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U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameU.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN
Plan identification number 501

U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 HEALTH AND WELFARE TRUST F has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 HEALTH AND WELFARE TRUST F
Employer identification number (EIN):946401544
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01ERIC MUSSYNSKI2023-10-12 ALEX HALL2023-10-15
5012021-01-01ERIC MUSSYNSKI2022-09-19 ALEX HALL2022-09-21
5012020-01-01STEVE FLORES2021-09-29 ALEX HALL2021-09-22
5012020-01-01STEVE FLORES2021-09-29 ALEX HALL2021-09-22
5012019-01-01STEVE FLORES2020-09-23 ALEX HALL2020-09-24
5012018-01-01ALEX HALL2019-09-16 GARY GLENN2019-09-16
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01BILL MEYER
5012011-01-01BILL MEYER
5012010-01-01BILL MEYER
5012009-01-01BILL MEYER

Plan Statistics for U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN

401k plan membership statisitcs for U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN

Measure Date Value
2022: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,734
Total number of active participants reported on line 7a of the Form 55002022-01-012,116
Number of retired or separated participants receiving benefits2022-01-01614
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012,730
Number of employers contributing to the scheme2022-01-01119
2021: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,710
Total number of active participants reported on line 7a of the Form 55002021-01-012,100
Number of retired or separated participants receiving benefits2021-01-01595
Total of all active and inactive participants2021-01-012,695
Number of employers contributing to the scheme2021-01-01108
2020: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,787
Total number of active participants reported on line 7a of the Form 55002020-01-012,125
Number of retired or separated participants receiving benefits2020-01-01585
Total of all active and inactive participants2020-01-012,710
Number of employers contributing to the scheme2020-01-01110
2019: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,643
Total number of active participants reported on line 7a of the Form 55002019-01-012,215
Number of retired or separated participants receiving benefits2019-01-01572
Total of all active and inactive participants2019-01-012,787
Number of employers contributing to the scheme2019-01-01118
2018: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,559
Total number of active participants reported on line 7a of the Form 55002018-01-012,071
Number of retired or separated participants receiving benefits2018-01-01572
Total of all active and inactive participants2018-01-012,643
Number of employers contributing to the scheme2018-01-01114
2017: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,592
Total number of active participants reported on line 7a of the Form 55002017-01-011,993
Number of retired or separated participants receiving benefits2017-01-01566
Total of all active and inactive participants2017-01-012,559
Number of employers contributing to the scheme2017-01-01115
2016: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,469
Total number of active participants reported on line 7a of the Form 55002016-01-012,031
Number of retired or separated participants receiving benefits2016-01-01561
Total of all active and inactive participants2016-01-012,592
Number of employers contributing to the scheme2016-01-01120
2015: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,276
Total number of active participants reported on line 7a of the Form 55002015-01-011,913
Number of retired or separated participants receiving benefits2015-01-01556
Total of all active and inactive participants2015-01-012,469
Number of employers contributing to the scheme2015-01-01119
2014: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,163
Total number of active participants reported on line 7a of the Form 55002014-01-011,701
Number of retired or separated participants receiving benefits2014-01-01575
Total of all active and inactive participants2014-01-012,276
Number of employers contributing to the scheme2014-01-01110
2013: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,027
Total number of active participants reported on line 7a of the Form 55002013-01-011,600
Number of retired or separated participants receiving benefits2013-01-01563
Total of all active and inactive participants2013-01-012,163
Number of employers contributing to the scheme2013-01-01120
2012: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,871
Total number of active participants reported on line 7a of the Form 55002012-01-011,449
Number of retired or separated participants receiving benefits2012-01-01578
Total of all active and inactive participants2012-01-012,027
Number of employers contributing to the scheme2012-01-01121
2011: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,950
Total number of active participants reported on line 7a of the Form 55002011-01-011,317
Number of retired or separated participants receiving benefits2011-01-01554
Total of all active and inactive participants2011-01-011,871
Number of employers contributing to the scheme2011-01-01205
2010: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,218
Total number of active participants reported on line 7a of the Form 55002010-01-011,380
Number of retired or separated participants receiving benefits2010-01-01570
Total of all active and inactive participants2010-01-011,950
Number of employers contributing to the scheme2010-01-01217
2009: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,378
Total number of active participants reported on line 7a of the Form 55002009-01-011,633
Number of retired or separated participants receiving benefits2009-01-01585
Total of all active and inactive participants2009-01-012,218
Number of employers contributing to the scheme2009-01-01133

Financial Data on U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN

Measure Date Value
2022 : U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-19,065,339
Total unrealized appreciation/depreciation of assets2022-12-31$-19,065,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9,180,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,603,299
Total income from all sources (including contributions)2022-12-31$42,711,178
Total loss/gain on sale of assets2022-12-31$-6,298,797
Total of all expenses incurred2022-12-31$56,573,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$53,632,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$64,371,265
Value of total assets at end of year2022-12-31$163,752,342
Value of total assets at beginning of year2022-12-31$180,036,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,940,582
Total interest from all sources2022-12-31$2,615,870
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$870,395
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$16,095
Administrative expenses professional fees incurred2022-12-31$788,160
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$13,018
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$366,117
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,658,478
Participant contributions at end of year2022-12-31$652,769
Participant contributions at beginning of year2022-12-31$645,150
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,391,901
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,147,673
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,070,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$720,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$661,250
Other income not declared elsewhere2022-12-31$176,606
Administrative expenses (other) incurred2022-12-31$731,106
Liabilities. Value of operating payables at end of year2022-12-31$419,729
Liabilities. Value of operating payables at beginning of year2022-12-31$517,898
Total non interest bearing cash at end of year2022-12-31$15,627,047
Total non interest bearing cash at beginning of year2022-12-31$10,756,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,861,917
Value of net assets at end of year (total assets less liabilities)2022-12-31$154,571,767
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$168,433,684
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$611,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,784,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,076,811
Income. Interest from US Government securities2022-12-31$986,857
