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IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 401k Plan overview

Plan NameIBEW LOCAL NO. 1 HEALTH & WELFARE FUND
Plan identification number 501

IBEW LOCAL NO. 1 HEALTH & 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)
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES OF IBEW LOCAL 1 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF IBEW LOCAL 1 HEALTH & WELFARE FUND
Employer identification number (EIN):430678755
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL NO. 1 HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01FRANK JACOBS2023-10-12 KYLE MCKENNA2023-10-12
5012021-01-01FRANK JACOBS2022-10-14
5012020-01-01FRANK JACOBS2021-10-13 DOUGLAS R. MARTIN2021-10-13
5012019-01-01FRANK JACOBS2020-10-09 DOUGLAS R. MARTIN2020-10-09
5012018-01-01FRANK JACOBS2019-10-14 DOUGLAS R. MARTIN2019-10-14
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01FRANK JACOBS
5012011-01-01FRANK JACOBS
5012009-01-01STEPHEN SCHOEMEHL

Plan Statistics for IBEW LOCAL NO. 1 HEALTH & WELFARE FUND

401k plan membership statisitcs for IBEW LOCAL NO. 1 HEALTH & WELFARE FUND

Measure Date Value
2022: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-014,832
Total number of active participants reported on line 7a of the Form 55002022-01-013,962
Number of retired or separated participants receiving benefits2022-01-011,103
Total of all active and inactive participants2022-01-015,065
Number of employers contributing to the scheme2022-01-01141
2021: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-014,841
Total number of active participants reported on line 7a of the Form 55002021-01-013,750
Number of retired or separated participants receiving benefits2021-01-011,082
Total of all active and inactive participants2021-01-014,832
Number of employers contributing to the scheme2021-01-01197
2020: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-014,930
Total number of active participants reported on line 7a of the Form 55002020-01-013,782
Number of retired or separated participants receiving benefits2020-01-011,059
Total of all active and inactive participants2020-01-014,841
Number of employers contributing to the scheme2020-01-01138
2019: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-014,728
Total number of active participants reported on line 7a of the Form 55002019-01-013,898
Number of retired or separated participants receiving benefits2019-01-011,032
Total of all active and inactive participants2019-01-014,930
Number of employers contributing to the scheme2019-01-01144
2018: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-014,685
Total number of active participants reported on line 7a of the Form 55002018-01-013,692
Number of retired or separated participants receiving benefits2018-01-011,036
Total of all active and inactive participants2018-01-014,728
Number of employers contributing to the scheme2018-01-01135
2017: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-014,642
Total number of active participants reported on line 7a of the Form 55002017-01-013,663
Number of retired or separated participants receiving benefits2017-01-011,022
Total of all active and inactive participants2017-01-014,685
Number of employers contributing to the scheme2017-01-01127
2016: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-014,461
Total number of active participants reported on line 7a of the Form 55002016-01-013,642
Number of retired or separated participants receiving benefits2016-01-011,000
Total of all active and inactive participants2016-01-014,642
Number of employers contributing to the scheme2016-01-01209
2015: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-014,524
Total number of active participants reported on line 7a of the Form 55002015-01-013,449
Number of retired or separated participants receiving benefits2015-01-011,012
Total of all active and inactive participants2015-01-014,461
Number of employers contributing to the scheme2015-01-01141
2014: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-014,585
Total number of active participants reported on line 7a of the Form 55002014-01-013,504
Number of retired or separated participants receiving benefits2014-01-011,020
Total of all active and inactive participants2014-01-014,524
Number of employers contributing to the scheme2014-01-01146
2013: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-014,436
Total number of active participants reported on line 7a of the Form 55002013-01-013,556
Number of retired or separated participants receiving benefits2013-01-011,029
Total of all active and inactive participants2013-01-014,585
Number of employers contributing to the scheme2013-01-01141
2012: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-014,119
Total number of active participants reported on line 7a of the Form 55002012-01-013,397
Number of retired or separated participants receiving benefits2012-01-011,039
Total of all active and inactive participants2012-01-014,436
Number of employers contributing to the scheme2012-01-01124
2011: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-014,376
Total number of active participants reported on line 7a of the Form 55002011-01-013,084
Number of retired or separated participants receiving benefits2011-01-011,035
Total of all active and inactive participants2011-01-014,119
Number of employers contributing to the scheme2011-01-01158
2009: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-015,051
Total number of active participants reported on line 7a of the Form 55002009-01-013,751
Number of retired or separated participants receiving benefits2009-01-01854
Total of all active and inactive participants2009-01-014,605
Number of employers contributing to the scheme2009-01-01165

Financial Data on IBEW LOCAL NO. 1 HEALTH & WELFARE FUND

Measure Date Value
2022 : IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-15,692,785
Total unrealized appreciation/depreciation of assets2022-12-31$-15,692,785
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,051,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,662,637
Total income from all sources (including contributions)2022-12-31$49,748,540
Total loss/gain on sale of assets2022-12-31$-2,736,575
Total of all expenses incurred2022-12-31$78,022,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$75,066,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$71,323,711
Value of total assets at end of year2022-12-31$181,913,682
Value of total assets at beginning of year2022-12-31$208,799,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,956,319
Total income from rents2022-12-31$221,481
Total interest from all sources2022-12-31$3,042,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Assets. Real estate other than employer real property at end of year2022-12-31$2,000,000
Assets. Real estate other than employer real property at beginning of year2022-12-31$2,000,000
Administrative expenses professional fees incurred2022-12-31$268,324
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,770,257
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,200,372
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,401,828
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$153,637
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,849,325
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,878,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$177,726
Other income not declared elsewhere2022-12-31$2,034,743
Administrative expenses (other) incurred2022-12-31$2,216,007
Liabilities. Value of operating payables at end of year2022-12-31$308,188
Liabilities. Value of operating payables at beginning of year2022-12-31$731,211
Total non interest bearing cash at end of year2022-12-31$25,000
Total non interest bearing cash at beginning of year2022-12-31$1,709,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-28,274,453
Value of net assets at end of year (total assets less liabilities)2022-12-31$171,862,639
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$200,137,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$12,383,726
Assets. partnership/joint venture interests at beginning of year2022-12-31$11,582,084
Investment advisory and management fees2022-12-31$471,988
Interest earned on other investments2022-12-31$144,643
Income. Interest from US Government securities2022-12-31$1,284,078
Income. Interest from corporate debt instruments2022-12-31$1,537,928
Value of interest in common/collective trusts at end of year2022-12-31$34,150,788
Value of interest in common/collective trusts at beginning of year2022-12-31$48,619,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,530,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,844,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,844,895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$76,216
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$820,997
Asset value of US Government securities at end of year2022-12-31$58,959,009
Asset value of US Government securities at beginning of year2022-12-31$69,901,294
Net investment gain or loss from common/collective trusts2022-12-31$-8,444,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$67,553,454
