BOARD OF TRUSTEES I.B.E.W. LOCAL 1049 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND
401k plan membership statisitcs for I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND
| Measure | Date | Value |
|---|
| 2023 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $1,760 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $1,760 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $8,109,788 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $9,639,500 |
| Total income from all sources (including contributions) | 2023-12-31 | $37,339,505 |
| Total of all expenses incurred | 2023-12-31 | $23,505,423 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $21,529,396 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $27,698,000 |
| Value of total assets at end of year | 2023-12-31 | $111,919,620 |
| Value of total assets at beginning of year | 2023-12-31 | $99,615,250 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,976,027 |
| Total interest from all sources | 2023-12-31 | $104,364 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $3,786,166 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $3,786,166 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-12-31 | $101,200 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-12-31 | $99,440 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $60,588 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $38,520 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $769,655 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $450,359 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $102,636 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $98,154 |
| Other income not declared elsewhere | 2023-12-31 | $315,441 |
| Administrative expenses (other) incurred | 2023-12-31 | $148,594 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $96,022 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $97,512 |
| Total non interest bearing cash at end of year | 2023-12-31 | $1,892,229 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $2,298,164 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $13,834,082 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $103,809,832 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $89,975,750 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $102,859,582 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $85,196,199 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $0 |
| Interest earned on other investments | 2023-12-31 | $6,450 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $3,739,967 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $8,419,686 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $8,419,686 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $97,914 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $2,253,306 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $5,433,774 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $27,637,412 |
| Employer contributions (assets) at end of year | 2023-12-31 | $2,554,513 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $3,148,633 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $19,237,570 |
| Contract administrator fees | 2023-12-31 | $1,338,447 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $7,911,130 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $9,443,834 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2023-12-31 | $2,474 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-12-31 | $2,769 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2023-12-31 | 133082707 |
| 2022 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-7,560 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-7,560 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $9,639,500 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $10,573,706 |
| Total income from all sources (including contributions) | 2022-12-31 | $11,905,739 |
| Total of all expenses incurred | 2022-12-31 | $22,571,162 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $20,690,693 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $27,584,275 |
| Value of total assets at end of year | 2022-12-31 | $99,615,250 |
| Value of total assets at beginning of year | 2022-12-31 | $111,214,879 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,880,469 |
| Total interest from all sources | 2022-12-31 | $25,481 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,063,954 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $4,063,954 |
| Administrative expenses professional fees incurred | 2022-12-31 | $75,354 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $99,440 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $107,000 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $113,267 |
| Participant contributions at beginning of year | 2022-12-31 | $5,623 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $32,653 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $450,359 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $387,463 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $98,154 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $128,369 |
| Other income not declared elsewhere | 2022-12-31 | $456,202 |
| Administrative expenses (other) incurred | 2022-12-31 | $507,620 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $97,512 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $95,772 |
| Total non interest bearing cash at end of year | 2022-12-31 | $2,298,164 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $2,657,343 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-10,665,423 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $89,975,750 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $100,641,173 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $85,196,199 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $95,488,476 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $8,419,686 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $9,867,506 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $9,867,506 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $25,481 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $218,432 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-20,216,613 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $27,471,008 |
| Employer contributions (assets) at end of year | 2022-12-31 | $3,148,633 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $2,692,938 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $20,439,608 |
| Contract administrator fees | 2022-12-31 | $1,297,495 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $9,443,834 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $10,349,565 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $2,769 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $8,530 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2022-12-31 | 133082707 |
| 2021 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-840 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-840 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $10,573,706 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $12,104,656 |
| Total income from all sources (including contributions) | 2021-12-31 | $37,570,261 |
| Total of all expenses incurred | 2021-12-31 | $25,456,750 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $23,426,108 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $29,763,505 |
| Value of total assets at end of year | 2021-12-31 | $111,214,879 |
| Value of total assets at beginning of year | 2021-12-31 | $100,632,318 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,030,642 |
| Total interest from all sources | 2021-12-31 | $7,406 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,321,154 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,321,154 |
| Administrative expenses professional fees incurred | 2021-12-31 | $108,652 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $107,000 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $107,840 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $110,640 |
| Participant contributions at end of year | 2021-12-31 | $5,623 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $35,331 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $387,463 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $285,008 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $128,369 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,028,786 |
| Other income not declared elsewhere | 2021-12-31 | $345,486 |
| Administrative expenses (other) incurred | 2021-12-31 | $494,030 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $95,772 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $76,368 |
| Total non interest bearing cash at end of year | 2021-12-31 | $2,657,343 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $2,357,205 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $12,113,511 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $100,641,173 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $88,527,662 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $95,488,476 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $84,386,706 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
| Interest earned on other investments | 2021-12-31 | $6,450 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $9,867,506 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $9,701,592 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $9,701,592 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $956 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $15,929,008 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,133,550 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $29,652,865 |
| Employer contributions (assets) at end of year | 2021-12-31 | $2,692,938 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $3,776,786 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,461,769 |
