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SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 401k Plan overview

Plan NameSOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN
Plan identification number 501

SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

SOUTH JERSEY ELECTRICAL WORKERS TEMP DISB FUND has sponsored the creation of one or more 401k plans.

Company Name:SOUTH JERSEY ELECTRICAL WORKERS TEMP DISB FUND
Employer identification number (EIN):223424489
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN

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
5012019-01-01
5012018-01-01
5012018-01-01
5012017-01-01DANIEL COSNER, TRUSTEE JOSEPH KNECHT JR., TRUSTEE2018-10-10
5012016-01-01DANIEL COSNER, TRUSTEE JOSEPH KNECHT JR., TRUSTEE2017-10-12
5012015-01-01DANIEL COSNER, TRUSTEE JOSEPH KNECHT JR., TRUSTEE2016-10-12
5012014-01-01EDWARD GANT, TRUSTEE JOSEPH KNECHT JR., TRUSTEE2015-10-09
5012013-01-01EDWARD GANT, TRUSTEE JOSEPH KNECHT JR., TRUSTEE2014-10-10
5012012-01-01EDWARD GANT, TRUSTEE JOSEPH KNECHT JR., TRUSTEE2013-10-10
5012011-01-01EDWARD GANT, TRUSTEE JOSEPH KNECHT JR., TRUSTEE2012-10-11
5012010-01-01EDWARD GANT, TRUSTEE JOSEPH KNECHT JR., TRUSTEE2011-10-07
5012009-01-01EDWARD GANT, TRUSTEE JOSEPH KNECHT JR., TRUSTEE2010-09-29

Plan Statistics for SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN

401k plan membership statisitcs for SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN

Measure Date Value
2023: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,246
Total number of active participants reported on line 7a of the Form 55002023-01-012,314
Total of all active and inactive participants2023-01-012,314
2022: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,167
Total number of active participants reported on line 7a of the Form 55002022-01-012,246
Total of all active and inactive participants2022-01-012,246
2021: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,872
Total number of active participants reported on line 7a of the Form 55002021-01-012,167
Total of all active and inactive participants2021-01-012,167
2020: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,238
Total number of active participants reported on line 7a of the Form 55002020-01-012,872
Total of all active and inactive participants2020-01-012,872
2019: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,399
Total number of active participants reported on line 7a of the Form 55002019-01-012,238
Total of all active and inactive participants2019-01-012,238
2018: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,375
Total number of active participants reported on line 7a of the Form 55002018-01-012,399
Total of all active and inactive participants2018-01-012,399
2017: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,309
Total number of active participants reported on line 7a of the Form 55002017-01-012,375
Total of all active and inactive participants2017-01-012,375
2016: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,328
Total number of active participants reported on line 7a of the Form 55002016-01-012,309
Total of all active and inactive participants2016-01-012,309
2015: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,892
Total number of active participants reported on line 7a of the Form 55002015-01-012,328
Total of all active and inactive participants2015-01-012,328
Number of employers contributing to the scheme2015-01-01198
2014: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,034
Total number of active participants reported on line 7a of the Form 55002014-01-011,892
Total of all active and inactive participants2014-01-011,892
Number of employers contributing to the scheme2014-01-01189
2013: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,094
Total number of active participants reported on line 7a of the Form 55002013-01-012,034
Total of all active and inactive participants2013-01-012,034
Number of employers contributing to the scheme2013-01-01195
2012: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,202
Total number of active participants reported on line 7a of the Form 55002012-01-012,094
Total of all active and inactive participants2012-01-012,094
Number of employers contributing to the scheme2012-01-01209
2011: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,318
Total number of active participants reported on line 7a of the Form 55002011-01-013,202
Total of all active and inactive participants2011-01-013,202
Number of employers contributing to the scheme2011-01-01210
2010: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,407
Total number of active participants reported on line 7a of the Form 55002010-01-012,318
Total of all active and inactive participants2010-01-012,318
Number of employers contributing to the scheme2010-01-01207
2009: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,366
Total number of active participants reported on line 7a of the Form 55002009-01-011,986
Number of retired or separated participants receiving benefits2009-01-01421
Total of all active and inactive participants2009-01-012,407
Number of employers contributing to the scheme2009-01-01234

