401k Plan data: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND plan

I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 401k Plan overview

Plan Name	I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND
Plan identification number	501

I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness)

401k Sponsoring company profile

BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 504 HEALTH has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 504 HEALTH

Employer identification number (EIN): 956100367

NAIC Classification: 512100
NAIC Description: Motion Picture and Video Industries

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2021-07-01
501 2020-07-01
501 2019-07-01
501 2018-07-01
501 2017-07-01
501 2016-07-01 MILLER KAPLAN ARASE LLP
501 2015-07-01 MILLER KAPLAN ARASE LLP
501 2014-07-01 SANDY S GARCIA SANDY S GARCIA 2016-02-02
501 2013-07-01 MATTHEW CURTO THOMAS LANE SR 2015-04-15
501 2012-07-01 MATTHEW CURTO THOMAS LANE SR 2014-03-26
501 2011-07-01 THOMAS LANE SR MATTHEW CURTO 2013-03-26
501 2009-07-01 MATTHEW CURTO THOMAS LANE SR 2011-03-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2021-07-01
501	2020-07-01
501	2019-07-01
501	2018-07-01
501	2017-07-01
501	2016-07-01	MILLER KAPLAN ARASE LLP
501	2015-07-01	MILLER KAPLAN ARASE LLP
501	2014-07-01	SANDY S GARCIA	SANDY S GARCIA	2016-02-02
501	2013-07-01	MATTHEW CURTO	THOMAS LANE SR	2015-04-15
501	2012-07-01	MATTHEW CURTO	THOMAS LANE SR	2014-03-26
501	2011-07-01	THOMAS LANE SR	MATTHEW CURTO	2013-03-26
501	2009-07-01	MATTHEW CURTO	THOMAS LANE SR	2011-03-14

Plan Statistics for I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND

401k plan membership statisitcs for I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND

Measure Date Value
2021: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year 2021-07-01 95
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 58
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 58
Total participants 2021-07-01 58
Number of employers contributing to the scheme 2021-07-01 4
2020: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year 2020-07-01 121
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 95
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 95
Total participants 2020-07-01 95
Number of employers contributing to the scheme 2020-07-01 4
2019: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year 2019-07-01 119
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 121
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 121
Total participants 2019-07-01 121
Number of employers contributing to the scheme 2019-07-01 4
2018: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year 2018-07-01 111
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 119
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 119
Number of participants with account balances 2018-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
Number of employers contributing to the scheme 2018-07-01 4
2017: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year 2017-07-01 121
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 111
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 111
Number of participants with account balances 2017-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
Number of employers contributing to the scheme 2017-07-01 4
2016: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year 2016-07-01 108
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 121
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 121
Total participants 2016-07-01 121
Number of employers contributing to the scheme 2016-07-01 4
2015: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year 2015-07-01 106
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 108
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 108
Total participants 2015-07-01 108
Number of employers contributing to the scheme 2015-07-01 5
2014: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year 2014-07-01 104
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 106
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 106
Total participants 2014-07-01 106
Number of employers contributing to the scheme 2014-07-01 5
2013: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year 2013-07-01 97
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 104
Total of all active and inactive participants 2013-07-01 104
Total participants 2013-07-01 104
Number of employers contributing to the scheme 2013-07-01 5
2012: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year 2012-07-01 91
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 97
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 97
Total participants 2012-07-01 97
Number of employers contributing to the scheme 2012-07-01 5
2011: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year 2011-07-01 99
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 91
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 91
Total participants 2011-07-01 91
Number of employers contributing to the scheme 2011-07-01 7
2009: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year 2009-07-01 98
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 103
Total of all active and inactive participants 2009-07-01 103
Total participants 2009-07-01 103
Number of employers contributing to the scheme 2009-07-01 8

