Logo

I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 401k Plan overview

Plan NameI.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND
Plan identification number 501

I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover

401k Sponsoring company profile

LOCAL UNION 106 IBEW has sponsored the creation of one or more 401k plans.

Company Name:LOCAL UNION 106 IBEW
Employer identification number (EIN):237091957
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01DAVID WILKINSON DAVID PAINTER2018-04-06
5012015-07-01DAVID WILKINSON DAVID PAINTER2017-01-27
5012014-07-01DAVID WILKINSON JOHN DALE2015-12-04
5012013-07-01DAVID WILKINSON
5012012-07-01DAVID WILKINSON JOHN DALE2014-01-30
5012011-07-01DAVID WILKINSON JOHN DALE2013-01-10
5012010-07-01DAVID WILKINSON JOHN DALE2011-12-14
5012009-07-01DAVID WILKINSON JOHN DALE2011-01-20

Plan Statistics for I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND

401k plan membership statisitcs for I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND

Measure Date Value
2022: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-07-01198
Total number of active participants reported on line 7a of the Form 55002022-07-01156
Number of retired or separated participants receiving benefits2022-07-0134
Total of all active and inactive participants2022-07-01190
Total participants2022-07-01190
Number of employers contributing to the scheme2022-07-0128
2021: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-07-01188
Total number of active participants reported on line 7a of the Form 55002021-07-01161
Number of retired or separated participants receiving benefits2021-07-0137
Total of all active and inactive participants2021-07-01198
Total participants2021-07-01198
Number of employers contributing to the scheme2021-07-0130
2020: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-07-01196
Total number of active participants reported on line 7a of the Form 55002020-07-01156
Number of retired or separated participants receiving benefits2020-07-0132
Total of all active and inactive participants2020-07-01188
Total participants2020-07-01188
Number of employers contributing to the scheme2020-07-0128
2019: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-07-01183
Total number of active participants reported on line 7a of the Form 55002019-07-01160
Number of retired or separated participants receiving benefits2019-07-0136
Total of all active and inactive participants2019-07-01196
Total participants2019-07-01196
Number of employers contributing to the scheme2019-07-0129
2018: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-07-01184
Total number of active participants reported on line 7a of the Form 55002018-07-01144
Number of retired or separated participants receiving benefits2018-07-0139
Total of all active and inactive participants2018-07-01183
Total participants2018-07-01183
Number of employers contributing to the scheme2018-07-0131
2017: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01186
Total number of active participants reported on line 7a of the Form 55002017-07-01138
Number of retired or separated participants receiving benefits2017-07-0146
Total of all active and inactive participants2017-07-01184
Total participants2017-07-01184
Number of employers contributing to the scheme2017-07-0130
2016: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01174
Total number of active participants reported on line 7a of the Form 55002016-07-01142
Number of retired or separated participants receiving benefits2016-07-0144
Total of all active and inactive participants2016-07-01186
Total participants2016-07-01186
Number of employers contributing to the scheme2016-07-0129
2015: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01170
Total number of active participants reported on line 7a of the Form 55002015-07-01133
Number of retired or separated participants receiving benefits2015-07-0141
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01174
Total participants2015-07-01174
Number of employers contributing to the scheme2015-07-0126
2014: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01183
Total number of active participants reported on line 7a of the Form 55002014-07-01132
Number of retired or separated participants receiving benefits2014-07-0138
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01170
2013: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01188
Total number of active participants reported on line 7a of the Form 55002013-07-01129
Number of retired or separated participants receiving benefits2013-07-0154
Total of all active and inactive participants2013-07-01183
Total participants2013-07-01183
Number of employers contributing to the scheme2013-07-0128
2012: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01178
Total number of active participants reported on line 7a of the Form 55002012-07-01134
Number of retired or separated participants receiving benefits2012-07-0154
Total of all active and inactive participants2012-07-01188
Total participants2012-07-01188
Number of employers contributing to the scheme2012-07-0125
2011: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01178
Total number of active participants reported on line 7a of the Form 55002011-07-01161
Number of retired or separated participants receiving benefits2011-07-0117
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01178
Number of participants with account balances2011-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
Number of employers contributing to the scheme2011-07-0114
2010: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-07-01189
Total number of active participants reported on line 7a of the Form 55002010-07-01161
Number of retired or separated participants receiving benefits2010-07-0117
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01178
Number of participants with account balances2010-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01194
Total number of active participants reported on line 7a of the Form 55002009-07-01172
Number of retired or separated participants receiving benefits2009-07-0117
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01189
Number of participants with account balances2009-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
Number of employers contributing to the scheme2009-07-0127