Financial Data on SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN

Measure Date Value
2023 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$18,739
Total unrealized appreciation/depreciation of assets2023-12-31$18,739
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$24,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$22,751
Total income from all sources (including contributions)2023-12-31$1,878,518
Total of all expenses incurred2023-12-31$1,995,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,900,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,829,794
Value of total assets at end of year2023-12-31$1,260,182
Value of total assets at beginning of year2023-12-31$1,375,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$94,286
Total interest from all sources2023-12-31$28,178
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
Assets. Other investments not covered elsewhere at end of year2023-12-31$630,632
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$612,606
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$101
Other income not declared elsewhere2023-12-31$1,807
Administrative expenses (other) incurred2023-12-31$7,225
Liabilities. Value of operating payables at end of year2023-12-31$24,493
Liabilities. Value of operating payables at beginning of year2023-12-31$22,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-116,646
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,235,689
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,352,335
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$1,000
Interest earned on other investments2023-12-31$12,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$38,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$119,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$119,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$15,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$490,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$548,900
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$1,829,794
Employer contributions (assets) at end of year2023-12-31$101,229
Employer contributions (assets) at beginning of year2023-12-31$94,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,900,878
Contract administrator fees2023-12-31$50,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GERSON & ASSOC. CPAS AND ADVISORS
Accountancy firm EIN2023-12-31223163246
2022 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-58,426
Total unrealized appreciation/depreciation of assets2022-12-31$-58,426
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$22,751
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$29,100
Total income from all sources (including contributions)2022-12-31$1,494,976
Total of all expenses incurred2022-12-31$1,710,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,611,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,530,138
Value of total assets at end of year2022-12-31$1,375,086
Value of total assets at beginning of year2022-12-31$1,596,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$98,654
Total interest from all sources2022-12-31$21,328
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$37,996
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$612,606
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$603,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$101
Other income not declared elsewhere2022-12-31$1,936
Administrative expenses (other) incurred2022-12-31$10,658
Liabilities. Value of operating payables at end of year2022-12-31$22,751
Liabilities. Value of operating payables at beginning of year2022-12-31$29,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-215,413
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,352,335
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,567,748
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
Interest earned on other investments2022-12-31$12,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$119,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$216,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$216,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$9,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$548,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$715,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,530,138
Employer contributions (assets) at end of year2022-12-31$94,444
Employer contributions (assets) at beginning of year2022-12-31$61,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,611,735
Contract administrator fees2022-12-31$50,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GERSON & ASSOC. CPAS AND ADVISORS
Accountancy firm EIN2022-12-31223163246
2021 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-14,374
Total unrealized appreciation/depreciation of assets2021-12-31$-14,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$29,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$23,429
Total income from all sources (including contributions)2021-12-31$1,364,228
Total of all expenses incurred2021-12-31$1,734,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,638,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,353,392
Value of total assets at end of year2021-12-31$1,596,848
Value of total assets at beginning of year2021-12-31$1,961,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$95,386
Total interest from all sources2021-12-31$19,637
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$36,343
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$603,515
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$603,268
Other income not declared elsewhere2021-12-31$5,573
Administrative expenses (other) incurred2021-12-31$9,043
Liabilities. Value of operating payables at end of year2021-12-31$29,100
Liabilities. Value of operating payables at beginning of year2021-12-31$23,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-370,066
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,567,748
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,937,814
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
Interest earned on other investments2021-12-31$19,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$216,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$421,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$421,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$715,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$860,110
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$1,353,392
Employer contributions (assets) at end of year2021-12-31$61,753
Employer contributions (assets) at beginning of year2021-12-31$76,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,638,908
Contract administrator fees2021-12-31$50,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GERSON & ASSOC. CPAS AND ADVISORS
Accountancy firm EIN2021-12-31223163246
2020 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-466
Total unrealized appreciation/depreciation of assets2020-12-31$-466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$23,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,578
Total income from all sources (including contributions)2020-12-31$1,271,772
Total of all expenses incurred2020-12-31$1,328,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,235,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,241,905