Measure	Date	Value
2021: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year	2021-07-01	95
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	58
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	58
Total participants	2021-07-01	58
Number of employers contributing to the scheme	2021-07-01	4
2020: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year	2020-07-01	121
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	95
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	95
Total participants	2020-07-01	95
Number of employers contributing to the scheme	2020-07-01	4
2019: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year	2019-07-01	119
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	121
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	121
Total participants	2019-07-01	121
Number of employers contributing to the scheme	2019-07-01	4
2018: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year	2018-07-01	111
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	119
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	119
Number of participants with account balances	2018-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
Number of employers contributing to the scheme	2018-07-01	4
2017: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year	2017-07-01	121
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	111
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	111
Number of participants with account balances	2017-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
Number of employers contributing to the scheme	2017-07-01	4
2016: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year	2016-07-01	108
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	121
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	121
Total participants	2016-07-01	121
Number of employers contributing to the scheme	2016-07-01	4
2015: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year	2015-07-01	106
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	108
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	108
Total participants	2015-07-01	108
Number of employers contributing to the scheme	2015-07-01	5
2014: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year	2014-07-01	104
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	106
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	106
Total participants	2014-07-01	106
Number of employers contributing to the scheme	2014-07-01	5
2013: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year	2013-07-01	97
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	104
Total of all active and inactive participants	2013-07-01	104
Total participants	2013-07-01	104
Number of employers contributing to the scheme	2013-07-01	5
2012: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year	2012-07-01	91
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	97
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	97
Total participants	2012-07-01	97
Number of employers contributing to the scheme	2012-07-01	5
2011: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year	2011-07-01	99
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	91
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	91
Total participants	2011-07-01	91
Number of employers contributing to the scheme	2011-07-01	7
2009: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year	2009-07-01	98
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	103
Total of all active and inactive participants	2009-07-01	103
Total participants	2009-07-01	103
Number of employers contributing to the scheme	2009-07-01	8