| Contract administrator fees | 2021-12-31 | $1,427,960 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $10,349,565 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $10,999,502 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $8,530 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $17,181 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2021-12-31 | 133082707 |
| 2020 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $12,104,656 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $9,371,477 |
| Total income from all sources (including contributions) | 2020-12-31 | $41,703,089 |
| Total of all expenses incurred | 2020-12-31 | $24,740,412 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $22,941,705 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $34,412,313 |
| Value of total assets at end of year | 2020-12-31 | $100,632,318 |
| Value of total assets at beginning of year | 2020-12-31 | $80,936,462 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,798,707 |
| Total interest from all sources | 2020-12-31 | $17,943 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,176,810 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,176,810 |
| Administrative expenses professional fees incurred | 2020-12-31 | $55,333 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $107,840 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $107,840 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $760,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $82,232 |
| Participant contributions at beginning of year | 2020-12-31 | $3,539 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $30,097 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $285,008 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $389,664 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,028,786 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $269,220 |
| Other income not declared elsewhere | 2020-12-31 | $303,689 |
| Administrative expenses (other) incurred | 2020-12-31 | $473,844 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $76,368 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $79,544 |
| Total non interest bearing cash at end of year | 2020-12-31 | $2,357,205 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $1,820,011 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $16,962,677 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $88,527,662 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $71,564,985 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $84,386,706 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $69,669,977 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
| Interest earned on other investments | 2020-12-31 | $6,450 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $9,701,592 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $6,028,229 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $6,028,229 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $11,493 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $14,790,650 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,792,334 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $34,330,081 |
| Employer contributions (assets) at end of year | 2020-12-31 | $3,776,786 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $2,890,826 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,120,958 |
| Contract administrator fees | 2020-12-31 | $1,269,530 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $10,999,502 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $9,022,713 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $17,181 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $26,376 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2020-12-31 | 133082707 |
| 2019 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $7,040 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $7,040 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $7,040 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $7,040 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $9,371,477 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $9,371,477 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $7,848,939 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $7,848,939 |
| Total income from all sources (including contributions) | 2019-12-31 | $38,806,729 |
| Total income from all sources (including contributions) | 2019-12-31 | $38,806,729 |
| Total of all expenses incurred | 2019-12-31 | $22,711,201 |
| Total of all expenses incurred | 2019-12-31 | $22,711,201 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $20,961,330 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $20,961,330 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $30,079,626 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $30,079,626 |
| Value of total assets at end of year | 2019-12-31 | $80,936,462 |
| Value of total assets at end of year | 2019-12-31 | $80,936,462 |
| Value of total assets at beginning of year | 2019-12-31 | $63,318,396 |
| Value of total assets at beginning of year | 2019-12-31 | $63,318,396 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,749,871 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,749,871 |
| Total interest from all sources | 2019-12-31 | $70,319 |
| Total interest from all sources | 2019-12-31 | $70,319 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,039,546 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,039,546 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,033,096 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,033,096 |
| Administrative expenses professional fees incurred | 2019-12-31 | $61,121 |
| Administrative expenses professional fees incurred | 2019-12-31 | $61,121 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $107,840 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $107,840 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $100,800 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $100,800 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $760,000 |
| Value of fidelity bond cover | 2019-12-31 | $760,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $53,599 |
| Contributions received from participants | 2019-12-31 | $53,599 |
| Participant contributions at end of year | 2019-12-31 | $3,539 |
| Participant contributions at end of year | 2019-12-31 | $3,539 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $42,608 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $42,608 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $389,664 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $389,664 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $259,406 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $259,406 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $269,220 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $269,220 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $296,431 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $296,431 |
| Other income not declared elsewhere | 2019-12-31 | $289,483 |
| Other income not declared elsewhere | 2019-12-31 | $289,483 |
| Administrative expenses (other) incurred | 2019-12-31 | $457,253 |
| Administrative expenses (other) incurred | 2019-12-31 | $457,253 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $79,544 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $79,544 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $159,171 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $159,171 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,820,011 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,820,011 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $1,481,988 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $1,481,988 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $16,095,528 |
| Value of net income/loss | 2019-12-31 | $16,095,528 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $71,564,985 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $71,564,985 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $55,469,457 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $55,469,457 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $69,669,977 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $69,669,977 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $47,025,177 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $47,025,177 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $6,028,229 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $6,028,229 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $11,559,447 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $11,559,447 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $11,559,447 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $11,559,447 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $70,319 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $70,319 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,098,730 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,098,730 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,320,715 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,320,715 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $30,026,027 |
| Contributions received in cash from employer | 2019-12-31 | $30,026,027 |
| Employer contributions (assets) at end of year | 2019-12-31 | $2,890,826 |
| Employer contributions (assets) at end of year | 2019-12-31 | $2,890,826 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $2,859,030 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $2,859,030 |
| Income. Dividends from preferred stock | 2019-12-31 | $6,450 |
| Income. Dividends from preferred stock | 2019-12-31 | $6,450 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $19,819,992 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $19,819,992 |
