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NECA IBEW # 176 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameNECA IBEW # 176 HEALTH AND WELFARE FUND
Plan identification number 501

NECA IBEW # 176 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)
  • Long-term disability cover

401k Sponsoring company profile

TRUSTEES OF NECA IBEW 176 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF NECA IBEW 176 HEALTH AND WELFARE FUND
Employer identification number (EIN):361264190
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NECA IBEW # 176 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-06-01PAUL ROLIH2023-03-08 ANDY RICO2023-03-06
5012020-06-01PAUL ROLIH2022-03-01 MICHAEL J. CLEMMONS2022-03-02
5012019-06-01DAVID RUDER2021-02-16 MICHAEL J. CLEMMONS2021-02-16
5012018-06-01MICHAEL CLEMMONS2020-02-20 PAUL ROLIH2020-02-25
5012017-06-01
5012016-06-01
5012015-06-01
5012014-06-01
5012013-06-01
5012012-06-01JAMES KOLLMAN
5012011-06-01STEVE MAGRUDER
5012010-06-01STEVE MAGRUDER
5012009-06-01JAMES KOLLMAN

Plan Statistics for NECA IBEW # 176 HEALTH AND WELFARE FUND

401k plan membership statisitcs for NECA IBEW # 176 HEALTH AND WELFARE FUND

Measure Date Value
2021: NECA IBEW # 176 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-06-011,550
Total number of active participants reported on line 7a of the Form 55002021-06-01983
Number of retired or separated participants receiving benefits2021-06-01599
Total of all active and inactive participants2021-06-011,582
Number of employers contributing to the scheme2021-06-01367
2020: NECA IBEW # 176 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-06-011,533
Total number of active participants reported on line 7a of the Form 55002020-06-01961
Number of retired or separated participants receiving benefits2020-06-01589
Total of all active and inactive participants2020-06-011,550
Number of employers contributing to the scheme2020-06-01313
2019: NECA IBEW # 176 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-06-011,519
Total number of active participants reported on line 7a of the Form 55002019-06-01975
Number of retired or separated participants receiving benefits2019-06-01558
Total of all active and inactive participants2019-06-011,533
Number of employers contributing to the scheme2019-06-01316
2018: NECA IBEW # 176 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-06-011,534
Total number of active participants reported on line 7a of the Form 55002018-06-01965
Number of retired or separated participants receiving benefits2018-06-01554
Total of all active and inactive participants2018-06-011,519
Number of employers contributing to the scheme2018-06-01313
2017: NECA IBEW # 176 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-06-011,469
Total number of active participants reported on line 7a of the Form 55002017-06-011,006
Number of retired or separated participants receiving benefits2017-06-01528
Total of all active and inactive participants2017-06-011,534
Number of employers contributing to the scheme2017-06-01321
2016: NECA IBEW # 176 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-06-011,423
Total number of active participants reported on line 7a of the Form 55002016-06-01986
Number of retired or separated participants receiving benefits2016-06-01483
Total of all active and inactive participants2016-06-011,469
Number of employers contributing to the scheme2016-06-01313
2015: NECA IBEW # 176 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-06-011,399
Total number of active participants reported on line 7a of the Form 55002015-06-01937
Number of retired or separated participants receiving benefits2015-06-01486
Total of all active and inactive participants2015-06-011,423
Number of employers contributing to the scheme2015-06-01314
2014: NECA IBEW # 176 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-06-011,415
Total number of active participants reported on line 7a of the Form 55002014-06-01926
Number of retired or separated participants receiving benefits2014-06-01473
Total of all active and inactive participants2014-06-011,399
Number of employers contributing to the scheme2014-06-01277
2013: NECA IBEW # 176 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-06-011,574
Total number of active participants reported on line 7a of the Form 55002013-06-01970
Number of retired or separated participants receiving benefits2013-06-01445
Total of all active and inactive participants2013-06-011,415
Number of employers contributing to the scheme2013-06-01297
2012: NECA IBEW # 176 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-06-011,511
Total number of active participants reported on line 7a of the Form 55002012-06-011,206
Number of retired or separated participants receiving benefits2012-06-01368
Total of all active and inactive participants2012-06-011,574
Number of employers contributing to the scheme2012-06-01318
2011: NECA IBEW # 176 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-06-011,574
Total number of active participants reported on line 7a of the Form 55002011-06-011,112
Number of retired or separated participants receiving benefits2011-06-01399
Total of all active and inactive participants2011-06-011,511
Total participants2011-06-011,511
Number of employers contributing to the scheme2011-06-01330
2010: NECA IBEW # 176 HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-06-011,607
Total number of active participants reported on line 7a of the Form 55002010-06-011,206
Number of retired or separated participants receiving benefits2010-06-01368
Total of all active and inactive participants2010-06-011,574
Total participants2010-06-011,574
Number of employers contributing to the scheme2010-06-01342
2009: NECA IBEW # 176 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-06-011,716
Total number of active participants reported on line 7a of the Form 55002009-06-011,278
Number of retired or separated participants receiving benefits2009-06-01329
Total of all active and inactive participants2009-06-011,607
Total participants2009-06-011,607
Number of employers contributing to the scheme2009-06-01308

Financial Data on NECA IBEW # 176 HEALTH AND WELFARE FUND

Measure Date Value
2022 : NECA IBEW # 176 HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-05-31$-1,085,685
Total unrealized appreciation/depreciation of assets2022-05-31$-1,085,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$28,477,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$28,209,494
Total income from all sources (including contributions)2022-05-31$29,559,302
Total loss/gain on sale of assets2022-05-31$-88,291
Total of all expenses incurred2022-05-31$32,324,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$31,256,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$31,415,345
Value of total assets at end of year2022-05-31$60,369,090
Value of total assets at beginning of year2022-05-31$62,865,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$1,068,367
Total interest from all sources2022-05-31$401,646
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$202,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$202,721
Administrative expenses professional fees incurred2022-05-31$361,090
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$1,000,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$476,157
