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I.B.E.W. LOCAL 1430 WELFARE FUND 401k Plan overview

Plan NameI.B.E.W. LOCAL 1430 WELFARE FUND
Plan identification number 501

I.B.E.W. LOCAL 1430 WELFARE FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF LOCAL 1430 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF LOCAL 1430 WELFARE FUND
Employer identification number (EIN):131835737
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 1430 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01
5012022-01-01
5012021-01-01
5012020-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01ANDREW FAIR JORDAN EL-HAG2018-10-10
5012016-01-01ANDREW FAIR JORDAN EL-HAG2017-10-16
5012015-01-01ANDREW FAIR JORDAN EL-HAG2016-10-13
5012014-01-01ANDREW FAIR JORDAN EL-HAG2015-10-14
5012013-01-01JORDAN EL-HAG
5012012-01-01JORDAN EL-HAG MARCELLO ESPOSITO2013-10-14
5012011-01-01JORDAN EL-HAG MARCELLO ESPOSITO2012-09-11
5012010-01-01JORDAN EL-HAG MARCELLO ESPOSITO2011-09-09
5012009-01-01SHAWN WATERMAN MARCELLO ESPOSITO2010-10-08

Plan Statistics for I.B.E.W. LOCAL 1430 WELFARE FUND

401k plan membership statisitcs for I.B.E.W. LOCAL 1430 WELFARE FUND

Measure Date Value
2023: I.B.E.W. LOCAL 1430 WELFARE FUND 2023 401k membership
Total participants, beginning-of-year2023-01-01273
Total number of active participants reported on line 7a of the Form 55002023-01-01300
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01300
Number of employers contributing to the scheme2023-01-0165
2022: I.B.E.W. LOCAL 1430 WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01116
Total number of active participants reported on line 7a of the Form 55002022-01-01273
Total of all active and inactive participants2022-01-01273
Number of employers contributing to the scheme2022-01-0165
2021: I.B.E.W. LOCAL 1430 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01122
Total number of active participants reported on line 7a of the Form 55002021-01-01116
Total of all active and inactive participants2021-01-01116
Number of employers contributing to the scheme2021-01-0115
2020: I.B.E.W. LOCAL 1430 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01208
Total number of active participants reported on line 7a of the Form 55002020-01-01122
Total of all active and inactive participants2020-01-01122
Number of employers contributing to the scheme2020-01-0115
2019: I.B.E.W. LOCAL 1430 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01206
Total number of active participants reported on line 7a of the Form 55002019-01-01208
Total of all active and inactive participants2019-01-01208
2018: I.B.E.W. LOCAL 1430 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01178
Total number of active participants reported on line 7a of the Form 55002018-01-01205
Number of retired or separated participants receiving benefits2018-01-011
Total of all active and inactive participants2018-01-01206
Number of employers contributing to the scheme2018-01-0121
2017: I.B.E.W. LOCAL 1430 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01178
Total number of active participants reported on line 7a of the Form 55002017-01-01178
Total of all active and inactive participants2017-01-01178
2016: I.B.E.W. LOCAL 1430 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01207
Total number of active participants reported on line 7a of the Form 55002016-01-01178
Number of retired or separated participants receiving benefits2016-01-01178
Total of all active and inactive participants2016-01-01356
Number of employers contributing to the scheme2016-01-0113
2015: I.B.E.W. LOCAL 1430 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01333
Total number of active participants reported on line 7a of the Form 55002015-01-01207
Total of all active and inactive participants2015-01-01207
2014: I.B.E.W. LOCAL 1430 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01329
Total number of active participants reported on line 7a of the Form 55002014-01-01330
Number of retired or separated participants receiving benefits2014-01-013
Total of all active and inactive participants2014-01-01333
Number of employers contributing to the scheme2014-01-0130
2013: I.B.E.W. LOCAL 1430 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01387
Total number of active participants reported on line 7a of the Form 55002013-01-01326
Number of retired or separated participants receiving benefits2013-01-013
Total of all active and inactive participants2013-01-01329
Number of employers contributing to the scheme2013-01-0135
2012: I.B.E.W. LOCAL 1430 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01319
Total number of active participants reported on line 7a of the Form 55002012-01-01382
Number of retired or separated participants receiving benefits2012-01-015
Total of all active and inactive participants2012-01-01387
Number of employers contributing to the scheme2012-01-0139
2011: I.B.E.W. LOCAL 1430 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01322
Total number of active participants reported on line 7a of the Form 55002011-01-01312
Number of retired or separated participants receiving benefits2011-01-017
Total of all active and inactive participants2011-01-01319
Number of employers contributing to the scheme2011-01-0137
2010: I.B.E.W. LOCAL 1430 WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01271
Total number of active participants reported on line 7a of the Form 55002010-01-01316
Number of retired or separated participants receiving benefits2010-01-016
Total of all active and inactive participants2010-01-01322
Number of employers contributing to the scheme2010-01-0141
2009: I.B.E.W. LOCAL 1430 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01290
Total number of active participants reported on line 7a of the Form 55002009-01-01266
Number of retired or separated participants receiving benefits2009-01-015
Total of all active and inactive participants2009-01-01271
Number of employers contributing to the scheme2009-01-0135

Financial Data on I.B.E.W. LOCAL 1430 WELFARE FUND

Measure Date Value
2023 : I.B.E.W. LOCAL 1430 WELFARE FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$120,867
Total unrealized appreciation/depreciation of assets2023-12-31$120,867
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$289,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$392,269
Total income from all sources (including contributions)2023-12-31$3,926,460
Total of all expenses incurred2023-12-31$4,070,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,377,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,758,733
Value of total assets at end of year2023-12-31$2,649,978
Value of total assets at beginning of year2023-12-31$2,896,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$692,320
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$44,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$273,965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$320,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$270,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$344,094
Other income not declared elsewhere2023-12-31$2,839
Administrative expenses (other) incurred2023-12-31$555,520
Liabilities. Value of operating payables at end of year2023-12-31$14,075
Liabilities. Value of operating payables at beginning of year2023-12-31$38,898
Total non interest bearing cash at end of year2023-12-31$40
Total non interest bearing cash at beginning of year2023-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-143,839
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,360,304