Value of total assets at end of year2020-12-31$1,961,243
Value of total assets at beginning of year2020-12-31$2,019,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$93,424
Total interest from all sources2020-12-31$19,499
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$33,313
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$603,268
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$624,734
Other income not declared elsewhere2020-12-31$10,834
Administrative expenses (other) incurred2020-12-31$10,111
Liabilities. Value of operating payables at end of year2020-12-31$23,429
Liabilities. Value of operating payables at beginning of year2020-12-31$24,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-56,653
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,937,814
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,994,467
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
Interest earned on other investments2020-12-31$16,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$421,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$41,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$41,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$860,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,219,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,241,905
Employer contributions (assets) at end of year2020-12-31$76,737
Employer contributions (assets) at beginning of year2020-12-31$132,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,235,001
Contract administrator fees2020-12-31$50,000
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
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GERSON & ASSOC. CPAS AND ADVISORS
Accountancy firm EIN2020-12-31223163246
2019 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$64,367
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$64,367
Total unrealized appreciation/depreciation of assets2019-12-31$64,367
Total unrealized appreciation/depreciation of assets2019-12-31$64,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,578
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,822
Total income from all sources (including contributions)2019-12-31$1,236,484
Total income from all sources (including contributions)2019-12-31$1,236,484
Total of all expenses incurred2019-12-31$1,205,335
Total of all expenses incurred2019-12-31$1,205,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,120,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,120,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,133,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,133,723
Value of total assets at end of year2019-12-31$2,019,045
Value of total assets at end of year2019-12-31$2,019,045
Value of total assets at beginning of year2019-12-31$1,986,140
Value of total assets at beginning of year2019-12-31$1,986,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,232
Total interest from all sources2019-12-31$37,438
Total interest from all sources2019-12-31$37,438
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$27,768
Administrative expenses professional fees incurred2019-12-31$27,768
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$624,734
Assets. Other investments not covered elsewhere at end of year2019-12-31$624,734
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$609,831
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$609,831
Other income not declared elsewhere2019-12-31$956
Other income not declared elsewhere2019-12-31$956
Administrative expenses (other) incurred2019-12-31$7,464
Administrative expenses (other) incurred2019-12-31$7,464
Liabilities. Value of operating payables at end of year2019-12-31$24,578
Liabilities. Value of operating payables at end of year2019-12-31$24,578
Liabilities. Value of operating payables at beginning of year2019-12-31$22,822
Liabilities. Value of operating payables at beginning of year2019-12-31$22,822
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$31,149
Value of net income/loss2019-12-31$31,149
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,994,467
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,994,467
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,963,318
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,963,318
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
Interest earned on other investments2019-12-31$22,425
Interest earned on other investments2019-12-31$22,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$41,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$41,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$171,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$171,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$171,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$171,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,219,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,219,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,132,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,132,879
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$1,133,723
Contributions received in cash from employer2019-12-31$1,133,723
Employer contributions (assets) at end of year2019-12-31$132,741
Employer contributions (assets) at end of year2019-12-31$132,741
Employer contributions (assets) at beginning of year2019-12-31$72,273
Employer contributions (assets) at beginning of year2019-12-31$72,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,120,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,120,103
Contract administrator fees2019-12-31$50,000
Contract administrator fees2019-12-31$50,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GERSON & ASSOC. CPAS AND ADVISORS
Accountancy firm name2019-12-31GERSON & ASSOC. CPAS AND ADVISORS
Accountancy firm EIN2019-12-31223163246
Accountancy firm EIN2019-12-31223163246
2018 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-37,528
Total unrealized appreciation/depreciation of assets2018-12-31$-37,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,097
Total income from all sources (including contributions)2018-12-31$1,138,674
Total of all expenses incurred2018-12-31$1,369,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,286,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,138,794
Value of total assets at end of year2018-12-31$1,986,140
Value of total assets at beginning of year2018-12-31$2,223,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$83,546
Total interest from all sources2018-12-31$35,523
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$24,222
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$609,831
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$607,551
Other income not declared elsewhere2018-12-31$1,885
Administrative expenses (other) incurred2018-12-31$9,324
Liabilities. Value of operating payables at end of year2018-12-31$22,822
Liabilities. Value of operating payables at beginning of year2018-12-31$29,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-231,309
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,963,318
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,194,627
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
