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I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 401k Plan overview

Plan NameI.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN
Plan identification number 501

I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

TRUSTEES OF I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN
Employer identification number (EIN):566134297
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-01-01ZAC CASSIDY2020-06-15 J.R. BORDEN2020-06-16
5012018-01-01
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01DAVID SVETLICK MICHAEL SPRINGSTEAD2015-07-08
5012013-01-01MICHAEL SPRINGSTEAD DAVID SVETLICK2014-07-30
5012012-01-01DAVID SVETLICK JIM STUBBLEFIELD2013-06-27
5012011-01-01DAVID SVETLICK JIM STUBBLEFIELD2012-07-23
5012010-01-01DAVID SVETLICK JIM STUBBLEFIELD2011-10-17
5012009-01-01DAVID SVETLICK JIM STUBBLEFIELD2010-10-08

Plan Statistics for I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN

Measure Date Value
2019: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01824
Total number of active participants reported on line 7a of the Form 55002019-01-01774
Number of retired or separated participants receiving benefits2019-01-0113
Total of all active and inactive participants2019-01-01787
Number of employers contributing to the scheme2019-01-0149
2018: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01808
Total number of active participants reported on line 7a of the Form 55002018-01-01806
Number of retired or separated participants receiving benefits2018-01-0118
Total of all active and inactive participants2018-01-01824
Number of employers contributing to the scheme2018-01-0163
2017: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01775
Total number of active participants reported on line 7a of the Form 55002017-01-01798
Number of retired or separated participants receiving benefits2017-01-0110
Total of all active and inactive participants2017-01-01808
Number of employers contributing to the scheme2017-01-0161
2016: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01830
Total number of active participants reported on line 7a of the Form 55002016-01-01759
Number of retired or separated participants receiving benefits2016-01-0116
Total of all active and inactive participants2016-01-01775
Number of employers contributing to the scheme2016-01-0168
2015: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01774
Total number of active participants reported on line 7a of the Form 55002015-01-01816
Number of retired or separated participants receiving benefits2015-01-0114
Total of all active and inactive participants2015-01-01830
Number of employers contributing to the scheme2015-01-0170
2014: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01664
Total number of active participants reported on line 7a of the Form 55002014-01-01756
Number of retired or separated participants receiving benefits2014-01-0118
Total of all active and inactive participants2014-01-01774
Number of employers contributing to the scheme2014-01-0172
2013: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01781
Total number of active participants reported on line 7a of the Form 55002013-01-01639
Number of retired or separated participants receiving benefits2013-01-0125
Total of all active and inactive participants2013-01-01664
Number of employers contributing to the scheme2013-01-0168
2012: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01878
Total number of active participants reported on line 7a of the Form 55002012-01-01757
Number of retired or separated participants receiving benefits2012-01-0124
Total of all active and inactive participants2012-01-01781
Number of employers contributing to the scheme2012-01-0158
2011: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01873
Total number of active participants reported on line 7a of the Form 55002011-01-01866
Number of retired or separated participants receiving benefits2011-01-0112
Total of all active and inactive participants2011-01-01878
Number of employers contributing to the scheme2011-01-0153
2010: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01850
Total number of active participants reported on line 7a of the Form 55002010-01-01859
Number of retired or separated participants receiving benefits2010-01-0114
Total of all active and inactive participants2010-01-01873
Number of employers contributing to the scheme2010-01-0174
2009: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01989
Total number of active participants reported on line 7a of the Form 55002009-01-01793
Number of retired or separated participants receiving benefits2009-01-0157
Total of all active and inactive participants2009-01-01850
Number of employers contributing to the scheme2009-01-0180