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,504,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$5,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,629,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,714,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$579,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$663,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$663,986
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$3,341,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,758,733
Employer contributions (assets) at end of year2023-12-31$166,888
Employer contributions (assets) at beginning of year2023-12-31$197,142
Income. Dividends from common stock2023-12-31$44,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$36,523
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Liabilities. Value of benefit claims payable at end of year2023-12-31$5,079
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$9,277
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WEAVER
Accountancy firm EIN2023-12-31750786316
2022 : I.B.E.W. LOCAL 1430 WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-382,472
Total unrealized appreciation/depreciation of assets2022-12-31$-382,472
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$392,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$79,699
Total income from all sources (including contributions)2022-12-31$2,989,054
Total of all expenses incurred2022-12-31$3,923,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,279,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,262,282
Value of total assets at end of year2022-12-31$2,896,412
Value of total assets at beginning of year2022-12-31$3,517,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$643,527
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$41,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$126,750
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,145
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$320,905
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$15,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$344,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$65,429
Other income not declared elsewhere2022-12-31$68,119
Administrative expenses (other) incurred2022-12-31$511,527
Liabilities. Value of operating payables at end of year2022-12-31$38,898
Liabilities. Value of operating payables at beginning of year2022-12-31$10,998
Total non interest bearing cash at end of year2022-12-31$40
Total non interest bearing cash at beginning of year2022-12-31$107,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-933,994
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,504,143
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,438,137
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$5,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,714,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,320,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$663,986
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,239,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,261,137
Employer contributions (assets) at end of year2022-12-31$197,142
Employer contributions (assets) at beginning of year2022-12-31$74,600
Income. Dividends from common stock2022-12-31$41,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$40,255
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$9,277
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,272
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 name2022-12-31BUCHBINDER TUNICK & CO LLC
Accountancy firm EIN2022-12-31131578842
2021 : I.B.E.W. LOCAL 1430 WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$144,758
Total unrealized appreciation/depreciation of assets2021-12-31$144,758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$79,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$83,119
Total income from all sources (including contributions)2021-12-31$1,665,171
Total of all expenses incurred2021-12-31$1,985,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,433,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,366,944
Value of total assets at end of year2021-12-31$3,517,836
Value of total assets at beginning of year2021-12-31$3,841,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$551,846
Total interest from all sources2021-12-31$64,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$108,925
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,015
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$15,204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$10,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$65,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$65,517
Other income not declared elsewhere2021-12-31$89,114
Administrative expenses (other) incurred2021-12-31$439,921
Liabilities. Value of operating payables at end of year2021-12-31$10,998
Liabilities. Value of operating payables at beginning of year2021-12-31$5,659
Total non interest bearing cash at end of year2021-12-31$107,346
Total non interest bearing cash at beginning of year2021-12-31$95,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-320,582
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,438,137
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,758,719
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$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,320,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,681,573
Interest earned on other investments2021-12-31$64,355
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,404,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,358,929
Employer contributions (assets) at end of year2021-12-31$74,600
Employer contributions (assets) at beginning of year2021-12-31$34,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$29,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,272
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$11,943
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$19,867
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BUCHBINDER TUNICK & CO LLP
Accountancy firm EIN2021-12-31131578842
2020 : I.B.E.W. LOCAL 1430 WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$245,490
Total unrealized appreciation/depreciation of assets2020-12-31$245,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$83,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,144
Total income from all sources (including contributions)2020-12-31$4,036,742
Total of all expenses incurred2020-12-31$3,794,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,219,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,714,148
Value of total assets at end of year2020-12-31$3,841,838
Value of total assets at beginning of year2020-12-31$3,531,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$574,704
Total interest from all sources2020-12-31$77,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$117,730
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$10,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$11,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$65,517
Administrative expenses (other) incurred2020-12-31$453,974
Liabilities. Value of operating payables at end of year2020-12-31$5,659
Liabilities. Value of operating payables at beginning of year2020-12-31$2,024
Total non interest bearing cash at end of year2020-12-31$95,823
Total non interest bearing cash at beginning of year2020-12-31$55,560
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$242,200
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,758,719
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,516,519
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$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,681,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,358,979
Interest earned on other investments2020-12-31$77,104
