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PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 401k Plan overview

Plan NamePIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND
Plan identification number 501

PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND Benefits

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

401k Sponsoring company profile

PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE has sponsored the creation of one or more 401k plans.

Company Name:PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE
Employer identification number (EIN):946082955
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01SCOTT W STRAWBRIDGE2021-09-23 WILLIAM F TAYLOR2021-10-04
5012020-01-01SCOTT W STRAWBRIDGE2022-05-12 WILLIAM F TAYLOR2022-05-13
5012019-01-01SCOTT W STRAWBRIDGE2020-10-05 WILLIAM F TAYLOR2020-10-05
5012019-01-01SCOTT W STRAWBRIDGE2021-05-26 WILLIAM F TAYLOR2021-05-26
5012018-01-01SCOTT W. STRAWBRUDGE2019-10-11 WILLIAM F. TAYLOR2019-10-10
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01SCOTT W. STRAWBRIDGE EARL JENNINGS2013-10-07
5012011-01-01EARL JENNINGS SCOTT STRAWBRIDGE2012-10-10
5012009-01-01EARL JENNINGS SCOTT STRAWBRIDGE2010-10-12

Plan Statistics for PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND

401k plan membership statisitcs for PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,614
Total number of active participants reported on line 7a of the Form 55002022-01-01993
Number of retired or separated participants receiving benefits2022-01-01419
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,412
Total participants2022-01-011,412
Number of employers contributing to the scheme2022-01-01136
2021: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,618
Total number of active participants reported on line 7a of the Form 55002021-01-011,178
Number of retired or separated participants receiving benefits2021-01-01436
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,614
Total participants2021-01-011,614
Number of employers contributing to the scheme2021-01-01125
2020: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,699
Total number of active participants reported on line 7a of the Form 55002020-01-011,190
Number of retired or separated participants receiving benefits2020-01-01428
Total of all active and inactive participants2020-01-011,618
Number of employers contributing to the scheme2020-01-01160
2019: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,663
Total number of active participants reported on line 7a of the Form 55002019-01-011,274
Number of retired or separated participants receiving benefits2019-01-01425
Total of all active and inactive participants2019-01-011,699
Number of employers contributing to the scheme2019-01-01160
2018: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,406
Total number of active participants reported on line 7a of the Form 55002018-01-011,230
Number of retired or separated participants receiving benefits2018-01-01433
Total of all active and inactive participants2018-01-011,663
Number of employers contributing to the scheme2018-01-01162
2017: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,306
Total number of active participants reported on line 7a of the Form 55002017-01-01952
Number of retired or separated participants receiving benefits2017-01-01454
Total of all active and inactive participants2017-01-011,406
Number of employers contributing to the scheme2017-01-01206
2016: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,391
Total number of active participants reported on line 7a of the Form 55002016-01-01850
Number of retired or separated participants receiving benefits2016-01-01456
Total of all active and inactive participants2016-01-011,306
Number of employers contributing to the scheme2016-01-01157
2015: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,276
Total number of active participants reported on line 7a of the Form 55002015-01-01914
Number of retired or separated participants receiving benefits2015-01-01477
Total of all active and inactive participants2015-01-011,391
Number of employers contributing to the scheme2015-01-01162
2014: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,477
Total number of active participants reported on line 7a of the Form 55002014-01-01791
Number of retired or separated participants receiving benefits2014-01-01485
Total of all active and inactive participants2014-01-011,276
Number of employers contributing to the scheme2014-01-01154
2013: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,419
Total number of active participants reported on line 7a of the Form 55002013-01-01972
Number of retired or separated participants receiving benefits2013-01-01505
Total of all active and inactive participants2013-01-011,477
Number of employers contributing to the scheme2013-01-01134
2012: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,369
Total number of active participants reported on line 7a of the Form 55002012-01-01906
Number of retired or separated participants receiving benefits2012-01-01513
Total of all active and inactive participants2012-01-011,419
Number of employers contributing to the scheme2012-01-01118
2011: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,480
Total number of active participants reported on line 7a of the Form 55002011-01-01852
Number of retired or separated participants receiving benefits2011-01-01517
Total of all active and inactive participants2011-01-011,369
Number of employers contributing to the scheme2011-01-01156
2009: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,650
Total number of active participants reported on line 7a of the Form 55002009-01-011,119
Number of retired or separated participants receiving benefits2009-01-01499
Total of all active and inactive participants2009-01-011,618
Number of employers contributing to the scheme2009-01-01138

Financial Data on PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022 : PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,380,798
Total unrealized appreciation/depreciation of assets2022-12-31$-2,380,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,754,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,889,063
Total income from all sources (including contributions)2022-12-31$24,077,560
Total loss/gain on sale of assets2022-12-31$-3,594
Total of all expenses incurred2022-12-31$24,263,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$22,393,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$25,446,400
Value of total assets at end of year2022-12-31$54,287,823
Value of total assets at beginning of year2022-12-31$54,609,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,870,010
Total interest from all sources2022-12-31$162,534
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$357,768
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$357,768
Administrative expenses professional fees incurred2022-12-31$1,012,111
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,200,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,287,152
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,055,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,257,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$10,905,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$9,668,063
Other income not declared elsewhere2022-12-31$495,250
Administrative expenses (other) incurred2022-12-31$174,744
Total non interest bearing cash at end of year2022-12-31$29,899,833
Total non interest bearing cash at beginning of year2022-12-31$30,541,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-186,340
Value of net assets at end of year (total assets less liabilities)2022-12-31$40,533,732
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,720,072
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$82,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,757,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,049,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,528,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,714,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,714,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$162,534
