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I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 401k Plan overview

Plan NameI.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND
Plan identification number 501

I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 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, I.A.T.S.E. LOCAL NO. 33 HEALTH AND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, I.A.T.S.E. LOCAL NO. 33 HEALTH AND
Employer identification number (EIN):956125213
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01MILLER KAPLAN ARASE LLP
5012016-01-01MILLER KAPLAN ARASE LLP
5012015-01-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-10-17
5012014-01-01SANDY S GARCIA SANDY S GARCIA2015-10-15
5012013-01-01JANE LESLIE SETH STEVELMAN2014-10-14
5012012-01-01JANE LESLIE SETH STEVELMAN2013-10-04
5012011-01-01WILLIAM MORNER STEVEN BERKOWITZ2012-09-20
5012010-01-01WILLIAM MORNER STEVEN BERKOWITZ2011-09-15
5012009-01-01CHIEMI WATANABE CHIEMI WATANABE2010-10-15

Plan Statistics for I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND

401k plan membership statisitcs for I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01780
Total number of active participants reported on line 7a of the Form 55002022-01-01463
Number of retired or separated participants receiving benefits2022-01-01328
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01791
Total participants2022-01-01791
Number of employers contributing to the scheme2022-01-0181
2021: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01949
Total number of active participants reported on line 7a of the Form 55002021-01-01445
Number of retired or separated participants receiving benefits2021-01-01335
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01780
Total participants2021-01-01780
Number of employers contributing to the scheme2021-01-0170
2020: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01944
Total number of active participants reported on line 7a of the Form 55002020-01-01535
Number of retired or separated participants receiving benefits2020-01-01353
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0161
Total participants2020-01-01949
Number of employers contributing to the scheme2020-01-0166
2019: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01916
Total number of active participants reported on line 7a of the Form 55002019-01-01559
Number of retired or separated participants receiving benefits2019-01-01331
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0154
Total participants2019-01-01944
Number of employers contributing to the scheme2019-01-0185
2018: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,394
Total number of active participants reported on line 7a of the Form 55002018-01-01548
Number of retired or separated participants receiving benefits2018-01-01368
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01916
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0179
2017: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,363
Total number of active participants reported on line 7a of the Form 55002017-01-011,020
Number of retired or separated participants receiving benefits2017-01-01374
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,394
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0183
2016: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,333
Total number of active participants reported on line 7a of the Form 55002016-01-01970
Number of retired or separated participants receiving benefits2016-01-01393
Total of all active and inactive participants2016-01-011,363
Total participants2016-01-011,363
Number of employers contributing to the scheme2016-01-0164
2015: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,300
Total number of active participants reported on line 7a of the Form 55002015-01-01942
Number of retired or separated participants receiving benefits2015-01-01391
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,333
Total participants2015-01-011,333
Number of employers contributing to the scheme2015-01-0148
2014: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,896
Total number of active participants reported on line 7a of the Form 55002014-01-01914
Number of retired or separated participants receiving benefits2014-01-01386
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,300
Total participants2014-01-011,300
Number of employers contributing to the scheme2014-01-0151
2013: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,007
Total number of active participants reported on line 7a of the Form 55002013-01-011,467
Number of retired or separated participants receiving benefits2013-01-01429
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,896
Total participants2013-01-011,896
Number of employers contributing to the scheme2013-01-0152
2012: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,010
Total number of active participants reported on line 7a of the Form 55002012-01-011,619
Number of retired or separated participants receiving benefits2012-01-01388
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012,007
Total participants2012-01-012,007
Number of employers contributing to the scheme2012-01-0149
2011: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,931
Total number of active participants reported on line 7a of the Form 55002011-01-011,644
Number of retired or separated participants receiving benefits2011-01-01366
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012,010
Total participants2011-01-012,010
Number of employers contributing to the scheme2011-01-0153
2010: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-01-011,862
Total number of active participants reported on line 7a of the Form 55002010-01-011,572
Number of retired or separated participants receiving benefits2010-01-01359
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011,931
Total participants2010-01-011,931
Number of employers contributing to the scheme2010-01-0161
2009: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,994
Total number of active participants reported on line 7a of the Form 55002009-01-011,523
Number of retired or separated participants receiving benefits2009-01-01339
Total of all active and inactive participants2009-01-011,862
Total participants2009-01-011,862

Financial Data on I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022 : I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,845
Total unrealized appreciation/depreciation of assets2022-12-31$-7,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,505,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,046,403
Total income from all sources (including contributions)2022-12-31$15,248,467
Total of all expenses incurred2022-12-31$13,299,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,535,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,411,622
Value of total assets at end of year2022-12-31$14,406,270
Value of total assets at beginning of year2022-12-31$10,997,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$763,819
Total interest from all sources2022-12-31$47,843
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$141,375
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$141,375
Administrative expenses professional fees incurred2022-12-31$284,331
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,059,957
Assets. Other investments not covered elsewhere at end of year2022-12-31$677,696