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,156,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$3,714,148
Employer contributions (assets) at end of year2020-12-31$34,496
Employer contributions (assets) at beginning of year2020-12-31$86,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$62,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$11,943
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$13,120
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$19,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$19,867
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
2019 : I.B.E.W. LOCAL 1430 WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$294,142
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$294,142
Total unrealized appreciation/depreciation of assets2019-12-31$294,142
Total unrealized appreciation/depreciation of assets2019-12-31$294,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,144
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,778
Total income from all sources (including contributions)2019-12-31$4,349,382
Total income from all sources (including contributions)2019-12-31$4,349,382
Total of all expenses incurred2019-12-31$3,993,455
Total of all expenses incurred2019-12-31$3,993,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,382,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,382,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,969,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,969,968
Value of total assets at end of year2019-12-31$3,531,663
Value of total assets at end of year2019-12-31$3,531,663
Value of total assets at beginning of year2019-12-31$3,199,370
Value of total assets at beginning of year2019-12-31$3,199,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$610,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$610,827
Total interest from all sources2019-12-31$85,272
Total interest from all sources2019-12-31$85,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$127,158
Administrative expenses professional fees incurred2019-12-31$127,158
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11,137
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11,137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,115
Administrative expenses (other) incurred2019-12-31$480,669
Administrative expenses (other) incurred2019-12-31$480,669
Liabilities. Value of operating payables at end of year2019-12-31$2,024
Liabilities. Value of operating payables at end of year2019-12-31$2,024
Liabilities. Value of operating payables at beginning of year2019-12-31$24,631
Liabilities. Value of operating payables at beginning of year2019-12-31$24,631
Total non interest bearing cash at end of year2019-12-31$55,560
Total non interest bearing cash at end of year2019-12-31$55,560
Total non interest bearing cash at beginning of year2019-12-31$162,498
Total non interest bearing cash at beginning of year2019-12-31$162,498
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$355,927
Value of net income/loss2019-12-31$355,927
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,516,519
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,160,592
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,160,592
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$3,000
Investment advisory and management fees2019-12-31$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,358,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,358,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,979,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,979,565
Interest earned on other investments2019-12-31$85,272
Interest earned on other investments2019-12-31$85,272
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,318,504
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,318,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$3,969,968
Contributions received in cash from employer2019-12-31$3,969,968
Employer contributions (assets) at end of year2019-12-31$86,120
Employer contributions (assets) at end of year2019-12-31$86,120
Employer contributions (assets) at beginning of year2019-12-31$27,325
Employer contributions (assets) at beginning of year2019-12-31$27,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$64,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$64,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$13,120
Liabilities. Value of benefit claims payable at end of year2019-12-31$13,120
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$14,147
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$14,147
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$19,867
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$19,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$19,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$19,867
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31COSTAROTHBORT LLC
Accountancy firm name2019-12-31COSTAROTHBORT LLC
Accountancy firm EIN2019-12-31465286678
Accountancy firm EIN2019-12-31465286678
2018 : I.B.E.W. LOCAL 1430 WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-92,659
Total unrealized appreciation/depreciation of assets2018-12-31$-92,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$38,778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$21,871
Total income from all sources (including contributions)2018-12-31$3,835,336
Total loss/gain on sale of assets2018-12-31$251
Total of all expenses incurred2018-12-31$4,070,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,494,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,852,332
Value of total assets at end of year2018-12-31$3,199,370
Value of total assets at beginning of year2018-12-31$3,417,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$576,564
Total interest from all sources2018-12-31$75,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$114,800
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at beginning of year2018-12-31$17,119
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,979,565
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,996,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$10,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$9,943
Administrative expenses (other) incurred2018-12-31$458,764
Liabilities. Value of operating payables at end of year2018-12-31$24,631
Liabilities. Value of operating payables at beginning of year2018-12-31$2,616
Total non interest bearing cash at end of year2018-12-31$162,498
Total non interest bearing cash at beginning of year2018-12-31$335,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-235,393
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,160,592
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,395,985
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$3,000
Interest earned on other investments2018-12-31$75,412
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,405,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$3,852,332
Employer contributions (assets) at end of year2018-12-31$27,325
Employer contributions (assets) at beginning of year2018-12-31$39,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$88,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$14,147
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$19,255
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$19,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$19,867
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$251
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 name2018-12-31COSTAROTHBORT LLC
Accountancy firm EIN2018-12-31465286678
2017 : I.B.E.W. LOCAL 1430 WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$150,038
Total unrealized appreciation/depreciation of assets2017-12-31$150,038
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$111,892