Financial Data on I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN

Measure Date Value
2019 : I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,812
Total unrealized appreciation/depreciation of assets2019-12-31$7,812
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,151,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$907,845
Total income from all sources (including contributions)2019-12-31$10,609,321
Total loss/gain on sale of assets2019-12-31$42,113
Total of all expenses incurred2019-12-31$12,411,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,034,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,396,313
Value of total assets at end of year2019-12-31$3,931,328
Value of total assets at beginning of year2019-12-31$5,489,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$376,684
Total interest from all sources2019-12-31$39,944
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,867
Administrative expenses professional fees incurred2019-12-31$158,358
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$142,872
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$326,281
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$101,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$295,560
Administrative expenses (other) incurred2019-12-31$77,642
Liabilities. Value of operating payables at end of year2019-12-31$71,475
Liabilities. Value of operating payables at beginning of year2019-12-31$36,845
Total non interest bearing cash at end of year2019-12-31$1,145,075
Total non interest bearing cash at beginning of year2019-12-31$706,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,801,821
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,779,853
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,581,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$12,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$319,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$324,042
Income. Interest from US Government securities2019-12-31$15,952
Income. Interest from corporate debt instruments2019-12-31$23,992
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$346,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$43,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$43,909
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,017,318
Asset value of US Government securities at end of year2019-12-31$403,580
Asset value of US Government securities at beginning of year2019-12-31$1,094,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$59,340
Net investment gain or loss from common/collective trusts2019-12-31$56,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,253,441
Employer contributions (assets) at end of year2019-12-31$1,495,528
Employer contributions (assets) at beginning of year2019-12-31$1,120,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,690,859
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$458,331
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,557,337
Contract administrator fees2019-12-31$128,506
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,080,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$871,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,404,142
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,362,029
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
2018 : I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-10,367
Total unrealized appreciation/depreciation of assets2018-12-31$-10,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$907,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$920,671
Total income from all sources (including contributions)2018-12-31$9,373,288
Total loss/gain on sale of assets2018-12-31$-14,619
Total of all expenses incurred2018-12-31$10,165,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,783,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,404,538
Value of total assets at end of year2018-12-31$5,489,519
Value of total assets at beginning of year2018-12-31$6,294,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$382,001
Total interest from all sources2018-12-31$62,394
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,678
Administrative expenses professional fees incurred2018-12-31$164,139
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$110,283
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$321,623
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$295,560
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$293,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$21,195
Administrative expenses (other) incurred2018-12-31$66,747
Liabilities. Value of operating payables at end of year2018-12-31$36,845
Liabilities. Value of operating payables at beginning of year2018-12-31$34,476
Total non interest bearing cash at end of year2018-12-31$706,606
Total non interest bearing cash at beginning of year2018-12-31$662,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-792,532
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,581,674
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,374,206
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$18,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$324,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$523,878
Income. Interest from US Government securities2018-12-31$20,054
Income. Interest from corporate debt instruments2018-12-31$42,340
Value of interest in common/collective trusts at end of year2018-12-31$346,742
Value of interest in common/collective trusts at beginning of year2018-12-31$515,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$43,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$52,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$52,959
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,016,994
Asset value of US Government securities at end of year2018-12-31$1,094,333
Asset value of US Government securities at beginning of year2018-12-31$1,360,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-58,770
Net investment gain or loss from common/collective trusts2018-12-31$-18,566
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$9,294,255
Employer contributions (assets) at end of year2018-12-31$1,120,990
Employer contributions (assets) at beginning of year2018-12-31$1,240,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,445,202
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,557,337
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,646,028
Contract administrator fees2018-12-31$132,717
Liabilities. Value of benefit claims payable at end of year2018-12-31$871,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$865,000
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$2,482,903
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,497,522
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-2,352
Total unrealized appreciation/depreciation of assets2017-12-31$-2,352
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$920,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$962,626
Total income from all sources (including contributions)2017-12-31$9,805,877
Total loss/gain on sale of assets2017-12-31$-3,772
Total of all expenses incurred2017-12-31$10,793,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,388,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,496,398
Value of total assets at end of year2017-12-31$6,294,877
Value of total assets at beginning of year2017-12-31$7,323,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$404,833
Total interest from all sources2017-12-31$61,772
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$16,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$16,189
Administrative expenses professional fees incurred2017-12-31$184,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$91,620
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$412,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$293,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$876,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$21,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$35,958
Administrative expenses (other) incurred2017-12-31$64,499
Liabilities. Value of operating payables at end of year2017-12-31$34,476
Liabilities. Value of operating payables at beginning of year2017-12-31$47,668
Total non interest bearing cash at end of year2017-12-31$662,182
Total non interest bearing cash at beginning of year2017-12-31$1,279,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-987,132
