BOARD OF TRUSTEES, IBEW/NECA SOUND AND COMMUNICATIONS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN
401k plan membership statisitcs for IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN
Measure | Date | Value |
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2022 : IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $36,937,223 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $43,464,948 |
Total income from all sources (including contributions) | 2022-12-31 | $59,554,995 |
Total of all expenses incurred | 2022-12-31 | $64,768,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $62,753,114 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $66,874,011 |
Value of total assets at end of year | 2022-12-31 | $75,616,407 |
Value of total assets at beginning of year | 2022-12-31 | $87,357,845 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,015,594 |
Total interest from all sources | 2022-12-31 | $6,630 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,746,625 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,746,625 |
Administrative expenses professional fees incurred | 2022-12-31 | $307,564 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $346,276 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $418,215 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2,147,374 |
Other income not declared elsewhere | 2022-12-31 | $74,659 |
Administrative expenses (other) incurred | 2022-12-31 | $462,637 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $169,464 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $137,602 |
Total non interest bearing cash at end of year | 2022-12-31 | $8,871,138 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $7,557,325 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-5,213,713 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $38,679,184 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $43,892,897 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $74,687 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $44,963,407 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $43,923,512 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $14,053,978 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $22,538,865 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,917,709 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $5,638,547 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $5,638,547 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $6,630 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $41,584,398 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,706,730 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-2,440,200 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $66,527,735 |
Employer contributions (assets) at end of year | 2022-12-31 | $5,370,421 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $5,532,276 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $21,168,716 |
Contract administrator fees | 2022-12-31 | $1,170,706 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $36,767,759 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $43,327,346 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $21,539 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $19,946 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2022-12-31 | 952036255 |
2021 : IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $43,464,948 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $36,048,446 |
Total income from all sources (including contributions) | 2021-12-31 | $70,334,455 |
Total of all expenses incurred | 2021-12-31 | $71,382,406 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $69,394,652 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $67,519,431 |
Value of total assets at end of year | 2021-12-31 | $87,357,845 |
Value of total assets at beginning of year | 2021-12-31 | $80,989,294 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,987,754 |
Total interest from all sources | 2021-12-31 | $4,705 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,126,005 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,126,005 |
Administrative expenses professional fees incurred | 2021-12-31 | $333,141 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $392,572 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,147,374 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $1,076,134 |
Other income not declared elsewhere | 2021-12-31 | $24,772 |
Administrative expenses (other) incurred | 2021-12-31 | $616,408 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $137,602 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $184,251 |
Total non interest bearing cash at end of year | 2021-12-31 | $7,557,325 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $7,047,717 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-1,047,951 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $43,892,897 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $44,940,848 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $78,881 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $43,923,512 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $48,258,364 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $22,538,865 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $13,467,351 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $5,638,547 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $5,837,127 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $5,837,127 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $4,705 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $45,925,792 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,639,145 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $20,397 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $67,126,859 |
Employer contributions (assets) at end of year | 2021-12-31 | $5,532,276 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $5,284,883 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $23,468,860 |
Contract administrator fees | 2021-12-31 | $959,324 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $43,327,346 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $35,864,195 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $19,946 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $17,718 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2021-12-31 | 952036255 |
2020 : IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $36,048,446 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $40,560,888 |
Total income from all sources (including contributions) | 2020-12-31 | $68,930,283 |
Total of all expenses incurred | 2020-12-31 | $65,211,718 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $63,251,582 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $63,885,331 |
Value of total assets at end of year | 2020-12-31 | $80,989,294 |
Value of total assets at beginning of year | 2020-12-31 | $81,783,171 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,960,136 |
Total interest from all sources | 2020-12-31 | $24,666 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,728,869 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,728,869 |
Administrative expenses professional fees incurred | 2020-12-31 | $92,169 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $374,466 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1,076,134 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,351,929 |
Other income not declared elsewhere | 2020-12-31 | $1,176,870 |
Administrative expenses (other) incurred | 2020-12-31 | $810,154 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $184,251 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $116,236 |
Total non interest bearing cash at end of year | 2020-12-31 | $7,047,717 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $7,295,750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,718,565 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $44,940,848 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $41,222,283 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $37,760 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $48,258,364 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $57,890,059 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $13,467,351 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $5,837,127 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $9,345,789 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $9,345,789 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $24,666 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $42,540,365 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,639,436 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $475,111 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $63,510,865 |
Employer contributions (assets) at end of year | 2020-12-31 | $5,284,883 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $5,888,712 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $20,711,217 |