| Contract administrator fees | 2019-12-31 | $1,231,497 |
| Contract administrator fees | 2019-12-31 | $1,231,497 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $9,022,713 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $9,022,713 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $7,393,337 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $7,393,337 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $26,376 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $26,376 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $32,548 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $32,548 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm name | 2019-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2019-12-31 | 133082707 |
| Accountancy firm EIN | 2019-12-31 | 133082707 |
| 2018 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-3,560 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-3,560 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $7,848,939 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,347,968 |
| Total income from all sources (including contributions) | 2018-12-31 | $28,935,493 |
| Total of all expenses incurred | 2018-12-31 | $20,142,108 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $18,938,184 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $30,918,061 |
| Value of total assets at end of year | 2018-12-31 | $63,318,396 |
| Value of total assets at beginning of year | 2018-12-31 | $51,024,040 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,203,924 |
| Total interest from all sources | 2018-12-31 | $62,893 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,324,468 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,318,018 |
| Administrative expenses professional fees incurred | 2018-12-31 | $67,582 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $100,800 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $104,360 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $760,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $42,864 |
| Participant contributions at beginning of year | 2018-12-31 | $1,628 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $44,086 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $259,406 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $250,415 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $296,431 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $301,680 |
| Other income not declared elsewhere | 2018-12-31 | $288,396 |
| Administrative expenses (other) incurred | 2018-12-31 | $421,262 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $159,171 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $50,025 |
| Total non interest bearing cash at end of year | 2018-12-31 | $1,481,988 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $2,374,965 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $8,793,385 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $55,469,457 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $46,676,072 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $10 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $47,025,177 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $37,863,320 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $11,559,447 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $7,913,524 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $7,913,524 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $62,893 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $7,384,004 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,654,765 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $30,875,197 |
| Employer contributions (assets) at end of year | 2018-12-31 | $2,859,030 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $2,473,823 |
| Income. Dividends from preferred stock | 2018-12-31 | $6,450 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $11,510,094 |
| Contract administrator fees | 2018-12-31 | $715,070 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $7,393,337 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $3,996,263 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $32,548 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $42,005 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2018-12-31 | 133082707 |
| 2017 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $8,508 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $8,508 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,347,968 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,209,665 |
| Total income from all sources (including contributions) | 2017-12-31 | $29,347,157 |
| Total of all expenses incurred | 2017-12-31 | $16,402,669 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,846,010 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $25,473,206 |
| Value of total assets at end of year | 2017-12-31 | $51,024,040 |
| Value of total assets at beginning of year | 2017-12-31 | $36,941,249 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $556,659 |
| Total interest from all sources | 2017-12-31 | $16,394 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,038,823 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,032,373 |
| Administrative expenses professional fees incurred | 2017-12-31 | $61,019 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $104,360 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $100,493 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $760,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $36,364 |
| Participant contributions at end of year | 2017-12-31 | $1,628 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $41,402 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $250,415 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $197,676 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $301,680 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $198,680 |
| Other income not declared elsewhere | 2017-12-31 | $141,712 |
| Administrative expenses (other) incurred | 2017-12-31 | $409,979 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $50,025 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $43,038 |
| Total non interest bearing cash at end of year | 2017-12-31 | $2,374,965 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $1,080,977 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $12,944,488 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $46,676,072 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $33,731,584 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $37,863,320 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $28,049,260 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $7,913,524 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $5,045,153 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $5,045,153 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $16,394 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $12,146,808 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,668,514 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $25,436,842 |
| Employer contributions (assets) at end of year | 2017-12-31 | $2,473,823 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $2,147,327 |
| Income. Dividends from preferred stock | 2017-12-31 | $6,450 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,657,800 |
| Contract administrator fees | 2017-12-31 | $85,661 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $3,996,263 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $2,967,947 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $42,005 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $320,363 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2017-12-31 | 133082707 |
| 2016 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-1,204 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-1,204 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,209,665 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,774,163 |
| Total income from all sources (including contributions) | 2016-12-31 | $22,607,054 |
| Total of all expenses incurred | 2016-12-31 | $14,218,893 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $13,724,901 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $20,946,568 |
| Value of total assets at end of year | 2016-12-31 | $36,941,249 |
| Value of total assets at beginning of year | 2016-12-31 | $28,117,586 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $493,992 |
| Total interest from all sources | 2016-12-31 | $10,364 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $622,384 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $622,384 |
| Administrative expenses professional fees incurred | 2016-12-31 | $49,123 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $100,493 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $101,697 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $760,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $23,935 |
| Participant contributions at beginning of year | 2016-12-31 | $945 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $34,309 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $197,676 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $198,680 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $156,001 |
| Other income not declared elsewhere | 2016-12-31 | $232,052 |
| Administrative expenses (other) incurred | 2016-12-31 | $392,050 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $43,038 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $41,236 |
| Total non interest bearing cash at end of year | 2016-12-31 | $1,080,977 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $966,429 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $8,388,161 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $33,731,584 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $25,343,423 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $241 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $28,049,260 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $22,385,809 |
