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IBEW LOCAL 1919 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameIBEW LOCAL 1919 HEALTH AND WELFARE FUND
Plan identification number 501

IBEW LOCAL 1919 HEALTH AND WELFARE FUND Benefits

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

401k Sponsoring company profile

IBEW 1919 H & W FUND has sponsored the creation of one or more 401k plans.

Company Name:IBEW 1919 H & W FUND
Employer identification number (EIN):236399505
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 1919 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01RICHARD LAYHEW2023-09-01 WILLIAM MARTIN2023-08-29
5012021-01-01RICHARD LAYHEW2022-08-10 WILLIAM MARTIN2022-08-10
5012020-01-01RICHARD LAYHEW2021-09-07 WILLIAM MARTIN2021-09-07
5012019-01-01RICHARD LAYHEW2020-08-24 WILLIAM MARTIN2020-08-24
5012018-01-01RICHARD LAYHEW2019-09-13 WILLIAM MARTIN2019-09-16
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01DONALD KACZKA
5012013-01-01DONALD KACZKA
5012012-01-01DONALD KACZKA
5012011-01-01DONALD KACZKA
5012010-01-01DONALD KACZKA
5012009-01-01DONALD KACZKA

Plan Statistics for IBEW LOCAL 1919 HEALTH AND WELFARE FUND

401k plan membership statisitcs for IBEW LOCAL 1919 HEALTH AND WELFARE FUND

Measure Date Value
2022: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-0141
Total number of active participants reported on line 7a of the Form 55002022-01-0132
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0140
Number of employers contributing to the scheme2022-01-018
2021: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-0141
Total number of active participants reported on line 7a of the Form 55002021-01-0135
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0141
Number of employers contributing to the scheme2021-01-017
2020: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-0142
Total number of active participants reported on line 7a of the Form 55002020-01-0135
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0141
Number of employers contributing to the scheme2020-01-017
2019: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-0144
Total number of active participants reported on line 7a of the Form 55002019-01-0136
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0142
Number of employers contributing to the scheme2019-01-017
2018: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-0147
Total number of active participants reported on line 7a of the Form 55002018-01-0139
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0144
Number of employers contributing to the scheme2018-01-017
2017: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-0148
Total number of active participants reported on line 7a of the Form 55002017-01-0141
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0147
Number of employers contributing to the scheme2017-01-018
2016: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-0155
Total number of active participants reported on line 7a of the Form 55002016-01-0141
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0148
Number of employers contributing to the scheme2016-01-018
2015: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-0158
Total number of active participants reported on line 7a of the Form 55002015-01-0150
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0155
Number of employers contributing to the scheme2015-01-017
2014: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-0157
Total number of active participants reported on line 7a of the Form 55002014-01-0150
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0158
Number of employers contributing to the scheme2014-01-017
2013: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-0160
Total number of active participants reported on line 7a of the Form 55002013-01-0150
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0157
Number of employers contributing to the scheme2013-01-016
2012: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01111
Total number of active participants reported on line 7a of the Form 55002012-01-0149
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0160
Number of employers contributing to the scheme2012-01-016
2011: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01101
Total number of active participants reported on line 7a of the Form 55002011-01-01100
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01111
Number of employers contributing to the scheme2011-01-016
2010: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01107
Total number of active participants reported on line 7a of the Form 55002010-01-0193
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01101
Number of employers contributing to the scheme2010-01-015
2009: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01111
Total number of active participants reported on line 7a of the Form 55002009-01-0183
Number of retired or separated participants receiving benefits2009-01-0124
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01107
Number of employers contributing to the scheme2009-01-015