Employer contributions (assets) at end of year2022-12-31$6,429,746
Employer contributions (assets) at beginning of year2022-12-31$5,377,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$74,092,040
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$48,385,011
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$56,485,254
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$9,737,600
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$7,753,700
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$50,988,976
Aggregate carrying amount (costs) on sale of assets2022-12-31$53,725,551
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2022-12-31430831507
2021 : IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-4,056,488
Total unrealized appreciation/depreciation of assets2021-12-31$-4,056,488
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,662,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,016,282
Total income from all sources (including contributions)2021-12-31$74,047,312
Total loss/gain on sale of assets2021-12-31$-1,183,490
Total of all expenses incurred2021-12-31$71,101,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$68,516,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$61,629,151
Value of total assets at end of year2021-12-31$208,799,729
Value of total assets at beginning of year2021-12-31$204,207,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,584,872
Total income from rents2021-12-31$221,481
Total interest from all sources2021-12-31$2,953,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Real estate other than employer real property at end of year2021-12-31$2,000,000
Assets. Real estate other than employer real property at beginning of year2021-12-31$2,000,000
Administrative expenses professional fees incurred2021-12-31$369,432
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,216,610
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,401,828
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,348,144
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$177,407
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,878,479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,016,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$177,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$591,382
Other income not declared elsewhere2021-12-31$2,504,354
Administrative expenses (other) incurred2021-12-31$1,808,064
Liabilities. Value of operating payables at end of year2021-12-31$731,211
Liabilities. Value of operating payables at beginning of year2021-12-31$46,800
Total non interest bearing cash at end of year2021-12-31$1,709,153
Total non interest bearing cash at beginning of year2021-12-31$3,456,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,946,293
Value of net assets at end of year (total assets less liabilities)2021-12-31$200,137,092
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$197,190,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$11,582,084
Investment advisory and management fees2021-12-31$407,376
Interest earned on other investments2021-12-31$129,505
Income. Interest from US Government securities2021-12-31$1,291,424
Income. Interest from corporate debt instruments2021-12-31$1,515,091
Value of interest in common/collective trusts at end of year2021-12-31$48,619,570
Value of interest in common/collective trusts at beginning of year2021-12-31$52,159,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,844,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,017,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,017,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$17,852
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$873,695
Asset value of US Government securities at end of year2021-12-31$69,901,294
Asset value of US Government securities at beginning of year2021-12-31$72,519,115
Net investment gain or loss from common/collective trusts2021-12-31$11,978,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$58,412,541
Employer contributions (assets) at end of year2021-12-31$5,377,172
Employer contributions (assets) at beginning of year2021-12-31$4,548,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$67,465,045
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$56,485,254
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$58,141,663
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$7,753,700
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$6,378,100
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$70,913,903
Aggregate carrying amount (costs) on sale of assets2021-12-31$72,097,393
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2021-12-31430831507
2020 : IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,486,883
Total unrealized appreciation/depreciation of assets2020-12-31$4,486,883
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,016,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,618,041
Total income from all sources (including contributions)2020-12-31$76,363,621
Total loss/gain on sale of assets2020-12-31$1,539,334
Total of all expenses incurred2020-12-31$66,549,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$64,229,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$56,889,770
Value of total assets at end of year2020-12-31$204,207,081
Value of total assets at beginning of year2020-12-31$193,994,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,319,458
Total income from rents2020-12-31$221,481
Total interest from all sources2020-12-31$3,211,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Real estate other than employer real property at end of year2020-12-31$2,000,000
Assets. Real estate other than employer real property at beginning of year2020-12-31$2,000,000
Administrative expenses professional fees incurred2020-12-31$259,832
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,779,944
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,348,144
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,385,219
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$208,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,016,131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,670,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$591,382
Other income not declared elsewhere2020-12-31$773,653
Administrative expenses (other) incurred2020-12-31$1,697,250
Liabilities. Value of operating payables at end of year2020-12-31$46,800
Liabilities. Value of operating payables at beginning of year2020-12-31$104,741
Total non interest bearing cash at end of year2020-12-31$3,456,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,814,590
Value of net assets at end of year (total assets less liabilities)2020-12-31$197,190,799
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$187,376,209
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$362,376
Interest earned on other investments2020-12-31$138,085
Income. Interest from US Government securities2020-12-31$1,589,834
Income. Interest from corporate debt instruments2020-12-31$1,454,968
Value of interest in common/collective trusts at end of year2020-12-31$52,159,038
Value of interest in common/collective trusts at beginning of year2020-12-31$58,417,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,017,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,187,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,187,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$28,565
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,871,352
Asset value of US Government securities at end of year2020-12-31$72,519,115
Asset value of US Government securities at beginning of year2020-12-31$69,700,143
Net investment gain or loss from common/collective trusts2020-12-31$9,241,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$54,109,826
Employer contributions (assets) at end of year2020-12-31$4,548,546
Employer contributions (assets) at beginning of year2020-12-31$5,087,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$60,149,880
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$58,141,663
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$42,545,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$6,378,100
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$6,513,300
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
Aggregate proceeds on sale of assets2020-12-31$85,833,734
Aggregate carrying amount (costs) on sale of assets2020-12-31$84,294,400
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2020-12-31430831507
2019 : IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,845,824
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,845,824
Total unrealized appreciation/depreciation of assets2019-12-31$4,845,824
Total unrealized appreciation/depreciation of assets2019-12-31$4,845,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,618,041
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,618,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,295,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,295,260
Total income from all sources (including contributions)2019-12-31$93,074,824
Total income from all sources (including contributions)2019-12-31$93,074,824
Total loss/gain on sale of assets2019-12-31$747,066
Total loss/gain on sale of assets2019-12-31$747,066