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$6,614,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$23,159,248
Employer contributions (assets) at end of year2022-12-31$2,046,755
Employer contributions (assets) at beginning of year2022-12-31$2,046,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,779,254
Contract administrator fees2022-12-31$601,123
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,848,200
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,221,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$5,732,768
Aggregate carrying amount (costs) on sale of assets2022-12-31$5,736,362
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$190,029
Total unrealized appreciation/depreciation of assets2021-12-31$190,029
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,889,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,834,120
Total income from all sources (including contributions)2021-12-31$25,948,204
Total of all expenses incurred2021-12-31$22,655,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,770,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$24,736,625
Value of total assets at end of year2021-12-31$54,609,135
Value of total assets at beginning of year2021-12-31$52,261,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,885,009
Total interest from all sources2021-12-31$180,278
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$275,117
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$275,117
Administrative expenses professional fees incurred2021-12-31$1,061,977
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,200,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,300,067
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,257,269
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,721,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$9,668,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$11,755,806
Other income not declared elsewhere2021-12-31$566,155
Administrative expenses (other) incurred2021-12-31$138,574
Total non interest bearing cash at end of year2021-12-31$30,541,701
Total non interest bearing cash at beginning of year2021-12-31$28,512,698
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$3,292,936
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,720,072
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,427,136
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$99,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,049,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,980,106
Income. Interest from US Government securities2021-12-31$1,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,714,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,708,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,708,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$178,729
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$6,174,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$22,436,558
Employer contributions (assets) at end of year2021-12-31$2,046,598
Employer contributions (assets) at beginning of year2021-12-31$2,338,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,595,776
Contract administrator fees2021-12-31$584,856
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,221,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,078,314
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,481,170
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,481,170
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$187
Total unrealized appreciation/depreciation of assets2020-12-31$187
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,595,177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,615,308
Total income from all sources (including contributions)2020-12-31$25,454,935
Total loss/gain on sale of assets2020-12-31$50,447
Total of all expenses incurred2020-12-31$22,418,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,462,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$23,311,147
Value of total assets at end of year2020-12-31$51,792,330
Value of total assets at beginning of year2020-12-31$49,775,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,955,910
Total interest from all sources2020-12-31$134,416
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$119,697
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$119,697
Administrative expenses professional fees incurred2020-12-31$1,063,916
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,200,000
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$2,179,269
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$126,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$354,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$10,506,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$11,505,041
Other income not declared elsewhere2020-12-31$1,134,642
Administrative expenses (other) incurred2020-12-31$166,183
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$21,918
Total non interest bearing cash at end of year2020-12-31$28,512,698
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$3,036,920
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,197,153
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,160,233
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$101,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,980,106
Income. Interest from US Government securities2020-12-31$65,120
Income. Interest from corporate debt instruments2020-12-31$1,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,708,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$31,131,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$31,131,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$67,391
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,667,665
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$13,352,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$704,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$21,131,878
Employer contributions (assets) at end of year2020-12-31$4,463,623
Employer contributions (assets) at beginning of year2020-12-31$4,435,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,794,440
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$501,480
Contract administrator fees2020-12-31$624,314
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
Liabilities. Value of benefit claims payable at end of year2020-12-31$5,088,349
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$5,088,349
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$24,353,945
Aggregate carrying amount (costs) on sale of assets2020-12-31$24,303,498
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$14,476
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$14,476
Total unrealized appreciation/depreciation of assets2019-12-31$14,476
Total unrealized appreciation/depreciation of assets2019-12-31$14,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,434,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,434,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,735,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,735,334
Total income from all sources (including contributions)2019-12-31$28,638,823
Total income from all sources (including contributions)2019-12-31$28,638,823
Total loss/gain on sale of assets2019-12-31$84,771
Total loss/gain on sale of assets2019-12-31$84,771
Total of all expenses incurred2019-12-31$21,836,613
Total of all expenses incurred2019-12-31$21,836,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,119,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,119,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,928,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,928,962
Value of total assets at end of year2019-12-31$49,590,472
Value of total assets at end of year2019-12-31$49,590,472
Value of total assets at beginning of year2019-12-31$43,089,487
Value of total assets at beginning of year2019-12-31$43,089,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,717,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,717,271
Total interest from all sources2019-12-31$280,701