Total income from all sources (including contributions)2017-12-31$3,668,798
Total loss/gain on sale of assets2017-12-31$712
Total of all expenses incurred2017-12-31$3,663,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,103,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,454,019
Value of total assets at end of year2017-12-31$3,417,856
Value of total assets at beginning of year2017-12-31$3,502,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$559,960
Total interest from all sources2017-12-31$64,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$113,738
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$750,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$25,020
Participant contributions at end of year2017-12-31$17,119
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,996,561
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,921,781
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$9,943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$10,288
Administrative expenses (other) incurred2017-12-31$443,222
Liabilities. Value of operating payables at end of year2017-12-31$2,616
Liabilities. Value of operating payables at beginning of year2017-12-31$37,407
Total non interest bearing cash at end of year2017-12-31$335,359
Total non interest bearing cash at beginning of year2017-12-31$525,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,593
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,395,985
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,390,392
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$3,000
Interest earned on other investments2017-12-31$64,029
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,961,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$3,428,999
Employer contributions (assets) at end of year2017-12-31$39,007
Employer contributions (assets) at beginning of year2017-12-31$25,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$141,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$19,255
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$74,485
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$19,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$19,867
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$712
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 name2017-12-31COSTAROTHBORT LLC
Accountancy firm EIN2017-12-31465286678
2016 : I.B.E.W. LOCAL 1430 WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$83,521
Total unrealized appreciation/depreciation of assets2016-12-31$83,521
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$111,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$123,224
Total income from all sources (including contributions)2016-12-31$3,380,981
Total of all expenses incurred2016-12-31$4,156,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,466,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,219,494
Value of total assets at end of year2016-12-31$3,502,284
Value of total assets at beginning of year2016-12-31$4,289,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$690,118
Total interest from all sources2016-12-31$68,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$117,379
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$750,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,057
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,921,781
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,566,957
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10,288
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$15,150
Other income not declared elsewhere2016-12-31$9,523
Administrative expenses (other) incurred2016-12-31$562,050
Liabilities. Value of operating payables at end of year2016-12-31$37,407
Liabilities. Value of operating payables at beginning of year2016-12-31$25,107
Total non interest bearing cash at end of year2016-12-31$525,235
Total non interest bearing cash at beginning of year2016-12-31$225,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-775,953
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,390,392
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,166,345
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$10,689
Interest earned on other investments2016-12-31$68,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$70,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$70,569
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,887,619
Asset value of US Government securities at beginning of year2016-12-31$1,131,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,211,437
Employer contributions (assets) at end of year2016-12-31$25,113
Employer contributions (assets) at beginning of year2016-12-31$151,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$579,197
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,108,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$74,485
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$98,117
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$19,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$19,867
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31COSTAROTHBORT LLC
Accountancy firm EIN2016-12-31465286678
2015 : I.B.E.W. LOCAL 1430 WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-112,355
Total unrealized appreciation/depreciation of assets2015-12-31$-112,355
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$123,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$79,356
Total income from all sources (including contributions)2015-12-31$3,637,177
Total of all expenses incurred2015-12-31$4,095,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,525,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,625,163
Value of total assets at end of year2015-12-31$4,289,569
Value of total assets at beginning of year2015-12-31$4,704,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$570,331
Total interest from all sources2015-12-31$124,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$114,756
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$750,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,759
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,566,957
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$681,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$15,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$25,223
Administrative expenses (other) incurred2015-12-31$439,886
Liabilities. Value of operating payables at end of year2015-12-31$25,107
Liabilities. Value of operating payables at beginning of year2015-12-31$5,877
Total non interest bearing cash at end of year2015-12-31$225,704
Total non interest bearing cash at beginning of year2015-12-31$190,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-458,354
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,166,345
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,624,699
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$15,689
Interest earned on other investments2015-12-31$124,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$70,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$75,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$75,353
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,003,544
Asset value of US Government securities at end of year2015-12-31$1,131,368
Asset value of US Government securities at beginning of year2015-12-31$1,199,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,618,404
Employer contributions (assets) at end of year2015-12-31$151,088
Employer contributions (assets) at beginning of year2015-12-31$110,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$521,656
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,108,866