Contract administrator fees | 2020-12-31 | $1,020,053 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $35,864,195 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $40,444,652 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $17,718 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $10,932 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2020-12-31 | 952036255 |
2019 : IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $40,560,888 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $40,560,888 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $35,222,877 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $35,222,877 |
Total income from all sources (including contributions) | 2019-12-31 | $80,102,212 |
Total of all expenses incurred | 2019-12-31 | $73,333,090 |
Total of all expenses incurred | 2019-12-31 | $73,333,090 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $71,479,228 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $73,251,194 |
Value of total assets at end of year | 2019-12-31 | $81,783,171 |
Value of total assets at end of year | 2019-12-31 | $81,783,171 |
Value of total assets at beginning of year | 2019-12-31 | $69,676,038 |
Value of total assets at beginning of year | 2019-12-31 | $69,676,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,853,862 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,853,862 |
Total interest from all sources | 2019-12-31 | $42,698 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,291,504 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,291,504 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,291,504 |
Administrative expenses professional fees incurred | 2019-12-31 | $201,391 |
Administrative expenses professional fees incurred | 2019-12-31 | $201,391 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $172,720 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,351,929 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,351,929 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $497,222 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $497,222 |
Other income not declared elsewhere | 2019-12-31 | $1,323,120 |
Administrative expenses (other) incurred | 2019-12-31 | $602,065 |
Administrative expenses (other) incurred | 2019-12-31 | $602,065 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $116,236 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $111,499 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $111,499 |
Total non interest bearing cash at end of year | 2019-12-31 | $7,295,750 |
Total non interest bearing cash at end of year | 2019-12-31 | $7,295,750 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $7,964,744 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $7,964,744 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,769,122 |
Value of net income/loss | 2019-12-31 | $6,769,122 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $41,222,283 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $34,453,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $34,453,161 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $30,000 |
Investment advisory and management fees | 2019-12-31 | $30,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $57,890,059 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $57,890,059 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $52,404,859 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $52,404,859 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $9,345,789 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $9,345,789 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,507,059 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $3,507,059 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $42,698 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $42,698 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $47,966,029 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,193,696 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $73,078,474 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,888,712 |
Employer contributions (assets) at end of year | 2019-12-31 | $5,888,712 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $5,292,787 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $5,292,787 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $23,513,199 |
Contract administrator fees | 2019-12-31 | $1,020,406 |
Contract administrator fees | 2019-12-31 | $1,020,406 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $40,444,652 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $40,444,652 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $35,111,378 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $35,111,378 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $10,932 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $10,932 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $9,367 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $9,367 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm name | 2019-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2019-12-31 | 952036255 |
Accountancy firm EIN | 2019-12-31 | 952036255 |
2018 : IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN 2018 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $35,222,877 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $31,760,220 |
Total income from all sources (including contributions) | 2018-12-31 | $62,051,744 |
Total of all expenses incurred | 2018-12-31 | $61,209,292 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $59,530,650 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $62,189,877 |
Value of total assets at end of year | 2018-12-31 | $69,676,038 |
Value of total assets at beginning of year | 2018-12-31 | $65,370,929 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,678,642 |
Total interest from all sources | 2018-12-31 | $51,323 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,899,026 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,899,026 |
Administrative expenses professional fees incurred | 2018-12-31 | $228,440 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $230,835 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $497,222 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $535,910 |
Other income not declared elsewhere | 2018-12-31 | $452,064 |
Administrative expenses (other) incurred | 2018-12-31 | $534,738 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $111,499 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $187,044 |
Total non interest bearing cash at end of year | 2018-12-31 | $7,964,744 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $5,089,690 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $842,452 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $34,453,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $33,610,709 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $28,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $52,404,859 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $47,046,377 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $3,507,059 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $7,787,372 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $7,787,372 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $51,323 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $39,330,977 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,540,546 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $61,959,042 |
Employer contributions (assets) at end of year | 2018-12-31 | $5,292,787 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $4,899,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $20,199,673 |
Contract administrator fees | 2018-12-31 | $886,714 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $35,111,378 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $31,573,176 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $9,367 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $11,701 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2018-12-31 | 952036255 |
2017 : IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $31,760,220 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $29,128,732 |
Total income from all sources (including contributions) | 2017-12-31 | $66,343,333 |
Total of all expenses incurred | 2017-12-31 | $55,877,876 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $54,196,820 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $60,682,372 |
Value of total assets at end of year | 2017-12-31 | $65,370,929 |
Value of total assets at beginning of year | 2017-12-31 | $52,273,984 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,681,056 |
Total interest from all sources | 2017-12-31 | $55,284 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,474,268 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,474,268 |
Administrative expenses professional fees incurred | 2017-12-31 | $213,364 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $207,981 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $535,910 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $272,936 |