Total interest from all sources2019-12-31$280,701
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
Administrative expenses professional fees incurred2019-12-31$935,578
Administrative expenses professional fees incurred2019-12-31$935,578
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$3,200,000
Value of fidelity bond cover2019-12-31$3,200,000
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$3,456,081
Contributions received from participants2019-12-31$3,456,081
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,437,650
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$354,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$354,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$610,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$610,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$10,149,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$10,149,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,250,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,250,779
Other income not declared elsewhere2019-12-31$329,913
Other income not declared elsewhere2019-12-31$329,913
Administrative expenses (other) incurred2019-12-31$182,619
Administrative expenses (other) incurred2019-12-31$182,619
Liabilities. Value of operating payables at end of year2019-12-31$21,918
Liabilities. Value of operating payables at end of year2019-12-31$21,918
Liabilities. Value of operating payables at beginning of year2019-12-31$221,785
Liabilities. Value of operating payables at beginning of year2019-12-31$221,785
Total non interest bearing cash at end of year2019-12-31$27,879,714
Total non interest bearing cash at end of year2019-12-31$27,879,714
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$6,802,210
Value of net income/loss2019-12-31$6,802,210
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,156,363
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,156,363
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,354,153
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,354,153
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$61,174
Investment advisory and management fees2019-12-31$61,174
Income. Interest from US Government securities2019-12-31$218,479
Income. Interest from US Government securities2019-12-31$218,479
Income. Interest from corporate debt instruments2019-12-31$18,265
Income. Interest from corporate debt instruments2019-12-31$18,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,252,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,252,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,420,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,420,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,420,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,420,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$43,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$43,957
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,153,289
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,153,289
Asset value of US Government securities at end of year2019-12-31$13,352,191
Asset value of US Government securities at end of year2019-12-31$13,352,191
Asset value of US Government securities at beginning of year2019-12-31$11,022,608
Asset value of US Government securities at beginning of year2019-12-31$11,022,608
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$24,472,881
Contributions received in cash from employer2019-12-31$24,472,881
Employer contributions (assets) at end of year2019-12-31$4,249,949
Employer contributions (assets) at end of year2019-12-31$4,249,949
Employer contributions (assets) at beginning of year2019-12-31$4,545,941
Employer contributions (assets) at beginning of year2019-12-31$4,545,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,966,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,966,053
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$501,480
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$501,480
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$2,490,175
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$2,490,175
Contract administrator fees2019-12-31$537,900
Contract administrator fees2019-12-31$537,900
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
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,262,770
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,262,770
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,262,770
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,262,770
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
Aggregate proceeds on sale of assets2019-12-31$21,076,357
Aggregate proceeds on sale of assets2019-12-31$21,076,357
Aggregate carrying amount (costs) on sale of assets2019-12-31$20,991,586
Aggregate carrying amount (costs) on sale of assets2019-12-31$20,991,586
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 name2019-12-31EIDE BAILLY LLP
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
Accountancy firm EIN2019-12-31450250958
2018 : PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$44,685
Total unrealized appreciation/depreciation of assets2018-12-31$44,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,735,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,276,462
Total income from all sources (including contributions)2018-12-31$28,861,639
Total loss/gain on sale of assets2018-12-31$-16,278
Total of all expenses incurred2018-12-31$21,657,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,290,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$27,540,998
Value of total assets at end of year2018-12-31$43,089,487
Value of total assets at beginning of year2018-12-31$34,426,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,367,477
Total interest from all sources2018-12-31$261,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$689,416
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,200,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,204,581
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$610,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$36,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$10,250,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$9,081,650
Other income not declared elsewhere2018-12-31$1,030,385
Administrative expenses (other) incurred2018-12-31$154,716
Liabilities. Value of operating payables at end of year2018-12-31$221,785
Liabilities. Value of operating payables at beginning of year2018-12-31$577,453
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$7,203,996
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,354,153
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,150,157
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$30,213
Income. Interest from US Government securities2018-12-31$184,022
Income. Interest from corporate debt instruments2018-12-31$34,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$24,420,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,794,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,794,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$43,196
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,390,965
Asset value of US Government securities at end of year2018-12-31$11,022,608
Asset value of US Government securities at beginning of year2018-12-31$11,742,934
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$25,336,417
Employer contributions (assets) at end of year2018-12-31$4,545,941
Employer contributions (assets) at beginning of year2018-12-31$8,328,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,899,201
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$2,490,175
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$524,475
Contract administrator fees2018-12-31$493,132
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,262,770
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,617,359
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$12,969,646
Aggregate carrying amount (costs) on sale of assets2018-12-31$12,985,924
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 name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$26,545