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,374,206
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,361,338
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$19,807
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$523,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$555,468
Income. Interest from US Government securities2017-12-31$15,198
Income. Interest from corporate debt instruments2017-12-31$46,574
Value of interest in common/collective trusts at end of year2017-12-31$515,682
Value of interest in common/collective trusts at beginning of year2017-12-31$545,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$52,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$25,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$25,006
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$959,297
Asset value of US Government securities at end of year2017-12-31$1,360,224
Asset value of US Government securities at beginning of year2017-12-31$1,275,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$122,221
Net investment gain or loss from common/collective trusts2017-12-31$115,421
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$9,404,778
Employer contributions (assets) at end of year2017-12-31$1,240,484
Employer contributions (assets) at beginning of year2017-12-31$875,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,016,808
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,646,028
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,890,845
Contract administrator fees2017-12-31$136,027
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$865,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$879,000
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$3,438,764
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,442,536
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 name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,399
Total unrealized appreciation/depreciation of assets2016-12-31$2,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$962,626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,335,776
Total income from all sources (including contributions)2016-12-31$8,084,879
Total loss/gain on sale of assets2016-12-31$21,344
Total of all expenses incurred2016-12-31$9,012,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,626,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,902,034
Value of total assets at end of year2016-12-31$7,323,964
Value of total assets at beginning of year2016-12-31$8,625,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$386,172
Total interest from all sources2016-12-31$69,213
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$16,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$16,016
Administrative expenses professional fees incurred2016-12-31$162,399
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$130,210
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$407,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$876,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$723,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$35,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$57,561
Administrative expenses (other) incurred2016-12-31$65,515
Liabilities. Value of operating payables at end of year2016-12-31$47,668
Liabilities. Value of operating payables at beginning of year2016-12-31$71,215
Total non interest bearing cash at end of year2016-12-31$1,279,597
Total non interest bearing cash at beginning of year2016-12-31$1,377,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-928,119
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,361,338
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,289,457
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$25,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$555,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$659,150
Income. Interest from US Government securities2016-12-31$20,535
Income. Interest from corporate debt instruments2016-12-31$48,678
Value of interest in common/collective trusts at end of year2016-12-31$545,112
Value of interest in common/collective trusts at beginning of year2016-12-31$711,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$25,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$51,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$51,852
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$996,517
Asset value of US Government securities at end of year2016-12-31$1,275,804
Asset value of US Government securities at beginning of year2016-12-31$1,897,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$45,441
Net investment gain or loss from common/collective trusts2016-12-31$28,432
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$7,771,824
Employer contributions (assets) at end of year2016-12-31$875,476
Employer contributions (assets) at beginning of year2016-12-31$921,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,222,927
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,890,845
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,283,840
Contract administrator fees2016-12-31$132,887
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$879,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,207,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4,332,252
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,310,908
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-16,784
Total unrealized appreciation/depreciation of assets2015-12-31$-16,784
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,335,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,254,750
Total income from all sources (including contributions)2015-12-31$8,778,653
Total loss/gain on sale of assets2015-12-31$-33,788
Total of all expenses incurred2015-12-31$8,821,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,412,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,739,553
Value of total assets at end of year2015-12-31$8,625,233
Value of total assets at beginning of year2015-12-31$8,586,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$409,253
Total interest from all sources2015-12-31$86,607
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$16,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$16,989
Administrative expenses professional fees incurred2015-12-31$157,199
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$107,640
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$457,126
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$723,863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$378,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$57,561
Other income not declared elsewhere2015-12-31$232
Administrative expenses (other) incurred2015-12-31$90,299
Liabilities. Value of operating payables at end of year2015-12-31$71,215
Liabilities. Value of operating payables at beginning of year2015-12-31$45,750
Total non interest bearing cash at end of year2015-12-31$1,377,351
Total non interest bearing cash at beginning of year2015-12-31$1,635,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-42,757
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,289,457
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,332,214
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$27,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$659,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$664,922
Income. Interest from US Government securities2015-12-31$41,279
Income. Interest from corporate debt instruments2015-12-31$45,328
Value of interest in common/collective trusts at end of year2015-12-31$711,090
Value of interest in common/collective trusts at beginning of year2015-12-31$694,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$51,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$36,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$36,417
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$905,184
Asset value of US Government securities at end of year2015-12-31$1,897,063
Asset value of US Government securities at beginning of year2015-12-31$3,840,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-22,761
Net investment gain or loss from common/collective trusts2015-12-31$8,605
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$8,631,913
Employer contributions (assets) at end of year2015-12-31$921,024