Interest earned on other investments2018-12-31$25,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$171,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$109,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$109,483
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,132,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,444,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,138,794
Employer contributions (assets) at end of year2018-12-31$72,273
Employer contributions (assets) at beginning of year2018-12-31$61,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,286,437
Contract administrator fees2018-12-31$50,000
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
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GERSON & ASSOC. CPAS AND ADVISORS
Accountancy firm EIN2018-12-31223163246
2017 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$23,747
Total unrealized appreciation/depreciation of assets2017-12-31$23,747
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,097
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$27,516
Total income from all sources (including contributions)2017-12-31$1,054,350
Total of all expenses incurred2017-12-31$1,297,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,214,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$993,088
Value of total assets at end of year2017-12-31$2,223,724
Value of total assets at beginning of year2017-12-31$2,465,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$83,682
Total interest from all sources2017-12-31$34,868
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$25,749
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$607,551
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$602,433
Other income not declared elsewhere2017-12-31$2,647
Administrative expenses (other) incurred2017-12-31$7,933
Liabilities. Value of operating payables at end of year2017-12-31$29,097
Liabilities. Value of operating payables at beginning of year2017-12-31$27,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-243,576
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,194,627
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,438,203
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
Interest earned on other investments2017-12-31$29,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$109,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$219,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$219,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,444,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,591,505
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$993,088
Employer contributions (assets) at end of year2017-12-31$61,714
Employer contributions (assets) at beginning of year2017-12-31$52,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,214,244
Contract administrator fees2017-12-31$50,000
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
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DAVID A. GERSON, CPA & ASSOC. PC
Accountancy firm EIN2017-12-31223163246
2016 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$29,038
Total unrealized appreciation/depreciation of assets2016-12-31$29,038
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$27,516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,535
Total income from all sources (including contributions)2016-12-31$1,105,997
Total loss/gain on sale of assets2016-12-31$-28,709
Total of all expenses incurred2016-12-31$1,186,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,112,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,057,633
Value of total assets at end of year2016-12-31$2,465,719
Value of total assets at beginning of year2016-12-31$2,534,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$73,801
Total interest from all sources2016-12-31$47,581
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$14,280
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$602,433
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$600,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,805
Other income not declared elsewhere2016-12-31$454
Administrative expenses (other) incurred2016-12-31$9,521
Liabilities. Value of operating payables at end of year2016-12-31$27,516
Liabilities. Value of operating payables at beginning of year2016-12-31$16,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-80,092
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,438,203
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,518,295
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
Interest earned on other investments2016-12-31$11,830
Income. Interest from US Government securities2016-12-31$4,000
Income. Interest from corporate debt instruments2016-12-31$16,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$219,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$911,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$911,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$14,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,591,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$95,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,057,633
Employer contributions (assets) at end of year2016-12-31$52,300
Employer contributions (assets) at beginning of year2016-12-31$59,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,112,288
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$853,310
Contract administrator fees2016-12-31$50,000
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
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,999,706
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,028,415
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2016-12-31223163246
2015 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,126
Total unrealized appreciation/depreciation of assets2015-12-31$-3,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,740
Total income from all sources (including contributions)2015-12-31$1,062,006
Total of all expenses incurred2015-12-31$1,286,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,214,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,010,742
Value of total assets at end of year2015-12-31$2,534,830
Value of total assets at beginning of year2015-12-31$2,751,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$71,882
Total interest from all sources2015-12-31$54,149
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$12,508
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$600,612
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$600,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,805
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,969
Other income not declared elsewhere2015-12-31$241
Administrative expenses (other) incurred2015-12-31$9,374
Liabilities. Value of operating payables at end of year2015-12-31$16,535
Liabilities. Value of operating payables at beginning of year2015-12-31$8,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-224,650
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,518,295
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,742,945
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$911,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,276,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,276,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$54,149