Assets. Other investments not covered elsewhere at end of year2022-05-31$335,501
Assets. Other investments not covered elsewhere at beginning of year2022-05-31$591,984
Income. Received or receivable in cash from other sources (including rollovers)2022-05-31$25,829
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-05-31$1,032,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$66,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$78,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-05-31$25,612,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-05-31$26,094,809
Administrative expenses (other) incurred2022-05-31$65,455
Liabilities. Value of operating payables at end of year2022-05-31$2,865,670
Liabilities. Value of operating payables at beginning of year2022-05-31$2,114,685
Total non interest bearing cash at end of year2022-05-31$6,435,535
Total non interest bearing cash at beginning of year2022-05-31$8,206,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-2,765,198
Value of net assets at end of year (total assets less liabilities)2022-05-31$31,891,147
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$34,656,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$109,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$11,130,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$11,478,399
Income. Interest from US Government securities2022-05-31$86,011
Income. Interest from corporate debt instruments2022-05-31$314,893
Value of interest in common/collective trusts at end of year2022-05-31$11,501,139
Value of interest in common/collective trusts at beginning of year2022-05-31$12,236,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$126,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$238,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$238,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$742
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-31$938,019
Asset value of US Government securities at end of year2022-05-31$9,426,843
Asset value of US Government securities at beginning of year2022-05-31$8,867,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-551,076
Net investment gain or loss from common/collective trusts2022-05-31$-735,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31Yes
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$30,913,359
Employer contributions (assets) at end of year2022-05-31$3,926,650
Employer contributions (assets) at beginning of year2022-05-31$4,247,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$29,285,341
Asset. Corporate debt instrument debt (other) at end of year2022-05-31$15,848,414
Asset. Corporate debt instrument debt (other) at beginning of year2022-05-31$16,883,871
Contract administrator fees2022-05-31$532,472
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2022-05-31$1,572,047
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-05-31$37,360
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Aggregate proceeds on sale of assets2022-05-31$14,600,926
Aggregate carrying amount (costs) on sale of assets2022-05-31$14,689,217
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-05-31470900880
2021 : NECA IBEW # 176 HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$-240,483
Total unrealized appreciation/depreciation of assets2021-05-31$-240,483
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$28,209,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$26,347,366
Total income from all sources (including contributions)2021-05-31$33,034,073
Total loss/gain on sale of assets2021-05-31$131,435
Total of all expenses incurred2021-05-31$27,411,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$26,451,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$28,906,861
Value of total assets at end of year2021-05-31$62,865,839
Value of total assets at beginning of year2021-05-31$55,381,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$960,164
Total interest from all sources2021-05-31$502,508
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$173,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$173,769
Administrative expenses professional fees incurred2021-05-31$315,289
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$1,000,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$1,868,997
Assets. Other investments not covered elsewhere at end of year2021-05-31$591,984
Assets. Other investments not covered elsewhere at beginning of year2021-05-31$516,716
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-05-31$2,886,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$78,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$119,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-05-31$26,094,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-05-31$23,456,649
Administrative expenses (other) incurred2021-05-31$60,088
Liabilities. Value of operating payables at end of year2021-05-31$2,114,685
Liabilities. Value of operating payables at beginning of year2021-05-31$2,890,717
Total non interest bearing cash at end of year2021-05-31$8,206,006
Total non interest bearing cash at beginning of year2021-05-31$8,650,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$5,622,412
Value of net assets at end of year (total assets less liabilities)2021-05-31$34,656,345
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$29,033,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$104,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$11,478,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$8,145,005
Income. Interest from US Government securities2021-05-31$112,228
Income. Interest from corporate debt instruments2021-05-31$390,012
Value of interest in common/collective trusts at end of year2021-05-31$12,236,497
Value of interest in common/collective trusts at beginning of year2021-05-31$11,836,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$238,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$643,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$643,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$268
Expenses. Payments to insurance carriers foe the provision of benefits2021-05-31$78,022
Asset value of US Government securities at end of year2021-05-31$8,867,387
Asset value of US Government securities at beginning of year2021-05-31$6,448,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$3,159,625
Net investment gain or loss from common/collective trusts2021-05-31$400,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31Yes
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$27,037,864
Employer contributions (assets) at end of year2021-05-31$4,247,132
Employer contributions (assets) at beginning of year2021-05-31$2,984,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$23,487,453
Asset. Corporate debt instrument debt (other) at end of year2021-05-31$16,883,871
Asset. Corporate debt instrument debt (other) at beginning of year2021-05-31$15,999,199
Contract administrator fees2021-05-31$480,086
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2021-05-31$37,360
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-05-31$37,166
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Aggregate proceeds on sale of assets2021-05-31$16,996,771
Aggregate carrying amount (costs) on sale of assets2021-05-31$16,865,336