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$405,541
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$17,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$140,231
Other income not declared elsewhere2022-12-31$1,025
Administrative expenses (other) incurred2022-12-31$141,017
Liabilities. Value of operating payables at end of year2022-12-31$1,917,882
Liabilities. Value of operating payables at beginning of year2022-12-31$1,782,568
Total non interest bearing cash at end of year2022-12-31$3,617,735
Total non interest bearing cash at beginning of year2022-12-31$3,644,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,949,465
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,900,628
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$951,163
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$23,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,672,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,565,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,409,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,419,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,419,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$47,843
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$12,535,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-345,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,351,665
Employer contributions (assets) at end of year2022-12-31$957,364
Employer contributions (assets) at beginning of year2022-12-31$778,361
Contract administrator fees2022-12-31$315,188
Liabilities. Value of benefit claims payable at end of year2022-12-31$9,587,760
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$8,263,835
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$53,618
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$44,387
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$17,186
Total unrealized appreciation/depreciation of assets2021-12-31$17,186
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,046,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,509,302
Total income from all sources (including contributions)2021-12-31$12,296,756
Total loss/gain on sale of assets2021-12-31$-794
Total of all expenses incurred2021-12-31$14,098,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,446,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,987,022
Value of total assets at end of year2021-12-31$10,997,566
Value of total assets at beginning of year2021-12-31$9,261,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$651,984
Total interest from all sources2021-12-31$609
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$81,990
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$81,990
Administrative expenses professional fees incurred2021-12-31$250,077
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,119,903
Assets. Other investments not covered elsewhere at end of year2021-12-31$405,541
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$389,149
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$140,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$32,963
Other income not declared elsewhere2021-12-31$245,453
Administrative expenses (other) incurred2021-12-31$113,130
Liabilities. Value of operating payables at end of year2021-12-31$1,782,568
Liabilities. Value of operating payables at beginning of year2021-12-31$237,282
Total non interest bearing cash at end of year2021-12-31$3,644,962
Total non interest bearing cash at beginning of year2021-12-31$789,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,801,318
Value of net assets at end of year (total assets less liabilities)2021-12-31$951,163
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,752,481
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$23,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,565,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,517,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,419,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,668,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,668,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$609
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$13,446,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-34,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,867,119
Employer contributions (assets) at end of year2021-12-31$778,361
Employer contributions (assets) at beginning of year2021-12-31$825,779
Contract administrator fees2021-12-31$265,035
Liabilities. Value of benefit claims payable at end of year2021-12-31$8,263,835
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$6,272,020
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$44,387
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$38,496
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 carrying amount (costs) on sale of assets2021-12-31$794
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$-28,616
Total unrealized appreciation/depreciation of assets2020-12-31$-28,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,509,302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,074,194
Total income from all sources (including contributions)2020-12-31$9,099,932
Total loss/gain on sale of assets2020-12-31$30,423
Total of all expenses incurred2020-12-31$14,075,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,426,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,868,796
Value of total assets at end of year2020-12-31$9,261,783
Value of total assets at beginning of year2020-12-31$15,801,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$648,194
Total interest from all sources2020-12-31$24,585
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$100,158
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$100,158
Administrative expenses professional fees incurred2020-12-31$251,534
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,023,001
Assets. Other investments not covered elsewhere at end of year2020-12-31$389,149
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$887,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$32,963
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$45,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$972,101
Administrative expenses (other) incurred2020-12-31$102,060
Liabilities. Value of operating payables at end of year2020-12-31$237,282
Liabilities. Value of operating payables at beginning of year2020-12-31$90,107
Total non interest bearing cash at end of year2020-12-31$789,326
Total non interest bearing cash at beginning of year2020-12-31$1,815,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-4,975,200
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,752,481
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,727,681
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$31,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,517,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,313,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,668,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,911,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,911,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$24,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$13,426,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$104,586
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$5,845,795
Employer contributions (assets) at end of year2020-12-31$825,779