| Interest earned on other investments | 2016-12-31 | $6,450 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $5,045,153 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $2,827,305 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $2,827,305 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $3,914 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $11,564,630 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $796,890 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $20,922,633 |
| Employer contributions (assets) at end of year | 2016-12-31 | $2,147,327 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $1,515,957 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,125,962 |
| Contract administrator fees | 2016-12-31 | $52,578 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $2,967,947 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $2,576,926 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $320,363 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $319,444 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2016-12-31 | 133082707 |
| 2015 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $417 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $417 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,774,163 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,336,197 |
| Total income from all sources (including contributions) | 2015-12-31 | $13,068,904 |
| Total of all expenses incurred | 2015-12-31 | $13,560,336 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $13,103,553 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $13,196,388 |
| Value of total assets at end of year | 2015-12-31 | $28,117,586 |
| Value of total assets at beginning of year | 2015-12-31 | $28,171,052 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $456,783 |
| Total interest from all sources | 2015-12-31 | $8,473 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $603,180 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $603,180 |
| Administrative expenses professional fees incurred | 2015-12-31 | $49,816 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $101,697 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $101,280 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $760,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $78,436 |
| Participant contributions at end of year | 2015-12-31 | $945 |
| Participant contributions at beginning of year | 2015-12-31 | $768 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $33,117 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $36,175 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $156,001 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $21,185 |
| Other income not declared elsewhere | 2015-12-31 | $183,841 |
| Administrative expenses (other) incurred | 2015-12-31 | $379,291 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $41,236 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $95,743 |
| Total non interest bearing cash at end of year | 2015-12-31 | $966,429 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $728,180 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-491,432 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $25,343,423 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $25,834,855 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $22,385,809 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $22,480,617 |
| Interest earned on other investments | 2015-12-31 | $6,450 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $2,827,305 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $3,604,776 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $3,604,776 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $2,023 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $11,468,493 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-923,395 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $13,117,952 |
| Employer contributions (assets) at end of year | 2015-12-31 | $1,515,957 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $937,766 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,601,943 |
| Contract administrator fees | 2015-12-31 | $27,676 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $2,576,926 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $2,219,269 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $319,444 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $281,490 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2015-12-31 | 133082707 |
| 2014 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $2,458 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $2,458 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,336,197 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,280,450 |
| Total income from all sources (including contributions) | 2014-12-31 | $13,286,572 |
| Total of all expenses incurred | 2014-12-31 | $12,979,033 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $12,623,179 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $12,219,620 |
| Value of total assets at end of year | 2014-12-31 | $28,171,052 |
| Value of total assets at beginning of year | 2014-12-31 | $27,807,766 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $355,854 |
| Total interest from all sources | 2014-12-31 | $14,904 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $660,633 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $660,633 |
| Administrative expenses professional fees incurred | 2014-12-31 | $46,316 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $101,280 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $98,822 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $760,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $32,627 |
| Participant contributions at end of year | 2014-12-31 | $768 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $33,691 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $36,175 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $21,185 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $94,920 |
| Other income not declared elsewhere | 2014-12-31 | $140,621 |
| Administrative expenses (other) incurred | 2014-12-31 | $282,603 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $95,743 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $98,219 |
| Total non interest bearing cash at end of year | 2014-12-31 | $728,180 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $1,069,318 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $307,539 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $25,834,855 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $25,527,316 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $22,480,617 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $16,932,656 |
| Interest earned on other investments | 2014-12-31 | $6,450 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $3,604,776 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $8,460,921 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $8,460,921 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $8,454 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $11,200,175 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $248,336 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $12,186,993 |
| Employer contributions (assets) at end of year | 2014-12-31 | $937,766 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $1,006,339 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,389,313 |
| Contract administrator fees | 2014-12-31 | $26,935 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $2,219,269 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $2,087,311 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $281,490 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $239,710 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2014-12-31 | 133082707 |
| 2013 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-6,891 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-6,891 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,245,285 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,735,054 |
| Total income from all sources (including contributions) | 2013-12-31 | $13,356,425 |
| Total loss/gain on sale of assets | 2013-12-31 | $-8 |
| Total of all expenses incurred | 2013-12-31 | $10,939,178 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $10,633,130 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $12,080,108 |
| Value of total assets at end of year | 2013-12-31 | $27,734,015 |
| Value of total assets at beginning of year | 2013-12-31 | $27,806,537 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $306,048 |
| Total interest from all sources | 2013-12-31 | $39,339 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $441,152 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $441,152 |
| Administrative expenses professional fees incurred | 2013-12-31 | $51,157 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $98,822 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $656,210 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $760,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $53,804 |
| Participant contributions at beginning of year | 2013-12-31 | $5,429 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $26,988 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $94,920 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $2,944,696 |
| Other income not declared elsewhere | 2013-12-31 | $9,652 |
| Administrative expenses (other) incurred | 2013-12-31 | $229,005 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $100,144 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $83,861 |