Employer contributions (assets) at beginning of year2015-12-31$1,007,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,049,847
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,283,840
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$328,391
Contract administrator fees2015-12-31$133,823
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$1,207,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,209,000
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$5,872,960
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,906,748
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 name2015-12-31LEGACY PROFESSIONAL LLP
Accountancy firm EIN2015-12-31320043599
2014 : I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$36,533
Total unrealized appreciation/depreciation of assets2014-12-31$36,533
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,254,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,240,627
Total income from all sources (including contributions)2014-12-31$8,238,307
Total loss/gain on sale of assets2014-12-31$-33,246
Total of all expenses incurred2014-12-31$6,226,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,809,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,138,568
Value of total assets at end of year2014-12-31$8,586,964
Value of total assets at beginning of year2014-12-31$6,561,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$416,695
Total interest from all sources2014-12-31$69,610
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$13,395
Administrative expenses professional fees incurred2014-12-31$152,322
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$144,843
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$378,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$379,618
Other income not declared elsewhere2014-12-31$556
Administrative expenses (other) incurred2014-12-31$117,202
Liabilities. Value of operating payables at end of year2014-12-31$45,750
Liabilities. Value of operating payables at beginning of year2014-12-31$60,627
Total non interest bearing cash at end of year2014-12-31$1,635,400
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,011,635
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,332,214
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,320,579
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$25,735
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$664,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Income. Interest from US Government securities2014-12-31$62,371
Income. Interest from corporate debt instruments2014-12-31$7,235
Value of interest in common/collective trusts at end of year2014-12-31$694,725
Value of interest in common/collective trusts at beginning of year2014-12-31$1,031,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$36,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,266,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,266,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4
Asset value of US Government securities at end of year2014-12-31$3,840,711
Asset value of US Government securities at beginning of year2014-12-31$2,913,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-65,406
Net investment gain or loss from common/collective trusts2014-12-31$78,297
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$7,993,725
Employer contributions (assets) at end of year2014-12-31$1,007,751
Employer contributions (assets) at beginning of year2014-12-31$779,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,809,977
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$328,391
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$189,085
Contract administrator fees2014-12-31$121,436
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$1,209,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,180,000
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$2,218,032
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,251,278
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-43,052
Total unrealized appreciation/depreciation of assets2013-12-31$-43,052
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,240,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,389,199
Total income from all sources (including contributions)2013-12-31$5,450,379
Total loss/gain on sale of assets2013-12-31$-62,335
Total of all expenses incurred2013-12-31$7,166,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,654,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,156,627
Value of total assets at end of year2013-12-31$6,561,206
Value of total assets at beginning of year2013-12-31$8,425,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$511,841
Total interest from all sources2013-12-31$75,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$245,410
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$282,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$379,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$418,962
Other income not declared elsewhere2013-12-31$484
Administrative expenses (other) incurred2013-12-31$81,830
Liabilities. Value of operating payables at end of year2013-12-31$60,627
Liabilities. Value of operating payables at beginning of year2013-12-31$65,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,715,717
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,320,579
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,036,296
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$25,583
Income. Interest from US Government securities2013-12-31$63,571
Income. Interest from corporate debt instruments2013-12-31$11,596
Value of interest in common/collective trusts at end of year2013-12-31$1,031,969
Value of interest in common/collective trusts at beginning of year2013-12-31$1,799,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,266,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$935,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$935,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$10
Asset value of US Government securities at end of year2013-12-31$2,913,892
Asset value of US Government securities at beginning of year2013-12-31$4,523,428
Net investment gain or loss from common/collective trusts2013-12-31$323,478
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$4,873,679
Employer contributions (assets) at end of year2013-12-31$779,912
Employer contributions (assets) at beginning of year2013-12-31$342,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,654,255
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$189,085
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$405,713
Contract administrator fees2013-12-31$159,018
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$1,180,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,324,000
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$7,042,662
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,104,997
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-13,901
Total unrealized appreciation/depreciation of assets2012-12-31$-13,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,389,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$776,824
Total income from all sources (including contributions)2012-12-31$5,740,403
Total loss/gain on sale of assets2012-12-31$-54,970
Total of all expenses incurred2012-12-31$8,552,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,092,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,340,683
Value of total assets at end of year2012-12-31$8,425,495
Value of total assets at beginning of year2012-12-31$10,624,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$459,027
Total interest from all sources2012-12-31$150,778
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$22,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$22,989
Administrative expenses professional fees incurred2012-12-31$184,839
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$267,467
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$418,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$436,315
Other income not declared elsewhere2012-12-31$14
Administrative expenses (other) incurred2012-12-31$90,012
Liabilities. Value of operating payables at end of year2012-12-31$65,199
Liabilities. Value of operating payables at beginning of year2012-12-31$49,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,811,605
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,036,296
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,847,901