Total unrealized appreciation/depreciation of assets2017-12-31$26,545
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,276,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,702,512
Total income from all sources (including contributions)2017-12-31$23,304,425
Total of all expenses incurred2017-12-31$20,113,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,873,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$23,093,712
Value of total assets at end of year2017-12-31$34,426,619
Value of total assets at beginning of year2017-12-31$27,661,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,239,833
Total interest from all sources2017-12-31$184,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$651,265
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,800,000
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$2,345,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$36,055
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$152,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$9,081,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,328,708
Administrative expenses (other) incurred2017-12-31$156,987
Liabilities. Value of operating payables at end of year2017-12-31$577,453
Liabilities. Value of operating payables at beginning of year2017-12-31$140,743
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$3,191,071
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,150,157
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,959,086
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$27,148
Income. Interest from US Government securities2017-12-31$125,885
Income. Interest from corporate debt instruments2017-12-31$31,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,794,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,991,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,991,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$26,660
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$3,746,008
Asset value of US Government securities at end of year2017-12-31$11,742,934
Asset value of US Government securities at beginning of year2017-12-31$10,078,538
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$20,748,076
Employer contributions (assets) at end of year2017-12-31$8,328,947
Employer contributions (assets) at beginning of year2017-12-31$4,405,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,127,513
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$524,475
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$3,034,080
Contract administrator fees2017-12-31$404,433
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
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,617,359
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,233,061
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31VAVRINEK, TRINE, DAY & CO., LLP
Accountancy firm EIN2017-12-31952648289
2016 : PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-33,856
Total unrealized appreciation/depreciation of assets2016-12-31$-33,856
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,702,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,050,138
Total income from all sources (including contributions)2016-12-31$21,461,530
Total of all expenses incurred2016-12-31$15,986,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,686,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,118,708
Value of total assets at end of year2016-12-31$27,661,598
Value of total assets at beginning of year2016-12-31$22,533,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,299,667
Total interest from all sources2016-12-31$130,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$625,405
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,800,000
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$2,454,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$152,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$155,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$6,328,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,958,135
Other income not declared elsewhere2016-12-31$245,713
Administrative expenses (other) incurred2016-12-31$174,442
Liabilities. Value of operating payables at end of year2016-12-31$140,743
Liabilities. Value of operating payables at beginning of year2016-12-31$156,053
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$5,475,458
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,959,086
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,483,628
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$39,514
Income. Interest from US Government securities2016-12-31$50,976
Income. Interest from corporate debt instruments2016-12-31$47,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,991,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8,619,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8,619,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$32,538
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,344,672
Asset value of US Government securities at end of year2016-12-31$10,078,538
Asset value of US Government securities at beginning of year2016-12-31$6,401,600
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$18,664,254
Employer contributions (assets) at end of year2016-12-31$4,405,120
Employer contributions (assets) at beginning of year2016-12-31$6,353,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,341,733
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$3,034,080
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,002,605
Contract administrator fees2016-12-31$460,306
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,233,061
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,935,950
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 name2016-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2016-12-31300702322
2015 : PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$37,600
Total unrealized appreciation/depreciation of assets2015-12-31$37,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,050,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,901,992
Total income from all sources (including contributions)2015-12-31$20,328,239
Total loss/gain on sale of assets2015-12-31$-80,279
Total of all expenses incurred2015-12-31$15,414,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,076,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,813,151
Value of total assets at end of year2015-12-31$22,533,766
Value of total assets at beginning of year2015-12-31$17,471,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,337,506
Total interest from all sources2015-12-31$87,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$673,354
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,800,000
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$2,433,717
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$155,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$27,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,958,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,884,251
Other income not declared elsewhere2015-12-31$470,679
Administrative expenses (other) incurred2015-12-31$207,244
Liabilities. Value of operating payables at end of year2015-12-31$156,053
Liabilities. Value of operating payables at beginning of year2015-12-31$189,087
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$4,914,208
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,483,628
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,569,420
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$33,511
Income. Interest from US Government securities2015-12-31$30,802
Income. Interest from corporate debt instruments2015-12-31$35,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8,619,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,658,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,658,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$21,224
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,819,887
Asset value of US Government securities at end of year2015-12-31$6,401,600
Asset value of US Government securities at beginning of year2015-12-31$5,673,413