Total of all expenses incurred2019-12-31$67,243,890
Total of all expenses incurred2019-12-31$67,243,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$64,890,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$64,890,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$68,476,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$68,476,183
Value of total assets at end of year2019-12-31$193,994,250
Value of total assets at end of year2019-12-31$193,994,250
Value of total assets at beginning of year2019-12-31$169,840,535
Value of total assets at beginning of year2019-12-31$169,840,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,353,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,353,475
Total income from rents2019-12-31$221,721
Total income from rents2019-12-31$221,721
Total interest from all sources2019-12-31$3,492,277
Total interest from all sources2019-12-31$3,492,277
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
Assets. Real estate other than employer real property at end of year2019-12-31$2,000,000
Assets. Real estate other than employer real property at end of year2019-12-31$2,000,000
Assets. Real estate other than employer real property at beginning of year2019-12-31$2,000,000
Assets. Real estate other than employer real property at beginning of year2019-12-31$2,000,000
Administrative expenses professional fees incurred2019-12-31$240,876
Administrative expenses professional fees incurred2019-12-31$240,876
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$20,000,000
Value of fidelity bond cover2019-12-31$20,000,000
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
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$2,559,070
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,385,219
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,385,219
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,378,330
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,378,330
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$107,664
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$107,664
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,670,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,199,419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,199,419
Other income not declared elsewhere2019-12-31$1,062,547
Other income not declared elsewhere2019-12-31$1,062,547
Administrative expenses (other) incurred2019-12-31$1,796,828
Administrative expenses (other) incurred2019-12-31$1,796,828
Liabilities. Value of operating payables at end of year2019-12-31$104,741
Liabilities. Value of operating payables at end of year2019-12-31$104,741
Liabilities. Value of operating payables at beginning of year2019-12-31$208,395
Liabilities. Value of operating payables at beginning of year2019-12-31$208,395
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$25,830,934
Value of net income/loss2019-12-31$25,830,934
Value of net assets at end of year (total assets less liabilities)2019-12-31$187,376,209
Value of net assets at end of year (total assets less liabilities)2019-12-31$187,376,209
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$161,545,275
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$161,545,275
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$315,771
Investment advisory and management fees2019-12-31$315,771
Interest earned on other investments2019-12-31$126,272
Interest earned on other investments2019-12-31$126,272
Income. Interest from US Government securities2019-12-31$1,756,396
Income. Interest from US Government securities2019-12-31$1,756,396
Income. Interest from corporate debt instruments2019-12-31$1,462,312
Income. Interest from corporate debt instruments2019-12-31$1,462,312
Value of interest in common/collective trusts at end of year2019-12-31$58,417,990
Value of interest in common/collective trusts at end of year2019-12-31$58,417,990
Value of interest in common/collective trusts at beginning of year2019-12-31$46,708,319
Value of interest in common/collective trusts at beginning of year2019-12-31$46,708,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,187,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,187,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,299,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,299,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,299,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,299,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$147,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$147,297
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,907,434
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,907,434
Asset value of US Government securities at end of year2019-12-31$69,700,143
Asset value of US Government securities at end of year2019-12-31$69,700,143
Asset value of US Government securities at beginning of year2019-12-31$46,395,235
Asset value of US Government securities at beginning of year2019-12-31$46,395,235
Net investment gain or loss from common/collective trusts2019-12-31$14,229,206
Net investment gain or loss from common/collective trusts2019-12-31$14,229,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Contributions received in cash from employer2019-12-31$65,917,113
Contributions received in cash from employer2019-12-31$65,917,113
Employer contributions (assets) at end of year2019-12-31$5,087,339
Employer contributions (assets) at end of year2019-12-31$5,087,339
Employer contributions (assets) at beginning of year2019-12-31$5,677,065
Employer contributions (assets) at beginning of year2019-12-31$5,677,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$60,875,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$60,875,317
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$42,545,699
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$42,545,699
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$57,182,780
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$57,182,780
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,513,300
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,513,300
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$8,086,865
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
Aggregate proceeds on sale of assets2019-12-31$88,775,822
Aggregate proceeds on sale of assets2019-12-31$88,775,822
Aggregate carrying amount (costs) on sale of assets2019-12-31$88,028,756
Aggregate carrying amount (costs) on sale of assets2019-12-31$88,028,756
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm name2019-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2019-12-31430831507
Accountancy firm EIN2019-12-31430831507
2018 : IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,913,346
Total unrealized appreciation/depreciation of assets2018-12-31$-1,913,346
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,295,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,520,788
Total income from all sources (including contributions)2018-12-31$60,198,647
Total loss/gain on sale of assets2018-12-31$-772,502
Total of all expenses incurred2018-12-31$65,132,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$62,977,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$59,991,669
Value of total assets at end of year2018-12-31$169,840,535
Value of total assets at beginning of year2018-12-31$177,999,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,154,590
Total income from rents2018-12-31$221,481
Total interest from all sources2018-12-31$3,273,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Real estate other than employer real property at end of year2018-12-31$2,000,000
Assets. Real estate other than employer real property at beginning of year2018-12-31$2,000,000
Administrative expenses professional fees incurred2018-12-31$305,959
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,616,143
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,378,330
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,648,567
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$120,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,199,419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,984,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,458,563
Other income not declared elsewhere2018-12-31$1,200,018
Administrative expenses (other) incurred2018-12-31$1,516,849
Liabilities. Value of operating payables at end of year2018-12-31$208,395
Liabilities. Value of operating payables at beginning of year2018-12-31$149,444
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$5,634,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,933,629
Value of net assets at end of year (total assets less liabilities)2018-12-31$161,545,275
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$166,478,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$331,782
Interest earned on other investments2018-12-31$136,164
Income. Interest from US Government securities2018-12-31$1,232,200
Income. Interest from corporate debt instruments2018-12-31$1,843,248
Value of interest in common/collective trusts at end of year2018-12-31$46,708,319
Value of interest in common/collective trusts at beginning of year2018-12-31$52,537,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,299,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,330,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,330,791