| Total non interest bearing cash at end of year | 2013-12-31 | $1,001,915 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $192,963 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $2,417,247 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $25,488,730 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $23,071,483 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $15 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $16,932,656 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $15,050,138 |
| Interest earned on other investments | 2013-12-31 | $27,400 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $8,460,921 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $8,303,031 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $8,303,031 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $11,939 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $7,932,121 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $802,725 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $12,026,304 |
| Employer contributions (assets) at end of year | 2013-12-31 | $999,991 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $3,408,682 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,674,021 |
| Contract administrator fees | 2013-12-31 | $25,871 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $2,050,221 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $1,706,497 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $239,710 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $190,084 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $550,000 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $550,008 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2013-12-31 | 133082707 |
| 2012 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $86,252 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $86,252 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,735,054 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,619,934 |
| Total income from all sources (including contributions) | 2012-12-31 | $18,795,649 |
| Total loss/gain on sale of assets | 2012-12-31 | $25,863 |
| Total of all expenses incurred | 2012-12-31 | $10,308,981 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $10,056,058 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $17,120,505 |
| Value of total assets at end of year | 2012-12-31 | $27,806,537 |
| Value of total assets at beginning of year | 2012-12-31 | $16,204,749 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $252,923 |
| Total interest from all sources | 2012-12-31 | $81,652 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $759,864 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $759,864 |
| Administrative expenses professional fees incurred | 2012-12-31 | $54,375 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $656,210 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $1,367,248 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $760,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $67,454 |
| Participant contributions at end of year | 2012-12-31 | $5,429 |
| Participant contributions at beginning of year | 2012-12-31 | $1,906 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $25,447 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $2,944,696 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $176,831 |
| Administrative expenses (other) incurred | 2012-12-31 | $169,778 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $83,861 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $32,909 |
| Total non interest bearing cash at end of year | 2012-12-31 | $192,963 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $264,433 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $8,486,668 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $23,071,483 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $14,584,815 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $91 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $15,050,138 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $11,681,326 |
| Interest earned on other investments | 2012-12-31 | $80,866 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $8,303,031 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,702,750 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,702,750 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $786 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $7,959,384 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $721,513 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $17,053,051 |
| Employer contributions (assets) at end of year | 2012-12-31 | $3,408,682 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $1,029,841 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,071,227 |
| Contract administrator fees | 2012-12-31 | $28,679 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $1,706,497 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $1,410,194 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $190,084 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $157,245 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $823,153 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $797,290 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2012-12-31 | 133082707 |
| 2011 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-78,720 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-78,720 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,619,934 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,374,516 |
| Total income from all sources (including contributions) | 2011-12-31 | $10,761,662 |
| Total of all expenses incurred | 2011-12-31 | $10,198,015 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $9,954,345 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $10,591,052 |
| Value of total assets at end of year | 2011-12-31 | $16,204,749 |
| Value of total assets at beginning of year | 2011-12-31 | $15,395,684 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $243,670 |
| Total interest from all sources | 2011-12-31 | $100,469 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $398,484 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $398,484 |
| Administrative expenses professional fees incurred | 2011-12-31 | $49,457 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $1,367,248 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $1,445,969 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $760,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $65,686 |
| Participant contributions at end of year | 2011-12-31 | $1,906 |
| Participant contributions at beginning of year | 2011-12-31 | $17,574 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $22,838 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $176,831 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $74,575 |
| Other income not declared elsewhere | 2011-12-31 | $109 |
| Administrative expenses (other) incurred | 2011-12-31 | $166,197 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $32,909 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $39,005 |
| Total non interest bearing cash at end of year | 2011-12-31 | $264,433 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $104,098 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $563,647 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $14,584,815 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $14,021,168 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $85 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $11,681,326 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $12,497,043 |
| Interest earned on other investments | 2011-12-31 | $98,775 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,702,750 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $496,079 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $496,079 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,694 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $8,321,032 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-249,732 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $10,525,366 |
| Employer contributions (assets) at end of year | 2011-12-31 | $1,029,841 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $830,952 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,610,475 |
| Contract administrator fees | 2011-12-31 | $27,931 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $1,410,194 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $1,260,936 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $157,245 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $3,969 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2011-12-31 | 133082707 |
| 2010 : I.B.E.W. LOCAL 1049 CRAFT DIVISION HEALTH & WELFARE FUND 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $179,310 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $179,310 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,374,516 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,358,775 |
| Total income from all sources (including contributions) | 2010-12-31 | $10,504,688 |
| Total loss/gain on sale of assets | 2010-12-31 | $-116,531 |
| Total of all expenses incurred | 2010-12-31 | $8,866,214 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $8,612,665 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $9,116,243 |
| Value of total assets at end of year | 2010-12-31 | $15,395,684 |
| Value of total assets at beginning of year | 2010-12-31 | $13,741,469 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $253,549 |
| Total interest from all sources | 2010-12-31 | $505,979 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $532,236 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $532,236 |