Employer contributions (assets) at beginning of year2020-12-31$829,053
Contract administrator fees2020-12-31$262,754
Liabilities. Value of benefit claims payable at end of year2020-12-31$6,272,020
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$7,011,986
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$38,496
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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$500,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$469,577
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,074,194
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,074,194
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,837,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,837,808
Total income from all sources (including contributions)2019-12-31$15,266,516
Total income from all sources (including contributions)2019-12-31$15,266,516
Total of all expenses incurred2019-12-31$14,176,710
Total of all expenses incurred2019-12-31$14,176,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,380,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,380,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,761,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,761,066
Value of total assets at end of year2019-12-31$15,801,875
Value of total assets at end of year2019-12-31$15,801,875
Value of total assets at beginning of year2019-12-31$17,475,683
Value of total assets at beginning of year2019-12-31$17,475,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$796,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$796,599
Total interest from all sources2019-12-31$66,454
Total interest from all sources2019-12-31$66,454
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$149,145
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$149,145
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$149,145
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$149,145
Administrative expenses professional fees incurred2019-12-31$342,582
Administrative expenses professional fees incurred2019-12-31$342,582
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$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$887,341
Assets. Other investments not covered elsewhere at end of year2019-12-31$887,341
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$816,809
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$816,809
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,475,576
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,475,576
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$45,249
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$45,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$30,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$30,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$972,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$972,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,019,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,019,904
Other income not declared elsewhere2019-12-31$72,742
Other income not declared elsewhere2019-12-31$72,742
Administrative expenses (other) incurred2019-12-31$136,049
Administrative expenses (other) incurred2019-12-31$136,049
Liabilities. Value of operating payables at end of year2019-12-31$90,107
Liabilities. Value of operating payables at end of year2019-12-31$90,107
Liabilities. Value of operating payables at beginning of year2019-12-31$122,424
Liabilities. Value of operating payables at beginning of year2019-12-31$122,424
Total non interest bearing cash at end of year2019-12-31$1,815,259
Total non interest bearing cash at end of year2019-12-31$1,815,259
Total non interest bearing cash at beginning of year2019-12-31$7,518,583
Total non interest bearing cash at beginning of year2019-12-31$7,518,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,089,806
Value of net income/loss2019-12-31$1,089,806
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,727,681
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,727,681
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,637,875
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,637,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,214
Investment advisory and management fees2019-12-31$14,214
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,313,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,313,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,946,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,946,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,911,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,911,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,204,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,204,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,204,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,204,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$66,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$66,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$217,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$217,109
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$11,285,490
Contributions received in cash from employer2019-12-31$11,285,490
Employer contributions (assets) at end of year2019-12-31$829,053
Employer contributions (assets) at end of year2019-12-31$829,053
Employer contributions (assets) at beginning of year2019-12-31$958,805
Employer contributions (assets) at beginning of year2019-12-31$958,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,380,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,380,111
Contract administrator fees2019-12-31$303,754
Contract administrator fees2019-12-31$303,754
Liabilities. Value of benefit claims payable at end of year2019-12-31$7,011,986
Liabilities. Value of benefit claims payable at end of year2019-12-31$7,011,986
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$6,695,480
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$6,695,480
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
Accountancy firm EIN2019-12-31952036255
2018 : I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-10,309
Total unrealized appreciation/depreciation of assets2018-12-31$-10,309
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,837,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,439,621
Total income from all sources (including contributions)2018-12-31$15,191,657
Total of all expenses incurred2018-12-31$14,959,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,257,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,123,371
Value of total assets at end of year2018-12-31$17,475,683
Value of total assets at beginning of year2018-12-31$12,845,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$701,865
Total interest from all sources2018-12-31$75,134
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$157,045
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$157,045
Administrative expenses professional fees incurred2018-12-31$348,251
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,615,357
Assets. Other investments not covered elsewhere at end of year2018-12-31$816,809
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$505,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$30,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$30,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,019,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$62,337