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-05-31470900880
2020 : NECA IBEW # 176 HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$347,595
Total unrealized appreciation/depreciation of assets2020-05-31$347,595
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$26,347,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$25,717,452
Total income from all sources (including contributions)2020-05-31$30,840,712
Total loss/gain on sale of assets2020-05-31$237,045
Total of all expenses incurred2020-05-31$26,688,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$25,709,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$28,441,869
Value of total assets at end of year2020-05-31$55,381,299
Value of total assets at beginning of year2020-05-31$50,599,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$978,706
Total interest from all sources2020-05-31$577,354
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$182,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$182,713
Administrative expenses professional fees incurred2020-05-31$371,304
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$1,000,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$1,921,282
Assets. Other investments not covered elsewhere at end of year2020-05-31$516,716
Assets. Other investments not covered elsewhere at beginning of year2020-05-31$709,592
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-05-31$2,937,143
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$119,409
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$97,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-05-31$23,456,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-05-31$22,667,294
Administrative expenses (other) incurred2020-05-31$57,233
Liabilities. Value of operating payables at end of year2020-05-31$2,890,717
Liabilities. Value of operating payables at beginning of year2020-05-31$3,050,158
Total non interest bearing cash at end of year2020-05-31$8,650,037
Total non interest bearing cash at beginning of year2020-05-31$5,503,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$4,152,201
Value of net assets at end of year (total assets less liabilities)2020-05-31$29,033,933
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$24,881,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$97,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$8,145,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$7,481,516
Income. Interest from US Government securities2020-05-31$191,729
Income. Interest from corporate debt instruments2020-05-31$380,040
Value of interest in common/collective trusts at end of year2020-05-31$11,836,140
Value of interest in common/collective trusts at beginning of year2020-05-31$11,185,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$643,949
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$1,031,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$1,031,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$5,585
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$78,583
Asset value of US Government securities at end of year2020-05-31$6,448,839
Asset value of US Government securities at beginning of year2020-05-31$8,303,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$403,882
Net investment gain or loss from common/collective trusts2020-05-31$650,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31Yes
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$26,520,587
Employer contributions (assets) at end of year2020-05-31$2,984,839
Employer contributions (assets) at beginning of year2020-05-31$3,333,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$22,694,079
Asset. Corporate debt instrument debt (other) at end of year2020-05-31$15,999,199
Asset. Corporate debt instrument debt (other) at beginning of year2020-05-31$12,911,137
Contract administrator fees2020-05-31$452,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2020-05-31$37,166
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-05-31$42,117
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$17,021,724
Aggregate carrying amount (costs) on sale of assets2020-05-31$16,784,679
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2020-05-31470900880
2019 : NECA IBEW # 176 HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-05-31$448,214
Total unrealized appreciation/depreciation of assets2019-05-31$448,214
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$25,717,452
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$27,943,760
Total income from all sources (including contributions)2019-05-31$26,818,964
Total loss/gain on sale of assets2019-05-31$1,562,841
Total of all expenses incurred2019-05-31$22,230,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$21,209,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$25,237,797
Value of total assets at end of year2019-05-31$50,599,184
Value of total assets at beginning of year2019-05-31$48,237,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$1,020,514
Total interest from all sources2019-05-31$556,392
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$173,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$173,903
Administrative expenses professional fees incurred2019-05-31$372,336
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$1,000,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$1,803,477
Assets. Other investments not covered elsewhere at end of year2019-05-31$709,592
Assets. Other investments not covered elsewhere at beginning of year2019-05-31$536,689
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-05-31$2,673,344
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$97,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$573,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-05-31$22,667,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-05-31$25,880,389
Administrative expenses (other) incurred2019-05-31$106,781
Liabilities. Value of operating payables at end of year2019-05-31$3,050,158
Liabilities. Value of operating payables at beginning of year2019-05-31$2,063,371
Total non interest bearing cash at end of year2019-05-31$5,503,022
Total non interest bearing cash at beginning of year2019-05-31$3,359,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$4,588,476
Value of net assets at end of year (total assets less liabilities)2019-05-31$24,881,732
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$20,293,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$91,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$7,481,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$8,889,225
Income. Interest from US Government securities2019-05-31$198,367
Income. Interest from corporate debt instruments2019-05-31$350,028
Value of interest in common/collective trusts at end of year2019-05-31$11,185,886
Value of interest in common/collective trusts at beginning of year2019-05-31$10,532,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$1,031,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$1,087,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$1,087,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$7,997
Expenses. Payments to insurance carriers foe the provision of benefits2019-05-31$80,409
Asset value of US Government securities at end of year2019-05-31$8,303,993