| Administrative expenses professional fees incurred | 2010-12-31 | $59,496 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $1,445,969 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $1,770,253 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $760,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $54,757 |
| Participant contributions at end of year | 2010-12-31 | $17,574 |
| Participant contributions at beginning of year | 2010-12-31 | $13,106 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $200,915 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $58,038 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $23,166 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $33,150 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $74,575 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $11,674 |
| Administrative expenses (other) incurred | 2010-12-31 | $193,973 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $39,005 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $35,243 |
| Total non interest bearing cash at end of year | 2010-12-31 | $104,098 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $142,542 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $1,638,474 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $14,021,168 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $12,382,694 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $80 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $12,497,043 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,841,073 |
| Interest earned on other investments | 2010-12-31 | $119,450 |
| Income. Interest from US Government securities | 2010-12-31 | $306,226 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $78,737 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $496,079 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $141,649 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $141,649 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,566 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $7,863,010 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $786,744 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $287,451 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $9,003,448 |
| Employer contributions (assets) at end of year | 2010-12-31 | $830,952 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $721,302 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $726,489 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $2,088,541 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $1,260,936 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $1,311,858 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $3,969 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $2,194 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $3,791,039 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $3,907,570 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | GOULD, KOBRICK, & SCHLAPP, P.C. |
| Accountancy firm EIN | 2010-12-31 | 133082707 |
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433TN |
| Policy instance | 3 |
| Insurance contract or identification number | GG-433TN | | Number of Individuals Covered | 229 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $26,835 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $172,206 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010266063 |
| Policy instance | 9 |
| Insurance contract or identification number | 000010266063 | | Number of Individuals Covered | 811 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $3,425 | | Total amount of fees paid to insurance company | USD $7,831 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $52,425 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| US FIRE (National Association of Insurance Commissioners NAIC id number: 21113 ) |
| Policy contract number | US1573330 |
| Policy instance | 1 |
| Insurance contract or identification number | US1573330 | | Number of Individuals Covered | 791 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $540,948 | | Welfare Benefit Premiums Paid to Carrier | USD $1,594,666 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433RN |
| Policy instance | 2 |
| Insurance contract or identification number | GG-433RN | | Number of Individuals Covered | 3 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $394 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,445 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433N |
| Policy instance | 4 |
| Insurance contract or identification number | GG-433N | | Number of Individuals Covered | 396 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $47,050 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $302,926 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433CN |
| Policy instance | 5 |
| Insurance contract or identification number | GG-433CN | | Number of Individuals Covered | 4 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $605 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,508 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010266065 |
| Policy instance | 8 |
| Insurance contract or identification number | 000010266065 | | Number of Individuals Covered | 811 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $5,986 | | Total amount of fees paid to insurance company | USD $34,744 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $193,593 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433GN |
| Policy instance | 6 |
| Insurance contract or identification number | GG-433GN | | Number of Individuals Covered | 167 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $19,427 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $126,213 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433WN |
| Policy instance | 7 |
| Insurance contract or identification number | GG-433WN | | Number of Individuals Covered | 8 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $972 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,341 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| US FIRE (National Association of Insurance Commissioners NAIC id number: 21113 ) |
| Policy contract number | US1181619 |
| Policy instance | 1 |
| Insurance contract or identification number | US1181619 | | Number of Individuals Covered | 820 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $544,356 | | Welfare Benefit Premiums Paid to Carrier | USD $1,324,437 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $463,636 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433RN |
| Policy instance | 2 |
| Insurance contract or identification number | GG-433RN | | Number of Individuals Covered | 3 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $330 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,209 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $330 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433TN |
| Policy instance | 3 |
| Insurance contract or identification number | GG-433TN | | Number of Individuals Covered | 231 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $25,533 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $248,682 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,533 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433N |
| Policy instance | 4 |
| Insurance contract or identification number | GG-433N | | Number of Individuals Covered | 391 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $43,548 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $421,346 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $43,548 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433CN |
| Policy instance | 5 |
| Insurance contract or identification number | GG-433CN | | Number of Individuals Covered | 5 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $651 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,966 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $651 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433WN |
| Policy instance | 7 |
| Insurance contract or identification number | GG-433WN | | Number of Individuals Covered | 9 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,357 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,995 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,357 | | Insurance broker organization code? | 3 |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010266065 |
| Policy instance | 8 |
| Insurance contract or identification number | 000010266065 | | Number of Individuals Covered | 804 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $4,376 | | Total amount of fees paid to insurance company | USD $33,378 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $178,784 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 33378 | | Additional information about fees paid to insurance broker | FEES OVERRIDES AND BROKER BONUS | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $4,376 |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010266063 |
| Policy instance | 9 |
| Insurance contract or identification number | 000010266063 | | Number of Individuals Covered | 804 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $2,876 | | Total amount of fees paid to insurance company | USD $7,566 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $48,285 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 7566 | | Additional information about fees paid to insurance broker | FEES OVERRIDES AND BROKER BONUS | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $2,876 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433GN |
| Policy instance | 6 |
| Insurance contract or identification number | GG-433GN | | Number of Individuals Covered | 154 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $18,263 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $173,199 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,263 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433RN |