Financial Data on I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND

Measure Date Value
2023 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$1,257,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$1,371,457
Total income from all sources (including contributions)2023-06-30$3,589,367
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$3,185,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$3,023,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$3,257,037
Value of total assets at end of year2023-06-30$7,002,156
Value of total assets at beginning of year2023-06-30$6,711,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$161,435
Total interest from all sources2023-06-30$332,330
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$200,525
Assets. Other investments not covered elsewhere at end of year2023-06-30$664,730
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$653,083
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$497,169
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$316,816
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$218,879
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$206,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$1,218,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$1,291,525
Administrative expenses (other) incurred2023-06-30$148,904
Total non interest bearing cash at end of year2023-06-30$391,614
Total non interest bearing cash at beginning of year2023-06-30$469,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$404,326
Value of net assets at end of year (total assets less liabilities)2023-06-30$5,744,165
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$5,339,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$12,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$2,626,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$2,411,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$206,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$431,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$431,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$332,330
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$2,346,506
Asset value of US Government securities at end of year2023-06-30$2,023,243
Asset value of US Government securities at beginning of year2023-06-30$1,980,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$2,559,343
Employer contributions (assets) at end of year2023-06-30$379,176
Employer contributions (assets) at beginning of year2023-06-30$341,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$360,284
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$491,959
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$216,774
Liabilities. Value of benefit claims payable at end of year2023-06-30$39,616
Liabilities. Value of benefit claims payable at beginning of year2023-06-30$79,932
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BUFFAMANTE, WHIPPLE, BUTTAFARO, PC
Accountancy firm EIN2023-06-30161117932
2022 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-631,395
Total unrealized appreciation/depreciation of assets2022-06-30$-631,395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,371,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,184,421
Total income from all sources (including contributions)2022-06-30$2,733,582
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$3,302,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,160,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,263,739
Value of total assets at end of year2022-06-30$6,711,296
Value of total assets at beginning of year2022-06-30$7,093,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$142,577
Total interest from all sources2022-06-30$101,238
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$195,555
Assets. Other investments not covered elsewhere at end of year2022-06-30$653,083
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$507,056
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$389,438
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$366,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$206,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$204,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$1,291,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$1,140,036
Administrative expenses (other) incurred2022-06-30$129,162
Total non interest bearing cash at end of year2022-06-30$469,837
Total non interest bearing cash at beginning of year2022-06-30$360,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-569,303
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,339,839
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,909,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$13,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,411,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,807,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$431,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$508,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$508,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$101,238
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$2,403,788
Asset value of US Government securities at end of year2022-06-30$1,980,242
Asset value of US Government securities at beginning of year2022-06-30$2,213,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$2,678,746
Employer contributions (assets) at end of year2022-06-30$341,397
Employer contributions (assets) at beginning of year2022-06-30$296,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$390,426
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$216,774
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$195,706
Liabilities. Value of benefit claims payable at end of year2022-06-30$79,932
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$44,385
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BUFFAMANTE, WHIPPLE, BUTTAFARO, PC
Accountancy firm EIN2022-06-30161117932
2021 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,184,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$997,935
Total income from all sources (including contributions)2021-06-30$3,908,763
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$3,288,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$3,147,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,115,155
Value of total assets at end of year2021-06-30$7,093,563
Value of total assets at beginning of year2021-06-30$6,286,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$140,578
Total interest from all sources2021-06-30$793,608
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$198,772
Assets. Other investments not covered elsewhere at end of year2021-06-30$507,056
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$162,962
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$446,804
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$204,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$210,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$1,140,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$886,988
Administrative expenses (other) incurred2021-06-30$119,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$620,377
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,909,142
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,288,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$20,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,807,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$869,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$3,626,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$3,626,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$793,608
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$2,450,804
Asset value of US Government securities at end of year2021-06-30$2,213,730
Asset value of US Government securities at beginning of year2021-06-30$1,854,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$2,753,421
Employer contributions (assets) at end of year2021-06-30$296,593
Employer contributions (assets) at beginning of year2021-06-30$300,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$250,200
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$195,706
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$295,562
Liabilities. Value of benefit claims payable at end of year2021-06-30$44,385
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$110,947
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BUFFAMANTE, WHIPPLE, BUTTAFARO, PC
Accountancy firm EIN2021-06-30161117932
2020 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$997,935