Financial Data on IBEW LOCAL 1919 HEALTH AND WELFARE FUND

Measure Date Value
2022 : IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$57,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$101,456
Total income from all sources (including contributions)2022-12-31$1,899,895
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,101,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,942,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,778,607
Value of total assets at end of year2022-12-31$6,019,560
Value of total assets at beginning of year2022-12-31$6,265,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$158,815
Total interest from all sources2022-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$113,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$113,432
Administrative expenses professional fees incurred2022-12-31$33,663
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$350,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$11,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$6,671
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$11,697
Administrative expenses (other) incurred2022-12-31$14,444
Liabilities. Value of operating payables at end of year2022-12-31$45,776
Liabilities. Value of operating payables at beginning of year2022-12-31$86,877
Total non interest bearing cash at end of year2022-12-31$528,380
Total non interest bearing cash at beginning of year2022-12-31$173,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-201,905
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,962,242
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,164,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$13,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,074,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,947,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$81
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$80
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$80
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,881,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-992,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$2,766,891
Employer contributions (assets) at end of year2022-12-31$403,097
Employer contributions (assets) at beginning of year2022-12-31$128,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$61,963
Contract administrator fees2022-12-31$97,295
Liabilities. Value of benefit claims payable at end of year2022-12-31$11,542
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$14,579
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$7,327
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$4,391
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31383806684
2021 : IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$101,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$70,424
Total income from all sources (including contributions)2021-12-31$1,864,727
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,699,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,524,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,540,093
Value of total assets at end of year2021-12-31$6,265,603
Value of total assets at beginning of year2021-12-31$6,069,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$175,270
Total interest from all sources2021-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$111,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$111,768
Administrative expenses professional fees incurred2021-12-31$39,189
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$350,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$23,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$11,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,713
Administrative expenses (other) incurred2021-12-31$12,631
Liabilities. Value of operating payables at end of year2021-12-31$86,877
Liabilities. Value of operating payables at beginning of year2021-12-31$56,395
Total non interest bearing cash at end of year2021-12-31$173,146
Total non interest bearing cash at beginning of year2021-12-31$410,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$165,090
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,164,147
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,999,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$13,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,947,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,439,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$80
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$79
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$79
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,477,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$212,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,517,047
Employer contributions (assets) at end of year2021-12-31$128,599
Employer contributions (assets) at beginning of year2021-12-31$210,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$47,070
Contract administrator fees2021-12-31$109,888
Liabilities. Value of benefit claims payable at end of year2021-12-31$14,579
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$14,029
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$4,391
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$3,470
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31383806684
2020 : IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$70,424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$35,417
Total income from all sources (including contributions)2020-12-31$2,632,570
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,444,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,303,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,172,938
Value of total assets at end of year2020-12-31$6,069,481
Value of total assets at beginning of year2020-12-31$4,846,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$141,616
Total interest from all sources2020-12-31$2,422
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$126,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$126,750
Administrative expenses professional fees incurred2020-12-31$31,708
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$350,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$14,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$9,579
Administrative expenses (other) incurred2020-12-31$11,880
Liabilities. Value of operating payables at end of year2020-12-31$56,395
Liabilities. Value of operating payables at beginning of year2020-12-31$22,605
Total non interest bearing cash at end of year2020-12-31$410,929
Total non interest bearing cash at beginning of year2020-12-31$213,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,187,730
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,999,057
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,811,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,439,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,081,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$79
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$368,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$368,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,422
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,252,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$330,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$2,158,870
Employer contributions (assets) at end of year2020-12-31$210,095
Employer contributions (assets) at beginning of year2020-12-31$166,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$50,372
Contract administrator fees2020-12-31$84,456
Liabilities. Value of benefit claims payable at end of year2020-12-31$14,029
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$12,812
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$3,470
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$6,306
