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THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 401k Plan overview

Plan NameTHE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA
Plan identification number 001

THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LOCAL 146,IBEW/MIDSTATE DIVISION ILLINOIS CHAPTER, NECA has sponsored the creation of one or more 401k plans.

Company Name:LOCAL 146,IBEW/MIDSTATE DIVISION ILLINOIS CHAPTER, NECA
Employer identification number (EIN):370447876
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01SUNDOWN KIRCHHOFF2022-02-09 JOSHUA SAPP2022-02-09
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOSH SAPP
0012016-01-01JOSH SAPP
0012015-01-01JOSH SAPP
0012014-01-01JOSHUA SAPP
0012013-01-01SHAD ETCHASON
0012012-01-01SHAD ETCHASON
0012011-01-01SHAD ETCHASON
0012010-01-01SHAD ETCHASON
0012009-01-01SHAD ETCHASON

Plan Statistics for THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA

401k plan membership statisitcs for THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA

Measure Date Value
2021: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2021 401k membership
Total participants, beginning-of-year2021-01-01491
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-010
2020: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2020 401k membership
Total participants, beginning-of-year2020-01-01499
Total number of active participants reported on line 7a of the Form 55002020-01-01442
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01491
Number of participants with account balances2020-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-019
2019: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2019 401k membership
Total participants, beginning-of-year2019-01-01515
Total number of active participants reported on line 7a of the Form 55002019-01-01448
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0146
Total of all active and inactive participants2019-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01499
Number of participants with account balances2019-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-011
2018: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2018 401k membership
Total participants, beginning-of-year2018-01-01488
Total number of active participants reported on line 7a of the Form 55002018-01-01495
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01508
Number of participants with account balances2018-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-011
2017: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2017 401k membership
Total participants, beginning-of-year2017-01-01452
Total number of active participants reported on line 7a of the Form 55002017-01-01473
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01488
Number of participants with account balances2017-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-011
2016: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2016 401k membership
Total participants, beginning-of-year2016-01-01459
Total number of active participants reported on line 7a of the Form 55002016-01-01442
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01452
Number of participants with account balances2016-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-011
2015: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2015 401k membership
Total participants, beginning-of-year2015-01-01432
Total number of active participants reported on line 7a of the Form 55002015-01-01453
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01459
Number of participants with account balances2015-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-011
2014: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2014 401k membership
Total participants, beginning-of-year2014-01-01483
Total number of active participants reported on line 7a of the Form 55002014-01-01425
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01432
Number of participants with account balances2014-01-01125
Number of employers contributing to the scheme2014-01-011
2013: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2013 401k membership
Total participants, beginning-of-year2013-01-01450
Total number of active participants reported on line 7a of the Form 55002013-01-01476
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01483
Number of participants with account balances2013-01-01131
Number of employers contributing to the scheme2013-01-011
2012: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2012 401k membership
Total participants, beginning-of-year2012-01-01502
Total number of active participants reported on line 7a of the Form 55002012-01-01440
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01450
Number of participants with account balances2012-01-01139
Number of employers contributing to the scheme2012-01-010
2011: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2011 401k membership
Total participants, beginning-of-year2011-01-01481
Total number of active participants reported on line 7a of the Form 55002011-01-01495
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01502
Number of participants with account balances2011-01-01140
Number of employers contributing to the scheme2011-01-010
2010: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2010 401k membership
Total participants, beginning-of-year2010-01-01531
Total number of active participants reported on line 7a of the Form 55002010-01-01475
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01481
Number of participants with account balances2010-01-01145
Number of employers contributing to the scheme2010-01-010
2009: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2009 401k membership
Total participants, beginning-of-year2009-01-01515
Total number of active participants reported on line 7a of the Form 55002009-01-01527
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-01531
Total participants2009-01-01531
Number of participants with account balances2009-01-01152
Number of employers contributing to the scheme2009-01-011