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$62,265
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,787,478
Asset value of US Government securities at end of year2018-12-31$46,395,235
Asset value of US Government securities at beginning of year2018-12-31$46,866,223
Net investment gain or loss from common/collective trusts2018-12-31$-1,802,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$57,375,526
Employer contributions (assets) at end of year2018-12-31$5,677,065
Employer contributions (assets) at beginning of year2018-12-31$5,516,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$59,069,706
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$57,182,780
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$57,480,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$8,086,865
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$9,912,781
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
Aggregate proceeds on sale of assets2018-12-31$61,825,024
Aggregate carrying amount (costs) on sale of assets2018-12-31$62,597,526
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2018-12-31430831507
2017 : IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$435,143
Total unrealized appreciation/depreciation of assets2017-12-31$435,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,520,788
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,568,639
Total income from all sources (including contributions)2017-12-31$74,570,572
Total loss/gain on sale of assets2017-12-31$29,062
Total of all expenses incurred2017-12-31$63,147,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$61,049,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$60,618,323
Value of total assets at end of year2017-12-31$177,999,692
Value of total assets at beginning of year2017-12-31$166,624,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,097,293
Total income from rents2017-12-31$221,481
Total interest from all sources2017-12-31$2,852,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at end of year2017-12-31$2,000,000
Assets. Real estate other than employer real property at beginning of year2017-12-31$2,000,000
Administrative expenses professional fees incurred2017-12-31$248,627
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,591,079
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,648,567
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,108,750
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$128,054
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,984,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,541,655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,458,563
Other income not declared elsewhere2017-12-31$1,008,030
Administrative expenses (other) incurred2017-12-31$1,547,573
Liabilities. Value of operating payables at end of year2017-12-31$149,444
Liabilities. Value of operating payables at beginning of year2017-12-31$119,893
Total non interest bearing cash at end of year2017-12-31$5,634,980
Total non interest bearing cash at beginning of year2017-12-31$9,334,080
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$11,423,431
Value of net assets at end of year (total assets less liabilities)2017-12-31$166,478,904
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$155,055,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$301,093
Interest earned on other investments2017-12-31$122,955
Income. Interest from US Government securities2017-12-31$1,105,397
Income. Interest from corporate debt instruments2017-12-31$1,595,550
Value of interest in common/collective trusts at end of year2017-12-31$52,537,991
Value of interest in common/collective trusts at beginning of year2017-12-31$43,132,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,330,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,755,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,755,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$28,643
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$3,739,064
Asset value of US Government securities at end of year2017-12-31$46,866,223
Asset value of US Government securities at beginning of year2017-12-31$48,558,721
Net investment gain or loss from common/collective trusts2017-12-31$9,405,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$58,027,244
Employer contributions (assets) at end of year2017-12-31$5,516,300
Employer contributions (assets) at beginning of year2017-12-31$6,008,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$57,182,730
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$57,480,834
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$49,184,948
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$9,912,781
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$11,448,746
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
Aggregate proceeds on sale of assets2017-12-31$51,072,414
Aggregate carrying amount (costs) on sale of assets2017-12-31$51,043,352
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2017-12-31430831507
2016 : IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-905,733
Total unrealized appreciation/depreciation of assets2016-12-31$-905,733
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,568,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,832,750
Total income from all sources (including contributions)2016-12-31$71,744,140
Total loss/gain on sale of assets2016-12-31$-30,183
Total of all expenses incurred2016-12-31$55,153,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$53,166,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$64,170,223
Value of total assets at end of year2016-12-31$166,624,112
Value of total assets at beginning of year2016-12-31$146,297,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,987,279
Total income from rents2016-12-31$221,481
Total interest from all sources2016-12-31$2,694,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at end of year2016-12-31$2,000,000
Assets. Real estate other than employer real property at beginning of year2016-12-31$2,000,000
Administrative expenses professional fees incurred2016-12-31$202,717
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,361,432
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,108,750
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,836,694
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$104,825
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,541,655
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,421,096
Other income not declared elsewhere2016-12-31$979,485
Administrative expenses (other) incurred2016-12-31$1,514,372
Liabilities. Value of operating payables at end of year2016-12-31$119,893
Liabilities. Value of operating payables at beginning of year2016-12-31$152,559
Total non interest bearing cash at end of year2016-12-31$9,334,080
Total non interest bearing cash at beginning of year2016-12-31$5,413,851
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$16,590,653
Value of net assets at end of year (total assets less liabilities)2016-12-31$155,055,473
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$138,464,820
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$270,190
Interest earned on other investments2016-12-31$134,756
Income. Interest from US Government securities2016-12-31$1,016,994
Income. Interest from corporate debt instruments2016-12-31$1,533,208
Value of interest in common/collective trusts at end of year2016-12-31$43,132,003
Value of interest in common/collective trusts at beginning of year2016-12-31$38,517,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,755,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,613,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,613,692
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$9,077
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,604,627
Asset value of US Government securities at end of year2016-12-31$48,558,721
Asset value of US Government securities at beginning of year2016-12-31$39,716,676
Net investment gain or loss from common/collective trusts2016-12-31$4,614,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$61,808,791
Employer contributions (assets) at end of year2016-12-31$6,008,908
Employer contributions (assets) at beginning of year2016-12-31$4,920,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$49,456,756
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$49,184,948
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$47,858,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$11,448,746
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$7,680,191
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$45,194,085
Aggregate carrying amount (costs) on sale of assets2016-12-31$45,224,268
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31264532849
2015 : IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,119,668
Total unrealized appreciation/depreciation of assets2015-12-31$-1,119,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,832,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,645,802
Total income from all sources (including contributions)2015-12-31$59,016,699