Income. Interest from corporate debt instruments2022-12-31$1,592,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,380,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,396,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,396,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$36,421
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$28,458,045
Asset value of US Government securities at end of year2022-12-31$31,546,386
Asset value of US Government securities at beginning of year2022-12-31$29,455,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$41,178
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$55,320,886
Employer contributions (assets) at end of year2022-12-31$4,789,363
Employer contributions (assets) at beginning of year2022-12-31$5,131,306
Income. Dividends from preferred stock2022-12-31$18,499
Income. Dividends from common stock2022-12-31$835,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$25,174,468
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$51,877,617
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$59,976,289
Contract administrator fees2022-12-31$809,825
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$49,933,894
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$65,162,292
Liabilities. Value of benefit claims payable at end of year2022-12-31$8,040,140
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$10,424,151
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$80,391,850
Aggregate carrying amount (costs) on sale of assets2022-12-31$86,690,647
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN PC
Accountancy firm EIN2022-12-31222027092
2021 : U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,581,103
Total unrealized appreciation/depreciation of assets2021-12-31$5,581,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$76,708,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$71,439,311
Total income from all sources (including contributions)2021-12-31$74,551,418
Total loss/gain on sale of assets2021-12-31$3,500,177
Total of all expenses incurred2021-12-31$62,872,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$60,007,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$62,427,043
Value of total assets at end of year2021-12-31$180,036,983
Value of total assets at beginning of year2021-12-31$163,089,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,865,369
Total interest from all sources2021-12-31$2,067,797
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$947,210
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$119
Administrative expenses professional fees incurred2021-12-31$1,472,842
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$366,117
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$357,654
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,393,140
Participant contributions at end of year2021-12-31$645,150
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,098,082
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,070,139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,275,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$71,166,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$66,792,530
Other income not declared elsewhere2021-12-31$28,088
Administrative expenses (other) incurred2021-12-31$110,376
Liabilities. Value of operating payables at end of year2021-12-31$517,898
Liabilities. Value of operating payables at beginning of year2021-12-31$204,052
Total non interest bearing cash at end of year2021-12-31$10,756,803
Total non interest bearing cash at beginning of year2021-12-31$905,706
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$11,678,679
Value of net assets at end of year (total assets less liabilities)2021-12-31$103,328,956
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$91,650,277
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$553,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,076,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,076,692
Income. Interest from US Government securities2021-12-31$641,022
Income. Interest from corporate debt instruments2021-12-31$1,425,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,396,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$11,823,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$11,823,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$881
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$29,109,179
Asset value of US Government securities at end of year2021-12-31$29,455,292
Asset value of US Government securities at beginning of year2021-12-31$49,609,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$53,935,821
Employer contributions (assets) at end of year2021-12-31$5,131,306
Employer contributions (assets) at beginning of year2021-12-31$4,616,961
Income. Dividends from preferred stock2021-12-31$21,531
Income. Dividends from common stock2021-12-31$925,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$30,898,191
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$59,976,289
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$40,966,914
Contract administrator fees2021-12-31$728,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$65,162,292
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$52,456,829
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,023,832
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$4,442,729
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$163,806,148
Aggregate carrying amount (costs) on sale of assets2021-12-31$160,305,971
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,266,038
Total unrealized appreciation/depreciation of assets2020-12-31$5,266,038
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$73,661,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$70,163,304
Total income from all sources (including contributions)2020-12-31$71,957,923
Total loss/gain on sale of assets2020-12-31$5,129,396
Total of all expenses incurred2020-12-31$59,562,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$56,957,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$57,724,955
Value of total assets at end of year2020-12-31$162,882,556
Value of total assets at beginning of year2020-12-31$146,989,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,605,258
Total interest from all sources2020-12-31$1,878,160
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$810,956
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$5,512
Administrative expenses professional fees incurred2020-12-31$1,290,960
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$357,654
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$73,732
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,236,943
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,068,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,078,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$69,542,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$66,179,210
Other income not declared elsewhere2020-12-31$688,027
Administrative expenses (other) incurred2020-12-31$161,951
Liabilities. Value of operating payables at end of year2020-12-31$204,052
Liabilities. Value of operating payables at beginning of year2020-12-31$119,119
Total non interest bearing cash at end of year2020-12-31$905,706
Total non interest bearing cash at beginning of year2020-12-31$2,414,051
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$12,395,147
Value of net assets at end of year (total assets less liabilities)2020-12-31$89,221,391
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$76,826,244
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$473,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,076,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$63,888,412
Income. Interest from US Government securities2020-12-31$1,000,870
Income. Interest from corporate debt instruments2020-12-31$833,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$11,815,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,715,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,715,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$44,028
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$29,026,823
Asset value of US Government securities at end of year2020-12-31$49,609,145
Asset value of US Government securities at beginning of year2020-12-31$51,638,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$460,391
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$50,414,280
Employer contributions (assets) at end of year2020-12-31$4,616,961
Employer contributions (assets) at beginning of year2020-12-31$4,406,312
Income. Dividends from preferred stock2020-12-31$5,391