Asset value of US Government securities at beginning of year2019-05-31$8,556,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-1,813,170
Net investment gain or loss from common/collective trusts2019-05-31$652,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31Yes
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$23,434,320
Employer contributions (assets) at end of year2019-05-31$3,333,080
Employer contributions (assets) at beginning of year2019-05-31$2,743,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$18,456,221
Asset. Corporate debt instrument debt (other) at end of year2019-05-31$12,911,137
Asset. Corporate debt instrument debt (other) at beginning of year2019-05-31$11,917,086
Contract administrator fees2019-05-31$450,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2019-05-31$42,117
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-05-31$40,865
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Aggregate proceeds on sale of assets2019-05-31$19,949,827
Aggregate carrying amount (costs) on sale of assets2019-05-31$18,386,986
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2019-05-31470900880
2018 : NECA IBEW # 176 HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$-170,022
Total unrealized appreciation/depreciation of assets2018-05-31$-170,022
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$27,943,760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$26,818,679
Total income from all sources (including contributions)2018-05-31$28,618,417
Total loss/gain on sale of assets2018-05-31$-202,686
Total of all expenses incurred2018-05-31$29,211,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$28,338,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$27,103,499
Value of total assets at end of year2018-05-31$48,237,016
Value of total assets at beginning of year2018-05-31$47,705,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$872,704
Total interest from all sources2018-05-31$432,174
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$180,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$180,740
Administrative expenses professional fees incurred2018-05-31$249,450
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$1,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$1,815,339
Assets. Other investments not covered elsewhere at end of year2018-05-31$536,689
Assets. Other investments not covered elsewhere at beginning of year2018-05-31$669,178
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-05-31$2,859,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$573,554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$75,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-05-31$25,880,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-05-31$24,331,690
Other income not declared elsewhere2018-05-31$478,259
Administrative expenses (other) incurred2018-05-31$88,230
Liabilities. Value of operating payables at end of year2018-05-31$2,063,371
Liabilities. Value of operating payables at beginning of year2018-05-31$2,486,989
Total non interest bearing cash at end of year2018-05-31$3,359,618
Total non interest bearing cash at beginning of year2018-05-31$8,918,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$-593,077
Value of net assets at end of year (total assets less liabilities)2018-05-31$20,293,256
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$20,886,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$83,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$8,889,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$7,962,596
Income. Interest from US Government securities2018-05-31$124,036
Income. Interest from corporate debt instruments2018-05-31$297,962
Value of interest in common/collective trusts at end of year2018-05-31$10,532,899
Value of interest in common/collective trusts at beginning of year2018-05-31$9,033,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$1,087,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$837,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$837,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$10,176
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$82,425
Asset value of US Government securities at end of year2018-05-31$8,556,310
Asset value of US Government securities at beginning of year2018-05-31$7,084,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$747,388
Net investment gain or loss from common/collective trusts2018-05-31$49,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31Yes
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$25,288,160
Employer contributions (assets) at end of year2018-05-31$2,743,662
Employer contributions (assets) at beginning of year2018-05-31$3,274,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$25,396,372
Asset. Corporate debt instrument debt (other) at end of year2018-05-31$11,917,086
Asset. Corporate debt instrument debt (other) at beginning of year2018-05-31$9,809,597
Contract administrator fees2018-05-31$451,114
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2018-05-31$40,865
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-05-31$39,370
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$10,369,870
Aggregate carrying amount (costs) on sale of assets2018-05-31$10,572,556
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2018-05-31470900880
2017 : NECA IBEW # 176 HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$260,256
Total unrealized appreciation/depreciation of assets2017-05-31$260,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$26,818,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$25,672,970
Total income from all sources (including contributions)2017-05-31$29,318,986
Total loss/gain on sale of assets2017-05-31$-248,787
Total of all expenses incurred2017-05-31$23,583,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$22,665,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$27,730,433
Value of total assets at end of year2017-05-31$47,705,012
Value of total assets at beginning of year2017-05-31$40,824,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$918,410
Total interest from all sources2017-05-31$414,195
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$163,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$163,940
Administrative expenses professional fees incurred2017-05-31$275,640
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$1,000,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$1,884,785
Assets. Other investments not covered elsewhere at end of year2017-05-31$669,178
Assets. Other investments not covered elsewhere at beginning of year2017-05-31$786,250
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-05-31$2,407,423
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$75,788
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$86,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-05-31$24,331,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-31$25,164,341
Administrative expenses (other) incurred2017-05-31$81,137
Liabilities. Value of operating payables at end of year2017-05-31$2,486,989
Liabilities. Value of operating payables at beginning of year2017-05-31$508,629
Total non interest bearing cash at end of year2017-05-31$8,918,327
Total non interest bearing cash at beginning of year2017-05-31$3,772,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$5,735,065