Total loss/gain on sale of assets2015-12-31$-238,477
Total of all expenses incurred2015-12-31$56,657,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$54,701,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$55,211,835
Value of total assets at end of year2015-12-31$146,297,570
Value of total assets at beginning of year2015-12-31$143,751,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,955,724
Total income from rents2015-12-31$221,481
Total interest from all sources2015-12-31$2,626,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Real estate other than employer real property at end of year2015-12-31$2,000,000
Assets. Real estate other than employer real property at beginning of year2015-12-31$2,000,000
Administrative expenses professional fees incurred2015-12-31$226,319
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,392,792
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,836,694
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,563,824
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$98,375
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,421,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,149,183
Other income not declared elsewhere2015-12-31$1,791,434
Administrative expenses (other) incurred2015-12-31$1,463,946
Liabilities. Value of operating payables at end of year2015-12-31$152,559
Liabilities. Value of operating payables at beginning of year2015-12-31$111,976
Total non interest bearing cash at end of year2015-12-31$5,413,851
Total non interest bearing cash at beginning of year2015-12-31$4,156,701
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$2,359,314
Value of net assets at end of year (total assets less liabilities)2015-12-31$138,464,820
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$136,105,506
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$265,459
Interest earned on other investments2015-12-31$118,057
Income. Interest from US Government securities2015-12-31$937,601
Income. Interest from corporate debt instruments2015-12-31$1,569,929
Value of interest in common/collective trusts at end of year2015-12-31$38,517,171
Value of interest in common/collective trusts at beginning of year2015-12-31$37,993,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,613,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,676,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,676,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$716
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,494,359
Asset value of US Government securities at end of year2015-12-31$39,716,676
Asset value of US Government securities at beginning of year2015-12-31$34,547,639
Net investment gain or loss from common/collective trusts2015-12-31$523,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$52,819,043
Employer contributions (assets) at end of year2015-12-31$4,920,038
Employer contributions (assets) at beginning of year2015-12-31$4,610,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$51,108,927
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$47,858,352
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$49,053,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$7,680,191
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$7,533,826
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$42,738,426
Aggregate carrying amount (costs) on sale of assets2015-12-31$42,976,903
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31264532849
2014 : IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,141,029
Total unrealized appreciation/depreciation of assets2014-12-31$1,141,029
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,645,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,442,187
Total income from all sources (including contributions)2014-12-31$62,550,142
Total loss/gain on sale of assets2014-12-31$151,336
Total of all expenses incurred2014-12-31$54,016,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$52,015,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$53,813,736
Value of total assets at end of year2014-12-31$143,751,308
Value of total assets at beginning of year2014-12-31$135,014,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,001,337
Total income from rents2014-12-31$221,481
Total interest from all sources2014-12-31$2,627,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Real estate other than employer real property at end of year2014-12-31$2,000,000
Assets. Real estate other than employer real property at beginning of year2014-12-31$2,000,000
Administrative expenses professional fees incurred2014-12-31$214,347
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
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$2,276,292
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,563,824
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,082,822
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$103,990
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,149,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,994,950
Other income not declared elsewhere2014-12-31$19,745
Administrative expenses (other) incurred2014-12-31$1,535,917
Liabilities. Value of operating payables at end of year2014-12-31$111,976
Liabilities. Value of operating payables at beginning of year2014-12-31$90,172
Total non interest bearing cash at end of year2014-12-31$4,156,701
Total non interest bearing cash at beginning of year2014-12-31$7,359,504
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$8,533,645
Value of net assets at end of year (total assets less liabilities)2014-12-31$136,105,506
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$127,571,861
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$251,073
Interest earned on other investments2014-12-31$151,901
Income. Interest from US Government securities2014-12-31$928,848
Income. Interest from corporate debt instruments2014-12-31$1,546,673
Value of interest in common/collective trusts at end of year2014-12-31$37,993,380
Value of interest in common/collective trusts at beginning of year2014-12-31$33,418,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,676,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,903,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,903,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$146
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,540,735
Asset value of US Government securities at end of year2014-12-31$34,547,639
Asset value of US Government securities at beginning of year2014-12-31$36,631,529
Net investment gain or loss from common/collective trusts2014-12-31$4,575,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$51,537,444
Employer contributions (assets) at end of year2014-12-31$4,610,353
Employer contributions (assets) at beginning of year2014-12-31$4,124,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$48,370,435
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$49,053,397
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$41,499,105
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$7,533,826
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$7,352,015
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$33,855,144
Aggregate carrying amount (costs) on sale of assets2014-12-31$33,703,808
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31264532849
2013 : IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$-200,000
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-2,608,567
Total unrealized appreciation/depreciation of assets2013-12-31$-2,808,567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,442,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,043,363
Total income from all sources (including contributions)2013-12-31$62,611,018
Total loss/gain on sale of assets2013-12-31$-1,107,367
Total of all expenses incurred2013-12-31$49,282,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$47,444,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$54,708,363
Value of total assets at end of year2013-12-31$135,014,048
Value of total assets at beginning of year2013-12-31$120,286,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,837,973
Total income from rents2013-12-31$221,481
Total interest from all sources2013-12-31$2,559,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at end of year2013-12-31$2,000,000
Assets. Real estate other than employer real property at beginning of year2013-12-31$2,200,000
Administrative expenses professional fees incurred2013-12-31$173,431
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
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$2,503,311
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,082,822
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,835,857
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$87,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,994,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,178,474
Other income not declared elsewhere2013-12-31$864,623
Administrative expenses (other) incurred2013-12-31$1,435,454
Liabilities. Value of operating payables at end of year2013-12-31$90,172
Liabilities. Value of operating payables at beginning of year2013-12-31$116,804
Total non interest bearing cash at end of year2013-12-31$7,359,504