Financial Data on I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND

Measure	Date	Value
2022 : I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$-3,356
Total unrealized appreciation/depreciation of assets	2022-06-30	$-3,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$430,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$461,540
Total income from all sources (including contributions)	2022-06-30	$948,055
Total loss/gain on sale of assets	2022-06-30	$3,291
Total of all expenses incurred	2022-06-30	$703,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$576,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$947,079
Value of total assets at end of year	2022-06-30	$2,093,787
Value of total assets at beginning of year	2022-06-30	$1,879,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$126,453
Total interest from all sources	2022-06-30	$1,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Administrative expenses professional fees incurred	2022-06-30	$60,651
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$9,847
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$36,650
Administrative expenses (other) incurred	2022-06-30	$9,626
Liabilities. Value of operating payables at end of year	2022-06-30	$14,142
Liabilities. Value of operating payables at beginning of year	2022-06-30	$12,616
Total non interest bearing cash at end of year	2022-06-30	$43,289
Total non interest bearing cash at beginning of year	2022-06-30	$-94,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$244,871
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$1,662,890
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$1,418,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$1,921,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$1,889,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$1,889,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$1,041
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$576,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$937,232
Employer contributions (assets) at end of year	2022-06-30	$120,614
Employer contributions (assets) at beginning of year	2022-06-30	$43,500
Contract administrator fees	2022-06-30	$56,176
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$416,755
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$448,924
Assets. Value of buildings and other operty used in plan operation at end of year	2022-06-30	$8,715
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-06-30	$4,282
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$532,067
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$528,776
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2022-06-30	952036255
2021 : I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$9,283
Total unrealized appreciation/depreciation of assets	2021-06-30	$9,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$461,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$742,756
Total income from all sources (including contributions)	2021-06-30	$826,470
Total of all expenses incurred	2021-06-30	$922,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$807,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$813,750
Value of total assets at end of year	2021-06-30	$1,879,559
Value of total assets at beginning of year	2021-06-30	$2,256,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$114,743
Total interest from all sources	2021-06-30	$3,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Administrative expenses professional fees incurred	2021-06-30	$49,981
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$3,169
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$36,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$6,041
Administrative expenses (other) incurred	2021-06-30	$10,222
Liabilities. Value of operating payables at end of year	2021-06-30	$12,616
Liabilities. Value of operating payables at beginning of year	2021-06-30	$15,036
Total non interest bearing cash at end of year	2021-06-30	$-94,323
Total non interest bearing cash at beginning of year	2021-06-30	$1,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$-96,118
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$1,418,019
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$1,514,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$1,889,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$2,152,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$2,152,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$3,437
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$807,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$810,581
Employer contributions (assets) at end of year	2021-06-30	$43,500
Employer contributions (assets) at beginning of year	2021-06-30	$91,133
Contract administrator fees	2021-06-30	$54,540
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$448,924
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$727,720
Assets. Value of buildings and other operty used in plan operation at end of year	2021-06-30	$4,282
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-06-30	$5,664
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2021-06-30	952036255
2020 : I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$7,230
Total unrealized appreciation/depreciation of assets	2020-06-30	$7,230
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$742,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$855,313
Total income from all sources (including contributions)	2020-06-30	$1,507,338
Total of all expenses incurred	2020-06-30	$1,292,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,157,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,463,903
Value of total assets at end of year	2020-06-30	$2,256,893
Value of total assets at beginning of year	2020-06-30	$2,154,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$135,406
Total interest from all sources	2020-06-30	$36,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Administrative expenses professional fees incurred	2020-06-30	$75,343
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$2,212
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$6,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$6,408
Administrative expenses (other) incurred	2020-06-30	$7,112
Liabilities. Value of operating payables at end of year	2020-06-30	$15,036
Liabilities. Value of operating payables at beginning of year	2020-06-30	$12,342
Total non interest bearing cash at end of year	2020-06-30	$1,448
Total non interest bearing cash at beginning of year	2020-06-30	$784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$214,715