Liabilities. Value of operating payables at end of year2018-12-31$122,424
Liabilities. Value of operating payables at beginning of year2018-12-31$76,766
Total non interest bearing cash at end of year2018-12-31$7,518,583
Total non interest bearing cash at beginning of year2018-12-31$178,929
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$232,111
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,637,875
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,405,764
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$29,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,946,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,895,636
Interest earned on other investments2018-12-31$118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,204,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,385,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,385,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$75,016
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$14,257,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-153,584
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$11,508,014
Employer contributions (assets) at end of year2018-12-31$958,805
Employer contributions (assets) at beginning of year2018-12-31$849,719
Contract administrator fees2018-12-31$262,132
Liabilities. Value of benefit claims payable at end of year2018-12-31$6,695,480
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$6,362,855
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,439,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,730,652
Total income from all sources (including contributions)2017-12-31$14,812,333
Total of all expenses incurred2017-12-31$14,329,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,663,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,625,385
Value of total assets at end of year2017-12-31$12,845,385
Value of total assets at beginning of year2017-12-31$12,653,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$665,858
Total interest from all sources2017-12-31$39,923
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$127,971
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$127,971
Administrative expenses professional fees incurred2017-12-31$321,931
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,431,440
Assets. Other investments not covered elsewhere at end of year2017-12-31$505,118
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$30,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$43,061
Other income not declared elsewhere2017-12-31$5,118
Administrative expenses (other) incurred2017-12-31$95,886
Liabilities. Value of operating payables at end of year2017-12-31$76,766
Liabilities. Value of operating payables at beginning of year2017-12-31$686,626
Total non interest bearing cash at end of year2017-12-31$178,929
Total non interest bearing cash at beginning of year2017-12-31$184,449
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$482,853
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,405,764
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,922,911
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$20,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,895,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,753,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,385,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,710,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,710,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$39,923
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$13,663,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,936
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$11,193,945
Employer contributions (assets) at end of year2017-12-31$849,719
Employer contributions (assets) at beginning of year2017-12-31$961,424
Contract administrator fees2017-12-31$227,370
Liabilities. Value of benefit claims payable at end of year2017-12-31$6,362,855
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6,044,026
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,730,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,859,350
Total income from all sources (including contributions)2016-12-31$13,597,466
Total of all expenses incurred2016-12-31$14,108,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,550,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,346,699
Value of total assets at end of year2016-12-31$12,653,563
Value of total assets at beginning of year2016-12-31$12,293,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$558,049
Total interest from all sources2016-12-31$6,972
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$131,280
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$131,280
Administrative expenses professional fees incurred2016-12-31$233,735
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,469,033
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$43,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$776,298
Other income not declared elsewhere2016-12-31$16,339
Administrative expenses (other) incurred2016-12-31$96,653
Liabilities. Value of operating payables at end of year2016-12-31$686,626
Liabilities. Value of operating payables at beginning of year2016-12-31$117,958
Total non interest bearing cash at end of year2016-12-31$184,449
Total non interest bearing cash at beginning of year2016-12-31$202,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-510,837
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,922,911
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,433,748
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$17,981
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,753,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,066,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,710,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,098,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,098,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,972
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$13,550,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$96,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$9,877,666
Employer contributions (assets) at end of year2016-12-31$961,424
Employer contributions (assets) at beginning of year2016-12-31$1,148,350
Contract administrator fees2016-12-31$209,680
Liabilities. Value of benefit claims payable at end of year2016-12-31$6,044,026
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$5,741,392
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,859,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,497,166
Total income from all sources (including contributions)2015-12-31$13,628,269
Total of all expenses incurred2015-12-31$13,818,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,332,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,056,283
Value of total assets at end of year2015-12-31$12,293,098
Value of total assets at beginning of year2015-12-31$12,121,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$486,277
Total interest from all sources2015-12-31$446
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$139,508
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$139,508
Administrative expenses professional fees incurred2015-12-31$207,992
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,983,130
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$776,298
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$58,964