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,353,283
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,048,329
Liabilities. Value of benefit claims payable at end of year2015-12-31$98,117
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$73,479
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$19,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$19,867
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 name2015-12-31COSTAROTHBORT CPAS LLC
Accountancy firm EIN2015-12-31465286678
2014 : I.B.E.W. LOCAL 1430 WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$219,053
Total unrealized appreciation/depreciation of assets2014-12-31$219,053
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$79,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$66,641
Total income from all sources (including contributions)2014-12-31$4,434,948
Total of all expenses incurred2014-12-31$4,585,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,974,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,106,948
Value of total assets at end of year2014-12-31$4,704,055
Value of total assets at beginning of year2014-12-31$4,842,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$611,068
Total interest from all sources2014-12-31$108,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$108,734
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$21,830
Assets. Other investments not covered elsewhere at end of year2014-12-31$681,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$25,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$19,775
Administrative expenses (other) incurred2014-12-31$476,645
Liabilities. Value of operating payables at end of year2014-12-31$5,877
Liabilities. Value of operating payables at beginning of year2014-12-31$7,054
Total non interest bearing cash at end of year2014-12-31$190,487
Total non interest bearing cash at beginning of year2014-12-31$182,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-150,991
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,624,699
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,775,690
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$25,689
Interest earned on other investments2014-12-31$108,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$75,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$180,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$180,814
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,368,943
Asset value of US Government securities at end of year2014-12-31$1,199,394
Asset value of US Government securities at beginning of year2014-12-31$1,493,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,085,118
Employer contributions (assets) at end of year2014-12-31$110,724
Employer contributions (assets) at beginning of year2014-12-31$239,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$605,928
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,353,283
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,678,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,048,329
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,029,318
Liabilities. Value of benefit claims payable at end of year2014-12-31$73,479
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$59,587
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$19,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$19,867
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 name2014-12-31COSTAROTHBORT LLC
Accountancy firm EIN2014-12-31465286678
2013 : I.B.E.W. LOCAL 1430 WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$137,781
Total unrealized appreciation/depreciation of assets2013-12-31$137,781
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$66,641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$435,081
Total income from all sources (including contributions)2013-12-31$4,739,369
Total loss/gain on sale of assets2013-12-31$-50,246
Total of all expenses incurred2013-12-31$4,839,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,255,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,556,204
Value of total assets at end of year2013-12-31$4,842,331
Value of total assets at beginning of year2013-12-31$5,310,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$583,827
Total interest from all sources2013-12-31$95,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$103,300
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$750,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$44,884
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$19,775
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$19,887
Administrative expenses (other) incurred2013-12-31$451,395
Liabilities. Value of operating payables at end of year2013-12-31$7,054
Liabilities. Value of operating payables at beginning of year2013-12-31$6,766
Total non interest bearing cash at end of year2013-12-31$182,029
Total non interest bearing cash at beginning of year2013-12-31$411,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-99,756
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,775,690
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,875,446
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$29,132
Interest earned on other investments2013-12-31$95,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$180,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$38,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$38,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,663,917
Asset value of US Government securities at end of year2013-12-31$1,493,015
Asset value of US Government securities at beginning of year2013-12-31$2,695,681
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$4,511,320
Employer contributions (assets) at end of year2013-12-31$239,271
Employer contributions (assets) at beginning of year2013-12-31$259,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$591,381
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,678,242
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,068,228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,029,318
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$797,498
Liabilities. Value of benefit claims payable at end of year2013-12-31$59,587
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$428,315
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$19,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$19,867
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$400,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$450,246
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 name2013-12-31COSTAROTHBORT LLC
Accountancy firm EIN2013-12-31465286678
2012 : I.B.E.W. LOCAL 1430 WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$112,922
Total unrealized appreciation/depreciation of assets2012-12-31$112,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$435,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$54,933
Total income from all sources (including contributions)2012-12-31$4,487,754
Total loss/gain on sale of assets2012-12-31$150,705
Total of all expenses incurred2012-12-31$4,519,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,981,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,114,841
Value of total assets at end of year2012-12-31$5,310,527
Value of total assets at beginning of year2012-12-31$4,962,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$537,925
Total interest from all sources2012-12-31$88,171
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$78,722
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$750,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$56,253
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$19,887
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$99,470