Value of net assets at end of year (total assets less liabilities)2017-05-31$20,886,333
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$15,151,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$85,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$7,962,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$6,799,706
Income. Interest from US Government securities2017-05-31$74,115
Income. Interest from corporate debt instruments2017-05-31$335,790
Value of interest in common/collective trusts at end of year2017-05-31$9,033,831
Value of interest in common/collective trusts at beginning of year2017-05-31$8,816,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$837,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$1,039,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$1,039,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$4,290
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-31$81,087
Asset value of US Government securities at end of year2017-05-31$7,084,201
Asset value of US Government securities at beginning of year2017-05-31$5,773,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$998,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31Yes
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$25,845,648
Employer contributions (assets) at end of year2017-05-31$3,274,541
Employer contributions (assets) at beginning of year2017-05-31$3,001,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$20,177,001
Asset. Corporate debt instrument debt (other) at end of year2017-05-31$9,809,597
Asset. Corporate debt instrument debt (other) at beginning of year2017-05-31$10,713,568
Contract administrator fees2017-05-31$475,753
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2017-05-31$39,370
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-05-31$35,100
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$15,814,105
Aggregate carrying amount (costs) on sale of assets2017-05-31$16,062,892
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2017-05-31470900880
2016 : NECA IBEW # 176 HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$186,704
Total unrealized appreciation/depreciation of assets2016-05-31$186,704
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$25,672,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$22,927,949
Total income from all sources (including contributions)2016-05-31$26,658,423
Total loss/gain on sale of assets2016-05-31$-122,490
Total of all expenses incurred2016-05-31$25,997,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$25,029,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$26,295,169
Value of total assets at end of year2016-05-31$40,824,238
Value of total assets at beginning of year2016-05-31$37,417,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$967,987
Total interest from all sources2016-05-31$398,066
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$150,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$150,467
Administrative expenses professional fees incurred2016-05-31$324,817
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$1,823,362
Assets. Other investments not covered elsewhere at end of year2016-05-31$786,250
Assets. Other investments not covered elsewhere at beginning of year2016-05-31$561,466
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-05-31$2,517,477
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$86,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$67,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-05-31$25,164,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-31$22,581,458
Administrative expenses (other) incurred2016-05-31$92,037
Liabilities. Value of operating payables at end of year2016-05-31$508,629
Liabilities. Value of operating payables at beginning of year2016-05-31$346,491
Total non interest bearing cash at end of year2016-05-31$3,772,120
Total non interest bearing cash at beginning of year2016-05-31$3,642,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$661,359
Value of net assets at end of year (total assets less liabilities)2016-05-31$15,151,268
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$14,489,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$85,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$6,799,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$6,900,732
Income. Interest from US Government securities2016-05-31$62,270
Income. Interest from corporate debt instruments2016-05-31$334,474
Value of interest in common/collective trusts at end of year2016-05-31$8,816,189
Value of interest in common/collective trusts at beginning of year2016-05-31$8,566,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$1,039,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$873,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$873,227
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$1,322
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-31$79,952
Asset value of US Government securities at end of year2016-05-31$5,773,617
Asset value of US Government securities at beginning of year2016-05-31$5,017,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-249,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31Yes
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$24,471,807
Employer contributions (assets) at end of year2016-05-31$3,001,867
Employer contributions (assets) at beginning of year2016-05-31$2,257,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$22,431,648
Asset. Corporate debt instrument debt (other) at end of year2016-05-31$10,713,568
Asset. Corporate debt instrument debt (other) at beginning of year2016-05-31$9,492,805
Contract administrator fees2016-05-31$465,639
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2016-05-31$35,100
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-05-31$37,728
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Aggregate proceeds on sale of assets2016-05-31$10,433,981
Aggregate carrying amount (costs) on sale of assets2016-05-31$10,556,471
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2016-05-31470900880
2015 : NECA IBEW # 176 HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$-341,079
Total unrealized appreciation/depreciation of assets2015-05-31$-341,079
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$22,927,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$21,127,618
Total income from all sources (including contributions)2015-05-31$23,913,846
Total loss/gain on sale of assets2015-05-31$129,689
Total of all expenses incurred2015-05-31$23,574,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$22,584,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$22,902,005
Value of total assets at end of year2015-05-31$37,417,858
Value of total assets at beginning of year2015-05-31$35,277,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$989,347
Total interest from all sources2015-05-31$358,826
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$231,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$231,605
Administrative expenses professional fees incurred2015-05-31$289,132
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$2,156,022
Assets. Other investments not covered elsewhere at end of year2015-05-31$561,466
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-05-31$2,606,879