Income. Dividends from common stock2020-12-31$800,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$27,930,695
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$40,966,914
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$9,721,864
Contract administrator fees2020-12-31$679,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$52,823,075
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$7,125,794
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,914,946
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,864,975
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$244,634,471
Aggregate carrying amount (costs) on sale of assets2020-12-31$239,505,075
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 : U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,051,551
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,051,551
Total unrealized appreciation/depreciation of assets2019-12-31$2,051,551
Total unrealized appreciation/depreciation of assets2019-12-31$2,051,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$70,163,304
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$70,163,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$60,278,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$60,278,225
Total income from all sources (including contributions)2019-12-31$80,064,965
Total income from all sources (including contributions)2019-12-31$80,064,965
Total loss/gain on sale of assets2019-12-31$108,651
Total loss/gain on sale of assets2019-12-31$108,651
Total of all expenses incurred2019-12-31$66,781,409
Total of all expenses incurred2019-12-31$66,781,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$64,479,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$64,479,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$63,966,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$63,966,296
Value of total assets at end of year2019-12-31$146,989,548
Value of total assets at end of year2019-12-31$146,989,548
Value of total assets at beginning of year2019-12-31$123,820,913
Value of total assets at beginning of year2019-12-31$123,820,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,301,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,301,653
Total interest from all sources2019-12-31$1,312,696
Total interest from all sources2019-12-31$1,312,696
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,583,673
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,583,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,428,727
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,428,727
Administrative expenses professional fees incurred2019-12-31$1,331,691
Administrative expenses professional fees incurred2019-12-31$1,331,691
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$2,500,000
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$46,617
Contributions received from participants2019-12-31$46,617
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,577,057
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,577,057
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,078,775
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,078,775
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,235,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,235,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$66,179,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$66,179,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$56,573,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$56,573,650
Other income not declared elsewhere2019-12-31$792,685
Other income not declared elsewhere2019-12-31$792,685
Administrative expenses (other) incurred2019-12-31$160,898
Administrative expenses (other) incurred2019-12-31$160,898
Liabilities. Value of operating payables at end of year2019-12-31$119,119
Liabilities. Value of operating payables at end of year2019-12-31$119,119
Liabilities. Value of operating payables at beginning of year2019-12-31$82,710
Liabilities. Value of operating payables at beginning of year2019-12-31$82,710
Total non interest bearing cash at end of year2019-12-31$2,414,051
Total non interest bearing cash at end of year2019-12-31$2,414,051
Total non interest bearing cash at beginning of year2019-12-31$1,872,886
Total non interest bearing cash at beginning of year2019-12-31$1,872,886
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$13,283,556
Value of net income/loss2019-12-31$13,283,556
Value of net assets at end of year (total assets less liabilities)2019-12-31$76,826,244
Value of net assets at end of year (total assets less liabilities)2019-12-31$76,826,244
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$63,542,688
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$63,542,688
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$152,922
Investment advisory and management fees2019-12-31$152,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$63,888,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$63,888,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,224,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,224,762
Income. Interest from US Government securities2019-12-31$961,657
Income. Interest from US Government securities2019-12-31$961,657
Income. Interest from corporate debt instruments2019-12-31$237,892
Income. Interest from corporate debt instruments2019-12-31$237,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,715,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,715,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,847,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,847,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,847,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,847,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$113,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$113,147
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$27,533,640
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$27,533,640
Asset value of US Government securities at end of year2019-12-31$51,638,617
Asset value of US Government securities at end of year2019-12-31$51,638,617
Asset value of US Government securities at beginning of year2019-12-31$40,086,247
Asset value of US Government securities at beginning of year2019-12-31$40,086,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,249,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,249,413
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$56,342,622
Contributions received in cash from employer2019-12-31$56,342,622
Employer contributions (assets) at end of year2019-12-31$4,406,312
Employer contributions (assets) at end of year2019-12-31$4,406,312
Employer contributions (assets) at beginning of year2019-12-31$4,713,915
Employer contributions (assets) at beginning of year2019-12-31$4,713,915
Income. Dividends from common stock2019-12-31$154,946
Income. Dividends from common stock2019-12-31$154,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,946,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,946,116
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$9,721,864
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$9,721,864
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$11,791,941
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$11,791,941
Contract administrator fees2019-12-31$656,142
Contract administrator fees2019-12-31$656,142
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$7,125,794
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$7,125,794
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$5,048,400
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$5,048,400
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,864,975
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,864,975
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,621,865
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,621,865
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$25,829,553
Aggregate proceeds on sale of assets2019-12-31$25,829,553
Aggregate carrying amount (costs) on sale of assets2019-12-31$25,720,902
Aggregate carrying amount (costs) on sale of assets2019-12-31$25,720,902
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
Accountancy firm EIN2019-12-31450250958
2018 : U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-739,322
Total unrealized appreciation/depreciation of assets2018-12-31$-739,322
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$60,278,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$55,424,482
Total income from all sources (including contributions)2018-12-31$57,300,782