Financial Data on THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA

Measure Date Value
2021 : THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total transfer of assets from this plan2021-03-31$7,117,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$301,982
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$854,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$849,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$38,351
Value of total assets at end of year2021-03-31$0
Value of total assets at beginning of year2021-03-31$7,669,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$5,375
Total interest from all sources2021-03-31$10,899
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-03-31$0
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$38,351
Participant contributions at end of year2021-03-31$0
Participant contributions at beginning of year2021-03-31$2,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$-552,439
Value of net assets at end of year (total assets less liabilities)2021-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$7,669,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$2,125
Value of interest in pooled separate accounts at end of year2021-03-31$0
Value of interest in pooled separate accounts at beginning of year2021-03-31$6,648,586
Interest on participant loans2021-03-31$23
Interest earned on other investments2021-03-31$10,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$1,019,079
Net investment gain/loss from pooled separate accounts2021-03-31$252,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$849,046
Contract administrator fees2021-03-31$3,250
Did the plan have assets held for investment2021-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31Yes
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31KERBER ECK AND BRAECKEL, LLP
Accountancy firm EIN2021-03-31430352985
2020 : THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,085,422
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$565,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$531,016
Expenses. Certain deemed distributions of participant loans2020-12-31$5,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$197,194
Value of total assets at end of year2020-12-31$7,669,944
Value of total assets at beginning of year2020-12-31$7,149,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,606
Total interest from all sources2020-12-31$39,491
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$188,927
Participant contributions at end of year2020-12-31$2,279
Participant contributions at beginning of year2020-12-31$14,419
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$519,982
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,669,944
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,149,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,895
Value of interest in pooled separate accounts at end of year2020-12-31$6,648,586
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,142,425
Interest on participant loans2020-12-31$242
Interest earned on other investments2020-12-31$39,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,019,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$993,118
Net investment gain/loss from pooled separate accounts2020-12-31$848,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$531,016
Contract administrator fees2020-12-31$14,711
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
2019 : THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,485,296
Total income from all sources (including contributions)2019-12-31$1,485,296
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$803,931
Total of all expenses incurred2019-12-31$803,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$774,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$774,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$273,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$273,435
Value of total assets at end of year2019-12-31$7,149,962
Value of total assets at end of year2019-12-31$7,149,962
Value of total assets at beginning of year2019-12-31$6,468,597
Value of total assets at beginning of year2019-12-31$6,468,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,191
Total interest from all sources2019-12-31$40,520
Total interest from all sources2019-12-31$40,520
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$253,681
Contributions received from participants2019-12-31$253,681
Participant contributions at end of year2019-12-31$14,419
Participant contributions at end of year2019-12-31$14,419
Participant contributions at beginning of year2019-12-31$49,286
Participant contributions at beginning of year2019-12-31$49,286
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,754
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$681,365
Value of net income/loss2019-12-31$681,365
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,149,962
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,149,962
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,468,597
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,468,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,479
Investment advisory and management fees2019-12-31$14,479
Value of interest in pooled separate accounts at end of year2019-12-31$6,142,425
Value of interest in pooled separate accounts at end of year2019-12-31$6,142,425
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,440,338
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,440,338
Interest on participant loans2019-12-31$1,353
Interest on participant loans2019-12-31$1,353
Interest earned on other investments2019-12-31$39,167
Interest earned on other investments2019-12-31$39,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$993,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$993,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$978,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$978,973
Net investment gain/loss from pooled separate accounts2019-12-31$1,171,341
Net investment gain/loss from pooled separate accounts2019-12-31$1,171,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$774,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$774,740
Contract administrator fees2019-12-31$14,712
Contract administrator fees2019-12-31$14,712
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KERBER,ECK & BRAECKEL LLP
Accountancy firm name2019-12-31KERBER,ECK & BRAECKEL LLP
Accountancy firm EIN2019-12-31430352985
Accountancy firm EIN2019-12-31430352985
2018 : THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-70,449
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$820,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$784,825
Expenses. Certain deemed distributions of participant loans2018-12-31$2,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$262,969
Value of total assets at end of year2018-12-31$6,468,597
Value of total assets at beginning of year2018-12-31$7,359,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,864
Total interest from all sources2018-12-31$41,392
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$226,569
Participant contributions at end of year2018-12-31$49,286
Participant contributions at beginning of year2018-12-31$55,851
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-890,999
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,468,597
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,359,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$5,440,338
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,241,546
Interest on participant loans2018-12-31$2,129
Interest earned on other investments2018-12-31$39,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$978,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,062,199
Net investment gain/loss from pooled separate accounts2018-12-31$-374,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$784,825
Contract administrator fees2018-12-31$32,864
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KERBER,ECK & BRAECKEL LLP
Accountancy firm EIN2018-12-31430352985
2017 : THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,111,739
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$800,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$757,981
Expenses. Certain deemed distributions of participant loans2017-12-31$3,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$213,424
Value of total assets at end of year2017-12-31$7,359,596
Value of total assets at beginning of year2017-12-31$7,047,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,873
Total interest from all sources2017-12-31$43,305
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$213,424
Participant contributions at end of year2017-12-31$55,851
Participant contributions at beginning of year2017-12-31$77,737
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$311,678
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,359,596
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,047,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$6,241,546
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,924,818
Interest on participant loans2017-12-31$2,623
Interest earned on other investments2017-12-31$40,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,062,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,045,363
Net investment gain/loss from pooled separate accounts2017-12-31$855,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$757,981
Contract administrator fees2017-12-31$38,873
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KERBER,ECK & BRAECKEL LLP
Accountancy firm EIN2017-12-31430352985
2016 : THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$824,489
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$314,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$207,806
Expenses. Certain deemed distributions of participant loans2016-12-31$78,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$253,950
Value of total assets at end of year2016-12-31$7,047,918
Value of total assets at beginning of year2016-12-31$6,538,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,399
Total interest from all sources2016-12-31$43,447
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$248,953
Participant contributions at end of year2016-12-31$77,737
Participant contributions at beginning of year2016-12-31$136,592
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$509,878
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,047,918
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,538,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$204
Value of interest in pooled separate accounts at end of year2016-12-31$5,924,818
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,419,391