Administrative expenses (other) incurred2015-12-31$72,894
Liabilities. Value of operating payables at end of year2015-12-31$117,958
Liabilities. Value of operating payables at beginning of year2015-12-31$266,158
Total non interest bearing cash at end of year2015-12-31$202,977
Total non interest bearing cash at beginning of year2015-12-31$138,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-190,182
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,433,748
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,623,930
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$17,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,066,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,051,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,098,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,667,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,667,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$446
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$13,332,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$432,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$10,073,153
Employer contributions (assets) at end of year2015-12-31$1,148,350
Employer contributions (assets) at beginning of year2015-12-31$2,203,900
Contract administrator fees2015-12-31$187,538
Liabilities. Value of benefit claims payable at end of year2015-12-31$5,741,392
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$5,231,008
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
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 name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,497,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,604,371
Total income from all sources (including contributions)2014-12-31$12,697,130
Total of all expenses incurred2014-12-31$12,819,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,327,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,528,888
Value of total assets at end of year2014-12-31$12,121,096
Value of total assets at beginning of year2014-12-31$11,350,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$491,368
Total interest from all sources2014-12-31$657
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$142,921
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$142,921
Administrative expenses professional fees incurred2014-12-31$191,325
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,741,388
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$58,964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$47,946
Administrative expenses (other) incurred2014-12-31$93,393
Liabilities. Value of operating payables at end of year2014-12-31$266,158
Liabilities. Value of operating payables at beginning of year2014-12-31$78,335
Total non interest bearing cash at end of year2014-12-31$138,790
Total non interest bearing cash at beginning of year2014-12-31$235,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-122,190
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,623,930
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,746,120
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$17,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,051,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,888,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,667,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,495,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,495,173
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$657
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$12,327,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$24,664
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$9,787,500
Employer contributions (assets) at end of year2014-12-31$2,203,900
Employer contributions (assets) at beginning of year2014-12-31$683,114
Contract administrator fees2014-12-31$188,839
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,231,008
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$4,526,036
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,604,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,712,817
Total income from all sources (including contributions)2013-12-31$11,940,313
Total of all expenses incurred2013-12-31$12,342,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,781,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,020,542
Value of total assets at end of year2013-12-31$11,350,491
Value of total assets at beginning of year2013-12-31$11,861,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$560,681
Total interest from all sources2013-12-31$686
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$111,268
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$111,268
Administrative expenses professional fees incurred2013-12-31$239,494
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,931,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$47,946
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$169,761
Administrative expenses (other) incurred2013-12-31$97,964
Liabilities. Value of operating payables at end of year2013-12-31$78,335
Liabilities. Value of operating payables at beginning of year2013-12-31$102,891
Total non interest bearing cash at end of year2013-12-31$235,982
Total non interest bearing cash at beginning of year2013-12-31$254,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-402,122
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,746,120
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,148,242
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$19,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,888,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,976,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,495,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,208,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,208,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$686
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$11,781,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-192,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,088,837
Employer contributions (assets) at end of year2013-12-31$683,114
Employer contributions (assets) at beginning of year2013-12-31$1,250,906
Contract administrator fees2013-12-31$203,644
Liabilities. Value of benefit claims payable at end of year2013-12-31$4,526,036
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,609,926
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$91,959
Total unrealized appreciation/depreciation of assets2012-12-31$91,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,712,817
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,879,326
Total income from all sources (including contributions)2012-12-31$12,871,566
Total of all expenses incurred2012-12-31$11,895,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,219,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,638,926
Value of total assets at end of year2012-12-31$11,861,059
Value of total assets at beginning of year2012-12-31$11,051,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$676,394
Total interest from all sources2012-12-31$5,265
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$135,416
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$135,416
Administrative expenses professional fees incurred2012-12-31$343,937
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,972,986
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$169,761