Total loss/gain on sale of assets2018-12-31$-233,945
Total of all expenses incurred2018-12-31$55,896,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$53,638,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$59,999,944
Value of total assets at end of year2018-12-31$123,820,913
Value of total assets at beginning of year2018-12-31$117,563,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,258,528
Total interest from all sources2018-12-31$1,383,106
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,730,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,606,449
Administrative expenses professional fees incurred2018-12-31$1,295,253
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$39,940
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,129,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,235,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,388,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$56,573,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$51,583,302
Other income not declared elsewhere2018-12-31$639,637
Administrative expenses (other) incurred2018-12-31$149,510
Liabilities. Value of operating payables at end of year2018-12-31$82,710
Liabilities. Value of operating payables at beginning of year2018-12-31$100,529
Total non interest bearing cash at end of year2018-12-31$1,872,886
Total non interest bearing cash at beginning of year2018-12-31$2,451,608
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$1,403,798
Value of net assets at end of year (total assets less liabilities)2018-12-31$63,542,688
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$62,138,890
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$192,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$52,224,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,097,868
Income. Interest from US Government securities2018-12-31$790,820
Income. Interest from corporate debt instruments2018-12-31$327,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,847,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,935,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,935,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$264,429
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$24,394,681
Asset value of US Government securities at end of year2018-12-31$40,086,247
Asset value of US Government securities at beginning of year2018-12-31$41,248,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,479,554
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$52,830,717
Employer contributions (assets) at end of year2018-12-31$4,713,915
Employer contributions (assets) at beginning of year2018-12-31$4,209,093
Income. Dividends from common stock2018-12-31$124,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$29,243,775
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$23,402,481
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$11,791,941
Contract administrator fees2018-12-31$621,463
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$5,048,400
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$5,830,153
Liabilities. Value of benefit claims payable at end of year2018-12-31$3,621,865
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,740,651
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$57,399,565
Aggregate carrying amount (costs) on sale of assets2018-12-31$57,633,510
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 : U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$450,296
Total unrealized appreciation/depreciation of assets2017-12-31$450,296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$55,424,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$49,378,790
Total income from all sources (including contributions)2017-12-31$62,814,923
Total loss/gain on sale of assets2017-12-31$-50,447
Total of all expenses incurred2017-12-31$56,827,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$54,671,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$56,865,343
Value of total assets at end of year2017-12-31$117,563,372
Value of total assets at beginning of year2017-12-31$105,530,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,156,001
Total interest from all sources2017-12-31$932,300
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$858,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$760,296
Administrative expenses professional fees incurred2017-12-31$1,251,011
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$91,740
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,964,041
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,388,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$881,584
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$51,583,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$45,649,724
Other income not declared elsewhere2017-12-31$815,382
Administrative expenses (other) incurred2017-12-31$113,282
Liabilities. Value of operating payables at end of year2017-12-31$100,529
Liabilities. Value of operating payables at beginning of year2017-12-31$125,183
Total non interest bearing cash at end of year2017-12-31$2,451,608
Total non interest bearing cash at beginning of year2017-12-31$2,139,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,987,404
Value of net assets at end of year (total assets less liabilities)2017-12-31$62,138,890
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,151,486
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$170,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,097,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,393,994
Income. Interest from US Government securities2017-12-31$489,298
Income. Interest from corporate debt instruments2017-12-31$370,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,935,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,293,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,293,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$72,276
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$22,831,639
Asset value of US Government securities at end of year2017-12-31$41,248,033
Asset value of US Government securities at beginning of year2017-12-31$33,189,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,943,578
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$50,809,562
Employer contributions (assets) at end of year2017-12-31$4,209,093
Employer contributions (assets) at beginning of year2017-12-31$5,351,399
Income. Dividends from common stock2017-12-31$98,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$31,839,879
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$23,402,481
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$20,380,366
Contract administrator fees2017-12-31$620,849
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$5,830,153
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$3,899,781
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,740,651
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$3,603,883
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$24,334,814
Aggregate carrying amount (costs) on sale of assets2017-12-31$24,385,261
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 : U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$477,636
Total unrealized appreciation/depreciation of assets2016-12-31$477,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$49,378,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$44,564,009
Total income from all sources (including contributions)2016-12-31$60,296,549
Total loss/gain on sale of assets2016-12-31$-9,862
Total of all expenses incurred2016-12-31$49,500,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$47,497,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$57,019,378
Value of total assets at end of year2016-12-31$105,530,276
Value of total assets at beginning of year2016-12-31$89,918,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,002,981
Total interest from all sources2016-12-31$676,366
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$502,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$424,224
Administrative expenses professional fees incurred2016-12-31$1,094,871
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,575,316
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$51,170
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$881,584
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$732,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$45,649,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$40,612,097
Other income not declared elsewhere2016-12-31$335,510
Administrative expenses (other) incurred2016-12-31$144,886
