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LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameLAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN
Plan identification number 501

LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Apprenticeship and training
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE TRUST has sponsored the creation of one or more 401k plans.

Company Name:LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE TRUST
Employer identification number (EIN):943041314
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012014-01-01
5012013-01-01
5012012-01-01JENNIFER WISNIEWSKI JENNIFER WISNIEWSKI2013-10-11
5012011-01-01JENNIFER WISNIEWSKI
5012010-01-01DAVID WEST
5012009-01-01DAVID WEST
5012009-01-01DAVID WEST

Plan Statistics for LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN

401k plan membership statisitcs for LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN

Measure Date Value
2014: LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,801
Total number of active participants reported on line 7a of the Form 55002014-01-01911
Number of retired or separated participants receiving benefits2014-01-01140
Total of all active and inactive participants2014-01-011,051
Number of employers contributing to the scheme2014-01-0118
2013: LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,329
Total number of active participants reported on line 7a of the Form 55002013-01-011,599
Number of retired or separated participants receiving benefits2013-01-01202
Total of all active and inactive participants2013-01-011,801
Number of employers contributing to the scheme2013-01-0125
2012: LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,991
Total number of active participants reported on line 7a of the Form 55002012-01-011,991
Number of retired or separated participants receiving benefits2012-01-01338
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012,329
Number of employers contributing to the scheme2012-01-0130
2011: LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,203
Total number of active participants reported on line 7a of the Form 55002011-01-012,106
Number of retired or separated participants receiving benefits2011-01-01354
Total of all active and inactive participants2011-01-012,460
Number of employers contributing to the scheme2011-01-0127
2010: LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01879
Total number of active participants reported on line 7a of the Form 55002010-01-011,431
Number of retired or separated participants receiving benefits2010-01-01202
Total of all active and inactive participants2010-01-011,633
Total participants2010-01-011,633
Number of employers contributing to the scheme2010-01-0117
2009: LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01762
Total number of active participants reported on line 7a of the Form 55002009-01-01722
Number of retired or separated participants receiving benefits2009-01-01157
Total of all active and inactive participants2009-01-01879
Total participants2009-01-01879
Number of employers contributing to the scheme2009-01-0111