| Policy instance | 4 |
| Insurance contract or identification number | GG-433RN | | Number of Individuals Covered | 3 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $385 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,209 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $385 | | Insurance broker organization code? | 3 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C55 |
| Policy instance | 2 |
| Insurance contract or identification number | 260C55 | | Number of Individuals Covered | 815 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $2,894 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $19,292 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,894 | | Insurance broker organization code? | 4 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433GN |
| Policy instance | 8 |
| Insurance contract or identification number | GG-433GN | | Number of Individuals Covered | 189 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $19,968 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $166,323 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,968 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433CN |
| Policy instance | 7 |
| Insurance contract or identification number | GG-433CN | | Number of Individuals Covered | 9 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $440 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,660 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $440 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433N |
| Policy instance | 6 |
| Insurance contract or identification number | GG-433N | | Number of Individuals Covered | 398 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $38,551 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $325,158 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $38,551 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433TN |
| Policy instance | 5 |
| Insurance contract or identification number | GG-433TN | | Number of Individuals Covered | 222 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $22,058 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $183,360 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,058 | | Insurance broker organization code? | 3 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C55 |
| Policy instance | 1 |
| Insurance contract or identification number | 260C55 | | Number of Individuals Covered | 816 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-03-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $23,897 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010266063 |
| Policy instance | 11 |
| Insurance contract or identification number | 000010266063 | | Number of Individuals Covered | 824 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $2,911 | | Total amount of fees paid to insurance company | USD $5,504 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $50,040 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 5504 | | Additional information about fees paid to insurance broker | FEES OVERRIDES | | Insurance broker organization code? | 4 | | Commission paid to Insurance Broker | USD $2,911 |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010266065 |
| Policy instance | 10 |
| Insurance contract or identification number | 000010266065 | | Number of Individuals Covered | 824 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $4,426 | | Total amount of fees paid to insurance company | USD $25,967 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $185,481 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 25967 | | Additional information about fees paid to insurance broker | FEES OVERRIDES | | Insurance broker organization code? | 4 | | Commission paid to Insurance Broker | USD $4,426 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433WN |
| Policy instance | 9 |
| Insurance contract or identification number | GG-433WN | | Number of Individuals Covered | 14 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $1,614 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,676 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,614 | | Insurance broker organization code? | 3 |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | GER2020-023 |
| Policy instance | 3 |
| Insurance contract or identification number | GER2020-023 | | Number of Individuals Covered | 9607 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $564,740 | | Welfare Benefit Premiums Paid to Carrier | USD $1,273,024 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $475,456 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433RN |
| Policy instance | 4 |
| Insurance contract or identification number | GG-433RN | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $358 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,132 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $358 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433CN |
| Policy instance | 7 |
| Insurance contract or identification number | GG-433CN | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $321 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,827 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $321 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433N |
| Policy instance | 6 |
| Insurance contract or identification number | GG-433N | | Number of Individuals Covered | 365 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $42,934 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $357,705 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42,934 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433TN |
| Policy instance | 5 |
| Insurance contract or identification number | GG-433TN | | Number of Individuals Covered | 225 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $26,055 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $217,816 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,055 | | Insurance broker organization code? | 3 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C55 |
| Policy instance | 1 |
| Insurance contract or identification number | 260C55 | | Number of Individuals Covered | 807 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $94,010 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 28ST02 |
| Policy instance | 2 |
| Insurance contract or identification number | 28ST02 | | Number of Individuals Covered | 806 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $12,349 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $75,887 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,349 | | Insurance broker organization code? | 3 |
|
| STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 63657 ) |
| Policy contract number | ANTEX2018-005 |
| Policy instance | 3 |
| Insurance contract or identification number | ANTEX2018-005 | | Number of Individuals Covered | 788 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $550,208 | | Welfare Benefit Premiums Paid to Carrier | USD $1,161,780 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $455,963 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433GN |
| Policy instance | 8 |
| Insurance contract or identification number | GG-433GN | | Number of Individuals Covered | 202 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $24,717 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $204,523 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,717 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433WN |
| Policy instance | 9 |
| Insurance contract or identification number | GG-433WN | | Number of Individuals Covered | 15 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,999 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $15,662 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,999 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433RN |
| Policy instance | 4 |
| Insurance contract or identification number | GG-433RN | | Number of Individuals Covered | 3 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $321 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,750 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $321 | | Insurance broker organization code? | 3 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 28ST02 |
| Policy instance | 2 |
| Insurance contract or identification number | 28ST02 | | Number of Individuals Covered | 815 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $14,272 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $77,799 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,272 | | Insurance broker organization code? | 3 |
|
| GARDEN STATE LIFE/UNITYRE (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | ANTEX2018-005 |
| Policy instance | 3 |
| Insurance contract or identification number | ANTEX2018-005 | | Number of Individuals Covered | 850 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $557,421 | | Welfare Benefit Premiums Paid to Carrier | USD $1,174,430 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $462,683 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433TN |
| Policy instance | 5 |
| Insurance contract or identification number | GG-433TN | | Number of Individuals Covered | 217 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $25,478 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $211,170 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,478 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433N |
| Policy instance | 6 |
| Insurance contract or identification number | GG-433N | | Number of Individuals Covered | 356 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $37,589 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $314,233 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $37,589 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433CN |
| Policy instance | 7 |