Liabilities. Value of operating payables at end of year2016-12-31$125,183
Liabilities. Value of operating payables at beginning of year2016-12-31$421,866
Total non interest bearing cash at end of year2016-12-31$2,139,570
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$10,796,528
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,151,486
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$45,354,958
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$141,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,393,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,104,496
Income. Interest from US Government securities2016-12-31$286,883
Income. Interest from corporate debt instruments2016-12-31$318,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,293,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$11,328,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$11,328,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$71,167
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$22,878,027
Asset value of US Government securities at end of year2016-12-31$33,189,648
Asset value of US Government securities at beginning of year2016-12-31$18,685,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,294,639
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$52,392,892
Employer contributions (assets) at end of year2016-12-31$5,351,399
Employer contributions (assets) at beginning of year2016-12-31$4,460,212
Income. Dividends from common stock2016-12-31$78,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$24,619,013
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$20,380,366
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$22,354,663
Contract administrator fees2016-12-31$621,249
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
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$3,899,781
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,252,554
Liabilities. Value of benefit claims payable at end of year2016-12-31$3,603,883
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$3,530,046
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$23,791,679
Aggregate carrying amount (costs) on sale of assets2016-12-31$23,801,541
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2016-12-31300702322
2015 : U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,316,831
Total unrealized appreciation/depreciation of assets2015-12-31$-1,316,831
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$44,564,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$38,383,142
Total income from all sources (including contributions)2015-12-31$51,086,631
Total loss/gain on sale of assets2015-12-31$918,420
Total of all expenses incurred2015-12-31$50,440,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$48,431,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$50,028,031
Value of total assets at end of year2015-12-31$89,918,967
Value of total assets at beginning of year2015-12-31$83,091,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,009,262
Total interest from all sources2015-12-31$740,840
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,118,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,030,090
Administrative expenses professional fees incurred2015-12-31$1,033,572
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$53,080
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,651,224
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$732,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$593,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$40,612,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$34,224,067
Other income not declared elsewhere2015-12-31$391,491
Administrative expenses (other) incurred2015-12-31$236,264
Liabilities. Value of operating payables at end of year2015-12-31$421,866
Liabilities. Value of operating payables at beginning of year2015-12-31$474,849
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$646,276
Value of net assets at end of year (total assets less liabilities)2015-12-31$45,354,958
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,708,682
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$136,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,104,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,867,821
Income. Interest from US Government securities2015-12-31$65,456
Income. Interest from corporate debt instruments2015-12-31$436,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$11,328,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,311,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,311,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$239,165
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$22,882,560
Asset value of US Government securities at end of year2015-12-31$18,685,617
Asset value of US Government securities at beginning of year2015-12-31$16,404,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-793,416
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$46,323,727
Employer contributions (assets) at end of year2015-12-31$4,460,212
Employer contributions (assets) at beginning of year2015-12-31$3,480,745
Income. Dividends from common stock2015-12-31$88,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$25,548,533
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$22,354,663
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$19,007,775
Contract administrator fees2015-12-31$603,090
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
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,252,554
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$4,425,682
Liabilities. Value of benefit claims payable at end of year2015-12-31$3,530,046
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,684,226
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$43,233,958
Aggregate carrying amount (costs) on sale of assets2015-12-31$42,315,538
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 & CONSULTANTS
Accountancy firm EIN2015-12-31300702322
2014 : U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$12,344
Total unrealized appreciation/depreciation of assets2014-12-31$12,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$38,383,142
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$34,256,014
Total income from all sources (including contributions)2014-12-31$45,707,178
Total loss/gain on sale of assets2014-12-31$102,727
Total of all expenses incurred2014-12-31$42,864,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$40,970,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$43,514,245
Value of total assets at end of year2014-12-31$83,091,824
Value of total assets at beginning of year2014-12-31$76,122,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,893,967
Total interest from all sources2014-12-31$397,958
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$646,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$562,217
Administrative expenses professional fees incurred2014-12-31$937,058
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$45,356
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,077,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$593,690
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$740,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$34,224,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$30,911,796
Other income not declared elsewhere2014-12-31$470,463
Administrative expenses (other) incurred2014-12-31$225,019
Liabilities. Value of operating payables at end of year2014-12-31$474,849
Liabilities. Value of operating payables at beginning of year2014-12-31$351,021
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$2,842,667
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,708,682
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$41,866,015
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$152,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,867,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,218,825
Income. Interest from US Government securities2014-12-31$78,707
Income. Interest from corporate debt instruments2014-12-31$254,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,311,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$20,386,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$20,386,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$64,483
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$18,809,596
Asset value of US Government securities at end of year2014-12-31$16,404,899
Asset value of US Government securities at beginning of year2014-12-31$10,464,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$562,822
