401k Plan data: I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND plan

I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND 401k Plan overview

Plan Name	I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND
Plan identification number	501

I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND Benefits

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

401k Sponsoring company profile

IBEW LOCAL 229 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: IBEW LOCAL 229 HEALTH AND WELFARE FUND

Employer identification number (EIN): 232088170

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2011-06-01 MATTHEW PAULES
501 2010-06-01 KATHY SNOKE KATHY SNOKE 2012-03-12
501 2009-06-01 KATHY SNOKE KATHY SNOKE 2011-02-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2011-06-01	MATTHEW PAULES
501	2010-06-01	KATHY SNOKE	KATHY SNOKE	2012-03-12
501	2009-06-01	KATHY SNOKE	KATHY SNOKE	2011-02-15

Plan Statistics for I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND

401k plan membership statisitcs for I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND

Measure Date Value
2011: I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year 2011-06-01 320
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 0
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 0
Total of all active and inactive participants 2011-06-01 0
2010: I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year 2010-06-01 311
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 252
Number of retired or separated participants receiving benefits 2010-06-01 68
Number of other retired or separated participants entitled to future benefits 2010-06-01 0
Total of all active and inactive participants 2010-06-01 320
2009: I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year 2009-06-01 323
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 244
Number of retired or separated participants receiving benefits 2009-06-01 67
Number of other retired or separated participants entitled to future benefits 2009-06-01 0
Total of all active and inactive participants 2009-06-01 311

Measure	Date	Value
2011: I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year	2011-06-01	320
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	0
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	0
Total of all active and inactive participants	2011-06-01	0
2010: I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year	2010-06-01	311
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	252
Number of retired or separated participants receiving benefits	2010-06-01	68
Number of other retired or separated participants entitled to future benefits	2010-06-01	0
Total of all active and inactive participants	2010-06-01	320
2009: I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year	2009-06-01	323
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	244
Number of retired or separated participants receiving benefits	2009-06-01	67
Number of other retired or separated participants entitled to future benefits	2009-06-01	0
Total of all active and inactive participants	2009-06-01	311

Financial Data on I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND

Measure	Date	Value
2012 : I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND 2012 401k financial data
Total transfer of assets from this plan	2012-05-31	$1,584,690
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$242,424
Total income from all sources (including contributions)	2012-05-31	$2,747,435
Total of all expenses incurred	2012-05-31	$3,199,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$2,990,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$2,686,991
Value of total assets at end of year	2012-05-31	$0
Value of total assets at beginning of year	2012-05-31	$2,279,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$209,432
Total interest from all sources	2012-05-31	$188
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$60,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-05-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$60,434
Administrative expenses professional fees incurred	2012-05-31	$36,758
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$1,500,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Contributions received from participants	2012-05-31	$339,063
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$160,462
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-05-31	$314,392
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-05-31	$47,166
Administrative expenses (other) incurred	2012-05-31	$43,312
Liabilities. Value of operating payables at end of year	2012-05-31	$0
Liabilities. Value of operating payables at beginning of year	2012-05-31	$58,415
Total non interest bearing cash at end of year	2012-05-31	$0
Total non interest bearing cash at beginning of year	2012-05-31	$345,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$-452,496
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$2,037,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Investment advisory and management fees	2012-05-31	$8,601
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$1,516,659
Interest earned on other investments	2012-05-31	$124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-05-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-05-31	$5,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-05-31	$5,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-05-31	$64
Expenses. Payments to insurance carriers foe the provision of benefits	2012-05-31	$228,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$2,187,466
Employer contributions (assets) at end of year	2012-05-31	$0
Employer contributions (assets) at beginning of year	2012-05-31	$364,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$2,447,261
Contract administrator fees	2012-05-31	$120,761
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-05-31	No
Liabilities. Value of benefit claims payable at end of year	2012-05-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-05-31	$184,009
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	No
Opinion of an independent qualified public accountant for this plan	2012-05-31	Unqualified
Accountancy firm name	2012-05-31	ALAN ROSS AND COMPANY
Accountancy firm EIN	2012-05-31	205367494
2011 : I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$242,424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$392,804
Total income from all sources (including contributions)	2011-05-31	$3,936,825
Total loss/gain on sale of assets	2011-05-31	$0
Total of all expenses incurred	2011-05-31	$3,498,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$3,293,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$3,781,196
Value of total assets at end of year	2011-05-31	$2,279,610
Value of total assets at beginning of year	2011-05-31	$1,991,343
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$204,661
Total interest from all sources	2011-05-31	$1,768
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$66,207
Total dividends received from registered investment company shares (eg mutual funds)	2011-05-31	$66,207
Administrative expenses professional fees incurred	2011-05-31	$36,452
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$1,500,000
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Contributions received from participants	2011-05-31	$398,293
Income. Received or receivable in cash from other sources (including rollovers)	2011-05-31	$116,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-05-31	$354,787
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-05-31	$47,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-05-31	$91,503
Administrative expenses (other) incurred	2011-05-31	$43,053
Liabilities. Value of operating payables at end of year	2011-05-31	$58,415
Liabilities. Value of operating payables at beginning of year	2011-05-31	$54,652
Total non interest bearing cash at end of year	2011-05-31	$345,638
Total non interest bearing cash at beginning of year	2011-05-31	$66,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$438,647
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$2,037,186
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$1,598,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Investment advisory and management fees	2011-05-31	$8,512
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$1,516,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$1,510,293
Interest earned on other investments	2011-05-31	$1,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-05-31	$5,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-05-31	$8,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-05-31	$8,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-05-31	$7
Expenses. Payments to insurance carriers foe the provision of benefits	2011-05-31	$170,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$87,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$3,266,881
Employer contributions (assets) at end of year	2011-05-31	$364,152
Employer contributions (assets) at beginning of year	2011-05-31	$314,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$2,768,590
Contract administrator fees	2011-05-31	$116,644
Liabilities. Value of benefit claims payable at end of year	2011-05-31	$184,009
Liabilities. Value of benefit claims payable at beginning of year	2011-05-31	$338,152
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	No
Opinion of an independent qualified public accountant for this plan	2011-05-31	Unqualified
Accountancy firm name	2011-05-31	ALAN ROSS AND CO.
Accountancy firm EIN	2011-05-31	205367494

Form 5500 Responses for I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND

2011: I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-06-01	Type of plan entity	Multi-employer plan
2011-06-01	Submission has been amended	Yes
2011-06-01	This submission is the final filing	Yes
2011-06-01	Plan is a collectively bargained plan	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-06-01	Type of plan entity	Multi-employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	Yes
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement – Insurance	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: I.B.E.W. LOCAL UNION NO. 229 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-06-01	Type of plan entity	Multi-employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	IBEW LOCAL 229 HEALTH AND WELFARE FUND
Employer identification number (EIN):	232088170
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors