IBEW/NECA HEALTH BENEFIT PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW/NECA HEALTH AND BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2024 : IBEW/NECA HEALTH AND BENEFIT PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-06-30 | $852 |
| Expenses. Total of all expenses incurred | 2024-06-30 | $621,230 |
| Benefits paid (including direct rollovers) | 2024-06-30 | $614,130 |
| Total plan assets at end of year | 2024-06-30 | $0 |
| Total plan assets at beginning of year | 2024-06-30 | $620,378 |
| Other income received | 2024-06-30 | $852 |
| Net income (gross income less expenses) | 2024-06-30 | $-620,378 |
| Net plan assets at end of year (total assets less liabilities) | 2024-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-06-30 | $620,378 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-06-30 | $7,100 |
| 2023 : IBEW/NECA HEALTH AND BENEFIT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $2,251 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $31,058 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $3,295 |
| Total plan assets at end of year | 2023-06-30 | $620,378 |
| Total plan assets at beginning of year | 2023-06-30 | $649,185 |
| Other income received | 2023-06-30 | $2,251 |
| Net income (gross income less expenses) | 2023-06-30 | $-28,807 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $620,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $649,185 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $27,763 |
| 2022 : IBEW/NECA HEALTH AND BENEFIT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $266 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $33,975 |
| Total plan assets at end of year | 2022-06-30 | $649,185 |
| Total plan assets at beginning of year | 2022-06-30 | $682,894 |
| Other income received | 2022-06-30 | $266 |
| Net income (gross income less expenses) | 2022-06-30 | $-33,709 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $649,185 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $682,894 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $33,975 |
| 2021 : IBEW/NECA HEALTH AND BENEFIT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $268 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $4,434 |
| Total plan assets at end of year | 2021-06-30 | $682,894 |
| Total plan assets at beginning of year | 2021-06-30 | $687,060 |
| Other income received | 2021-06-30 | $268 |
| Net income (gross income less expenses) | 2021-06-30 | $-4,166 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $682,894 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $687,060 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $4,434 |
| 2020 : IBEW/NECA HEALTH AND BENEFIT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $3,196 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $170,307 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $166,099 |
| Total plan assets at end of year | 2020-06-30 | $687,060 |
| Total plan assets at beginning of year | 2020-06-30 | $854,171 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $1,025 |
| Other income received | 2020-06-30 | $2,171 |
| Net income (gross income less expenses) | 2020-06-30 | $-167,111 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $687,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $854,171 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $4,208 |
| 2019 : IBEW/NECA HEALTH AND BENEFIT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $4,760 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $360,849 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $352,241 |
| Total plan assets at end of year | 2019-06-30 | $854,171 |
| Total plan assets at beginning of year | 2019-06-30 | $1,210,260 |
| Other income received | 2019-06-30 | $4,760 |
| Net income (gross income less expenses) | 2019-06-30 | $-356,089 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $854,171 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $1,210,260 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $8,608 |
| 2018 : IBEW/NECA HEALTH AND BENEFIT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $3,328 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $10,729 |
| Total plan assets at end of year | 2018-06-30 | $1,210,260 |
| Total plan assets at beginning of year | 2018-06-30 | $1,217,661 |
| Other income received | 2018-06-30 | $3,328 |
| Net income (gross income less expenses) | 2018-06-30 | $-7,401 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $1,210,260 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $1,217,661 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $10,729 |
| 2017 : IBEW/NECA HEALTH AND BENEFIT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $68,781 |
| Total income from all sources | 2017-06-30 | $98,922 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $218,637 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $193,911 |
| Total plan assets at end of year | 2017-06-30 | $1,217,661 |
| Total plan assets at beginning of year | 2017-06-30 | $1,406,157 |
| Total contributions received or receivable from participants | 2017-06-30 | $97,882 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $726 |
| Other income received | 2017-06-30 | $1,040 |
| Net income (gross income less expenses) | 2017-06-30 | $-119,715 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $1,217,661 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,337,376 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $24,000 |
| 2016 : IBEW/NECA HEALTH AND BENEFIT PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $68,781 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $82,108 |
| Total income from all sources (including contributions) | 2016-06-30 | $1,337,792 |
| Total of all expenses incurred | 2016-06-30 | $1,106,901 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $672,467 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $1,336,868 |
| Value of total assets at end of year | 2016-06-30 | $1,406,157 |
| Value of total assets at beginning of year | 2016-06-30 | $1,188,593 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $434,434 |
| Total interest from all sources | 2016-06-30 | $924 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Administrative expenses professional fees incurred | 2016-06-30 | $36,000 |
| Was this plan covered by a fidelity bond | 2016-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $90,799 |
| Administrative expenses (other) incurred | 2016-06-30 | $7,095 |
| Total non interest bearing cash at end of year | 2016-06-30 | $846,879 |
| Total non interest bearing cash at beginning of year | 2016-06-30 | $528,538 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $230,891 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $1,337,376 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $1,106,485 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $520,201 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $519,192 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $519,192 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $924 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $1,246,069 |
| Employer contributions (assets) at end of year | 2016-06-30 | $39,077 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $140,863 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $672,467 |
| Contract administrator fees | 2016-06-30 | $391,339 |
| 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 | 2016-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-06-30 | $68,781 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-06-30 | $82,108 |
| Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
| Accountancy firm name | 2016-06-30 | STRICKLER & PRIETO, LLP |
| Accountancy firm EIN | 2016-06-30 | 742929617 |
| 2015 : IBEW/NECA HEALTH AND BENEFIT PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $82,108 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $231,783 |
| Total income from all sources (including contributions) | 2015-06-30 | $1,786,086 |
| Total of all expenses incurred | 2015-06-30 | $2,160,086 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $2,055,213 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $1,785,308 |
| Value of total assets at end of year | 2015-06-30 | $1,188,593 |
| Value of total assets at beginning of year | 2015-06-30 | $1,712,268 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $104,873 |
| Total interest from all sources | 2015-06-30 | $778 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Was this plan covered by a fidelity bond | 2015-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $88,203 |
| Administrative expenses (other) incurred | 2015-06-30 | $104,873 |
| Total non interest bearing cash at end of year | 2015-06-30 | $528,538 |
| Total non interest bearing cash at beginning of year | 2015-06-30 | $1,084,102 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $-374,000 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $1,106,485 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,480,485 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $519,192 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $518,414 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $518,414 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $778 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-06-30 | $206,792 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $1,697,105 |
| Employer contributions (assets) at end of year | 2015-06-30 | $140,863 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $109,752 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $1,848,421 |
| 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 | 2015-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-06-30 | $82,108 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-06-30 | $231,783 |
| Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
| Accountancy firm name | 2015-06-30 | STRICKLER & PRIETO, LLP |
| Accountancy firm EIN | 2015-06-30 | 742929617 |
| 2014 : IBEW/NECA HEALTH AND BENEFIT PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $231,783 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $682,392 |
| Total income from all sources (including contributions) | 2014-06-30 | $1,969,502 |
| Total of all expenses incurred | 2014-06-30 | $1,940,277 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $1,624,912 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $1,836,089 |
| Value of total assets at end of year | 2014-06-30 | $1,712,268 |
| Value of total assets at beginning of year | 2014-06-30 | $2,133,652 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $315,365 |
| Total interest from all sources | 2014-06-30 | $932 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Was this plan covered by a fidelity bond | 2014-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $19,517 |
| Other income not declared elsewhere | 2014-06-30 | $132,481 |
| Administrative expenses (other) incurred | 2014-06-30 | $315,365 |
| Total non interest bearing cash at end of year | 2014-06-30 | $1,084,102 |
| Total non interest bearing cash at beginning of year | 2014-06-30 | $1,424,629 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $29,225 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $1,480,485 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,451,260 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $518,414 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $517,482 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $517,482 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $932 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $284,389 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $1,816,572 |
| Employer contributions (assets) at end of year | 2014-06-30 | $109,752 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $191,541 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $1,340,523 |
| 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 | 2014-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-06-30 | $231,783 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-06-30 | $682,392 |
| Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | FERNIE ACEVES |