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$39,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$447,107
Income. Interest from US Government securities2012-12-31$124,586
Income. Interest from corporate debt instruments2012-12-31$26,167
Value of interest in common/collective trusts at end of year2012-12-31$1,799,748
Value of interest in common/collective trusts at beginning of year2012-12-31$1,196,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$935,644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$930,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$930,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$25
Asset value of US Government securities at end of year2012-12-31$4,523,428
Asset value of US Government securities at beginning of year2012-12-31$6,069,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$27,386
Net investment gain or loss from common/collective trusts2012-12-31$267,424
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$5,073,216
Employer contributions (assets) at end of year2012-12-31$342,000
Employer contributions (assets) at beginning of year2012-12-31$773,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,092,981
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$405,713
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$772,193
Contract administrator fees2012-12-31$144,994
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$1,324,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$727,000
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$6,186,117
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,241,087
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 name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$111,151
Total unrealized appreciation/depreciation of assets2011-12-31$111,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$776,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,425,280
Total income from all sources (including contributions)2011-12-31$4,559,258
Total loss/gain on sale of assets2011-12-31$-10,791
Total of all expenses incurred2011-12-31$6,199,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,817,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,343,094
Value of total assets at end of year2011-12-31$10,624,725
Value of total assets at beginning of year2011-12-31$12,913,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$381,728
Total interest from all sources2011-12-31$224,247
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$18,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$18,844
Administrative expenses professional fees incurred2011-12-31$98,919
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$307,281
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$436,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$472,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$75,589
Other income not declared elsewhere2011-12-31$693
Administrative expenses (other) incurred2011-12-31$91,649
Liabilities. Value of operating payables at end of year2011-12-31$49,824
Liabilities. Value of operating payables at beginning of year2011-12-31$38,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,639,974
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,847,901
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,487,875
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$48,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$447,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$797,614
Income. Interest from US Government securities2011-12-31$187,473
Income. Interest from corporate debt instruments2011-12-31$36,706
Value of interest in common/collective trusts at end of year2011-12-31$1,196,180
Value of interest in common/collective trusts at beginning of year2011-12-31$2,071,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$930,492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$683,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$683,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$68
Asset value of US Government securities at end of year2011-12-31$6,069,438
Asset value of US Government securities at beginning of year2011-12-31$7,177,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,208
Net investment gain or loss from common/collective trusts2011-12-31$-123,772
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$4,035,813
Employer contributions (assets) at end of year2011-12-31$773,000
Employer contributions (assets) at beginning of year2011-12-31$430,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,817,504
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$772,193
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,280,060
Contract administrator fees2011-12-31$142,495
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$727,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,311,000
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$12,160,086
Aggregate carrying amount (costs) on sale of assets2011-12-31$12,170,877
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-48,969
Total unrealized appreciation/depreciation of assets2010-12-31$-48,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,425,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,239,032
Total income from all sources (including contributions)2010-12-31$4,119,744
Total loss/gain on sale of assets2010-12-31$108,544
Total of all expenses incurred2010-12-31$6,423,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,000,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,296,200
Value of total assets at end of year2010-12-31$12,913,155
Value of total assets at beginning of year2010-12-31$15,030,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$422,677
Total interest from all sources2010-12-31$374,063
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$19,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$19,136
Administrative expenses professional fees incurred2010-12-31$124,483
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$432,174
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$472,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$577,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$75,589
Other income not declared elsewhere2010-12-31$1,870
Administrative expenses (other) incurred2010-12-31$94,577
Liabilities. Value of operating payables at end of year2010-12-31$38,691
Liabilities. Value of operating payables at beginning of year2010-12-31$23,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,303,277
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,487,875
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,791,152
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$56,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$797,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$757,336
Income. Interest from US Government securities2010-12-31$146,476
Income. Interest from corporate debt instruments2010-12-31$227,475
Value of interest in common/collective trusts at end of year2010-12-31$2,071,496
Value of interest in common/collective trusts at beginning of year2010-12-31$1,744,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$683,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$775,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$775,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$112
Asset value of US Government securities at end of year2010-12-31$7,177,927
Asset value of US Government securities at beginning of year2010-12-31$7,188,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$40,278
Net investment gain or loss from common/collective trusts2010-12-31$328,622
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$2,864,026
Employer contributions (assets) at end of year2010-12-31$430,800
Employer contributions (assets) at beginning of year2010-12-31$623,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,000,344
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,280,060
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,362,876
Contract administrator fees2010-12-31$146,852
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$1,311,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,215,233
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$21,204,294
Aggregate carrying amount (costs) on sale of assets2010-12-31$21,095,750
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 name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599