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$67,367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$59,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-05-31$22,581,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-05-31$20,824,403
Administrative expenses (other) incurred2015-05-31$93,433
Liabilities. Value of operating payables at end of year2015-05-31$346,491
Liabilities. Value of operating payables at beginning of year2015-05-31$303,215
Total non interest bearing cash at end of year2015-05-31$3,642,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$339,830
Value of net assets at end of year (total assets less liabilities)2015-05-31$14,489,909
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$14,150,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Assets. partnership/joint venture interests at beginning of year2015-05-31$9,460,320
Investment advisory and management fees2015-05-31$156,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$6,900,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$8,157,345
Income. Interest from US Government securities2015-05-31$83,958
Income. Interest from corporate debt instruments2015-05-31$274,715
Value of interest in common/collective trusts at end of year2015-05-31$8,566,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$873,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$634,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$634,213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$153
Expenses. Payments to insurance carriers foe the provision of benefits2015-05-31$48,552
Asset value of US Government securities at end of year2015-05-31$5,017,452
Asset value of US Government securities at beginning of year2015-05-31$6,842,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$632,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31Yes
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$20,745,983
Employer contributions (assets) at end of year2015-05-31$2,257,413
Employer contributions (assets) at beginning of year2015-05-31$2,079,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$19,929,238
Asset. Corporate debt instrument debt (other) at end of year2015-05-31$9,492,805
Asset. Corporate debt instrument debt (other) at beginning of year2015-05-31$8,012,237
Contract administrator fees2015-05-31$450,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2015-05-31$37,728
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-05-31$32,035
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Aggregate proceeds on sale of assets2015-05-31$43,507,202
Aggregate carrying amount (costs) on sale of assets2015-05-31$43,377,513
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2015-05-31470900880
2014 : NECA IBEW # 176 HEALTH AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$1,097,833
Total unrealized appreciation/depreciation of assets2014-05-31$1,097,833
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$21,127,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$23,898,909
Total income from all sources (including contributions)2014-05-31$23,252,913
Total loss/gain on sale of assets2014-05-31$-93,160
Total of all expenses incurred2014-05-31$19,865,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$18,930,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$21,400,215
Value of total assets at end of year2014-05-31$35,277,697
Value of total assets at beginning of year2014-05-31$34,662,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$935,206
Total interest from all sources2014-05-31$357,299
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$167,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$167,470
Administrative expenses professional fees incurred2014-05-31$316,792
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$2,254,840
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-05-31$2,739,842
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$59,929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$75,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-05-31$20,824,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-05-31$23,824,895
Administrative expenses (other) incurred2014-05-31$70,337
Liabilities. Value of operating payables at end of year2014-05-31$303,215
Liabilities. Value of operating payables at beginning of year2014-05-31$74,014
Total non interest bearing cash at end of year2014-05-31$0
Total non interest bearing cash at beginning of year2014-05-31$1,350,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$3,386,930
Value of net assets at end of year (total assets less liabilities)2014-05-31$14,150,079
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$10,763,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Assets. partnership/joint venture interests at end of year2014-05-31$9,460,320
Investment advisory and management fees2014-05-31$94,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$8,157,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$6,746,173
Income. Interest from US Government securities2014-05-31$85,123
Income. Interest from corporate debt instruments2014-05-31$272,068
Value of interest in common/collective trusts at end of year2014-05-31$0
Value of interest in common/collective trusts at beginning of year2014-05-31$9,228,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$634,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$415,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$415,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$108
Expenses. Payments to insurance carriers foe the provision of benefits2014-05-31$29,190
Asset value of US Government securities at end of year2014-05-31$6,842,564
Asset value of US Government securities at beginning of year2014-05-31$4,417,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$323,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31Yes
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$19,145,375
Employer contributions (assets) at end of year2014-05-31$2,079,054
Employer contributions (assets) at beginning of year2014-05-31$2,135,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$16,161,745
Asset. Corporate debt instrument debt (other) at end of year2014-05-31$8,012,237
Asset. Corporate debt instrument debt (other) at beginning of year2014-05-31$10,263,230
Contract administrator fees2014-05-31$453,538
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$32,035
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-05-31$29,138
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Aggregate proceeds on sale of assets2014-05-31$39,862,663
Aggregate carrying amount (costs) on sale of assets2014-05-31$39,955,823
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2014-05-31470900880
2013 : NECA IBEW # 176 HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$528,279
Total unrealized appreciation/depreciation of assets2013-05-31$528,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$23,898,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$23,509,091
Total income from all sources (including contributions)2013-05-31$24,531,106
Total loss/gain on sale of assets2013-05-31$-53,604
Total of all expenses incurred2013-05-31$23,274,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$22,288,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$22,251,265