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$108,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$20,683
Administrative expenses (other) incurred2012-12-31$83,696
Liabilities. Value of operating payables at end of year2012-12-31$102,891
Liabilities. Value of operating payables at beginning of year2012-12-31$33,801
Total non interest bearing cash at end of year2012-12-31$254,911
Total non interest bearing cash at beginning of year2012-12-31$269,701
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$975,835
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,148,242
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,172,407
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$26,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,976,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,312,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,208,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,562,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,562,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5,265
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$11,219,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,665,940
Employer contributions (assets) at end of year2012-12-31$1,250,906
Employer contributions (assets) at beginning of year2012-12-31$797,997
Contract administrator fees2012-12-31$222,594
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,609,926
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,824,842
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$93,773
Total unrealized appreciation/depreciation of assets2011-12-31$93,773
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,879,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,581,717
Total income from all sources (including contributions)2011-12-31$12,848,476
Total of all expenses incurred2011-12-31$10,882,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,365,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,614,681
Value of total assets at end of year2011-12-31$11,051,733
Value of total assets at beginning of year2011-12-31$8,787,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$516,518
Total interest from all sources2011-12-31$5,045
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$134,973
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$134,973
Administrative expenses professional fees incurred2011-12-31$199,639
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,772,193
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$108,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$259,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$20,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$4
Administrative expenses (other) incurred2011-12-31$80,695
Liabilities. Value of operating payables at end of year2011-12-31$33,801
Liabilities. Value of operating payables at beginning of year2011-12-31$32,209
Total non interest bearing cash at end of year2011-12-31$269,701
Total non interest bearing cash at beginning of year2011-12-31$292,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,966,466
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,172,407
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,205,941
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$25,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,312,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,095,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,562,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,484,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,484,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5,045
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$10,365,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,833,087
Employer contributions (assets) at end of year2011-12-31$797,997
Employer contributions (assets) at beginning of year2011-12-31$655,465
Contract administrator fees2011-12-31$210,362
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,824,842
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$4,549,508
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2011-12-31952036255
2010 : I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$68,974
Total unrealized appreciation/depreciation of assets2010-12-31$68,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,581,717
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,694,848
Total income from all sources (including contributions)2010-12-31$11,411,141
Total of all expenses incurred2010-12-31$10,236,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,679,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,264,165
Value of total assets at end of year2010-12-31$8,787,658
Value of total assets at beginning of year2010-12-31$7,725,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$556,765
Total interest from all sources2010-12-31$1,087
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$76,669
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$76,669
Administrative expenses professional fees incurred2010-12-31$195,744
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,458,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$259,614
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$70,011
Other income not declared elsewhere2010-12-31$246
Administrative expenses (other) incurred2010-12-31$69,391
Liabilities. Value of operating payables at end of year2010-12-31$32,209
Liabilities. Value of operating payables at beginning of year2010-12-31$59,663
Total non interest bearing cash at end of year2010-12-31$292,666
Total non interest bearing cash at beginning of year2010-12-31$373,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,174,966
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,205,941
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,030,975
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$23,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,095,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,484,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,543,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,543,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,087
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$9,679,410
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$8,805,311
Employer contributions (assets) at end of year2010-12-31$655,465
Employer contributions (assets) at beginning of year2010-12-31$738,867
Contract administrator fees2010-12-31$267,734
Liabilities. Value of benefit claims payable at end of year2010-12-31$4,549,508
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,635,185
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
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 name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255

Form 5500 Responses for I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND

2022: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number103317
Policy instance 2
Insurance contract or identification number103317
Number of Individuals Covered724
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,693,905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5910
Policy instance 6
Insurance contract or identification number5910
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number044280G
Policy instance 5
Insurance contract or identification number044280G
Number of Individuals Covered1875