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31383806684
2019 : IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$35,417
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,320
Total income from all sources (including contributions)2019-12-31$2,493,087
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,930,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,818,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,981,796
Value of total assets at end of year2019-12-31$4,846,744
Value of total assets at beginning of year2019-12-31$4,270,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$112,399
Total interest from all sources2019-12-31$9,659
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$101,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$101,583
Administrative expenses professional fees incurred2019-12-31$35,036
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$34,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,616
Administrative expenses (other) incurred2019-12-31$12,902
Liabilities. Value of operating payables at end of year2019-12-31$22,605
Liabilities. Value of operating payables at beginning of year2019-12-31$19,851
Total non interest bearing cash at end of year2019-12-31$213,546
Total non interest bearing cash at beginning of year2019-12-31$175,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$562,502
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,811,327
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,248,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,081,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,579,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$368,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$334,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$334,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,659
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,763,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$400,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,947,311
Employer contributions (assets) at end of year2019-12-31$166,917
Employer contributions (assets) at beginning of year2019-12-31$170,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$54,388
Contract administrator fees2019-12-31$50,895
Liabilities. Value of benefit claims payable at end of year2019-12-31$12,812
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,469
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$6,306
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$6,055
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31383806684
2018 : IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$21,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,516
Total income from all sources (including contributions)2018-12-31$1,836,168
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,395,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,286,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,870,478
Value of total assets at end of year2018-12-31$4,270,145
Value of total assets at beginning of year2018-12-31$3,824,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$109,052
Total interest from all sources2018-12-31$4,585
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$89,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$89,185
Administrative expenses professional fees incurred2018-12-31$28,541
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$29,361
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,369
Administrative expenses (other) incurred2018-12-31$11,328
Liabilities. Value of operating payables at end of year2018-12-31$19,851
Liabilities. Value of operating payables at beginning of year2018-12-31$12,410
Total non interest bearing cash at end of year2018-12-31$175,231
Total non interest bearing cash at beginning of year2018-12-31$166,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$440,254
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,248,825
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,808,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$9,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,579,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,421,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$334,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$991,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$991,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,585
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,248,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-128,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,841,117
Employer contributions (assets) at end of year2018-12-31$170,120
Employer contributions (assets) at beginning of year2018-12-31$140,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,272
Contract administrator fees2018-12-31$59,642
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,469
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,106
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$6,055
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$101,922
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31383806684
2017 : IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,371
Total income from all sources (including contributions)2017-12-31$2,550,445
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,381,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,268,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,384,653
Value of total assets at end of year2017-12-31$3,824,087
Value of total assets at beginning of year2017-12-31$2,652,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$112,618
Total interest from all sources2017-12-31$3,264
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$57,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$57,015
Administrative expenses professional fees incurred2017-12-31$33,419
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$19,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$14,926
Administrative expenses (other) incurred2017-12-31$10,040
Liabilities. Value of operating payables at end of year2017-12-31$12,410
Liabilities. Value of operating payables at beginning of year2017-12-31$9,046
Total non interest bearing cash at end of year2017-12-31$166,952
Total non interest bearing cash at beginning of year2017-12-31$15,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,168,842
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,808,571
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,639,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,421,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,259,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$991,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$42,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$42,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,264
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,235,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$105,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$2,365,105
Employer contributions (assets) at end of year2017-12-31$140,529
Employer contributions (assets) at beginning of year2017-12-31$220,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$33,347
Contract administrator fees2017-12-31$57,437
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,106
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$3,325
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$101,922
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$99,802
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31383806684
2016 : IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,458
Total income from all sources (including contributions)2016-12-31$1,408,487
Total loss/gain on sale of assets2016-12-31$25,334
Total of all expenses incurred2016-12-31$1,165,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,046,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,357,951
Value of total assets at end of year2016-12-31$2,652,100
Value of total assets at beginning of year2016-12-31$2,419,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$119,026
Total interest from all sources2016-12-31$34,843
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$45,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$45,848
Administrative expenses professional fees incurred2016-12-31$30,965
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$30,815
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$10,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$14,926
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$20,861
Administrative expenses (other) incurred2016-12-31$10,367
Liabilities. Value of operating payables at end of year2016-12-31$9,046
Liabilities. Value of operating payables at beginning of year2016-12-31$18,846
Total non interest bearing cash at end of year2016-12-31$15,091
Total non interest bearing cash at beginning of year2016-12-31$4,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$242,988
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,639,729
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,396,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$16,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,259,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$388,945
Interest earned on other investments2016-12-31$155
Income. Interest from US Government securities2016-12-31$12,346
Income. Interest from corporate debt instruments2016-12-31$22,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$42,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$14,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$14,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$234
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$977,414
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$646,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-55,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,327,136
Employer contributions (assets) at end of year2016-12-31$220,783
Employer contributions (assets) at beginning of year2016-12-31$151,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$69,059
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,080,896
Contract administrator fees2016-12-31$61,054
Liabilities. Value of benefit claims payable at end of year2016-12-31$3,325
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$3,612
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$99,802
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$100,484
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4,494,365
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,469,031
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31383806684
2015 : IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-12,062
Total unrealized appreciation/depreciation of assets2015-12-31$-12,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,301
Total income from all sources (including contributions)2015-12-31$1,340,192
Total loss/gain on sale of assets2015-12-31$-7,537
Total of all expenses incurred2015-12-31$1,181,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,048,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,319,507
Value of total assets at end of year2015-12-31$2,419,199
Value of total assets at beginning of year2015-12-31$2,264,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$132,613
Total interest from all sources2015-12-31$49,008
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$37,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$37,077
Administrative expenses professional fees incurred2015-12-31$24,554
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$350,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$33,212
Assets. Other investments not covered elsewhere at end of year2015-12-31$10,060
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$35,376
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$20,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$13,886
Administrative expenses (other) incurred2015-12-31$13,736
Liabilities. Value of operating payables at end of year2015-12-31$18,846
Liabilities. Value of operating payables at beginning of year2015-12-31$23,184
Total non interest bearing cash at end of year2015-12-31$4,807
Total non interest bearing cash at beginning of year2015-12-31$96,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$158,828
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,396,741
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,237,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$388,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$434,746
Interest earned on other investments2015-12-31$448
Income. Interest from US Government securities2015-12-31$16,006
Income. Interest from corporate debt instruments2015-12-31$32,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$14,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$10,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$10,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$16
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,019,156
Asset value of US Government securities at end of year2015-12-31$646,777
Asset value of US Government securities at beginning of year2015-12-31$427,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-45,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,286,295
Employer contributions (assets) at end of year2015-12-31$151,613
Employer contributions (assets) at beginning of year2015-12-31$162,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$29,595
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,080,896
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$1,011,993
Contract administrator fees2015-12-31$80,509
Liabilities. Value of benefit claims payable at end of year2015-12-31$3,612
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,117
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$100,484
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$71,258
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,832,133
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,839,670
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2015-12-31383806684
2014 : IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,745
Total unrealized appreciation/depreciation of assets2014-12-31$7,745
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$26,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,804
Total income from all sources (including contributions)2014-12-31$1,277,384
Total loss/gain on sale of assets2014-12-31$7,607
Total of all expenses incurred2014-12-31$1,014,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$913,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,193,463
Value of total assets at end of year2014-12-31$2,264,214
Value of total assets at beginning of year2014-12-31$1,993,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$101,154
Total interest from all sources2014-12-31$39,489
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$28,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$28,353
Administrative expenses professional fees incurred2014-12-31$31,246
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$50,359
Assets. Other investments not covered elsewhere at end of year2014-12-31$35,376
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$22,003
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$13,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$15,570
Administrative expenses (other) incurred2014-12-31$12,092
Liabilities. Value of operating payables at end of year2014-12-31$23,184
Liabilities. Value of operating payables at beginning of year2014-12-31$15,706
Total non interest bearing cash at end of year2014-12-31$96,416
Total non interest bearing cash at beginning of year2014-12-31$15,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$262,789
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,237,913
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,975,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$11,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$434,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$434,019
Interest earned on other investments2014-12-31$624
Income. Interest from US Government securities2014-12-31$12,083
Income. Interest from corporate debt instruments2014-12-31$26,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$10,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$32,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$32,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$890,690
Asset value of US Government securities at end of year2014-12-31$427,542
Asset value of US Government securities at beginning of year2014-12-31$466,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,143,104
Employer contributions (assets) at end of year2014-12-31$162,753
Employer contributions (assets) at beginning of year2014-12-31$84,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,751
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$1,011,993
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$835,192
Contract administrator fees2014-12-31$45,868
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,117
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,098
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$71,258
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$87,737
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,527,216
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,519,609
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2014-12-31383806684
2013 : IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-31,847
Total unrealized appreciation/depreciation of assets2013-12-31$-31,847
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41,022
Total income from all sources (including contributions)2013-12-31$1,098,125
Total loss/gain on sale of assets2013-12-31$1,629
Total of all expenses incurred2013-12-31$1,078,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$986,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$984,819
Value of total assets at end of year2013-12-31$1,993,928
Value of total assets at beginning of year2013-12-31$1,996,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$92,114
Total interest from all sources2013-12-31$45,037
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$24,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$24,391
Administrative expenses professional fees incurred2013-12-31$26,066
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$52,302
Assets. Other investments not covered elsewhere at end of year2013-12-31$22,003
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$5,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$15,570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$15,258
Administrative expenses (other) incurred2013-12-31$12,764
Liabilities. Value of operating payables at end of year2013-12-31$15,706
Liabilities. Value of operating payables at beginning of year2013-12-31$38,121
Total non interest bearing cash at end of year2013-12-31$15,742
Total non interest bearing cash at beginning of year2013-12-31$38,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$19,717
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,975,124
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,955,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$11,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$434,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$350,118
Interest earned on other investments2013-12-31$565
Income. Interest from US Government securities2013-12-31$10,331
Income. Interest from corporate debt instruments2013-12-31$34,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$32,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$47,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$47,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$21
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$937,827
Asset value of US Government securities at end of year2013-12-31$466,637
Asset value of US Government securities at beginning of year2013-12-31$465,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$74,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$932,517
Employer contributions (assets) at end of year2013-12-31$84,937
Employer contributions (assets) at beginning of year2013-12-31$85,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$48,467
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$835,192
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$909,375
Contract administrator fees2013-12-31$41,867
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,098
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,901
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$87,737
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$79,060
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,299,601
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,297,972
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2013-12-31383806684
2012 : IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$11,179
Total unrealized appreciation/depreciation of assets2012-12-31$11,179
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$41,022
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,638
Total income from all sources (including contributions)2012-12-31$1,157,152
Total loss/gain on sale of assets2012-12-31$-1,133
Total of all expenses incurred2012-12-31$1,120,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,029,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,044,488
Value of total assets at end of year2012-12-31$1,996,429
Value of total assets at beginning of year2012-12-31$1,940,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$91,672
Total interest from all sources2012-12-31$50,166
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$22,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$22,312
Administrative expenses professional fees incurred2012-12-31$15,917
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$27,869
Assets. Other investments not covered elsewhere at end of year2012-12-31$5,264
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$9,114
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$15,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$15,332
Administrative expenses (other) incurred2012-12-31$6,583
Liabilities. Value of operating payables at end of year2012-12-31$38,121
Liabilities. Value of operating payables at beginning of year2012-12-31$18,007
Total non interest bearing cash at end of year2012-12-31$38,269
Total non interest bearing cash at beginning of year2012-12-31$6,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$36,226
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,955,407
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,919,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$11,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$350,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$247,714
Interest earned on other investments2012-12-31$145
Income. Interest from US Government securities2012-12-31$17,461
Income. Interest from corporate debt instruments2012-12-31$32,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$47,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$13,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$13,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$30
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$986,294
Asset value of US Government securities at end of year2012-12-31$465,698