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$40,391,340
Employer contributions (assets) at end of year2014-12-31$3,480,745
Employer contributions (assets) at beginning of year2014-12-31$3,163,123
Income. Dividends from common stock2014-12-31$84,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,160,948
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$19,007,775
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$12,263,129
Contract administrator fees2014-12-31$579,708
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
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$4,425,682
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,885,526
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,684,226
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,993,197
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$20,434,411
Aggregate carrying amount (costs) on sale of assets2014-12-31$20,331,684
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 : U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$711,405
Total unrealized appreciation/depreciation of assets2013-12-31$711,405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$34,256,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$32,902,364
Total income from all sources (including contributions)2013-12-31$47,910,312
Total loss/gain on sale of assets2013-12-31$41,500
Total of all expenses incurred2013-12-31$37,797,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$36,084,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$43,564,580
Value of total assets at end of year2013-12-31$76,122,029
Value of total assets at beginning of year2013-12-31$64,655,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,712,316
Total interest from all sources2013-12-31$381,484
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$517,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$450,655
Administrative expenses professional fees incurred2013-12-31$926,386
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,600
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,993,130
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$740,442
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$429,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$30,911,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$28,979,929
Other income not declared elsewhere2013-12-31$327,433
Administrative expenses (other) incurred2013-12-31$99,148
Liabilities. Value of operating payables at end of year2013-12-31$351,021
Liabilities. Value of operating payables at beginning of year2013-12-31$775,881
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$10,113,090
Value of net assets at end of year (total assets less liabilities)2013-12-31$41,866,015
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,752,925
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$126,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,218,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,395,505
Income. Interest from US Government securities2013-12-31$43,210
Income. Interest from corporate debt instruments2013-12-31$247,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$20,386,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$11,918,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$11,918,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$90,990
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$16,030,661
Asset value of US Government securities at end of year2013-12-31$10,464,111
Asset value of US Government securities at beginning of year2013-12-31$14,149,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,366,901
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$40,569,850
Employer contributions (assets) at end of year2013-12-31$3,163,123
Employer contributions (assets) at beginning of year2013-12-31$4,218,772
Income. Dividends from common stock2013-12-31$66,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,054,245
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$12,263,129
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$8,565,688
Contract administrator fees2013-12-31$560,560
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
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,885,526
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,978,851
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,993,197
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,146,554
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$16,326,414
Aggregate carrying amount (costs) on sale of assets2013-12-31$16,284,914
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 : U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$228,571
Total unrealized appreciation/depreciation of assets2012-12-31$228,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,902,364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,866,885
Total income from all sources (including contributions)2012-12-31$42,869,416
Total loss/gain on sale of assets2012-12-31$-84,736
Total of all expenses incurred2012-12-31$35,689,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$34,025,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$39,818,116
Value of total assets at end of year2012-12-31$64,655,289
Value of total assets at beginning of year2012-12-31$53,439,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,663,421
Total interest from all sources2012-12-31$439,049
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$492,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$424,992
Administrative expenses professional fees incurred2012-12-31$887,164
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$33,174
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$429,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$331,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$28,979,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$26,227,861
Other income not declared elsewhere2012-12-31$372,313
Administrative expenses (other) incurred2012-12-31$111,414
Liabilities. Value of operating payables at end of year2012-12-31$775,881
Liabilities. Value of operating payables at beginning of year2012-12-31$149,487
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$7,180,141
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,752,925
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,572,784
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$123,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,395,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,367,290
Income. Interest from US Government securities2012-12-31$69,377
Income. Interest from corporate debt instruments2012-12-31$319,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$11,918,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,901,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,901,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$50,065
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$15,169,829
Asset value of US Government securities at end of year2012-12-31$14,149,094
Asset value of US Government securities at beginning of year2012-12-31$8,194,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,603,224
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$39,784,942
Employer contributions (assets) at end of year2012-12-31$4,218,772
Employer contributions (assets) at beginning of year2012-12-31$2,909,002
Income. Dividends from common stock2012-12-31$67,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$18,856,025
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$8,565,688
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$11,041,531
Contract administrator fees2012-12-31$540,873
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
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,978,851
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,694,823
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,146,554
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,489,537
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$14,620,859
Aggregate carrying amount (costs) on sale of assets2012-12-31$14,705,595
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2012-12-31300702322
2011 : U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-384,006
Total unrealized appreciation/depreciation of assets2011-12-31$-384,006
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,866,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$29,137,356
Total income from all sources (including contributions)2011-12-31$33,512,103
Total loss/gain on sale of assets2011-12-31$-191,590