Form 5500 Responses for I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN

2019: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: I.B.E.W. LOCAL 728 FAMILY HEALTHCARE PLAN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberAWF30000002
Policy instance 4
Insurance contract or identification numberAWF30000002
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,534
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $17,578
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $966
Insurance broker organization code?5
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0100504H0002A
Policy instance 3
Insurance contract or identification numberMZ0100504H0002A
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,391
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,571
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,915
Insurance broker organization code?5
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3337865
Policy instance 2
Insurance contract or identification number3337865
Number of Individuals Covered1563
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,425
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $433,812
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,425
Insurance broker organization code?3
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47-MSL000192-02
Policy instance 1
Insurance contract or identification number47-MSL000192-02
Number of Individuals Covered774
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
Welfare Benefit Premiums Paid to CarrierUSD $534,362
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3337865
Policy instance 4
Insurance contract or identification number3337865
Number of Individuals Covered1611
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $23,568
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $440,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,568
Insurance broker organization code?3
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0100504H0002A
Policy instance 3
Insurance contract or identification numberMZ0100504H0002A
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,533
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,984
Insurance broker organization code?5
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberAWF30000002
Policy instance 2
Insurance contract or identification numberAWF30000002
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,544
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $17,176
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $995
Insurance broker organization code?5
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47-MSL000192-01
Policy instance 1
Insurance contract or identification number47-MSL000192-01
Number of Individuals Covered806
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
Welfare Benefit Premiums Paid to CarrierUSD $533,156
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0100504H0002A
Policy instance 4
Insurance contract or identification numberMZ0100504H0002A
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,495
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,956
Insurance broker organization code?5
Insurance broker nameWEB TPA
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3337865
Policy instance 3
Insurance contract or identification number3337865
Number of Individuals Covered1642
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,758
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $419,316
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,758
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN OF CT. INC
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-2761
Policy instance 2
Insurance contract or identification number947-2761
Number of Individuals Covered762
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
Welfare Benefit Premiums Paid to CarrierUSD $498,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberAW30000002
Policy instance 1
Insurance contract or identification numberAW30000002
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,674
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $16,772
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,125
Insurance broker organization code?5
Insurance broker nameMEDICARE ASSURANCE GROUP LLC
STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberENH4T09
Policy instance 3
Insurance contract or identification numberENH4T09
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,970
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $9,233
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,663
Insurance broker organization code?5
Insurance broker nameMEDICARE ASSURANCE GROUP LLC
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3337865
Policy instance 2
Insurance contract or identification number3337865
Number of Individuals Covered1817
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $20,917
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $884,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,917
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN OF CT. INC
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0100504H0002A
Policy instance 1
Insurance contract or identification numberMZ0100504H0002A
Number of Individuals Covered8
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,362
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,796
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,464
Insurance broker organization code?5
Insurance broker nameWEB TPA

Potentially related plans

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