Total non interest bearing cash at beginning of year2013-12-31$6,774,816
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$13,328,547
Value of net assets at end of year (total assets less liabilities)2013-12-31$127,571,861
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$114,243,314
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$229,088
Interest earned on other investments2013-12-31$90,319
Income. Interest from US Government securities2013-12-31$959,919
Income. Interest from corporate debt instruments2013-12-31$1,508,917
Value of interest in common/collective trusts at end of year2013-12-31$33,418,133
Value of interest in common/collective trusts at beginning of year2013-12-31$25,244,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,903,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,249,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,249,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$19
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,444,540
Asset value of US Government securities at end of year2013-12-31$36,631,529
Asset value of US Government securities at beginning of year2013-12-31$37,978,540
Net investment gain or loss from common/collective trusts2013-12-31$8,173,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$52,205,052
Employer contributions (assets) at end of year2013-12-31$4,124,153
Employer contributions (assets) at beginning of year2013-12-31$4,504,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$43,912,776
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$41,499,105
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$37,320,318
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$7,352,015
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$5,926,559
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$40,556,204
Aggregate carrying amount (costs) on sale of assets2013-12-31$41,663,571
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31264532849
2012 : IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$687,036
Total unrealized appreciation/depreciation of assets2012-12-31$687,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,043,363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,998,573
Total income from all sources (including contributions)2012-12-31$56,195,404
Total loss/gain on sale of assets2012-12-31$-438,682
Total of all expenses incurred2012-12-31$45,893,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$44,198,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$48,825,900
Value of total assets at end of year2012-12-31$120,286,677
Value of total assets at beginning of year2012-12-31$110,939,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,694,494
Total income from rents2012-12-31$221,481
Total interest from all sources2012-12-31$2,736,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$2,200,000
Assets. Real estate other than employer real property at beginning of year2012-12-31$2,200,000
Administrative expenses professional fees incurred2012-12-31$206,757
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
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$2,982,022
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,835,857
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,438,104
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$106,512
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,178,474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,318,734
Other income not declared elsewhere2012-12-31$681,935
Administrative expenses (other) incurred2012-12-31$1,257,686
Liabilities. Value of operating payables at end of year2012-12-31$116,804
Liabilities. Value of operating payables at beginning of year2012-12-31$107,943
Total non interest bearing cash at end of year2012-12-31$6,774,816
Total non interest bearing cash at beginning of year2012-12-31$1,973,905
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$10,302,353
Value of net assets at end of year (total assets less liabilities)2012-12-31$114,243,314
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$103,940,961
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$230,051
Interest earned on other investments2012-12-31$97,722
Income. Interest from US Government securities2012-12-31$1,143,914
Income. Interest from corporate debt instruments2012-12-31$1,494,063
Value of interest in common/collective trusts at end of year2012-12-31$25,244,822
Value of interest in common/collective trusts at beginning of year2012-12-31$21,763,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,249,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$923,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$923,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,121
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,335,898
Asset value of US Government securities at end of year2012-12-31$37,978,540
Asset value of US Government securities at beginning of year2012-12-31$37,472,799
Net investment gain or loss from common/collective trusts2012-12-31$3,480,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$45,843,878
Employer contributions (assets) at end of year2012-12-31$4,504,243
Employer contributions (assets) at beginning of year2012-12-31$4,230,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$40,756,147
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$37,320,318
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$38,618,260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$5,926,559
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$6,890,630
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$53,000,343
Aggregate carrying amount (costs) on sale of assets2012-12-31$53,439,025
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31264532849
2011 : IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,698,562
Total unrealized appreciation/depreciation of assets2011-12-31$1,698,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,998,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,752,677
Total income from all sources (including contributions)2011-12-31$56,635,543
Total loss/gain on sale of assets2011-12-31$308,734
Total of all expenses incurred2011-12-31$50,239,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$48,510,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$50,091,520
Value of total assets at end of year2011-12-31$110,939,534
Value of total assets at beginning of year2011-12-31$104,297,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,729,446
Total income from rents2011-12-31$207,177
Total interest from all sources2011-12-31$3,017,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at end of year2011-12-31$2,200,000
Assets. Real estate other than employer real property at beginning of year2011-12-31$2,200,000
Administrative expenses professional fees incurred2011-12-31$168,705
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
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$3,404,099
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,438,104
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,656,210
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$134,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,318,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,638,037
Other income not declared elsewhere2011-12-31$831,416
Administrative expenses (other) incurred2011-12-31$1,353,746
Liabilities. Value of operating payables at end of year2011-12-31$107,943
Liabilities. Value of operating payables at beginning of year2011-12-31$226,343
Total non interest bearing cash at end of year2011-12-31$1,973,905
Total non interest bearing cash at beginning of year2011-12-31$2,084,259
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$6,396,054
Value of net assets at end of year (total assets less liabilities)2011-12-31$103,940,961
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$97,544,907
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$206,995
Interest earned on other investments2011-12-31$111,732
Income. Interest from US Government securities2011-12-31$1,305,197
Income. Interest from corporate debt instruments2011-12-31$1,599,738
Value of interest in common/collective trusts at end of year2011-12-31$21,763,908
Value of interest in common/collective trusts at beginning of year2011-12-31$19,782,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$923,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$834,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$834,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$349
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,394,057
Asset value of US Government securities at end of year2011-12-31$37,472,799
Asset value of US Government securities at beginning of year2011-12-31$40,864,124
Net investment gain or loss from common/collective trusts2011-12-31$481,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$46,687,421
Employer contributions (assets) at end of year2011-12-31$4,230,144
Employer contributions (assets) at beginning of year2011-12-31$4,040,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$44,981,786
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$38,618,260
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$30,197,366