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$1,514,137
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$1,299,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$2,152,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$2,029,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$2,029,247
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$36,205
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$1,157,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$1,461,691
Employer contributions (assets) at end of year	2020-06-30	$91,133
Employer contributions (assets) at beginning of year	2020-06-30	$114,895
Contract administrator fees	2020-06-30	$52,951
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$727,720
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$842,971
Assets. Value of buildings and other operty used in plan operation at end of year	2020-06-30	$5,664
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-06-30	$3,401
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Unqualified
Accountancy firm name	2020-06-30	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2020-06-30	952036255
2019 : I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$20,533
Total unrealized appreciation/depreciation of assets	2019-06-30	$20,533
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$855,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$703,327
Total income from all sources (including contributions)	2019-06-30	$1,512,330
Total of all expenses incurred	2019-06-30	$1,474,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,356,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,456,149
Value of total assets at end of year	2019-06-30	$2,154,735
Value of total assets at beginning of year	2019-06-30	$1,964,812
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$117,903
Total interest from all sources	2019-06-30	$35,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Administrative expenses professional fees incurred	2019-06-30	$58,881
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$3,948
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$6,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$4,140
Administrative expenses (other) incurred	2019-06-30	$7,236
Liabilities. Value of operating payables at end of year	2019-06-30	$12,342
Liabilities. Value of operating payables at beginning of year	2019-06-30	$13,749
Total non interest bearing cash at end of year	2019-06-30	$784
Total non interest bearing cash at beginning of year	2019-06-30	$-3,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$37,937
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$1,299,422
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$1,261,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$2,029,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$1,859,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$1,859,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$35,648
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$1,356,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$1,452,201
Employer contributions (assets) at end of year	2019-06-30	$114,895
Employer contributions (assets) at beginning of year	2019-06-30	$103,946
Contract administrator fees	2019-06-30	$51,786
Liabilities. Value of benefit claims payable at end of year	2019-06-30	$842,971
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$689,578
Assets. Value of buildings and other operty used in plan operation at end of year	2019-06-30	$3,401
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-06-30	$1,318
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Unqualified
Accountancy firm name	2019-06-30	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2019-06-30	952036255
2018 : I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$-13,875
Total unrealized appreciation/depreciation of assets	2018-06-30	$-13,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$703,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$745,536
Total income from all sources (including contributions)	2018-06-30	$1,405,397
Total of all expenses incurred	2018-06-30	$1,273,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,142,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,396,433
Value of total assets at end of year	2018-06-30	$1,964,812
Value of total assets at beginning of year	2018-06-30	$1,875,499
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$131,431
Total interest from all sources	2018-06-30	$22,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$63,246
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$4,136
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$4,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$3,936
Administrative expenses (other) incurred	2018-06-30	$16,774
Liabilities. Value of operating payables at end of year	2018-06-30	$13,749
Liabilities. Value of operating payables at beginning of year	2018-06-30	$10,050
Total non interest bearing cash at end of year	2018-06-30	$-3,969
Total non interest bearing cash at beginning of year	2018-06-30	$4,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$131,522
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$1,261,485
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$1,129,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$1,859,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$1,772,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$1,772,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$22,839
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$1,142,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$1,392,297
Employer contributions (assets) at end of year	2018-06-30	$103,946
Employer contributions (assets) at beginning of year	2018-06-30	$94,649
Contract administrator fees	2018-06-30	$51,411
Liabilities. Value of benefit claims payable at end of year	2018-06-30	$689,578
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$735,486
Assets. Value of buildings and other operty used in plan operation at end of year	2018-06-30	$1,318
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-06-30	$125
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2018-06-30	952036255
2017 : I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2017 401k financial data
Total plan liabilities at end of year	2017-06-30	$745,536
Total plan liabilities at beginning of year	2017-06-30	$712,068
Total income from all sources	2017-06-30	$1,416,072
Expenses. Total of all expenses incurred	2017-06-30	$1,361,770
Benefits paid (including direct rollovers)	2017-06-30	$1,260,708
Total plan assets at end of year	2017-06-30	$1,875,499
Total plan assets at beginning of year	2017-06-30	$1,787,729
