BOARD OF TRUSTEES - IBEW LOCAL 45 HEALTH & WELFARE TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST
401k plan membership statisitcs for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST
| Measure | Date | Value |
|---|
| 2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-05-01 | 0 |
| Total of all active and inactive participants | 2016-05-01 | 0 |
| Number of employers contributing to the scheme | 2016-05-01 | 0 |
| 2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 10 |
| Total of all active and inactive participants | 2015-05-01 | 10 |
| Number of employers contributing to the scheme | 2015-05-01 | 0 |
| 2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 12 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 10 |
| Total of all active and inactive participants | 2014-05-01 | 22 |
| Number of employers contributing to the scheme | 2014-05-01 | 2 |
| 2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 6 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 7 |
| Total of all active and inactive participants | 2013-05-01 | 13 |
| Number of employers contributing to the scheme | 2013-05-01 | 3 |
| 2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 8 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 7 |
| Total of all active and inactive participants | 2012-05-01 | 15 |
| Number of employers contributing to the scheme | 2012-05-01 | 3 |
| 2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 10 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 9 |
| Total of all active and inactive participants | 2011-05-01 | 19 |
| Number of employers contributing to the scheme | 2011-05-01 | 3 |
| 2010: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 11 |
| Number of retired or separated participants receiving benefits | 2010-05-01 | 9 |
| Total of all active and inactive participants | 2010-05-01 | 20 |
| Number of employers contributing to the scheme | 2010-05-01 | 4 |
| 2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 13 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 10 |
| Total of all active and inactive participants | 2009-05-01 | 23 |
| Number of employers contributing to the scheme | 2009-05-01 | 20 |
| Measure | Date | Value |
|---|
| 2016 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-10-31 | $0 |
| Total plan liabilities at beginning of year | 2016-10-31 | $12,631 |
| Total income from all sources | 2016-10-31 | $5 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $70,193 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $22,597 |
| Total plan assets at end of year | 2016-10-31 | $0 |
| Total plan assets at beginning of year | 2016-10-31 | $82,819 |
| Value of fidelity bond covering the plan | 2016-10-31 | $225,000 |
| Expenses. Other expenses not covered elsewhere | 2016-10-31 | $7,626 |
| Other income received | 2016-10-31 | $5 |
| Net income (gross income less expenses) | 2016-10-31 | $-70,188 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $70,188 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $39,970 |
| Total plan liabilities at end of year | 2016-04-30 | $12,631 |
| Total plan liabilities at beginning of year | 2016-04-30 | $25,525 |
| Total income from all sources | 2016-04-30 | $696 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $162,588 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $91,193 |
| Total plan assets at end of year | 2016-04-30 | $82,819 |
| Total plan assets at beginning of year | 2016-04-30 | $257,605 |
| Value of fidelity bond covering the plan | 2016-04-30 | $225,000 |
| Total contributions received or receivable from participants | 2016-04-30 | $227 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $7,694 |
| Other income received | 2016-04-30 | $311 |
| Net income (gross income less expenses) | 2016-04-30 | $-161,892 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $70,188 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $232,080 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $158 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-04-30 | $63,701 |
| 2015 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-04-30 | $25,525 |
| Total plan liabilities at beginning of year | 2015-04-30 | $31,557 |
| Total income from all sources | 2015-04-30 | $91,430 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $181,797 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $106,065 |
| Total plan assets at end of year | 2015-04-30 | $257,605 |
| Total plan assets at beginning of year | 2015-04-30 | $354,004 |
| Value of fidelity bond covering the plan | 2015-04-30 | $225,000 |
| Total contributions received or receivable from participants | 2015-04-30 | $78,914 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $13,267 |
| Other income received | 2015-04-30 | $1,529 |
| Net income (gross income less expenses) | 2015-04-30 | $-90,367 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $232,080 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $322,447 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $10,987 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-04-30 | $62,465 |
| 2014 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-04-30 | $31,557 |
| Total plan liabilities at beginning of year | 2014-04-30 | $38,679 |