| Insurance contract or identification number | GG-433CN | | Number of Individuals Covered | 3 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $275 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,368 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $275 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433GN |
| Policy instance | 8 |
| Insurance contract or identification number | GG-433GN | | Number of Individuals Covered | 217 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $24,194 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $201,925 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,194 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433WN |
| Policy instance | 9 |
| Insurance contract or identification number | GG-433WN | | Number of Individuals Covered | 16 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $3,502 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,497 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,502 | | Insurance broker organization code? | 3 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C55 |
| Policy instance | 1 |
| Insurance contract or identification number | 260C55 | | Number of Individuals Covered | 815 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $96,369 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 28ST02 |
| Policy instance | 2 |
| Insurance contract or identification number | 28ST02 | | Number of Individuals Covered | 818 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $71,874 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433TN |
| Policy instance | 10 |
| Insurance contract or identification number | GG-433TN | | Number of Individuals Covered | 227 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $204,795 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C55 |
| Policy instance | 1 |
| Insurance contract or identification number | 260C55 | | Number of Individuals Covered | 819 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $14,375 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $89,105 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,375 | | Insurance broker organization code? | 3 |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | M0000GR01 |
| Policy instance | 3 |
| Insurance contract or identification number | M0000GR01 | | Number of Individuals Covered | 754 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $136,755 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,558,515 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $136,755 | | Insurance broker organization code? | 3 |
|
| GARDEN STATE LIFE/UNITYRE (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | ANTEX2018-005 |
| Policy instance | 4 |
| Insurance contract or identification number | ANTEX2018-005 | | Number of Individuals Covered | 768 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $315,235 | | Welfare Benefit Premiums Paid to Carrier | USD $656,988 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $261,653 | | Insurance broker organization code? | 3 |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433CN |
| Policy instance | 5 |
| Insurance contract or identification number | GG-433CN | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,790 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433WN |
| Policy instance | 6 |
| Insurance contract or identification number | GG-433WN | | Number of Individuals Covered | 35 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $27,217 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433GN |
| Policy instance | 7 |
| Insurance contract or identification number | GG-433GN | | Number of Individuals Covered | 219 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $180,691 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433N |
| Policy instance | 8 |
| Insurance contract or identification number | GG-433N | | Number of Individuals Covered | 341 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $289,501 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTCARE DELIVERY SYSTEMS (National Association of Insurance Commissioners NAIC id number: 47112 ) |
| Policy contract number | GG-433RN |
| Policy instance | 9 |
| Insurance contract or identification number | GG-433RN | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,087 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C55 |
| Policy instance | 1 |
| Insurance contract or identification number | 260C55 | | Number of Individuals Covered | 718 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $79,472 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 28ST02 |
| Policy instance | 2 |
| Insurance contract or identification number | 28ST02 | | Number of Individuals Covered | 718 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $14,250 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $64,369 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,250 | | Insurance broker organization code? | 3 | | Insurance broker name | UNION BENEFIT PLANNERS, INC. |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | M0000GR01 |
| Policy instance | 3 |
| Insurance contract or identification number | M0000GR01 | | Number of Individuals Covered | 674 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2017-05-31 | | Total amount of commissions paid to insurance broker | USD $289,297 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,643,286 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $289,297 | | Insurance broker organization code? | 3 | | Insurance broker name | UNION BENEFIT PLANNERS, INC. |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 228278 |
| Policy instance | 1 |
| Insurance contract or identification number | 228278 | | Number of Individuals Covered | 1656 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,219,937 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C55 |
| Policy instance | 2 |
| Insurance contract or identification number | 260C55 | | Number of Individuals Covered | 524 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $60,840 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 28ST02 |
| Policy instance | 3 |
| Insurance contract or identification number | 28ST02 | | Number of Individuals Covered | 524 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $74,185 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 28ST02 |
| Policy instance | 3 |
| Insurance contract or identification number | 28ST02 | | Number of Individuals Covered | 559 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $78,968 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 228278 |
| Policy instance | 1 |
| Insurance contract or identification number | 228278 | | Number of Individuals Covered | 1692 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,940,838 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C55 |
| Policy instance | 2 |
| Insurance contract or identification number | 260C55 | | Number of Individuals Covered | 559 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $64,701 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C55 |
| Policy instance | 2 |
| Insurance contract or identification number | 260C55 | | Number of Individuals Covered | 507 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $57,779 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 228278 |
| Policy instance | 1 |
| Insurance contract or identification number | 228278 | | Number of Individuals Covered | 1608 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,380,933 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 28ST02 |
| Policy instance | 3 |
| Insurance contract or identification number | 28ST02 | | Number of Individuals Covered | 507 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $76,541 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 228278 |
| Policy instance | 3 |
| Insurance contract or identification number | 228278 | | Number of Individuals Covered | 1504 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,435,401 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 28ST02 |
| Policy instance | 1 |
| Insurance contract or identification number | 28ST02 | | Number of Individuals Covered | 479 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $71,293 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C55 |
| Policy instance | 2 |
| Insurance contract or identification number | 260C55 | | Number of Individuals Covered | 479 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $54,657 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 28ST02 |
| Policy instance | 1 |
| Insurance contract or identification number | 28ST02 | | Number of Individuals Covered | 507 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $73,495 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C55 |
| Policy instance | 2 |
| Insurance contract or identification number | 260C55 | | Number of Individuals Covered | 508 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $55,881 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 228278 |
| Policy instance | 3 |
| Insurance contract or identification number | 228278 | | Number of Individuals Covered | 1536 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,124,026 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 28ST02 |
| Policy instance | 1 |
| Insurance contract or identification number | 28ST02 | | Number of Individuals Covered | 514 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $72,733 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 260C55 |
| Policy instance | 2 |
| Insurance contract or identification number | 260C55 | | Number of Individuals Covered | 515 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $55,224 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 228278 |
| Policy instance | 3 |
| Insurance contract or identification number | 228278 | | Number of Individuals Covered | 1555 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,356,963 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