Administrative expenses (other) incurred2012-12-31$432,968
Liabilities. Value of operating payables at end of year2012-12-31$6,766
Liabilities. Value of operating payables at beginning of year2012-12-31$9,265
Total non interest bearing cash at end of year2012-12-31$411,147
Total non interest bearing cash at beginning of year2012-12-31$459,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-32,164
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,875,446
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,907,610
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$26,235
Interest earned on other investments2012-12-31$13,386
Income. Interest from US Government securities2012-12-31$26,631
Income. Interest from corporate debt instruments2012-12-31$48,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$38,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$53,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$53,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$24
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,343,547
Asset value of US Government securities at end of year2012-12-31$2,695,681
Asset value of US Government securities at beginning of year2012-12-31$693,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,058,588
Employer contributions (assets) at end of year2012-12-31$259,517
Employer contributions (assets) at beginning of year2012-12-31$166,740
Income. Dividends from common stock2012-12-31$21,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$638,446
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,068,228
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,777,078
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$797,498
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$693,624
Liabilities. Value of benefit claims payable at end of year2012-12-31$428,315
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$45,668
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$19,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$19,867
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$21,405,331
Aggregate carrying amount (costs) on sale of assets2012-12-31$21,254,626
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 name2012-12-31LAWRENCE S. FISCHER, CPA
Accountancy firm EIN2012-12-31522326815
2011 : I.B.E.W. LOCAL 1430 WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$10,961
Total unrealized appreciation/depreciation of assets2011-12-31$10,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$54,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$83,615
Total income from all sources (including contributions)2011-12-31$4,220,975
Total loss/gain on sale of assets2011-12-31$190,883
Total of all expenses incurred2011-12-31$3,918,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,384,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,923,782
Value of total assets at end of year2011-12-31$4,962,543
Value of total assets at beginning of year2011-12-31$4,679,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$533,550
Total interest from all sources2011-12-31$78,229
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$17,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$71,477
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$750,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$65,271
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$99,470
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$124,717
Administrative expenses (other) incurred2011-12-31$433,890
Liabilities. Value of operating payables at end of year2011-12-31$9,265
Liabilities. Value of operating payables at beginning of year2011-12-31$17,116
Total non interest bearing cash at end of year2011-12-31$459,521
Total non interest bearing cash at beginning of year2011-12-31$479,236
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$302,975
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,907,610
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,595,669
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$28,183
Interest earned on other investments2011-12-31$11,709
Income. Interest from US Government securities2011-12-31$27,894
Income. Interest from corporate debt instruments2011-12-31$38,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$53,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$214,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$214,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,783,126
Asset value of US Government securities at end of year2011-12-31$693,164
Asset value of US Government securities at beginning of year2011-12-31$2,257,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,858,511
Employer contributions (assets) at end of year2011-12-31$166,740
Employer contributions (assets) at beginning of year2011-12-31$136,463
Income. Dividends from common stock2011-12-31$17,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$601,324
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,777,078
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$756,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$693,624
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$691,568
Liabilities. Value of benefit claims payable at end of year2011-12-31$45,668
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$66,499
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$19,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$19,867
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$17,913,196
Aggregate carrying amount (costs) on sale of assets2011-12-31$17,722,313
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 name2011-12-31LAWRENCE S. FISCHER, CPA
Accountancy firm EIN2011-12-31522326815
2010 : I.B.E.W. LOCAL 1430 WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$33,816
Total unrealized appreciation/depreciation of assets2010-12-31$33,816
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$83,615
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$430,766
Total income from all sources (including contributions)2010-12-31$3,667,493
Total loss/gain on sale of assets2010-12-31$75,104
Total of all expenses incurred2010-12-31$3,818,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,308,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,423,464
Value of total assets at end of year2010-12-31$4,575,646
Value of total assets at beginning of year2010-12-31$4,843,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$509,577
Total interest from all sources2010-12-31$119,727
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$63,165
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$750,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$29,413
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$21,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$116,809
Administrative expenses (other) incurred2010-12-31$412,517
Liabilities. Value of operating payables at end of year2010-12-31$17,116
Liabilities. Value of operating payables at beginning of year2010-12-31$14,593
Total non interest bearing cash at end of year2010-12-31$479,236
Total non interest bearing cash at beginning of year2010-12-31$888,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-150,643
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,492,031
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,412,857
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$33,895
Interest earned on other investments2010-12-31$9,494
Income. Interest from US Government securities2010-12-31$54,363
Income. Interest from corporate debt instruments2010-12-31$55,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$214,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$33,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$33,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,741,912