Financial Data on LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN

Measure Date Value
2014 : LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,779,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,862,907
Total income from all sources (including contributions)2014-12-31$16,098,650
Total of all expenses incurred2014-12-31$14,959,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,053,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,093,755
Value of total assets at end of year2014-12-31$4,985,256
Value of total assets at beginning of year2014-12-31$3,928,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$905,565
Total interest from all sources2014-12-31$4,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$46,058
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$989,707
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$6,756
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$607,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$483,547
Administrative expenses (other) incurred2014-12-31$207,361
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$-193
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$1,139,584
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,205,455
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,065,871
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,907,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,839,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,839,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,895
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$719,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$15,104,048
Employer contributions (assets) at end of year2014-12-31$69,775
Employer contributions (assets) at beginning of year2014-12-31$73,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,333,646
Contract administrator fees2014-12-31$652,146
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,171,980
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,379,360
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$6,802
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$8,992
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 name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958
2013 : LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,862,907
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,270,061
Total income from all sources (including contributions)2013-12-31$25,566,567
Total of all expenses incurred2013-12-31$21,406,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,310,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,562,302
Value of total assets at end of year2013-12-31$3,928,778
Value of total assets at beginning of year2013-12-31$3,175,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,095,114
Total interest from all sources2013-12-31$4,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$43,610
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$1,758,347
Participant contributions at end of year2013-12-31$6,756
Participant contributions at beginning of year2013-12-31$268,773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$483,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,290,561
Administrative expenses (other) incurred2013-12-31$69,530
Total non interest bearing cash at end of year2013-12-31$-193
Total non interest bearing cash at beginning of year2013-12-31$4,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,160,457
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,065,871
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-2,094,586
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,839,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,672,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,672,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,265
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,184,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$23,803,955
Employer contributions (assets) at end of year2013-12-31$73,265
Employer contributions (assets) at beginning of year2013-12-31$217,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,126,403
Contract administrator fees2013-12-31$981,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,379,360
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,979,500
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$8,992
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$11,229
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 name2013-12-31EIDE BAILLY LLP
Accountancy firm EIN2013-12-31450250958
2012 : LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,270,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,236,128
Total income from all sources (including contributions)2012-12-31$32,524,686
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$34,208,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$33,192,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,517,475
Value of total assets at end of year2012-12-31$3,175,475
Value of total assets at beginning of year2012-12-31$4,825,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,015,740
Total interest from all sources2012-12-31$7,211
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$56,889
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,951,378
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,267
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$258,797
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,379,720
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$268,773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$584,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,290,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,163,128
Total non interest bearing cash at end of year2012-12-31$4,057
Total non interest bearing cash at beginning of year2012-12-31$3,153,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,683,563
Value of net assets at end of year (total assets less liabilities)2012-12-31$-2,094,586
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-411,023
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,672,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$721,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$721,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7,211
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,700,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$27,186,377
Employer contributions (assets) at end of year2012-12-31$217,297
Employer contributions (assets) at beginning of year2012-12-31$100,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$31,492,489
Contract administrator fees2012-12-31$958,851
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,979,500
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,073,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$11,229
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$5,602
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 name2012-12-31MCDIRMID, MIKKELSEN & SECREST, P.S.
Accountancy firm EIN2012-12-31911078087
2011 : LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,236,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,961,332
Total income from all sources (including contributions)2011-12-31$27,995,714
Total loss/gain on sale of assets2011-12-31$-183,748
Total of all expenses incurred2011-12-31$32,345,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$31,275,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$28,092,793
Value of total assets at end of year2011-12-31$4,825,105
Value of total assets at beginning of year2011-12-31$6,900,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,069,816
Total interest from all sources2011-12-31$19,312
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$65,391
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$65,391
Administrative expenses professional fees incurred2011-12-31$90,395
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,659,911
Participant contributions at beginning of year2011-12-31$1,180
Assets. Other investments not covered elsewhere at end of year2011-12-31$258,797
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,708,632
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$28,957,852
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$584,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$145,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,163,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$762,407
Other income not declared elsewhere2011-12-31$1,966
Total non interest bearing cash at end of year2011-12-31$3,153,983
Total non interest bearing cash at beginning of year2011-12-31$1,900,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,349,864
Value of net assets at end of year (total assets less liabilities)2011-12-31$-411,023
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,938,841
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$15,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,731,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$721,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,052,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,052,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$19,312
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,317,910
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$23,724,250
Employer contributions (assets) at end of year2011-12-31$100,380
Employer contributions (assets) at beginning of year2011-12-31$68,130
Contract administrator fees2011-12-31$964,152
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,073,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,198,925
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$5,602
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,543,387
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,727,135
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 name2011-12-31MCDIRMID, MIKKELSEN & SECREST, P.S.
Accountancy firm EIN2011-12-31911078087
2010 : LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$212,089
Total unrealized appreciation/depreciation of assets2010-12-31$212,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,961,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,512,860
Total income from all sources (including contributions)2010-12-31$17,534,649
Total loss/gain on sale of assets2010-12-31$3,214
Total of all expenses incurred2010-12-31$19,949,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,303,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,050,344
Value of total assets at end of year2010-12-31$6,900,173
Value of total assets at beginning of year2010-12-31$7,866,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,646,089
Total interest from all sources2010-12-31$49,151
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$21,695
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$21,695
Administrative expenses professional fees incurred2010-12-31$28,390
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,159,669
Participant contributions at end of year2010-12-31$1,180
Participant contributions at beginning of year2010-12-31$7,325
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$94,671
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$17,303,522
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$145,481
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$298,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$762,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$569,860
Other income not declared elsewhere2010-12-31$198,156
Administrative expenses (other) incurred2010-12-31$2,558,380
Total non interest bearing cash at end of year2010-12-31$1,900,505
Total non interest bearing cash at beginning of year2010-12-31$1,186,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,414,962
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,938,841
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,353,802
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$1,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,731,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,052,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,309,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,309,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$49,151
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$15,796,004
Employer contributions (assets) at end of year2010-12-31$68,130
Employer contributions (assets) at beginning of year2010-12-31$65,124
Contract administrator fees2010-12-31$57,894
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,198,925
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$943,000
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$3,214
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 name2010-12-31MCDIRMID, MIKKELSEN & SECREST, PS
Accountancy firm EIN2010-12-31911078087

Form 5500 Responses for LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN

2014: LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAW ENFORCEMENT OFFICERS AND FIRE FIGHTERS HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-010479-000
Policy instance 1
Insurance contract or identification number16-010479-000
Number of Individuals Covered986
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $64,786
Total amount of fees paid to insurance companyUSD $4,648
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $719,854
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $64,786
Amount paid for insurance broker fees4648
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
Insurance broker nameCORKERY & JONES BENEFITS INC
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-010479-000
Policy instance 1
Insurance contract or identification number16-010479-000
Number of Individuals Covered1624
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $106,613
Total amount of fees paid to insurance companyUSD $47,384
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,184,594
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $106,613
Amount paid for insurance broker fees47384
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
Insurance broker nameCORKERY & JONES BENEFITS INC
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-010479-000
Policy instance 1
Insurance contract or identification number16-010479-000
Number of Individuals Covered2265
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $127,583
Total amount of fees paid to insurance companyUSD $80,682
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $127,583
Amount paid for insurance broker fees80682
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
Insurance broker nameCORKERY & JONES BENEFITS INC
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-010479-000
Policy instance 1
Insurance contract or identification number16-010479-000
Number of Individuals Covered2287
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $173,863
Total amount of fees paid to insurance companyUSD $95,690
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,318,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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