Value of total assets at end of year2013-05-31$34,662,058
Value of total assets at beginning of year2013-05-31$33,015,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$986,394
Total interest from all sources2013-05-31$380,576
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$202,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$202,680
Administrative expenses professional fees incurred2013-05-31$385,532
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$2,408,607
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-05-31$2,715,428
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$75,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$71,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-05-31$23,824,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-05-31$23,481,193
Administrative expenses (other) incurred2013-05-31$62,520
Liabilities. Value of operating payables at end of year2013-05-31$74,014
Liabilities. Value of operating payables at beginning of year2013-05-31$27,898
Total non interest bearing cash at end of year2013-05-31$1,350,755
Total non interest bearing cash at beginning of year2013-05-31$1,703,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$1,256,489
Value of net assets at end of year (total assets less liabilities)2013-05-31$10,763,149
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$9,506,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$87,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$6,746,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$6,158,381
Income. Interest from US Government securities2013-05-31$86,965
Income. Interest from corporate debt instruments2013-05-31$292,591
Value of interest in common/collective trusts at end of year2013-05-31$9,228,260
Value of interest in common/collective trusts at beginning of year2013-05-31$8,798,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$415,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$807,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$807,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$1,020
Expenses. Payments to insurance carriers foe the provision of benefits2013-05-31$27,712
Asset value of US Government securities at end of year2013-05-31$4,417,502
Asset value of US Government securities at beginning of year2013-05-31$4,259,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$633,169
Net investment gain or loss from common/collective trusts2013-05-31$588,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31Yes
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$19,842,658
Employer contributions (assets) at end of year2013-05-31$2,135,649
Employer contributions (assets) at beginning of year2013-05-31$2,415,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$19,545,083
Asset. Corporate debt instrument debt (other) at end of year2013-05-31$10,263,230
Asset. Corporate debt instrument debt (other) at beginning of year2013-05-31$8,766,869
Contract administrator fees2013-05-31$450,441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2013-05-31$29,138
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-05-31$35,059
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$58,907,555
Aggregate carrying amount (costs) on sale of assets2013-05-31$58,961,159
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2013-05-31470900880
2012 : NECA IBEW # 176 HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$28,960
Total unrealized appreciation/depreciation of assets2012-05-31$28,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$23,509,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$22,519,722
Total income from all sources (including contributions)2012-05-31$22,259,351
Total loss/gain on sale of assets2012-05-31$-77,248
Total of all expenses incurred2012-05-31$23,154,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$22,226,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$21,815,767
Value of total assets at end of year2012-05-31$33,015,751
Value of total assets at beginning of year2012-05-31$32,921,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$927,571
Total interest from all sources2012-05-31$404,237
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$146,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$146,244
Administrative expenses professional fees incurred2012-05-31$307,773
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$2,721,594
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-05-31$2,855,544
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$71,547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$74,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-05-31$23,481,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-05-31$22,473,323
Administrative expenses (other) incurred2012-05-31$82,536
Liabilities. Value of operating payables at end of year2012-05-31$27,898
Liabilities. Value of operating payables at beginning of year2012-05-31$46,399
Total non interest bearing cash at end of year2012-05-31$1,703,464
Total non interest bearing cash at beginning of year2012-05-31$2,176,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-895,143
Value of net assets at end of year (total assets less liabilities)2012-05-31$9,506,660
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$10,401,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$79,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$6,158,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$5,896,616
Income. Interest from US Government securities2012-05-31$75,057
Income. Interest from corporate debt instruments2012-05-31$328,580
Value of interest in common/collective trusts at end of year2012-05-31$8,798,158
Value of interest in common/collective trusts at beginning of year2012-05-31$8,308,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$807,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$1,383,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$1,383,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$600
Expenses. Payments to insurance carriers foe the provision of benefits2012-05-31$29,184
Asset value of US Government securities at end of year2012-05-31$4,259,058
Asset value of US Government securities at beginning of year2012-05-31$4,187,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-484,477
Net investment gain or loss from common/collective trusts2012-05-31$425,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31Yes
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$19,094,173
Employer contributions (assets) at end of year2012-05-31$2,415,918
Employer contributions (assets) at beginning of year2012-05-31$2,333,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$19,342,195
Asset. Corporate debt instrument debt (other) at end of year2012-05-31$8,766,869
Asset. Corporate debt instrument debt (other) at beginning of year2012-05-31$8,516,786
Contract administrator fees2012-05-31$457,341
Assets. Value of buildings and other operty used in plan operation at end of year2012-05-31$35,059
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-05-31$43,409
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$31,892,140
Aggregate carrying amount (costs) on sale of assets2012-05-31$31,969,388
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31LEVINSON SIMON HEIN & BILKEY, P.C.