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $307,716
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 number12161242
Policy instance 4
Insurance contract or identification number12161242
Number of Individuals Covered71
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number76297 & 6663
Policy instance 3
Insurance contract or identification number76297 & 6663
Number of Individuals Covered1144
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $357,432
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 number45093
Policy instance 7
Insurance contract or identification number45093
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051643
Policy instance 1
Insurance contract or identification numberW0051643
Number of Individuals Covered935
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,717,650
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 number103317
Policy instance 2
Insurance contract or identification number103317
Number of Individuals Covered631
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,661,219
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051643
Policy instance 1
Insurance contract or identification numberW0051643
Number of Individuals Covered944
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,936,731
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number044280G
Policy instance 5
Insurance contract or identification number044280G
Number of Individuals Covered1757
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $255,756
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 number76297 & 6663
Policy instance 3
Insurance contract or identification number76297 & 6663
Number of Individuals Covered1128
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $349,032
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 number12161242
Policy instance 4
Insurance contract or identification number12161242
Number of Individuals Covered72
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,299
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5910
Policy instance 6
Insurance contract or identification number5910
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,832
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 number45093
Policy instance 7
Insurance contract or identification number45093
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,479
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 number103317
Policy instance 2
Insurance contract or identification number103317
Number of Individuals Covered720
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,495,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051643
Policy instance 1
Insurance contract or identification numberW0051643
Number of Individuals Covered1269
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,720,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number044280G
Policy instance 5
Insurance contract or identification number044280G
Number of Individuals Covered1819
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $301,585
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 number76297 & 6663
Policy instance 3
Insurance contract or identification number76297 & 6663
Number of Individuals Covered1240
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $411,290
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 number12161242
Policy instance 4
Insurance contract or identification number12161242
Number of Individuals Covered72
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5910
Policy instance 6
Insurance contract or identification number5910
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,402
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 number45093
Policy instance 7
Insurance contract or identification number45093
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051643
Policy instance 1
Insurance contract or identification numberW0051643
Number of Individuals Covered1182
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,922,912
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 number103317
Policy instance 2
Insurance contract or identification number103317
Number of Individuals Covered707
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,396,351
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 number76297 & 6663
Policy instance 3
Insurance contract or identification number76297 & 6663
Number of Individuals Covered1380
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $395,819
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 number12161242
Policy instance 4
Insurance contract or identification number12161242
Number of Individuals Covered89
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number044280G
Policy instance 5
Insurance contract or identification number044280G
Number of Individuals Covered2947
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $289,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5910
Policy instance 6
Insurance contract or identification number5910
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051643
Policy instance 1
Insurance contract or identification numberW0051643
Number of Individuals Covered1201
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,892,548
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 number103317
Policy instance 2
Insurance contract or identification number103317
Number of Individuals Covered734
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,953,795
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 number76297 & 6663
Policy instance 3
Insurance contract or identification number76297 & 6663
Number of Individuals Covered1445
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $403,462
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 number12161242
Policy instance 4
Insurance contract or identification number12161242
Number of Individuals Covered84
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number044280G
Policy instance 5
Insurance contract or identification number044280G
Number of Individuals Covered2508
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $241,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5910
Policy instance 6
Insurance contract or identification number5910
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number044280G
Policy instance 5
Insurance contract or identification number044280G
Number of Individuals Covered2406
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $253,960
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 number12161242
Policy instance 4
Insurance contract or identification number12161242
Number of Individuals Covered79
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,265
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 number76297 & 6663
Policy instance 3
Insurance contract or identification number76297 & 6663
Number of Individuals Covered1353
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $410,965
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 number103317
Policy instance 2
Insurance contract or identification number103317
Number of Individuals Covered717
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,864,619
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0051643
Policy instance 1
Insurance contract or identification numberW0051643
Number of Individuals Covered1275
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,777,988
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 number12161242