Asset value of US Government securities at end of year2010-12-31$2,257,071
Asset value of US Government securities at beginning of year2010-12-31$1,977,986
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$3,394,051
Employer contributions (assets) at end of year2010-12-31$136,463
Employer contributions (assets) at beginning of year2010-12-31$131,437
Income. Dividends from preferred stock2010-12-31$80
Income. Dividends from common stock2010-12-31$15,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$566,647
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$756,151
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,071,704
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$691,568
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$604,224
Liabilities. Value of benefit claims payable at end of year2010-12-31$66,499
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$416,173
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$19,867
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$19,867
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$37,897,532
Aggregate carrying amount (costs) on sale of assets2010-12-31$37,822,428
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 name2010-12-31LAWRENCE S. FISCHER, CPA
Accountancy firm EIN2010-12-31522326815

Form 5500 Responses for I.B.E.W. LOCAL 1430 WELFARE FUND

2023: I.B.E.W. LOCAL 1430 WELFARE FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedYes
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: I.B.E.W. LOCAL 1430 WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.B.E.W. LOCAL 1430 WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.B.E.W. LOCAL 1430 WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.B.E.W. LOCAL 1430 WELFARE 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
2019-01-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL 1430 WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.B.E.W. LOCAL 1430 WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.B.E.W. LOCAL 1430 WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.B.E.W. LOCAL 1430 WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.B.E.W. LOCAL 1430 WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.B.E.W. LOCAL 1430 WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.B.E.W. LOCAL 1430 WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.B.E.W. LOCAL 1430 WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: I.B.E.W. LOCAL 1430 WELFARE 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
2010-01-01Plan benefit arrangement - TrustYes
2009: I.B.E.W. LOCAL 1430 WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number1124081 000
Policy instance 2
Insurance contract or identification number1124081 000
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberC-4308
Policy instance 1
Insurance contract or identification numberC-4308
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPOOLED AD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number1124081 000
Policy instance 2
Insurance contract or identification number1124081 000
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $93,718
Total amount of fees paid to insurance companyUSD $60,297
Welfare Benefit Premiums Paid to CarrierUSD $3,222,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $93,718
Amount paid for insurance broker fees60297
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberC-4308
Policy instance 1
Insurance contract or identification numberC-4308
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPOOLED AD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number1124081 000
Policy instance 2
Insurance contract or identification number1124081 000
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $36,694
Total amount of fees paid to insurance companyUSD $24,463
Welfare Benefit Premiums Paid to CarrierUSD $1,398,911
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,694
Amount paid for insurance broker fees24463
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberC-4308
Policy instance 1
Insurance contract or identification numberC-4308
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number210E1GY62-67
Policy instance 2
Insurance contract or identification number210E1GY62-67
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,114,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberC-4308
Policy instance 1
Insurance contract or identification numberC-4308
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $43,438
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number210E1GY62-67
Policy instance 2
Insurance contract or identification number210E1GY62-67
Number of Individuals Covered206
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $139,207
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,322,555
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $139,207
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberC-4308
Policy instance 1
Insurance contract or identification numberC-4308
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $16,134
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberC-4308
Policy instance 1
Insurance contract or identification numberC-4308
Number of Individuals Covered198
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $28,285
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberIH2684
Policy instance 2
Insurance contract or identification numberIH2684
Number of Individuals Covered435
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $136,165
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,423,795
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $136,165
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberIH2684
Policy instance 3
Insurance contract or identification numberIH2684
Number of Individuals Covered435
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $120,061
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,014,017
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $120,061
Insurance broker nameVINCENT SOMBROTTO
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AKZZ
Policy instance 2
Insurance contract or identification numberG000AKZZ
Number of Individuals Covered16
Insurance policy start date2017-03-01
Insurance policy end date2018-03-01
Total amount of commissions paid to insurance brokerUSD $1,457
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $9,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,457
Insurance broker organization code?3
Insurance broker nameTHE WHITMORE GROUP
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberC-4308
Policy instance 1
Insurance contract or identification numberC-4308
Number of Individuals Covered198
Insurance policy start date2016-08-01
Insurance policy end date2017-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $14,963
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameDGH LIMITED
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG-3019
Policy instance 1
Insurance contract or identification numberG-3019
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameDONALD G. HAMM DGH LIMITED
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberC-4308
Policy instance 2
Insurance contract or identification numberC-4308
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPOOLED AD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameDGH LIMITED
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number210E1GC96
Policy instance 3
Insurance contract or identification number210E1GC96
Number of Individuals Covered234
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $116,324
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $2,908,107
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $116,324