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$17,379,434
Employer contributions (assets) at end of year2015-12-31$6,353,917
Employer contributions (assets) at beginning of year2015-12-31$1,284,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,256,638
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,002,605
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$2,827,201
Contract administrator fees2015-12-31$423,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,935,950
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,828,654
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$10,912,381
Aggregate carrying amount (costs) on sale of assets2015-12-31$10,992,660
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2015-12-31300702322
2014 : PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-30,336
Total unrealized appreciation/depreciation of assets2014-12-31$-30,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,901,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,346,263
Total income from all sources (including contributions)2014-12-31$16,307,389
Total loss/gain on sale of assets2014-12-31$-60,187
Total of all expenses incurred2014-12-31$17,006,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,580,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,079,829
Value of total assets at end of year2014-12-31$17,471,412
Value of total assets at beginning of year2014-12-31$17,614,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,426,224
Total interest from all sources2014-12-31$113,903
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$694,314
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,800,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,373,753
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$27,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$216,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,884,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,495,506
Other income not declared elsewhere2014-12-31$204,180
Administrative expenses (other) incurred2014-12-31$281,651
Liabilities. Value of operating payables at end of year2014-12-31$189,087
Liabilities. Value of operating payables at beginning of year2014-12-31$85,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-699,006
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,569,420
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,268,426
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$31,467
Income. Interest from US Government securities2014-12-31$21,704
Income. Interest from corporate debt instruments2014-12-31$75,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,658,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,990,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,990,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16,733
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,755,109
Asset value of US Government securities at end of year2014-12-31$5,673,413
Asset value of US Government securities at beginning of year2014-12-31$7,813,612
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$13,706,076
Employer contributions (assets) at end of year2014-12-31$1,284,707
Employer contributions (assets) at beginning of year2014-12-31$1,514,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,825,062
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$2,827,201
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$3,079,375
Contract administrator fees2014-12-31$418,792
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$1,828,654
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,765,505
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$13,942,566
Aggregate carrying amount (costs) on sale of assets2014-12-31$14,002,753
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2014-12-31300702322
2013 : PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-26,688
Total unrealized appreciation/depreciation of assets2013-12-31$-26,688
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,346,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,791,915
Total income from all sources (including contributions)2013-12-31$20,677,377
Total loss/gain on sale of assets2013-12-31$-32,100
Total of all expenses incurred2013-12-31$16,656,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,250,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,223,235
Value of total assets at end of year2013-12-31$17,614,689
Value of total assets at beginning of year2013-12-31$14,039,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,405,949
Total interest from all sources2013-12-31$93,757
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$780,905
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,800,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,338,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$216,865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$373,781
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,495,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,396,250
Other income not declared elsewhere2013-12-31$419,173
Administrative expenses (other) incurred2013-12-31$172,266
Liabilities. Value of operating payables at end of year2013-12-31$85,252
Liabilities. Value of operating payables at beginning of year2013-12-31$83,833
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$4,020,812
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,268,426
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,247,614
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$44,023
Income. Interest from US Government securities2013-12-31$22,706
Income. Interest from corporate debt instruments2013-12-31$58,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,990,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,729,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,729,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12,283
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,542,863
Asset value of US Government securities at end of year2013-12-31$7,813,612
Asset value of US Government securities at beginning of year2013-12-31$2,904,872
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$17,885,149
Employer contributions (assets) at end of year2013-12-31$1,514,353
Employer contributions (assets) at beginning of year2013-12-31$2,104,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,707,753
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$3,079,375
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$926,931
Contract administrator fees2013-12-31$408,755
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$1,765,505
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,311,832
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$15,738,500
Aggregate carrying amount (costs) on sale of assets2013-12-31$15,770,600
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 name2013-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2013-12-31300702322
2012 : PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$15,574
Total unrealized appreciation/depreciation of assets2012-12-31$15,574
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,791,915
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,669,026
Total income from all sources (including contributions)2012-12-31$20,605,460
Total loss/gain on sale of assets2012-12-31$-52,475
Total of all expenses incurred2012-12-31$17,535,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,212,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,051,659
Value of total assets at end of year2012-12-31$14,039,529
Value of total assets at beginning of year2012-12-31$9,846,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,322,741
Total interest from all sources2012-12-31$63,299
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$763,809
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,800,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,320,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$373,781
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$171,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,396,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,897,971