Value of fidelity bond covering the plan	2017-06-30	$500,000
Total contributions received or receivable from participants	2017-06-30	$5,368
Expenses. Other expenses not covered elsewhere	2017-06-30	$101,062
Other income received	2017-06-30	$20,979
Net income (gross income less expenses)	2017-06-30	$54,302
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$1,129,963
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$1,075,661
Total contributions received or receivable from employer(s)	2017-06-30	$1,389,725
2016 : I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2016 401k financial data
Total plan liabilities at end of year	2016-06-30	$712,068
Total plan liabilities at beginning of year	2016-06-30	$533,508
Total income from all sources	2016-06-30	$1,351,229
Expenses. Total of all expenses incurred	2016-06-30	$1,338,005
Benefits paid (including direct rollovers)	2016-06-30	$1,241,078
Total plan assets at end of year	2016-06-30	$1,787,729
Total plan assets at beginning of year	2016-06-30	$1,595,945
Value of fidelity bond covering the plan	2016-06-30	$500,000
Total contributions received or receivable from participants	2016-06-30	$15,470
Expenses. Other expenses not covered elsewhere	2016-06-30	$96,927
Other income received	2016-06-30	$35,357
Net income (gross income less expenses)	2016-06-30	$13,224
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$1,075,661
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$1,062,437
Total contributions received or receivable from employer(s)	2016-06-30	$1,300,402
2015 : I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2015 401k financial data
Total plan liabilities at end of year	2015-06-30	$533,508
Total plan liabilities at beginning of year	2015-06-30	$612,591
Total income from all sources	2015-06-30	$1,429,817
Expenses. Total of all expenses incurred	2015-06-30	$1,041,651
Benefits paid (including direct rollovers)	2015-06-30	$942,215
Total plan assets at end of year	2015-06-30	$1,595,945
Total plan assets at beginning of year	2015-06-30	$1,286,862
Value of fidelity bond covering the plan	2015-06-30	$500,000
Total contributions received or receivable from participants	2015-06-30	$15,900
Expenses. Other expenses not covered elsewhere	2015-06-30	$99,436
Other income received	2015-06-30	$20,759
Net income (gross income less expenses)	2015-06-30	$388,166
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$1,062,437
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$674,271
Total contributions received or receivable from employer(s)	2015-06-30	$1,393,158
2014 : I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2014 401k financial data
Total plan liabilities at end of year	2014-06-30	$612,591
Total plan liabilities at beginning of year	2014-06-30	$593,598
Total income from all sources	2014-06-30	$1,192,685
Expenses. Total of all expenses incurred	2014-06-30	$1,202,469
Benefits paid (including direct rollovers)	2014-06-30	$1,116,687
Total plan assets at end of year	2014-06-30	$1,286,862
Total plan assets at beginning of year	2014-06-30	$1,277,653
Value of fidelity bond covering the plan	2014-06-30	$90,000
Total contributions received or receivable from participants	2014-06-30	$11,579
Expenses. Other expenses not covered elsewhere	2014-06-30	$85,782
Other income received	2014-06-30	$17,301
Net income (gross income less expenses)	2014-06-30	$-9,784
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$674,271
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$684,055
Total contributions received or receivable from employer(s)	2014-06-30	$1,163,805
2013 : I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2013 401k financial data
Total plan liabilities at end of year	2013-06-30	$593,598
Total plan liabilities at beginning of year	2013-06-30	$561,862
Total income from all sources	2013-06-30	$938,792
Expenses. Total of all expenses incurred	2013-06-30	$1,034,653
Benefits paid (including direct rollovers)	2013-06-30	$954,881
Total plan assets at end of year	2013-06-30	$1,277,653
Total plan assets at beginning of year	2013-06-30	$1,341,778
Value of fidelity bond covering the plan	2013-06-30	$90,000
Total contributions received or receivable from participants	2013-06-30	$16,093
Expenses. Other expenses not covered elsewhere	2013-06-30	$79,772
Other income received	2013-06-30	$-11,271
Net income (gross income less expenses)	2013-06-30	$-95,861
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$684,055
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$779,916
Total contributions received or receivable from employer(s)	2013-06-30	$933,970
2012 : I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2012 401k financial data
Total plan liabilities at end of year	2012-06-30	$561,862
Total plan liabilities at beginning of year	2012-06-30	$434,766
Total income from all sources	2012-06-30	$1,085,249
Expenses. Total of all expenses incurred	2012-06-30	$950,823
Benefits paid (including direct rollovers)	2012-06-30	$872,088
Total plan assets at end of year	2012-06-30	$1,341,778
Total plan assets at beginning of year	2012-06-30	$1,080,256
Value of fidelity bond covering the plan	2012-06-30	$90,000
Total contributions received or receivable from participants	2012-06-30	$11,281
Expenses. Other expenses not covered elsewhere	2012-06-30	$78,735
Other income received	2012-06-30	$9,171
Net income (gross income less expenses)	2012-06-30	$134,426
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$779,916
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$645,490
Total contributions received or receivable from employer(s)	2012-06-30	$1,064,797
2011 : I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2011 401k financial data
Total plan liabilities at end of year	2011-06-30	$434,766
Total plan liabilities at beginning of year	2011-06-30	$362,237
Total income from all sources	2011-06-30	$981,478
Expenses. Total of all expenses incurred	2011-06-30	$875,558
Benefits paid (including direct rollovers)	2011-06-30	$803,133
Total plan assets at end of year	2011-06-30	$1,080,256
Total plan assets at beginning of year	2011-06-30	$901,807
Value of fidelity bond covering the plan	2011-06-30	$500,000
Total contributions received or receivable from participants	2011-06-30	$15,945
Expenses. Other expenses not covered elsewhere	2011-06-30	$72,425
Other income received	2011-06-30	$11,289
Net income (gross income less expenses)	2011-06-30	$105,920
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$645,490
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$539,570
Total contributions received or receivable from employer(s)	2011-06-30	$954,244