Total of all expenses incurred2011-12-31$32,649,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$31,050,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$33,252,502
Value of total assets at end of year2011-12-31$53,439,669
Value of total assets at beginning of year2011-12-31$52,847,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,599,191
Total interest from all sources2011-12-31$674,519
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$428,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$378,609
Administrative expenses professional fees incurred2011-12-31$848,428
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$131,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$331,764
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$454,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$26,227,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$25,708,617
Other income not declared elsewhere2011-12-31$666,720
Administrative expenses (other) incurred2011-12-31$108,933
Liabilities. Value of operating payables at end of year2011-12-31$149,487
Liabilities. Value of operating payables at beginning of year2011-12-31$181,084
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$862,279
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,572,784
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,710,505
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$112,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,367,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,532,313
Income. Interest from US Government securities2011-12-31$212,184
Income. Interest from corporate debt instruments2011-12-31$433,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,901,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,249,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,249,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$28,795
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$14,014,959
Asset value of US Government securities at end of year2011-12-31$8,194,247
Asset value of US Government securities at beginning of year2011-12-31$10,146,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-934,569
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$33,120,702
Employer contributions (assets) at end of year2011-12-31$2,909,002
Employer contributions (assets) at beginning of year2011-12-31$1,468,937
Income. Dividends from common stock2011-12-31$49,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,035,674
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$11,041,531
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$9,961,969
Contract administrator fees2011-12-31$529,181
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,694,823
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,034,570
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,489,537
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,247,655
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$12,766,987
Aggregate carrying amount (costs) on sale of assets2011-12-31$12,958,577
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 : U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$73,731
Total unrealized appreciation/depreciation of assets2010-12-31$73,731
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$29,137,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$28,015,415
Total income from all sources (including contributions)2010-12-31$32,068,751
Total loss/gain on sale of assets2010-12-31$237,452
Total of all expenses incurred2010-12-31$31,805,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$30,210,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$28,113,631
Value of total assets at end of year2010-12-31$52,847,861
Value of total assets at beginning of year2010-12-31$51,462,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,595,370
Total interest from all sources2010-12-31$794,494
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$389,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$345,359
Administrative expenses professional fees incurred2010-12-31$781,254
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$295,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$454,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$986,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$25,708,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$25,722,123
Other income not declared elsewhere2010-12-31$842,001
Administrative expenses (other) incurred2010-12-31$169,484
Liabilities. Value of operating payables at end of year2010-12-31$181,084
Liabilities. Value of operating payables at beginning of year2010-12-31$138,707
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$263,251
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,710,505
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,447,254
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$108,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,532,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,569,053
Income. Interest from US Government securities2010-12-31$309,317
Income. Interest from corporate debt instruments2010-12-31$434,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,249,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$12,319,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$12,319,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$51,171
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$12,113,019
Asset value of US Government securities at end of year2010-12-31$10,146,014
Asset value of US Government securities at beginning of year2010-12-31$11,200,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,617,896
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$27,818,163
Employer contributions (assets) at end of year2010-12-31$1,468,937
Employer contributions (assets) at beginning of year2010-12-31$2,407,918
Income. Dividends from common stock2010-12-31$44,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$18,097,111
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$9,961,969
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$8,331,785
Contract administrator fees2010-12-31$536,439
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,034,570
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,647,253
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,247,655
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,154,585
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$12,290,649
Aggregate carrying amount (costs) on sale of assets2010-12-31$12,053,197
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 U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN

2022: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: U.A. LOCAL NO. 393 HEALTH AND WELFARE PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30036513
Policy instance 4
Insurance contract or identification number30036513
Number of Individuals Covered2707
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $248,234
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 number93
Policy instance 3
Insurance contract or identification number93
Number of Individuals Covered3800
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $26,558,978
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 number600832
Policy instance 2
Insurance contract or identification number600832
Number of Individuals Covered424
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,600,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30685
Policy instance 1
Insurance contract or identification numberHCL30685
Number of Individuals Covered747
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $113,725
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 number93
Policy instance 1
Insurance contract or identification number93
Number of Individuals Covered3665
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $24,866,138
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 number30036513
Policy instance 2
Insurance contract or identification number30036513
Number of Individuals Covered2702
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 $246,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30685
Policy instance 3
Insurance contract or identification numberHCL30685
Number of Individuals Covered761
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 $100,961
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 number600832
Policy instance 4
Insurance contract or identification number600832
Number of Individuals Covered524
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,657,480
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 number93