Other income not declared elsewhere2012-12-31$527,403
Administrative expenses (other) incurred2012-12-31$132,041
Liabilities. Value of operating payables at end of year2012-12-31$83,833
Liabilities. Value of operating payables at beginning of year2012-12-31$89,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,069,816
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,247,614
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,177,798
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$29,396
Income. Interest from US Government securities2012-12-31$27,658
Income. Interest from corporate debt instruments2012-12-31$19,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,729,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,815,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,815,474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$15,947
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,945,075
Asset value of US Government securities at end of year2012-12-31$2,904,872
Asset value of US Government securities at beginning of year2012-12-31$4,012,060
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$17,731,526
Employer contributions (assets) at end of year2012-12-31$2,104,758
Employer contributions (assets) at beginning of year2012-12-31$1,339,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,267,828
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$926,931
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$508,260
Contract administrator fees2012-12-31$397,495
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,311,832
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,681,808
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$12,177,818
Aggregate carrying amount (costs) on sale of assets2012-12-31$12,230,293
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 name2012-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2012-12-31300702322
2011 : PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$16,865
Total unrealized appreciation/depreciation of assets2011-12-31$16,865
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,669,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,345,771
Total income from all sources (including contributions)2011-12-31$14,975,133
Total loss/gain on sale of assets2011-12-31$-73,085
Total of all expenses incurred2011-12-31$16,104,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,757,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,478,249
Value of total assets at end of year2011-12-31$9,846,824
Value of total assets at beginning of year2011-12-31$11,653,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,347,753
Total interest from all sources2011-12-31$89,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$381,570
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,800,000
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$2,193,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$171,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$316,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,897,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,336,684
Other income not declared elsewhere2011-12-31$464,001
Administrative expenses (other) incurred2011-12-31$150,149
Liabilities. Value of operating payables at end of year2011-12-31$89,247
Liabilities. Value of operating payables at beginning of year2011-12-31$69,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,129,640
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,177,798
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,307,438
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$24,527
Income. Interest from US Government securities2011-12-31$37,204
Income. Interest from corporate debt instruments2011-12-31$36,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,815,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,442,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,442,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$15,597
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,083,017
Asset value of US Government securities at end of year2011-12-31$4,012,060
Asset value of US Government securities at beginning of year2011-12-31$2,998,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$12,284,930
Employer contributions (assets) at end of year2011-12-31$1,339,949
Employer contributions (assets) at beginning of year2011-12-31$860,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,674,003
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$508,260
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$2,034,960
Contract administrator fees2011-12-31$791,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,681,808
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,939,149
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$14,388,132
Aggregate carrying amount (costs) on sale of assets2011-12-31$14,461,217
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2011-12-31300702322
2010 : PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-21,212
Total unrealized appreciation/depreciation of assets2010-12-31$-21,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,345,771
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,688,414
Total income from all sources (including contributions)2010-12-31$13,869,650
Total loss/gain on sale of assets2010-12-31$-24,463
Total of all expenses incurred2010-12-31$16,890,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,525,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,233,999
Value of total assets at end of year2010-12-31$11,653,209
Value of total assets at beginning of year2010-12-31$15,017,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,365,862
Total interest from all sources2010-12-31$121,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$790,946
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,988,814
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$316,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$322,182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,336,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,853,309
Other income not declared elsewhere2010-12-31$559,793
Administrative expenses (other) incurred2010-12-31$154,373
Liabilities. Value of operating payables at end of year2010-12-31$69,938
Liabilities. Value of operating payables at beginning of year2010-12-31$282,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-3,021,331
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,307,438
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,328,769
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$32,089
Income. Interest from US Government securities2010-12-31$36,636
Income. Interest from corporate debt instruments2010-12-31$64,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,442,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,729,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,729,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$20,281
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,016,396
Asset value of US Government securities at end of year2010-12-31$2,998,810
Asset value of US Government securities at beginning of year2010-12-31$9,004,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$11,245,185
Employer contributions (assets) at end of year2010-12-31$860,694
Employer contributions (assets) at beginning of year2010-12-31$905,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,508,723
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$2,034,960
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$1,054,980
Contract administrator fees2010-12-31$388,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,939,149
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,553,085
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$20,168,725
Aggregate carrying amount (costs) on sale of assets2010-12-31$20,193,188
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 name2010-12-31HEMMING MORSE CPAS & CONSULTANTS
Accountancy firm EIN2010-12-31942723629

Form 5500 Responses for PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND