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$797,667
Total income from all sources (including contributions)2020-06-30$4,552,389
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$4,088,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,923,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$4,067,965
Value of total assets at end of year2020-06-30$6,286,700
Value of total assets at beginning of year2020-06-30$5,622,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$165,355
Total interest from all sources2020-06-30$484,424
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$183,501
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$172,778
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$1,342,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$210,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$206,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$886,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$588,809
Administrative expenses (other) incurred2020-06-30$119,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$463,474
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,288,765
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,825,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$46,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$206,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$3,626,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$655,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$655,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$484,424
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$2,365,269
Asset value of US Government securities at end of year2020-06-30$1,854,351
Asset value of US Government securities at beginning of year2020-06-30$2,021,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$3,711,686
Employer contributions (assets) at end of year2020-06-30$300,214
Employer contributions (assets) at beginning of year2020-06-30$346,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$216,109
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$295,562
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$1,241,989
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$945,587
Liabilities. Value of benefit claims payable at end of year2020-06-30$110,947
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$208,858
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BUFFAMANTE, WHIPPLE, BUTTAFARO, PC
Accountancy firm EIN2020-06-30161117932
2019 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$797,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$128,040
Total income from all sources (including contributions)2019-06-30$3,693,092
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$3,601,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$3,448,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$3,416,222
Value of total assets at end of year2019-06-30$5,622,958
Value of total assets at beginning of year2019-06-30$4,861,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$152,445
Total interest from all sources2019-06-30$276,870
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$192,922
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$110,980
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$732,526
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$206,099
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$186,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$588,809
Administrative expenses (other) incurred2019-06-30$120,880
Liabilities. Value of operating payables at end of year2019-06-30$208,858
Liabilities. Value of operating payables at beginning of year2019-06-30$128,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$91,858
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,825,291
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,733,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$31,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$206,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$171,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$655,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$359,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$359,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$276,870
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$2,470,809
Asset value of US Government securities at end of year2019-06-30$2,021,318
Asset value of US Government securities at beginning of year2019-06-30$2,029,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$3,112,320
Employer contributions (assets) at end of year2019-06-30$346,425
Employer contributions (assets) at beginning of year2019-06-30$282,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$245,454
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$1,241,989
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$913,288
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$945,587
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$919,483
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BUFFAMATE, WHIPPLE, BUTTAFARO, PC
Accountancy firm EIN2019-06-30161117932
2018 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$128,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$74,884
Total income from all sources (including contributions)2018-06-30$3,027,945
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$2,350,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,221,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,908,815
Value of total assets at end of year2018-06-30$4,861,473
Value of total assets at beginning of year2018-06-30$4,130,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$128,705
Total interest from all sources2018-06-30$119,130
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$448,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$203,126
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$117,593
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$335,669
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$186,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$174,501
Administrative expenses (other) incurred2018-06-30$104,685
Liabilities. Value of operating payables at end of year2018-06-30$128,040
Liabilities. Value of operating payables at beginning of year2018-06-30$74,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$677,927
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,733,433
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,055,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$24,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$171,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$141,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$359,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$321,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$321,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$119,130
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$1,646,964
Asset value of US Government securities at end of year2018-06-30$2,029,384
Asset value of US Government securities at beginning of year2018-06-30$1,879,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$2,588,096
Employer contributions (assets) at end of year2018-06-30$282,243
Employer contributions (assets) at beginning of year2018-06-30$219,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$238,680
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$913,288
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$807,912
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$919,483
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$584,751
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BUFFAMANTE, WHIPPLE, BUTTAFARO PC
Accountancy firm EIN2018-06-30161117932
2017 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$74,884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$74,783
Total income from all sources (including contributions)2017-06-30$2,672,001
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$2,239,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,113,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,539,263
Value of total assets at end of year2017-06-30$4,130,390
Value of total assets at beginning of year2017-06-30$3,697,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$125,677
Total interest from all sources2017-06-30$132,738
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$410,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$207,303
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$152,588
