Covered504
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE350027
Policy instance 6
Insurance contract or identification numberSE350027
Number of Individuals Covered702
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,325
Welfare Benefit Premiums Paid to CarrierUSD $446,497
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 number1529
Policy instance 4
Insurance contract or identification number1529
Number of Individuals Covered144
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $466,185
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 number1600230400
Policy instance 2
Insurance contract or identification number1600230400
Number of Individuals Covered523
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,481
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 numberZ1625
Policy instance 3
Insurance contract or identification numberZ1625
Number of Individuals Covered23
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Dental Insurance Welfare BenefitYes
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 numberZ1625A
Policy instance 1
Insurance contract or identification numberZ1625A
Number of Individuals Covered22
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
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: 39616 )
Policy contract number12143919
Policy instance 5
Insurance contract or identification number12143919
Number of Individuals Covered685
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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