2022: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
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: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
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: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
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

ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number281529
Policy instance 7
Insurance contract or identification number281529
Number of Individuals Covered1291
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $194,758
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number39538
Policy instance 1
Insurance contract or identification number39538
Number of Individuals Covered809
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Welfare Benefit Premiums Paid to CarrierUSD $4,333,096
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 number1038
Policy instance 2
Insurance contract or identification number1038
Number of Individuals Covered524
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,404,953
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: 00000 )
Policy contract number12055055
Policy instance 3
Insurance contract or identification number12055055
Number of Individuals Covered113
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 92444 )
Policy contract numberCCA-IIS-1012-21
Policy instance 4
Insurance contract or identification numberCCA-IIS-1012-21
Number of Individuals Covered777
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Welfare Benefit Premiums Paid to CarrierUSD $554,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4000-500C
Policy instance 5
Insurance contract or identification numberNP4000-500C
Number of Individuals Covered47
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $43,056
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4001-500A
Policy instance 6
Insurance contract or identification numberNP4001-500A
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number281529
Policy instance 1
Insurance contract or identification number281529
Number of Individuals Covered2050
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $391,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 92444 )
Policy contract numberCCA-IIS-1012-18
Policy instance 2
Insurance contract or identification numberCCA-IIS-1012-18
Number of Individuals Covered777
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Welfare Benefit Premiums Paid to CarrierUSD $532,410
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number39538
Policy instance 3
Insurance contract or identification number39538
Number of Individuals Covered788
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Welfare Benefit Premiums Paid to CarrierUSD $4,042,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4000 500A
Policy instance 4
Insurance contract or identification numberNP4000 500A
Number of Individuals Covered71
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,811
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 number1038
Policy instance 5
Insurance contract or identification number1038
Number of Individuals Covered524
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,359,763
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: 00000 )
Policy contract number12055055
Policy instance 6
Insurance contract or identification number12055055
Number of Individuals Covered114
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,605
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number39538
Policy instance 1
Insurance contract or identification number39538
Number of Individuals Covered774
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $4,920,485
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: 00000 )
Policy contract number12055055
Policy instance 2
Insurance contract or identification number12055055
Number of Individuals Covered115
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4000 500C
Policy instance 3
Insurance contract or identification numberNP4000 500C
Number of Individuals Covered53
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 92444 )
Policy contract numberCCA-IIS-1012-18
Policy instance 4
Insurance contract or identification numberCCA-IIS-1012-18
Number of Individuals Covered1618
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $513,745
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number281529
Policy instance 5
Insurance contract or identification number281529
Number of Individuals Covered3337
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $169,323
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4000 500A
Policy instance 6
Insurance contract or identification numberNP4000 500A
Number of Individuals Covered18
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,200
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 number1038
Policy instance 7
Insurance contract or identification number1038
Number of Individuals Covered528
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,323,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number39538
Policy instance 1
Insurance contract or identification number39538
Number of Individuals Covered816
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,294,849
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: 00000 )
Policy contract number12055055
Policy instance 2
Insurance contract or identification number12055055
Number of Individuals Covered122
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4000 500C/A
Policy instance 3
Insurance contract or identification numberNP4000 500C/A
Number of Individuals Covered63
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,427
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 92444 )
Policy contract numberCCA-IIS-1012-18
Policy instance 4
Insurance contract or identification numberCCA-IIS-1012-18
Number of Individuals Covered1699
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $534,163
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number281529
Policy instance 5
Insurance contract or identification number281529
Number of Individuals Covered3493
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $178,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number39538
Policy instance 1
Insurance contract or identification number39538
Number of Individuals Covered789
Insurance policy start date2018-01-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,989,810
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: 00000 )
Policy contract number12055055
Policy instance 2
Insurance contract or identification number12055055
Number of Individuals Covered178
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,482
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 92444 )
Policy contract numberCCA-IIS-1012-18
Policy instance 4
Insurance contract or identification numberCCA-IIS-1012-18
Number of Individuals Covered1663
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $522,627
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4000 500C/A
Policy instance 3
Insurance contract or identification numberNP4000 500C/A
Number of Individuals Covered80
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number281529
Policy instance 5
Insurance contract or identification number281529
Number of Individuals Covered3484
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $156,709
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number281182
Policy instance 5
Insurance contract or identification number281182
Number of Individuals Covered1199
Insurance policy start date2017-04-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $157,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 )
Policy contract numberIIS 102
Policy instance 4
Insurance contract or identification numberIIS 102
Number of Individuals Covered686
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $422,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4000 500C/A
Policy instance 3
Insurance contract or identification numberNP4000 500C/A
Number of Individuals Covered72
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,756