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$257,058
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$174,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$174,782
Administrative expenses (other) incurred2017-06-30$105,126
Liabilities. Value of operating payables at end of year2017-06-30$74,884
Liabilities. Value of operating payables at beginning of year2017-06-30$74,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$432,938
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,055,506
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,622,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$20,551
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$141,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$156,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$321,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$189,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$189,881
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$132,738
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$1,625,315
Asset value of US Government securities at end of year2017-06-30$1,879,817
Asset value of US Government securities at beginning of year2017-06-30$1,767,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$2,179,372
Employer contributions (assets) at end of year2017-06-30$219,908
Employer contributions (assets) at beginning of year2017-06-30$240,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$231,013
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$807,912
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$635,717
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$584,751
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$532,016
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BUFFAMANTE. WHIPPLE, BUTTAFARO PC
Accountancy firm EIN2017-06-30161117932
2016 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$74,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$56,663
Total income from all sources (including contributions)2016-06-30$2,831,312
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$2,144,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,023,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,780,400
Value of total assets at end of year2016-06-30$3,697,351
Value of total assets at beginning of year2016-06-30$2,992,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$121,454
Total interest from all sources2016-06-30$50,912
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$370,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$223,981
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$212,024
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$272,432
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$174,782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$174,641
Administrative expenses (other) incurred2016-06-30$103,702
Liabilities. Value of operating payables at end of year2016-06-30$74,783
Liabilities. Value of operating payables at beginning of year2016-06-30$56,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$686,854
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,622,568
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,935,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$17,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$156,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$147,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$189,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$161,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$161,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$50,912
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$1,579,271
Asset value of US Government securities at end of year2016-06-30$1,767,803
Asset value of US Government securities at beginning of year2016-06-30$1,410,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$2,344,395
Employer contributions (assets) at end of year2016-06-30$240,612
Employer contributions (assets) at beginning of year2016-06-30$216,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$171,301
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$635,717
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$489,950
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$532,016
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$391,178
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BUFFAMANTE, WHIPPLE, BUTTAFARO PC
Accountancy firm EIN2016-06-30161117932
2015 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$56,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$55,826
Total income from all sources (including contributions)2015-06-30$2,547,962
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$2,131,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,907,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,536,607
Value of total assets at end of year2015-06-30$2,992,377
Value of total assets at beginning of year2015-06-30$2,575,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$224,293
Total interest from all sources2015-06-30$11,355
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$275,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$191,607
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$319,186
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$168,935
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$174,641
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$154,906
Administrative expenses (other) incurred2015-06-30$209,825
Liabilities. Value of operating payables at end of year2015-06-30$56,663
Liabilities. Value of operating payables at beginning of year2015-06-30$55,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$416,256
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,935,714
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,519,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$391,178
Assets. partnership/joint venture interests at beginning of year2015-06-30$346,507
Investment advisory and management fees2015-06-30$14,468
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$147,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$136,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$161,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$352,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$352,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$11,355
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$1,565,998
Asset value of US Government securities at end of year2015-06-30$1,410,930
Asset value of US Government securities at beginning of year2015-06-30$1,076,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$2,025,814
Employer contributions (assets) at end of year2015-06-30$216,895
Employer contributions (assets) at beginning of year2015-06-30$241,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$172,480
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$489,950
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$267,063
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BUFFAMANTE, WHIPPLE, BUTTAFARO PC
Accountancy firm EIN2015-06-30161117932
2014 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$90,580
Total unrealized appreciation/depreciation of assets2014-06-30$90,580
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$55,826
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$46,019
Total income from all sources (including contributions)2014-06-30$2,625,782
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,983,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,597,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,482,852
Value of total assets at end of year2014-06-30$2,575,284
Value of total assets at beginning of year2014-06-30$1,923,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$386,324
Total interest from all sources2014-06-30$52,350
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$275,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$174,035
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$222,760
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$30,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$154,906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$161,618
Administrative expenses (other) incurred2014-06-30$373,521
Liabilities. Value of operating payables at end of year2014-06-30$55,826
Liabilities. Value of operating payables at beginning of year2014-06-30$46,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$641,809
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,519,458