Policy instance 1
Insurance contract or identification number93
Number of Individuals Covered3643
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $23,514,156
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 number30036513
Policy instance 2
Insurance contract or identification number30036513
Number of Individuals Covered2697
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 $243,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30685
Policy instance 3
Insurance contract or identification numberHCL30685
Number of Individuals Covered800
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $94,061
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 number600832
Policy instance 4
Insurance contract or identification number600832
Number of Individuals Covered591
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $4,127,361
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 number30036513
Policy instance 2
Insurance contract or identification number30036513
Number of Individuals Covered2774
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 $240,670
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30685
Policy instance 3
Insurance contract or identification numberHCL30685
Number of Individuals Covered827
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $88,195
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 number600832
Policy instance 4
Insurance contract or identification number600832
Number of Individuals Covered571
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,175,560
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 number93
Policy instance 1
Insurance contract or identification number93
Number of Individuals Covered3672
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $21,688,519
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 number30036513
Policy instance 2
Insurance contract or identification number30036513
Number of Individuals Covered2656
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 $231,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30685
Policy instance 3
Insurance contract or identification numberHCL30685
Number of Individuals Covered877
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,370
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 number600832
Policy instance 4
Insurance contract or identification number600832
Number of Individuals Covered481
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $2,557,939
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 number93
Policy instance 1
Insurance contract or identification number93
Number of Individuals Covered3502
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $19,489,396
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30685
Policy instance 3
Insurance contract or identification numberHCL30685
Number of Individuals Covered867
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 $66,412
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 number30036513
Policy instance 2
Insurance contract or identification number30036513
Number of Individuals Covered2556
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 $228,645
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 number93 GROUP ROLLUP
Policy instance 1
Insurance contract or identification number93 GROUP ROLLUP
Number of Individuals Covered3453
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $20,449,615
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 number93 GROUP ROLLUP
Policy instance 1
Insurance contract or identification number93 GROUP ROLLUP
Number of Individuals Covered3210
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $17,374,391
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 number30036513
Policy instance 2
Insurance contract or identification number30036513
Number of Individuals Covered2459
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 $208,673
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 number93 GROUP ROLLUP
Policy instance 1
Insurance contract or identification number93 GROUP ROLLUP
Number of Individuals Covered3136
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
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 $17,437,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberN/A
Policy instance 2
Insurance contract or identification numberN/A
Number of Individuals Covered814
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
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $11,315
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 number30036513
Policy instance 3
Insurance contract or identification number30036513
Number of Individuals Covered2270
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 $196,506
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 number93 GROUP ROLLUP
Policy instance 1
Insurance contract or identification number93 GROUP ROLLUP
Number of Individuals Covered3051
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
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 CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $14,353,953
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number503020796
Policy instance 2
Insurance contract or identification number503020796
Number of Individuals Covered816
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
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $65,677
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 number30036513-0001
Policy instance 3
Insurance contract or identification number30036513-0001
Number of Individuals Covered1645
Insurance policy start date2013-02-01
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 $120,127
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 number30036513-0002
Policy instance 4
Insurance contract or identification number30036513-0002
Number of Individuals Covered577
Insurance policy start date2013-02-01
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 $43,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number503020796
Policy instance 2
Insurance contract or identification number503020796
Number of Individuals Covered779
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 providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $60,055
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 number93 GROUP ROLLUP
Policy instance 1
Insurance contract or identification number93 GROUP ROLLUP
Number of Individuals Covered2936
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
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 CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $13,237,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number117
Policy instance 2
Insurance contract or identification number117
Number of Individuals Covered1676
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
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 number93 GROUP ROLLUP
Policy instance 1
Insurance contract or identification number93 GROUP ROLLUP
Number of Individuals Covered2738
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 CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $12,685,358
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number503020796
Policy instance 3
Insurance contract or identification number503020796
Number of Individuals Covered707
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 providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $58,074
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 number600832
Policy instance 4
Insurance contract or identification number600832
Number of Individuals Covered46
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 CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $257,304
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number503020796
Policy instance 3
Insurance contract or identification number503020796
Number of Individuals Covered712
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 providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $62,314
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 number93 GROUP ROLLUP
Policy instance 1
Insurance contract or identification number93 GROUP ROLLUP
Number of Individuals Covered2634
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 CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $11,773,385
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number117
Policy instance 2
Insurance contract or identification number117
Number of Individuals Covered1666
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 $3,277,742
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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