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$6,890,630
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$6,526,334
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$50,046,053
Aggregate carrying amount (costs) on sale of assets2011-12-31$49,737,319
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WOLFE NILGES NAHORSKI, P.C.
Accountancy firm EIN2011-12-31431236296
2010 : IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$-500,000
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,504,980
Total unrealized appreciation/depreciation of assets2010-12-31$1,004,980
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,752,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,476,270
Total income from all sources (including contributions)2010-12-31$49,354,631
Total loss/gain on sale of assets2010-12-31$259,700
Total of all expenses incurred2010-12-31$54,018,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$52,100,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$41,472,894
Value of total assets at end of year2010-12-31$104,297,584
Value of total assets at beginning of year2010-12-31$108,685,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,917,893
Total income from rents2010-12-31$221,481
Total interest from all sources2010-12-31$3,430,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$2,200,000
Assets. Real estate other than employer real property at beginning of year2010-12-31$2,700,000
Administrative expenses professional fees incurred2010-12-31$209,005
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
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$3,281,530
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,656,210
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,843,581
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$170,863
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,638,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,514,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$18,394
Other income not declared elsewhere2010-12-31$369,227
Administrative expenses (other) incurred2010-12-31$1,502,399
Liabilities. Value of operating payables at end of year2010-12-31$226,343
Liabilities. Value of operating payables at beginning of year2010-12-31$56,559
Total non interest bearing cash at end of year2010-12-31$2,084,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-4,664,206
Value of net assets at end of year (total assets less liabilities)2010-12-31$97,544,907
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$102,209,113
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$206,489
Interest earned on other investments2010-12-31$129,221
Income. Interest from US Government securities2010-12-31$1,554,193
Income. Interest from corporate debt instruments2010-12-31$1,745,958
Value of interest in common/collective trusts at end of year2010-12-31$19,782,791
Value of interest in common/collective trusts at beginning of year2010-12-31$17,186,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$834,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,860,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,860,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,158
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,758,037
Asset value of US Government securities at end of year2010-12-31$40,864,124
Asset value of US Government securities at beginning of year2010-12-31$42,731,084
Net investment gain or loss from common/collective trusts2010-12-31$2,595,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$38,191,364
Employer contributions (assets) at end of year2010-12-31$4,040,460
Employer contributions (assets) at beginning of year2010-12-31$3,350,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$48,172,044
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$30,197,366
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$35,498,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$6,526,334
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$6,401,317
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$68,049,200
Aggregate carrying amount (costs) on sale of assets2010-12-31$67,789,500
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WOLFE NILGES NAHORSKI, PC
Accountancy firm EIN2010-12-31431236296

Form 5500 Responses for IBEW LOCAL NO. 1 HEALTH & WELFARE FUND

2022: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
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: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
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: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
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: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
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: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
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: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
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: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
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: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 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: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 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: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 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: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 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
2009: IBEW LOCAL NO. 1 HEALTH & WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
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

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12290712
Policy instance 2
Insurance contract or identification number12290712
Number of Individuals Covered4669
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 $554,044
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675674G
Policy instance 1
Insurance contract or identification number675674G
Number of Individuals Covered3696
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,219
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $193,756
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,219
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12290712
Policy instance 2
Insurance contract or identification number12290712
Number of Individuals Covered3687
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 $447,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675674G
Policy instance 1
Insurance contract or identification number675674G
Number of Individuals Covered3549
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,286
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $207,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,286
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675674G
Policy instance 1
Insurance contract or identification number675674G
Number of Individuals Covered3564
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,389
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $200,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,389
Insurance broker organization code?3
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number68081000
Policy instance 2
Insurance contract or identification number68081000
Number of Individuals Covered11042
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,751,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number91232000
Policy instance 4
Insurance contract or identification number91232000
Number of Individuals Covered566
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $232,390
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: 32395 )
Policy contract number12290712
Policy instance 3
Insurance contract or identification number12290712
Number of Individuals Covered3687
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $427,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number91232000
Policy instance 4
Insurance contract or identification number91232000
Number of Individuals Covered509
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $223,816
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: 32395 )
Policy contract number12290712
Policy instance 3
Insurance contract or identification number12290712
Number of Individuals Covered3781
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $473,013
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number68081000
Policy instance 2
Insurance contract or identification number68081000
Number of Individuals Covered11200
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,034,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675674G
Policy instance 1
Insurance contract or identification number675674G
Number of Individuals Covered3679
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,323
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $227,775
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,323
Insurance broker organization code?3
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number68081000
Policy instance 2
Insurance contract or identification number68081000
Number of Individuals Covered10757
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,943,669