Asset value of US Government securities at end of year2015-12-31$95,836
Asset value of US Government securities at beginning of year2015-12-31$97,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,010,742
Employer contributions (assets) at end of year2015-12-31$59,683
Employer contributions (assets) at beginning of year2015-12-31$53,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,214,774
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$853,310
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$710,949
Contract administrator fees2015-12-31$50,000
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
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 name2015-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2015-12-31223163246
2014 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$12,051
Total unrealized appreciation/depreciation of assets2014-12-31$12,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,431
Total income from all sources (including contributions)2014-12-31$935,143
Total loss/gain on sale of assets2014-12-31$-1,709
Total of all expenses incurred2014-12-31$1,200,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,125,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$866,226
Value of total assets at end of year2014-12-31$2,751,685
Value of total assets at beginning of year2014-12-31$3,014,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$75,901
Total interest from all sources2014-12-31$57,896
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$16,220
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$600,000
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$600,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,969
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,173
Other income not declared elsewhere2014-12-31$679
Administrative expenses (other) incurred2014-12-31$9,681
Liabilities. Value of operating payables at end of year2014-12-31$8,740
Liabilities. Value of operating payables at beginning of year2014-12-31$5,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-265,758
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,742,945
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,008,703
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
Income. Interest from US Government securities2014-12-31$2,877
Income. Interest from corporate debt instruments2014-12-31$21,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,276,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,721,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,721,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$33,152
Asset value of US Government securities at end of year2014-12-31$97,438
Asset value of US Government securities at beginning of year2014-12-31$168,753
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$866,226
Employer contributions (assets) at end of year2014-12-31$53,579
Employer contributions (assets) at beginning of year2014-12-31$56,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,125,000
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$710,949
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$455,313
Contract administrator fees2014-12-31$50,000
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
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$467,756
Aggregate carrying amount (costs) on sale of assets2014-12-31$469,465
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2014-12-31223163246
2013 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-103,389
Total unrealized appreciation/depreciation of assets2013-12-31$-103,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$963
Total income from all sources (including contributions)2013-12-31$902,399
Total loss/gain on sale of assets2013-12-31$1,084
Total of all expenses incurred2013-12-31$1,161,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,091,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$942,201
Value of total assets at end of year2013-12-31$3,014,134
Value of total assets at beginning of year2013-12-31$3,268,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,125
Total interest from all sources2013-12-31$61,452
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$13,282
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$600,000
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$600,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$13,792
Other income not declared elsewhere2013-12-31$1,051
Administrative expenses (other) incurred2013-12-31$5,843
Liabilities. Value of operating payables at end of year2013-12-31$5,431
Liabilities. Value of operating payables at beginning of year2013-12-31$963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-258,676
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,008,703
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,267,379
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
Income. Interest from US Government securities2013-12-31$4,378
Income. Interest from corporate debt instruments2013-12-31$13,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,721,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,079,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,079,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$43,942
Asset value of US Government securities at end of year2013-12-31$168,753
Asset value of US Government securities at beginning of year2013-12-31$92,917
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$942,201
Employer contributions (assets) at end of year2013-12-31$56,524
Employer contributions (assets) at beginning of year2013-12-31$54,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,091,950
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$455,313
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$427,655
Contract administrator fees2013-12-31$50,000
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
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$499,084
Aggregate carrying amount (costs) on sale of assets2013-12-31$498,000
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 name2013-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2013-12-31223163246
2012 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$25,722
Total unrealized appreciation/depreciation of assets2012-12-31$25,722
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,267
Total income from all sources (including contributions)2012-12-31$1,103,722
Total loss/gain on sale of assets2012-12-31$1,885
Total of all expenses incurred2012-12-31$1,408,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,346,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,005,427
Value of total assets at end of year2012-12-31$3,268,342
Value of total assets at beginning of year2012-12-31$3,599,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$62,464
Total interest from all sources2012-12-31$67,792
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$14,064
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$600,000
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$600,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$13,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$18,467
Other income not declared elsewhere2012-12-31$2,896
Administrative expenses (other) incurred2012-12-31$6,400