| Total income from all sources | 2014-04-30 | $178,411 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $255,083 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $173,589 |
| Total plan assets at end of year | 2014-04-30 | $354,004 |
| Total plan assets at beginning of year | 2014-04-30 | $437,798 |
| Value of fidelity bond covering the plan | 2014-04-30 | $250,000 |
| Total contributions received or receivable from participants | 2014-04-30 | $92,568 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $18,430 |
| Other income received | 2014-04-30 | $1,422 |
| Net income (gross income less expenses) | 2014-04-30 | $-76,672 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $322,447 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $399,119 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $84,421 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-04-30 | $63,064 |
| 2013 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-04-30 | $38,679 |
| Total plan liabilities at beginning of year | 2013-04-30 | $44,189 |
| Total income from all sources | 2013-04-30 | $191,357 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $273,668 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $194,268 |
| Total plan assets at end of year | 2013-04-30 | $437,798 |
| Total plan assets at beginning of year | 2013-04-30 | $525,619 |
| Value of fidelity bond covering the plan | 2013-04-30 | $250,000 |
| Total contributions received or receivable from participants | 2013-04-30 | $105,255 |
| Other income received | 2013-04-30 | $6,154 |
| Net income (gross income less expenses) | 2013-04-30 | $-82,311 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $399,119 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $481,430 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $79,948 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-04-30 | $79,400 |
| 2012 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-04-30 | $44,189 |
| Total plan liabilities at beginning of year | 2012-04-30 | $51,726 |
| Total income from all sources | 2012-04-30 | $209,212 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $277,403 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $206,385 |
| Total plan assets at end of year | 2012-04-30 | $525,619 |
| Total plan assets at beginning of year | 2012-04-30 | $601,347 |
| Value of fidelity bond covering the plan | 2012-04-30 | $250,000 |
| Total contributions received or receivable from participants | 2012-04-30 | $122,361 |
| Other income received | 2012-04-30 | $6,449 |
| Net income (gross income less expenses) | 2012-04-30 | $-68,191 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $481,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $549,621 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $80,402 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-04-30 | $71,018 |
| 2011 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-04-30 | $51,726 |
| Total plan liabilities at beginning of year | 2011-04-30 | $51,971 |
| Total income from all sources | 2011-04-30 | $222,420 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $314,403 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $222,733 |
| Total plan assets at end of year | 2011-04-30 | $601,347 |
| Total plan assets at beginning of year | 2011-04-30 | $693,575 |
| Value of fidelity bond covering the plan | 2011-04-30 | $250,000 |
| Total contributions received or receivable from participants | 2011-04-30 | $131,385 |
| Other income received | 2011-04-30 | $11,750 |
| Net income (gross income less expenses) | 2011-04-30 | $-91,983 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $549,621 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $641,604 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $79,285 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-04-30 | $91,670 |
| 2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Multi-employer plan |
| 2016-05-01 | This submission is the final filing | Yes |
| 2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-05-01 | Plan is a collectively bargained plan | Yes |
| 2016-05-01 | Plan funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Multi-employer plan |
| 2015-05-01 | Plan is a collectively bargained plan | Yes |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Multi-employer plan |
| 2014-05-01 | Plan is a collectively bargained plan | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Multi-employer plan |
| 2013-05-01 | Plan is a collectively bargained plan | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Multi-employer plan |
| 2012-05-01 | Plan is a collectively bargained plan | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Multi-employer plan |
| 2011-05-01 | Plan is a collectively bargained plan | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2010: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2010 form 5500 responses |
|---|
| 2010-05-01 | Type of plan entity | Multi-employer plan |
| 2010-05-01 | Plan is a collectively bargained plan | Yes |
| 2010-05-01 | Plan funding arrangement – Trust | Yes |
| 2010-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL 45 HEALTH & WELFARE TRUST 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Multi-employer plan |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | Plan is a collectively bargained plan | Yes |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