Interest on participant loans2016-12-31$3,605
Interest earned on other investments2016-12-31$39,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,045,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$982,057
Net investment gain/loss from pooled separate accounts2016-12-31$527,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$207,806
Contract administrator fees2016-12-31$28,195
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KERBER,ECK & BRAECKEL LLP
Accountancy firm EIN2016-12-31430352985
2015 : THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$153,393
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$612,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$581,187
Expenses. Certain deemed distributions of participant loans2015-12-31$706
Value of total corrective distributions2015-12-31$42
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$306,814
Value of total assets at end of year2015-12-31$6,538,040
Value of total assets at beginning of year2015-12-31$6,997,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,961
Total interest from all sources2015-12-31$38,366
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$306,355
Participant contributions at end of year2015-12-31$136,592
Participant contributions at beginning of year2015-12-31$122,216
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-459,503
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,538,040
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,997,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$274
Value of interest in pooled separate accounts at end of year2015-12-31$5,419,391
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,065,379
Interest on participant loans2015-12-31$5,237
Interest earned on other investments2015-12-31$33,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$982,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$809,948
Net investment gain/loss from pooled separate accounts2015-12-31$-191,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$581,187
Contract administrator fees2015-12-31$30,687
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KERBER,ECK & BRAECKEL LLP
Accountancy firm EIN2015-12-31430352985
2014 : THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$601,309
Total of all expenses incurred2014-12-31$134,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$96,546
Expenses. Certain deemed distributions of participant loans2014-12-31$3,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$327,910
Value of total assets at end of year2014-12-31$6,997,543
Value of total assets at beginning of year2014-12-31$6,531,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,899
Total interest from all sources2014-12-31$33,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$8,400
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$410,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$327,910
Participant contributions at end of year2014-12-31$122,216
Participant contributions at beginning of year2014-12-31$35,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$466,364
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,997,543
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,531,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$251
Value of interest in pooled separate accounts at end of year2014-12-31$6,065,379
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,712,938
Interest on participant loans2014-12-31$2,682
Interest earned on other investments2014-12-31$31,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$809,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$783,007
Net investment gain/loss from pooled separate accounts2014-12-31$239,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$96,546
Contract administrator fees2014-12-31$26,248
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGUIRE YUHAS HUFFMAN & BUCKLEY PC
Accountancy firm EIN2014-12-31371107578
2013 : THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,248,088
Total of all expenses incurred2013-12-31$514,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$439,133
Expenses. Certain deemed distributions of participant loans2013-12-31$39,631
Value of total corrective distributions2013-12-31$617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$282,443
Value of total assets at end of year2013-12-31$6,531,179
Value of total assets at beginning of year2013-12-31$5,797,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,742
Total interest from all sources2013-12-31$29,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$8,200
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$410,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$282,443
Participant contributions at end of year2013-12-31$35,234
Participant contributions at beginning of year2013-12-31$84,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$733,965
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,531,179
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,797,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$329
Value of interest in pooled separate accounts at end of year2013-12-31$5,712,938
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,092,179
Interest on participant loans2013-12-31$943
Interest earned on other investments2013-12-31$28,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$783,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$620,160
Net investment gain/loss from pooled separate accounts2013-12-31$936,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$439,133
Contract administrator fees2013-12-31$26,213
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGUIRE YUHAS HUFFMAN & BUCKLEY PC
Accountancy firm EIN2013-12-31371107578
2012 : THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$846,081
Total of all expenses incurred2012-12-31$250,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$209,626
Expenses. Certain deemed distributions of participant loans2012-12-31$7,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$302,536
Value of total assets at end of year2012-12-31$5,797,214
Value of total assets at beginning of year2012-12-31$5,201,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,058
Total interest from all sources2012-12-31$25,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$410,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$261,338
Participant contributions at end of year2012-12-31$84,875
Participant contributions at beginning of year2012-12-31$88,202
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$41,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$595,602
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,797,214
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,201,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$462
Value of interest in pooled separate accounts at end of year2012-12-31$5,092,179
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,578,271
Interest on participant loans2012-12-31$2,212
Interest earned on other investments2012-12-31$22,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$620,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$535,139
Net investment gain/loss from pooled separate accounts2012-12-31$518,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$209,626
Contract administrator fees2012-12-31$32,596
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGUIRE YUHAS HUFFMAN & BUCKLEY PC
Accountancy firm EIN2012-12-31371107578
2011 : THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$240,519
Total of all expenses incurred2011-12-31$331,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$304,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$305,509
Value of total assets at end of year2011-12-31$5,201,612
Value of total assets at beginning of year2011-12-31$5,292,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,320
Total interest from all sources2011-12-31$23,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$410,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$305,509
Participant contributions at end of year2011-12-31$88,202
Participant contributions at beginning of year2011-12-31$91,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-91,050
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,201,612
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,292,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$483
Value of interest in pooled separate accounts at end of year2011-12-31$4,578,271
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,751,899
Interest on participant loans2011-12-31$3,704
Interest earned on other investments2011-12-31$19,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$535,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$449,028
Net investment gain/loss from pooled separate accounts2011-12-31$-88,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$304,249
Contract administrator fees2011-12-31$26,837
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGUIRE YUHAS HUFFMAN & BUCKLEY PC
Accountancy firm EIN2011-12-31371107578
2010 : THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$920,916
Total of all expenses incurred2010-12-31$300,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$257,601
Expenses. Certain deemed distributions of participant loans2010-12-31$1,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$254,509
Value of total assets at end of year2010-12-31$5,292,662
Value of total assets at beginning of year2010-12-31$4,672,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$41,508
Total interest from all sources2010-12-31$19,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$410,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$246,417
Participant contributions at end of year2010-12-31$91,735
Participant contributions at beginning of year2010-12-31$74,679
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$620,364
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,292,662
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,672,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$469
Value of interest in pooled separate accounts at end of year2010-12-31$4,751,899
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,228,925
Interest on participant loans2010-12-31$3,551
Interest earned on other investments2010-12-31$15,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$449,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$368,694
Net investment gain/loss from pooled separate accounts2010-12-31$647,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$257,601
Contract administrator fees2010-12-31$41,039
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGUIRE YUHAS HUFFMAN & BUCKLEY PC
Accountancy firm EIN2010-12-31371107578