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,877,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$346,507
Assets. partnership/joint venture interests at beginning of year2014-06-30$110,972
Investment advisory and management fees2014-06-30$12,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$136,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$89,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$352,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$286,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$286,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$52,350
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$1,456,846
Asset value of US Government securities at end of year2014-06-30$1,076,424
Asset value of US Government securities at beginning of year2014-06-30$888,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,086,057
Employer contributions (assets) at end of year2014-06-30$241,758
Employer contributions (assets) at beginning of year2014-06-30$199,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$110,687
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$267,063
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$186,731
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BUFFAMANTE WHIPPLE BUTTAFARO PC
Accountancy firm EIN2014-06-30161117932
2013 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-32,227
Total unrealized appreciation/depreciation of assets2013-06-30$-32,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$46,019
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$64,531
Total income from all sources (including contributions)2013-06-30$2,551,756
Total of all expenses incurred2013-06-30$2,183,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,825,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,583,983
Value of total assets at end of year2013-06-30$1,923,668
Value of total assets at beginning of year2013-06-30$1,573,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$357,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$114,254
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$167,111
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$154,961
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$161,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$176,061
Administrative expenses (other) incurred2013-06-30$237,769
Liabilities. Value of operating payables at end of year2013-06-30$46,019
Liabilities. Value of operating payables at beginning of year2013-06-30$64,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$368,526
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,877,649
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,509,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$5,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$89,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$66,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$286,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$322,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$322,238
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$1,673,849
Asset value of US Government securities at end of year2013-06-30$888,372
Asset value of US Government securities at beginning of year2013-06-30$755,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,261,911
Employer contributions (assets) at end of year2013-06-30$199,773
Employer contributions (assets) at beginning of year2013-06-30$253,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$151,999
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$186,731
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$110,972
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BUFFAMANTE WHIPPLE BUTTAFARO PC
Accountancy firm EIN2013-06-30161117932
2012 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$64,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$29,122
Total income from all sources (including contributions)2012-06-30$2,831,214
Total of all expenses incurred2012-06-30$2,297,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,991,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,793,757
Value of total assets at end of year2012-06-30$1,573,654
Value of total assets at beginning of year2012-06-30$1,005,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$306,947
Total interest from all sources2012-06-30$37,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$121,476
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$150,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$178,753
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$119,053
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$39,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$176,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$184,043
Administrative expenses (other) incurred2012-06-30$184,218
Liabilities. Value of operating payables at end of year2012-06-30$64,531
Liabilities. Value of operating payables at beginning of year2012-06-30$29,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$533,217
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,509,123
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$975,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$1,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$66,471
Interest earned on other investments2012-06-30$11,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$322,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$269,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$269,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$25,863
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$1,821,562
Asset value of US Government securities at end of year2012-06-30$755,199
Asset value of US Government securities at beginning of year2012-06-30$343,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,495,951
Employer contributions (assets) at end of year2012-06-30$253,685
Employer contributions (assets) at beginning of year2012-06-30$208,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$130,369
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BUFFAMANTE WHIPPLE BUTTAFARO PC
Accountancy firm EIN2012-06-30161117932
2011 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$29,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$69,544
Total income from all sources (including contributions)2011-06-30$2,825,543
Total of all expenses incurred2011-06-30$2,658,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,287,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,807,098
Value of total assets at end of year2011-06-30$1,005,028
Value of total assets at beginning of year2011-06-30$878,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$371,135
Total interest from all sources2011-06-30$18,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$115,462
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$150,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$144,409
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$6,389
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$86,830
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$1,763,290
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$184,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$11,454
Administrative expenses (other) incurred2011-06-30$254,397
Liabilities. Value of operating payables at end of year2011-06-30$29,122
Liabilities. Value of operating payables at beginning of year2011-06-30$69,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$166,804
Value of net assets at end of year (total assets less liabilities)2011-06-30$975,906
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$809,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$1,276
Interest earned on other investments2011-06-30$1,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$269,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$56,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$56,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$17,246
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$31,366
Asset value of US Government securities at end of year2011-06-30$343,258
Asset value of US Government securities at beginning of year2011-06-30$634,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$2,575,859
Employer contributions (assets) at end of year2011-06-30$208,474
Employer contributions (assets) at beginning of year2011-06-30$170,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$492,948
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BUFFAMANTE WHIPPLE BUTTAFARO PC
Accountancy firm EIN2011-06-30161117932