Asset value of US Government securities at beginning of year2012-12-31$751,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$30,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,016,619
Employer contributions (assets) at end of year2012-12-31$85,581
Employer contributions (assets) at beginning of year2012-12-31$216,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$42,960
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$909,375
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$602,664
Contract administrator fees2012-12-31$57,200
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,901
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$3,631
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$79,060
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$77,752
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,353,991
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,355,124
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31383806684
2011 : IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$32,630
Total unrealized appreciation/depreciation of assets2011-12-31$32,630
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,638
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,303
Total income from all sources (including contributions)2011-12-31$1,136,536
Total loss/gain on sale of assets2011-12-31$8,084
Total of all expenses incurred2011-12-31$1,048,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$957,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,070,363
Value of total assets at end of year2011-12-31$1,940,819
Value of total assets at beginning of year2011-12-31$1,853,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$90,855
Total interest from all sources2011-12-31$46,863
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$20,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$20,273
Administrative expenses professional fees incurred2011-12-31$18,916
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$30,873
Assets. Other investments not covered elsewhere at end of year2011-12-31$9,114
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,799
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$15,332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$20,284
Administrative expenses (other) incurred2011-12-31$8,737
Liabilities. Value of operating payables at end of year2011-12-31$18,007
Liabilities. Value of operating payables at beginning of year2011-12-31$21,253
Total non interest bearing cash at end of year2011-12-31$6,325
Total non interest bearing cash at beginning of year2011-12-31$9,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$88,145
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,919,181
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,831,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$11,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$247,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$317,492
Interest earned on other investments2011-12-31$351
Income. Interest from US Government securities2011-12-31$23,279
Income. Interest from corporate debt instruments2011-12-31$23,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$13,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$43,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$43,895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$43
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$925,994
Asset value of US Government securities at end of year2011-12-31$751,745
Asset value of US Government securities at beginning of year2011-12-31$790,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-41,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$1,037,691
Employer contributions (assets) at end of year2011-12-31$216,843
Employer contributions (assets) at beginning of year2011-12-31$100,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$31,542
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$602,664
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$483,469
Contract administrator fees2011-12-31$52,091
Liabilities. Value of benefit claims payable at end of year2011-12-31$3,631
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,050
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$77,752
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$87,276
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,446,110
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,438,026
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2011-12-31383806684
2010 : IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,354
Total unrealized appreciation/depreciation of assets2010-12-31$5,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,147
Total income from all sources (including contributions)2010-12-31$1,345,203
Total loss/gain on sale of assets2010-12-31$8,593
Total of all expenses incurred2010-12-31$1,157,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,072,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,225,260
Value of total assets at end of year2010-12-31$1,853,339
Value of total assets at beginning of year2010-12-31$1,659,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$84,794
Total interest from all sources2010-12-31$47,629
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$17,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$17,804
Administrative expenses professional fees incurred2010-12-31$15,243
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$42,533
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,153
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$20,284
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,301
Administrative expenses (other) incurred2010-12-31$9,896
Liabilities. Value of operating payables at end of year2010-12-31$21,253
Liabilities. Value of operating payables at beginning of year2010-12-31$14,629
Total non interest bearing cash at end of year2010-12-31$9,421
Total non interest bearing cash at beginning of year2010-12-31$4,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$188,080
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,831,036
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,642,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$10,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$317,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$220,397
Income. Interest from US Government securities2010-12-31$24,772
Income. Interest from corporate debt instruments2010-12-31$22,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$43,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$72,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$72,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$64
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,044,158
Asset value of US Government securities at end of year2010-12-31$790,918
Asset value of US Government securities at beginning of year2010-12-31$786,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$40,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$1,174,574
Employer contributions (assets) at end of year2010-12-31$100,584
Employer contributions (assets) at beginning of year2010-12-31$73,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$28,171
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$483,469
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$492,438
Contract administrator fees2010-12-31$49,086
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,050
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,518
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$87,276
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$7,548
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,420,771
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,412,178
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCELHANEY & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31383806684