Accountancy firm EIN2012-05-31363701668
2011 : NECA IBEW # 176 HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$1,197,905
Total unrealized appreciation/depreciation of assets2011-05-31$1,197,905
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$22,519,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$23,227,588
Total income from all sources (including contributions)2011-05-31$24,314,225
Total loss/gain on sale of assets2011-05-31$-1,205,533
Total of all expenses incurred2011-05-31$22,456,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$21,546,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$22,026,610
Value of total assets at end of year2011-05-31$32,921,525
Value of total assets at beginning of year2011-05-31$31,771,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$909,452
Total interest from all sources2011-05-31$462,324
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$113,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$113,315
Administrative expenses professional fees incurred2011-05-31$295,030
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$2,804,634
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-05-31$2,852,145
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$74,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$103,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-05-31$22,473,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-05-31$23,157,506
Administrative expenses (other) incurred2011-05-31$91,880
Liabilities. Value of operating payables at end of year2011-05-31$46,399
Liabilities. Value of operating payables at beginning of year2011-05-31$70,082
Total non interest bearing cash at end of year2011-05-31$2,176,425
Total non interest bearing cash at beginning of year2011-05-31$2,050,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$1,858,143
Value of net assets at end of year (total assets less liabilities)2011-05-31$10,401,803
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$8,543,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$79,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$5,896,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$3,514,977
Income. Interest from US Government securities2011-05-31$101,400
Income. Interest from corporate debt instruments2011-05-31$359,139
Value of interest in common/collective trusts at end of year2011-05-31$8,308,680
Value of interest in common/collective trusts at beginning of year2011-05-31$9,857,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$1,383,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$1,007,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$1,007,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$1,785
Expenses. Payments to insurance carriers foe the provision of benefits2011-05-31$30,844
Asset value of US Government securities at end of year2011-05-31$4,187,816
Asset value of US Government securities at beginning of year2011-05-31$4,393,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$1,068,324
Net investment gain or loss from common/collective trusts2011-05-31$651,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31Yes
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$19,221,976
Employer contributions (assets) at end of year2011-05-31$2,333,924
Employer contributions (assets) at beginning of year2011-05-31$2,321,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$18,663,641
Asset. Corporate debt instrument debt (other) at end of year2011-05-31$8,516,786
Asset. Corporate debt instrument debt (other) at beginning of year2011-05-31$8,478,729
Contract administrator fees2011-05-31$443,178
Assets. Value of buildings and other operty used in plan operation at end of year2011-05-31$43,409
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-05-31$43,940
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$30,704,227
Aggregate carrying amount (costs) on sale of assets2011-05-31$31,909,760
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31LEVINSON SIMON HEIN & BILKEY, P.C.
Accountancy firm EIN2011-05-31363701668

Form 5500 Responses for NECA IBEW # 176 HEALTH AND WELFARE FUND

2021: NECA IBEW # 176 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: NECA IBEW # 176 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: NECA IBEW # 176 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: NECA IBEW # 176 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: NECA IBEW # 176 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: NECA IBEW # 176 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: NECA IBEW # 176 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: NECA IBEW # 176 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: NECA IBEW # 176 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: NECA IBEW # 176 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: NECA IBEW # 176 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: NECA IBEW # 176 HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-06-01Type of plan entityMulti-employer plan
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: NECA IBEW # 176 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL01
Policy instance 1
Insurance contract or identification number26IL01
Number of Individuals Covered1114
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $79,252
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL01
Policy instance 2
Insurance contract or identification number26IL01
Number of Individuals Covered1094
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $78,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12045572
Policy instance 1
Insurance contract or identification number12045572
Number of Individuals Covered1518
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $296,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL01
Policy instance 2
Insurance contract or identification number26IL01
Number of Individuals Covered1088
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $78,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12045572
Policy instance 1
Insurance contract or identification number12045572
Number of Individuals Covered1486
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $256,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number203900
Policy instance 3
Insurance contract or identification number203900
Number of Individuals Covered1519
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL01
Policy instance 2
Insurance contract or identification number26IL01
Number of Individuals Covered1119
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $81,511
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12045572
Policy instance 1
Insurance contract or identification number12045572
Number of Individuals Covered1458
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $298,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number203900
Policy instance 3
Insurance contract or identification number203900
Number of Individuals Covered1534
Insurance policy start date2016-10-01
Insurance policy end date2017-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL01
Policy instance 2
Insurance contract or identification number26IL01
Number of Individuals Covered1165
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $82,264
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12045572
Policy instance 1
Insurance contract or identification number12045572
Number of Individuals Covered1495
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $298,153
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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