Policy instance 4
Insurance contract or identification number12161242
Number of Individuals Covered85
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,417
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 number76297 & 6663
Policy instance 3
Insurance contract or identification number76297 & 6663
Number of Individuals Covered1470
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $572,520
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 number103317
Policy instance 2
Insurance contract or identification number103317
Number of Individuals Covered726
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,736,013
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberSEE FOOTNOTE 1
Policy instance 1
Insurance contract or identification numberSEE FOOTNOTE 1
Number of Individuals Covered1365
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,333,118
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number044280G
Policy instance 5
Insurance contract or identification number044280G
Number of Individuals Covered1647
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $238,118
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 number12161242
Policy instance 4
Insurance contract or identification number12161242
Number of Individuals Covered85
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,262
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 number76297 & 6663
Policy instance 3
Insurance contract or identification number76297 & 6663
Number of Individuals Covered1396
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $558,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberSEE FOOTNOTE 1
Policy instance 1
Insurance contract or identification numberSEE FOOTNOTE 1
Number of Individuals Covered1332
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,512,111
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 number103317
Policy instance 2
Insurance contract or identification number103317
Number of Individuals Covered679
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,285,107
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5910
Policy instance 6
Insurance contract or identification number5910
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number044280G
Policy instance 5
Insurance contract or identification number044280G
Number of Individuals Covered1418
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $236,019
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberSEE FOOTNOTE 1
Policy instance 1
Insurance contract or identification numberSEE FOOTNOTE 1
Number of Individuals Covered1408
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,996,570
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 number103317
Policy instance 2
Insurance contract or identification number103317
Number of Individuals Covered684
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,924,195
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 number12161242
Policy instance 3
Insurance contract or identification number12161242
Number of Individuals Covered87
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,397
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 number76297 & 6663
Policy instance 4
Insurance contract or identification number76297 & 6663
Number of Individuals Covered596
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $386,287
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number044280G
Policy instance 5
Insurance contract or identification number044280G
Number of Individuals Covered2428
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $235,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5910
Policy instance 6
Insurance contract or identification number5910
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,594
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberSEE FOOTNOTE 1
Policy instance 6
Insurance contract or identification numberSEE FOOTNOTE 1
Number of Individuals Covered1431
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,288,049
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 number6297 & 6663
Policy instance 5
Insurance contract or identification number6297 & 6663
Number of Individuals Covered464
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $192,700
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number5910
Policy instance 4
Insurance contract or identification number5910
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number044280G
Policy instance 3
Insurance contract or identification number044280G
Number of Individuals Covered2281
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $245,224
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 number12161242
Policy instance 1
Insurance contract or identification number12161242
Number of Individuals Covered89
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number103317
Policy instance 2
Insurance contract or identification number103317
Number of Individuals Covered697
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,701,284
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 number103317
Policy instance 1
Insurance contract or identification number103317
Number of Individuals Covered642
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,423,238
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 number6297 & 6663
Policy instance 5
Insurance contract or identification number6297 & 6663
Number of Individuals Covered241
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $168,943
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberSEE FOOTNOTE 1
Policy instance 4
Insurance contract or identification numberSEE FOOTNOTE 1
Number of Individuals Covered1470
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,753,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number044280G
Policy instance 3
Insurance contract or identification number044280G
Number of Individuals Covered2289
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $227,689
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 number12161242
Policy instance 2
Insurance contract or identification number12161242
Number of Individuals Covered93
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number044280G
Policy instance 2
Insurance contract or identification number044280G
Number of Individuals Covered1362
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $176,517
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12161242
Policy instance 3
Insurance contract or identification number12161242
Number of Individuals Covered88
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,208
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number103317
Policy instance 4
Insurance contract or identification number103317
Number of Individuals Covered572
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,431,921
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberSEE FOOTNOTE 1
Policy instance 5
Insurance contract or identification numberSEE FOOTNOTE 1
Number of Individuals Covered1471
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
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,003,115
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6297 & 6663
Policy instance 1
Insurance contract or identification number6297 & 6663
Number of Individuals Covered105
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $137,353

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