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12055055
Policy instance 2
Insurance contract or identification number12055055
Number of Individuals Covered132
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number39538
Policy instance 1
Insurance contract or identification number39538
Number of Individuals Covered683
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,938,593
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number39538
Policy instance 1
Insurance contract or identification number39538
Number of Individuals Covered523
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,965,783
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12055055
Policy instance 2
Insurance contract or identification number12055055
Number of Individuals Covered132
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,242
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4000 500C
Policy instance 3
Insurance contract or identification numberNP4000 500C
Number of Individuals Covered37
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,726
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 )
Policy contract numberIIS 7010
Policy instance 4
Insurance contract or identification numberIIS 7010
Number of Individuals Covered746
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $342,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract numberG0360
Policy instance 5
Insurance contract or identification numberG0360
Number of Individuals Covered1242
Insurance policy start date2015-01-01
Insurance policy end date2015-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $170,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4000 500C
Policy instance 3
Insurance contract or identification numberNP4000 500C
Number of Individuals Covered35
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,976
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 )
Policy contract numberIIS 7010
Policy instance 4
Insurance contract or identification numberIIS 7010
Number of Individuals Covered675
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $425,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4001 500A
Policy instance 5
Insurance contract or identification numberNP4001 500A
Number of Individuals Covered12
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,453
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number39538
Policy instance 1
Insurance contract or identification number39538
Number of Individuals Covered560
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $2,514,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12055055
Policy instance 2
Insurance contract or identification number12055055
Number of Individuals Covered120
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $126,560
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number39538
Policy instance 1
Insurance contract or identification number39538
Number of Individuals Covered645
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $2,514,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12055055
Policy instance 2
Insurance contract or identification number12055055
Number of Individuals Covered1486
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $193,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
QBE A&H (National Association of Insurance Commissioners NAIC id number: 39217 )
Policy contract numberIIS 00177-12
Policy instance 4
Insurance contract or identification numberIIS 00177-12
Number of Individuals Covered953
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $513,974
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4001 500A
Policy instance 5
Insurance contract or identification numberNP4001 500A
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,679
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4000 500C
Policy instance 3
Insurance contract or identification numberNP4000 500C
Number of Individuals Covered42
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4001 500A
Policy instance 5
Insurance contract or identification numberNP4001 500A
Number of Individuals Covered15
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,087
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
QBE A&H (National Association of Insurance Commissioners NAIC id number: 39217 )
Policy contract numberIIS 00177
Policy instance 4
Insurance contract or identification numberIIS 00177
Number of Individuals Covered955
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $455,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4000 500C
Policy instance 3
Insurance contract or identification numberNP4000 500C
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,056
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12055055
Policy instance 2
Insurance contract or identification number12055055
Number of Individuals Covered1516
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $196,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number00000
Policy instance 1
Insurance contract or identification number00000
Number of Individuals Covered613
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedHEALTH SERVICE PROVIDER
Welfare Benefit Premiums Paid to CarrierUSD $2,053,309
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4001 500A
Policy instance 5
Insurance contract or identification numberNP4001 500A
Number of Individuals Covered18
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,843
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
QBE A&H (National Association of Insurance Commissioners NAIC id number: 39217 )
Policy contract numberIIS 00177
Policy instance 4
Insurance contract or identification numberIIS 00177
Number of Individuals Covered956
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $500,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4000 500C
Policy instance 3
Insurance contract or identification numberNP4000 500C
Number of Individuals Covered33
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,017
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: 00000 )
Policy contract number12055055
Policy instance 2
Insurance contract or identification number12055055
Number of Individuals Covered1395
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $179,311
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number00000
Policy instance 1
Insurance contract or identification number00000
Number of Individuals Covered422
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedHEALTH SERVICE PROVIDER
Welfare Benefit Premiums Paid to CarrierUSD $1,419,451
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
QBE A&H (National Association of Insurance Commissioners NAIC id number: 39217 )
Policy contract numberIIS 00177
Policy instance 6
Insurance contract or identification numberIIS 00177
Number of Individuals Covered1006
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $641,938
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4000 500C
Policy instance 4
Insurance contract or identification numberNP4000 500C
Number of Individuals Covered41
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,796
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12055055
Policy instance 3
Insurance contract or identification number12055055
Number of Individuals Covered1475
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number142399
Policy instance 2
Insurance contract or identification number142399
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $702,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number39538
Policy instance 1
Insurance contract or identification number39538
Number of Individuals Covered436
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedHEALTH SERVICE PROVIDER
Welfare Benefit Premiums Paid to CarrierUSD $1,395,827
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NEWPORT DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNP4001 500A
Policy instance 5
Insurance contract or identification numberNP4001 500A
Number of Individuals Covered19
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,384
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE

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