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675674G
Policy instance 1
Insurance contract or identification number675674G
Number of Individuals Covered6195
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,270
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $203,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,270
Insurance broker organization code?3
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number91232000
Policy instance 4
Insurance contract or identification number91232000
Number of Individuals Covered481
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $204,666
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: 32395 )
Policy contract number12290712
Policy instance 3
Insurance contract or identification number12290712
Number of Individuals Covered3563
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $437,772
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number91232000
Policy instance 4
Insurance contract or identification number91232000
Number of Individuals Covered449
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $183,795
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: 32395 )
Policy contract number12290712
Policy instance 3
Insurance contract or identification number12290712
Number of Individuals Covered3548
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $431,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number68081000
Policy instance 2
Insurance contract or identification number68081000
Number of Individuals Covered10717
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,916,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675674G
Policy instance 1
Insurance contract or identification number675674G
Number of Individuals Covered6168
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,269
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $203,455
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,269
Insurance broker organization code?3
Insurance broker nameTHE SEGAL COMPANY
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number91231000
Policy instance 4
Insurance contract or identification number91231000
Number of Individuals Covered389
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $159,738
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: 32395 )
Policy contract number12290712
Policy instance 3
Insurance contract or identification number12290712
Number of Individuals Covered3303
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 $381,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number68081000
Policy instance 2
Insurance contract or identification number68081000
Number of Individuals Covered10389
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,798,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675674G
Policy instance 1
Insurance contract or identification number675674G
Number of Individuals Covered5830
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,020
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $154,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,510
Insurance broker organization code?3
Insurance broker nameTHORP, KENNETH
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number91231000
Policy instance 4
Insurance contract or identification number91231000
Number of Individuals Covered378
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $151,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number68081000
Policy instance 2
Insurance contract or identification number68081000
Number of Individuals Covered10517
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,823,702
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675674G
Policy instance 1
Insurance contract or identification number675674G
Number of Individuals Covered5963
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,232
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $196,470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,616
Insurance broker organization code?3
Insurance broker nameTHORP, KENNETH
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12290712
Policy instance 3
Insurance contract or identification number12290712
Number of Individuals Covered3344
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $369,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number9123-1000
Policy instance 4
Insurance contract or identification number9123-1000
Number of Individuals Covered371
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $142,500
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: 32395 )
Policy contract number12290712
Policy instance 3
Insurance contract or identification number12290712
Number of Individuals Covered3405
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $352,101
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675674G
Policy instance 1
Insurance contract or identification number675674G
Number of Individuals Covered6501
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,136
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $177,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,568
Insurance broker organization code?3
Insurance broker nameTHORP, KENNETH
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number6808-1000, 2000
Policy instance 2
Insurance contract or identification number6808-1000, 2000
Number of Individuals Covered10612
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,769,687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number6808-1000, 2000
Policy instance 2
Insurance contract or identification number6808-1000, 2000
Number of Individuals Covered10100
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number9123-1000
Policy instance 4
Insurance contract or identification number9123-1000
Number of Individuals Covered344
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
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: 32395 )
Policy contract number12290712
Policy instance 3
Insurance contract or identification number12290712
Number of Individuals Covered3209
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $341,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675674G
Policy instance 1
Insurance contract or identification number675674G
Number of Individuals Covered6288
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,142
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $178,455
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,571
Insurance broker organization code?3
Insurance broker nameTHORP, KENNETH
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number6808-1000, 2000
Policy instance 2
Insurance contract or identification number6808-1000, 2000
Number of Individuals Covered10849
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
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: 32395 )
Policy contract number12290712
Policy instance 3
Insurance contract or identification number12290712
Number of Individuals Covered3489
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $362,014
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675674G
Policy instance 1
Insurance contract or identification number675674G
Number of Individuals Covered6538
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,168
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $183,487
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number9123-1000
Policy instance 4
Insurance contract or identification number9123-1000
Number of Individuals Covered289
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675674G
Policy instance 1
Insurance contract or identification number675674G
Number of Individuals Covered6631
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,250
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $217,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF THE MIDWEST (National Association of Insurance Commissioners NAIC id number: 96385 )
Policy contract number55102 55153
Policy instance 2
Insurance contract or identification number55102 55153
Number of Individuals Covered20
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $65,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number6808-1000
Policy instance 4
Insurance contract or identification number6808-1000
Number of Individuals Covered8694
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MHNET SPECIALTY SERVICES, LLC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 5
Number of Individuals Covered4798
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $56,272
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: 32395 )
Policy contract number12290712
Policy instance 6
Insurance contract or identification number12290712
Number of Individuals Covered3802
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number9123-1000
Policy instance 7
Insurance contract or identification number9123-1000
Number of Individuals Covered334
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GHP (National Association of Insurance Commissioners NAIC id number: 96377 )
Policy contract number6203800106
Policy instance 3
Insurance contract or identification number6203800106
Number of Individuals Covered30
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $101,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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