Form 5500 Responses for IBEW LOCAL 1919 HEALTH AND WELFARE FUND

2022: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 1919 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberGL-895551
Policy instance 4
Insurance contract or identification numberGL-895551
Number of Individuals Covered330
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,400
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,999
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,300
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBASE PAID TO INSURANCE PRODUCER ON PREMIUMS RECEIVED AND APPLIED DURING POLICY YEAR.
Insurance broker organization code?3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number5317
Policy instance 3
Insurance contract or identification number5317
Number of Individuals Covered160
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH BENEFITS (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number16831AA0&1&CA0
Policy instance 2
Insurance contract or identification number16831AA0&1&CA0
Number of Individuals Covered534
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $82,129
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number16831/211543
Policy instance 1
Insurance contract or identification number16831/211543
Number of Individuals Covered300
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,759,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number16831300&01&900
Policy instance 1
Insurance contract or identification number16831300&01&900
Number of Individuals Covered205
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,354,010
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM602505
Policy instance 2
Insurance contract or identification numberSGM602505
Number of Individuals Covered92
Insurance policy start date2020-06-02
Insurance policy end date2021-06-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,354
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH BENEFITS (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number16831AA0&1&CA0
Policy instance 3
Insurance contract or identification number16831AA0&1&CA0
Number of Individuals Covered189
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $67,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3254
Policy instance 4
Insurance contract or identification number3254
Number of Individuals Covered110
Insurance policy start date2021-01-01
Insurance policy end date2021-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number5317
Policy instance 5
Insurance contract or identification number3336654
Number of Individuals Covered207
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $92,573
Total amount of fees paid to insurance companyUSD $8,514
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,314,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $92,573
Amount paid for insurance broker fees8514
Additional information about fees paid to insurance brokerGENERAL AGENT PAYMENTS
Insurance broker organization code?3
UPMC HEALTH BENEFITS (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number16831AA0&1&CA0
Policy instance 4
Insurance contract or identification number16831AA0&1&CA0
Number of Individuals Covered229
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $32,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM602505
Policy instance 3
Insurance contract or identification numberSGM602505
Number of Individuals Covered101
Insurance policy start date2019-06-02
Insurance policy end date2020-06-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number16831300&01&900
Policy instance 2
Insurance contract or identification number16831300&01&900
Number of Individuals Covered247
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,193,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3254
Policy instance 1
Insurance contract or identification number3254
Number of Individuals Covered116
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $724
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees724
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICE FEES
Insurance broker organization code?3
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number16831300&01&900
Policy instance 2
Insurance contract or identification number16831300&01&900
Number of Individuals Covered240
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,642,681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3254
Policy instance 1
Insurance contract or identification number3254
Number of Individuals Covered97
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $617
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,727
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees617
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICE FEES
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM602505
Policy instance 3
Insurance contract or identification numberSGM602505
Number of Individuals Covered96
Insurance policy start date2018-06-02
Insurance policy end date2019-06-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,246
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH BENEFITS (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number16831AA0&1&CA0
Policy instance 4
Insurance contract or identification number16831AA0&1&CA0
Number of Individuals Covered206
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $103,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH BENEFITS (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number16831AA0&1&CA0
Policy instance 4
Insurance contract or identification number16831AA0&1&CA0
Number of Individuals Covered180
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $57,330
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3254
Policy instance 1
Insurance contract or identification number3254
Number of Individuals Covered89
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $445
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees445
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICE FEES
Insurance broker organization code?3
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number16831300&01&900
Policy instance 2
Insurance contract or identification number16831300&01&900
Number of Individuals Covered211
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,299,986
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM602505
Policy instance 3
Insurance contract or identification numberSGM602505
Number of Individuals Covered98
Insurance policy start date2017-06-02
Insurance policy end date2018-06-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,783
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH BENEFITS (National Association of Insurance Commissioners NAIC id number: 11018 )
Policy contract number16831AA0&1&CA0
Policy instance 4
Insurance contract or identification number16831AA0&1&CA0
Number of Individuals Covered169
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $42,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM602505
Policy instance 3
Insurance contract or identification numberSGM602505
Number of Individuals Covered91
Insurance policy start date2016-06-02
Insurance policy end date2017-06-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,848
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number16831300&01&900
Policy instance 2
Insurance contract or identification number16831300&01&900
Number of Individuals Covered222
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,058,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3254
Policy instance 1
Insurance contract or identification number3254
Number of Individuals Covered100
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $738
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,951
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees738
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICE FEES
Insurance broker organization code?3
Insurance broker nameVISION BENEFITS OF AMERICA

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