Form 5500 Responses for THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA

2021: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE ELECTRICIANS SALARY DEFERRAL PLAN OF LOCAL 146 IBEW/MIDSTATE DIVISION, ILLINOIS CHAPTER, NECA 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP53843
Policy instance 1
Insurance contract or identification numberGP53843
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $2,875
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,875
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP53843
Policy instance 1
Insurance contract or identification numberGP53843
Number of Individuals Covered101
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,293
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,293
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP53843
Policy instance 1
Insurance contract or identification number560248
Number of Individuals Covered17
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,550
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLONG-TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $16,249
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,550
Insurance broker organization code?3
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP53843
Policy instance 1
Insurance contract or identification numberGP53843
Number of Individuals Covered113
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,806
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,806
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP53843
Policy instance 1
Insurance contract or identification numberGP53843
Number of Individuals Covered121
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,661
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,388
Insurance broker organization code?4
Insurance broker nameARNOLD, PATRICK J
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP53843
Policy instance 1
Insurance contract or identification numberGP53843
Number of Individuals Covered123
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,178
Total amount of fees paid to insurance companyUSD $30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,178
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerNON-MONETARY COMP TO SALES REP
Insurance broker organization code?4
Insurance broker nameARNOLD, PATRICK
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP53843
Policy instance 1
Insurance contract or identification numberGP53843
Number of Individuals Covered131
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,215
Total amount of fees paid to insurance companyUSD $2,561
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,215
Amount paid for insurance broker fees2561
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE NON-MONETARY COMP TO SALES REP
Insurance broker organization code?4
Insurance broker name
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP53843
Policy instance 1
Insurance contract or identification numberGP53843
Number of Individuals Covered131
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,449
Total amount of fees paid to insurance companyUSD $2,983
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,449
Amount paid for insurance broker fees2983
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE NON-MONETARY COMP TO SALES REP
Insurance broker organization code?4
Insurance broker name
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP53843
Policy instance 1
Insurance contract or identification numberGP53843
Number of Individuals Covered139
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,076
Total amount of fees paid to insurance companyUSD $3,203
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,076
Amount paid for insurance broker fees3203
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE NON-MONETARY COMP TO SALES REP
Insurance broker organization code?4
Insurance broker name
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP53843
Policy instance 1
Insurance contract or identification numberGP53843
Number of Individuals Covered140
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,166
Total amount of fees paid to insurance companyUSD $3,252
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP53843
Policy instance 1
Insurance contract or identification numberGP53843
Number of Individuals Covered145
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,639
Total amount of fees paid to insurance companyUSD $3,833
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,639
Amount paid for insurance broker fees2773
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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