Form 5500 Responses for I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND

2021: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: I.A.T.S.E. LOCAL 504 HEALTH AND WELFARE TRUST FUND 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )

Policy contract number

G-3116, C-4400

Policy instance

Insurance contract or identification number	G-3116, C-4400
Number of Individuals Covered	44
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $2,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

75612

Policy instance

Insurance contract or identification number	75612
Number of Individuals Covered	100
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $17,482
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

0920057

Policy instance

Insurance contract or identification number	0920057
Number of Individuals Covered	49
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $128,742
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 number

101488

Policy instance

Insurance contract or identification number	101488
Number of Individuals Covered	87
Insurance policy start date	2021-02-01
Insurance policy end date	2022-01-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $396,392
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 number

101488

Policy instance

Insurance contract or identification number	101488
Number of Individuals Covered	108
Insurance policy start date	2020-02-01
Insurance policy end date	2021-01-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $550,216
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

0920057

Policy instance

Insurance contract or identification number	0920057
Number of Individuals Covered	94
Insurance policy start date	2020-02-01
Insurance policy end date	2020-12-31
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $346,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

75612

Policy instance

Insurance contract or identification number	75612
Number of Individuals Covered	87
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $25,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )

Policy contract number

G-3116, C-4400

Policy instance

Insurance contract or identification number	G-3116, C-4400
Number of Individuals Covered	95
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $2,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )

Policy contract number

G-3116, C-4400

Policy instance

Insurance contract or identification number	G-3116, C-4400
Number of Individuals Covered	124
Insurance policy start date	2018-10-01
Insurance policy end date	2019-09-30
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $2,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

75612

Policy instance

Insurance contract or identification number	75612
Number of Individuals Covered	194
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $35,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

ZB431A

Policy instance

Insurance contract or identification number	ZB431A
Number of Individuals Covered	48
Insurance policy start date	2019-07-01
Insurance policy end date	2020-01-31
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,393
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

69590A

Policy instance

Insurance contract or identification number	69590A
Number of Individuals Covered	48
Insurance policy start date	2019-07-01
Insurance policy end date	2020-01-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $386,512
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 number

101488

Policy instance

Insurance contract or identification number	101488
Number of Individuals Covered	122
Insurance policy start date	2019-02-01
Insurance policy end date	2020-01-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $560,669
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 number

101488

Policy instance

Insurance contract or identification number	101488
Number of Individuals Covered	103
Insurance policy start date	2018-02-01
Insurance policy end date	2019-01-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $560,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

69590A

Policy instance

Insurance contract or identification number	69590A
Number of Individuals Covered	45
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $556,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

ZB431A

Policy instance

Insurance contract or identification number	ZB431A
Number of Individuals Covered	45
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $5,726
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

75612

Policy instance

Insurance contract or identification number	75612
Number of Individuals Covered	205
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $32,735
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )

Policy contract number

G-3116, C-4400

Policy instance

Insurance contract or identification number	G-3116, C-4400
Number of Individuals Covered	112
Insurance policy start date	2017-10-01
Insurance policy end date	2018-09-30
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $2,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )

Policy contract number

G-3116, C-4400

Policy instance

Insurance contract or identification number	G-3116, C-4400
Number of Individuals Covered	121
Insurance policy start date	2016-10-01
Insurance policy end date	2017-09-30
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $2,882
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

75612

Policy instance

Insurance contract or identification number	75612
Number of Individuals Covered	173
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $33,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

ZB431A

Policy instance

Insurance contract or identification number	ZB431A
Number of Individuals Covered	43
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $6,675
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

69590A

Policy instance

Insurance contract or identification number	69590A
Number of Individuals Covered	43
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $620,079
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 number

101488

Policy instance

Insurance contract or identification number	101488
Number of Individuals Covered	104
Insurance policy start date	2017-02-01
Insurance policy end date	2018-01-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $478,126
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 504 HEALTH
Employer identification number (EIN):	956100367
NAIC Classification:	512100
NAIC Description:	Motion Picture and Video Industries