Insurance broker nameVINCENT SOMBROTTO
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AKZZ
Policy instance 4
Insurance contract or identification numberG000AKZZ
Insurance policy start date2015-03-01
Insurance policy end date2016-03-01
Total amount of commissions paid to insurance brokerUSD $1,366
Total amount of fees paid to insurance companyUSD $291
Welfare Benefit Premiums Paid to CarrierUSD $9,108
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,366
Amount paid for insurance broker fees291
Insurance broker organization code?3
Insurance broker nameTHE WHITMORE GROUP
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AKZZ
Policy instance 4
Insurance contract or identification numberG000AKZZ
Number of Individuals Covered30
Insurance policy start date2014-03-01
Insurance policy end date2015-03-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,971
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1971
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Insurance broker nameTHE WHITMORE GROUP
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number210E1GC96
Policy instance 3
Insurance contract or identification number210E1GC96
Number of Individuals Covered234
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $129,220
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $3,230,524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $129,220
Insurance broker nameVINCENT SOMBROTTO
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberC-4308
Policy instance 2
Insurance contract or identification numberC-4308
Number of Individuals Covered261
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $589
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $22,037
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $589
Additional information about fees paid to insurance brokerFULLFILLMENT OF COMMISSION AGREEMENT
Insurance broker organization code?3
Insurance broker nameDGH LIMITED
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG-3019
Policy instance 1
Insurance contract or identification numberG-3019
Number of Individuals Covered261
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameDONALD G. HAMM DGH LIMITED
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberC-4308
Policy instance 2
Insurance contract or identification numberC-4308
Number of Individuals Covered261
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,901
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG-3019
Policy instance 1
Insurance contract or identification numberG-3019
Number of Individuals Covered261
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameDONALD G. HAMM DGH LIMITED
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number210E1GC96
Policy instance 3
Insurance contract or identification number210E1GC96
Number of Individuals Covered384
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $210,917
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $3,515,291
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $210,917
Insurance broker nameVINCENT SOMBROTTO & MICHAEL VILLANO
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000AKZZ
Policy instance 4
Insurance contract or identification numberG000AKZZ
Number of Individuals Covered29
Insurance policy start date2012-03-01
Insurance policy end date2013-03-01
Total amount of commissions paid to insurance brokerUSD $1,821
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $12,142
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,821
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Insurance broker nameTHE WHITMORE GROUP LTD
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberC-4308
Policy instance 2
Insurance contract or identification numberC-4308
Number of Individuals Covered308
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number430560
Policy instance 3
Insurance contract or identification number430560
Number of Individuals Covered9
Insurance policy start date2012-01-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $50
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees50
Insurance broker organization code?3
Insurance broker nameTHE D B L CENTER LTD
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number430560
Policy instance 4
Insurance contract or identification number430560
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $417
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,084
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees417
Insurance broker organization code?3
Insurance broker nameTHE D B L CENTER LTD
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number210E1GC96
Policy instance 5
Insurance contract or identification number210E1GC96
Number of Individuals Covered318
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $180,054
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $180,054
Insurance broker nameVINCENT SOMBROTTO & MICHAEL VILLANO
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG-3019
Policy instance 1
Insurance contract or identification numberG-3019
Number of Individuals Covered308
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameDONALD G. HAMM DGH LIMITED
EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 )
Policy contract number210E1GC96
Policy instance 5
Insurance contract or identification number210E1GC96
Number of Individuals Covered318
Insurance policy start date2010-02-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $182,863
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $3,119,575
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG-3019
Policy instance 1
Insurance contract or identification numberG-3019
Number of Individuals Covered284
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $1,050
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberC-4308
Policy instance 2
Insurance contract or identification numberC-4308
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number430560
Policy instance 4
Insurance contract or identification number430560
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number430560
Policy instance 3
Insurance contract or identification number430560
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG-3019
Policy instance 1
Insurance contract or identification numberG-3019
Number of Individuals Covered276
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Total amount of commissions paid to insurance brokerUSD $1,018
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,018
Additional information about fees paid to insurance brokerFULFILLMENT OF COMMISSION AGREEMENT
Insurance broker organization code?3
Insurance broker nameDONALD G. HAMM DGH LIMITED
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberC-4308
Policy instance 2
Insurance contract or identification numberC-4308
Number of Individuals Covered276
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedPOOLED AD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,008
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number430560
Policy instance 3
Insurance contract or identification number430560
Number of Individuals Covered7
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $214
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $214
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHE D B L CENTER LTD
THE STANDARD LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 89009 )
Policy contract number430560
Policy instance 4
Insurance contract or identification number430560
Number of Individuals Covered29
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,174
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,174
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameTHE D B L CENTER LTD

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