Form 5500 Responses for I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND

2022: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number356548
Policy instance 3
Insurance contract or identification number356548
Number of Individuals Covered164
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $8,571
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $169,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,571
Amount paid for insurance broker fees0
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: 55204 )
Policy contract number286110
Policy instance 2
Insurance contract or identification number286110
Number of Individuals Covered24
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $5,221
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $129,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,221
Amount paid for insurance broker fees0
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: 55204 )
Policy contract number282283
Policy instance 1
Insurance contract or identification number282283
Number of Individuals Covered390
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $42,831
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,831
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number356548
Policy instance 3
Insurance contract or identification number356548
Number of Individuals Covered161
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $8,520
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $168,491
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,520
Amount paid for insurance broker fees0
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: 55204 )
Policy contract number410859
Policy instance 2
Insurance contract or identification number410859
Number of Individuals Covered26
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $3,480
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $124,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,480
Amount paid for insurance broker fees0
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: 55204 )
Policy contract number410847
Policy instance 1
Insurance contract or identification number410847
Number of Individuals Covered391
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $46,287
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,287
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number356548
Policy instance 3
Insurance contract or identification number356548
Number of Individuals Covered156
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $8,216
Total amount of fees paid to insurance companyUSD $4,077
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $160,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,216
Amount paid for insurance broker fees4077
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: 55204 )
Policy contract number410859
Policy instance 2
Insurance contract or identification number410859
Number of Individuals Covered26
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $4,875
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $151,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,875
Amount paid for insurance broker fees0
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: 55204 )
Policy contract number410847
Policy instance 1
Insurance contract or identification number410847
Number of Individuals Covered387
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $41,511
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,511
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number356548
Policy instance 3
Insurance contract or identification number356548
Number of Individuals Covered154
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $9,710
Total amount of fees paid to insurance companyUSD $8,508
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $181,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,710
Amount paid for insurance broker fees8508
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: 55204 )
Policy contract number410859
Policy instance 2
Insurance contract or identification number410859
Number of Individuals Covered26
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $5,529
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $167,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,529
Amount paid for insurance broker fees0
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: 55204 )
Policy contract number410847
Policy instance 1
Insurance contract or identification number410847
Number of Individuals Covered382
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $39,778
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,778
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number356548
Policy instance 3
Insurance contract or identification number356548
Number of Individuals Covered147
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $6,364
Total amount of fees paid to insurance companyUSD $1,417
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $92,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,364
Amount paid for insurance broker fees1417
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: 55204 )
Policy contract number410859
Policy instance 2
Insurance contract or identification number410859
Number of Individuals Covered33
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $6,425
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $204,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,425
Amount paid for insurance broker fees0
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: 55204 )
Policy contract number410847
Policy instance 1
Insurance contract or identification number410847
Number of Individuals Covered366
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $38,272
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,272
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number356548
Policy instance 3
Insurance contract or identification number356548
Number of Individuals Covered145
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $2,495
Total amount of fees paid to insurance companyUSD $987
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: 55204 )
Policy contract number410859
Policy instance 2
Insurance contract or identification number410859
Number of Individuals Covered38
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $5,813
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $204,122
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: 55204 )
Policy contract number410847
Policy instance 1
Insurance contract or identification number410847
Number of Individuals Covered354
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $35,298
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1