Liabilities. Value of operating payables at end of year2012-12-31$963
Liabilities. Value of operating payables at beginning of year2012-12-31$27,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-304,903
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,267,379
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,572,282
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
Income. Interest from US Government securities2012-12-31$4,718
Income. Interest from corporate debt instruments2012-12-31$12,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,079,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,073,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,073,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$50,967
Asset value of US Government securities at end of year2012-12-31$92,917
Asset value of US Government securities at beginning of year2012-12-31$382,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,005,427
Employer contributions (assets) at end of year2012-12-31$54,505
Employer contributions (assets) at beginning of year2012-12-31$107,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,346,161
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$427,655
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$418,158
Contract administrator fees2012-12-31$42,000
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
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$268,885
Aggregate carrying amount (costs) on sale of assets2012-12-31$267,000
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 name2012-12-31DAVID A GERSON, CPA & ASSOC. P C
Accountancy firm EIN2012-12-31223163246
2011 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$27,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,337
Total income from all sources (including contributions)2011-12-31$1,299,457
Total of all expenses incurred2011-12-31$1,034,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$974,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,234,321
Value of total assets at end of year2011-12-31$3,599,549
Value of total assets at beginning of year2011-12-31$3,328,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$59,755
Total interest from all sources2011-12-31$62,143
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$12,693
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$600,000
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$600,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$18,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$18,892
Other income not declared elsewhere2011-12-31$2,993
Administrative expenses (other) incurred2011-12-31$5,062
Liabilities. Value of operating payables at end of year2011-12-31$27,267
Liabilities. Value of operating payables at beginning of year2011-12-31$21,337
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$264,900
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,572,282
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,307,382
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,073,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,306,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,306,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$62,143
Asset value of US Government securities at end of year2011-12-31$382,085
Asset value of US Government securities at beginning of year2011-12-31$326,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,234,321
Employer contributions (assets) at end of year2011-12-31$107,761
Employer contributions (assets) at beginning of year2011-12-31$76,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$974,802
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$418,158
Contract administrator fees2011-12-31$42,000
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
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DAVID A GERSON, CPA & ASSOC. P C
Accountancy firm EIN2011-12-31223163246
2010 : SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,374
Total income from all sources (including contributions)2010-12-31$1,019,685
Total of all expenses incurred2010-12-31$982,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$918,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$963,001
Value of total assets at end of year2010-12-31$3,328,719
Value of total assets at beginning of year2010-12-31$3,292,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$64,136
Total interest from all sources2010-12-31$54,908
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$12,528
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$600,000
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$600,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$18,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$23,298
Other income not declared elsewhere2010-12-31$1,776
Administrative expenses (other) incurred2010-12-31$9,608
Liabilities. Value of operating payables at end of year2010-12-31$21,337
Liabilities. Value of operating payables at beginning of year2010-12-31$22,374
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$36,881
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,307,382
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,270,501
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,306,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,609,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,609,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$54,908
Asset value of US Government securities at end of year2010-12-31$326,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$963,001
Employer contributions (assets) at end of year2010-12-31$76,939
Employer contributions (assets) at beginning of year2010-12-31$59,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$918,668
Contract administrator fees2010-12-31$42,000
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
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DAVID A. GERSON, CPA & ASSOC., P.C.
Accountancy firm EIN2010-12-31223163246

Form 5500 Responses for SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN

2023: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTH JERSEY ELECTRICAL WORKERS TEMP DISABILITY BENEFITS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069030
Policy instance 1
Insurance contract or identification number069030
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069030
Policy instance 1
Insurance contract or identification number069030
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069030
Policy instance 1
Insurance contract or identification number069030
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069030
Policy instance 1
Insurance contract or identification number069030
Number of Individuals Covered2872
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069030
Policy instance 1
Insurance contract or identification number069030
Number of Individuals Covered2238
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069030
Policy instance 1
Insurance contract or identification number069030
Number of Individuals Covered2399
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069030
Policy instance 1
Insurance contract or identification number069030
Number of Individuals Covered2375
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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