Other income not declared elsewhere | 2017-12-31 | $2,026,310 |
Administrative expenses (other) incurred | 2017-12-31 | $591,035 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $187,044 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $184,647 |
Total non interest bearing cash at end of year | 2017-12-31 | $5,089,690 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $7,870,148 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $10,465,457 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $33,610,709 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $23,145,252 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $25,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $47,046,377 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $33,468,010 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $7,787,372 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $6,041,443 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $6,041,443 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $55,284 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $35,046,823 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,105,099 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $60,474,391 |
Employer contributions (assets) at end of year | 2017-12-31 | $4,899,879 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $4,617,201 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $19,149,997 |
Contract administrator fees | 2017-12-31 | $851,657 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $31,573,176 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $28,944,085 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $11,701 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $4,246 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2017-12-31 | 952036255 |
2016 : IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $29,128,732 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $25,197,366 |
Total income from all sources (including contributions) | 2016-12-31 | $55,214,359 |
Total of all expenses incurred | 2016-12-31 | $52,577,402 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $51,210,512 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $53,051,577 |
Value of total assets at end of year | 2016-12-31 | $52,273,984 |
Value of total assets at beginning of year | 2016-12-31 | $45,705,661 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,366,890 |
Total interest from all sources | 2016-12-31 | $30,313 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,221,140 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,221,140 |
Administrative expenses professional fees incurred | 2016-12-31 | $131,752 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $170,928 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $272,936 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $158,408 |
Other income not declared elsewhere | 2016-12-31 | $91,303 |
Administrative expenses (other) incurred | 2016-12-31 | $426,974 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $184,647 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $223,170 |
Total non interest bearing cash at end of year | 2016-12-31 | $7,870,148 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $7,303,311 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,636,957 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $23,145,252 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $20,508,295 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $18,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $33,468,010 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $31,426,845 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $6,041,443 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $2,844,638 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $2,844,638 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $30,313 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $31,051,000 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $820,026 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $52,880,649 |
Employer contributions (assets) at end of year | 2016-12-31 | $4,617,201 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,963,787 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $20,159,512 |
Contract administrator fees | 2016-12-31 | $789,414 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $28,944,085 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $24,974,196 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $4,246 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $8,672 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2016-12-31 | 952036255 |
2015 : IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $25,197,366 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $21,559,793 |
Total income from all sources (including contributions) | 2015-12-31 | $45,782,440 |
Total of all expenses incurred | 2015-12-31 | $44,513,498 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $43,167,780 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $45,351,747 |
Value of total assets at end of year | 2015-12-31 | $45,705,661 |
Value of total assets at beginning of year | 2015-12-31 | $40,799,146 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,345,718 |
Total interest from all sources | 2015-12-31 | $20,987 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,448,470 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,448,470 |
Administrative expenses professional fees incurred | 2015-12-31 | $175,514 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $125,732 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $158,408 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $124,261 |
Other income not declared elsewhere | 2015-12-31 | $10,757 |
Administrative expenses (other) incurred | 2015-12-31 | $423,688 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $223,170 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $255,649 |
Total non interest bearing cash at end of year | 2015-12-31 | $7,303,311 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $5,669,960 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,268,942 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $20,508,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $19,239,353 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $37,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $31,426,845 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $30,027,896 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $2,844,638 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,598,651 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,598,651 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $20,987 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $29,740,321 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,049,521 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $45,226,015 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,963,787 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $3,375,619 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $13,427,459 |
Contract administrator fees | 2015-12-31 | $709,016 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $24,974,196 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $21,304,144 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $8,672 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $2,759 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2015-12-31 | 952036255 |
2014 : IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $21,559,793 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $17,912,558 |
Total income from all sources (including contributions) | 2014-12-31 | $41,790,406 |
Total of all expenses incurred | 2014-12-31 | $39,725,582 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $38,512,939 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $40,880,001 |
Value of total assets at end of year | 2014-12-31 | $40,799,146 |
Value of total assets at beginning of year | 2014-12-31 | $35,087,087 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,212,643 |
Total interest from all sources | 2014-12-31 | $12,179 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $908,049 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $908,049 |
Administrative expenses professional fees incurred | 2014-12-31 | $163,523 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $163,887 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $124,261 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $64,045 |
Other income not declared elsewhere | 2014-12-31 | $22,954 |
Administrative expenses (other) incurred | 2014-12-31 | $397,453 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $255,649 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $287,731 |
Total non interest bearing cash at end of year | 2014-12-31 | $5,669,960 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $5,001,149 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,064,824 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $19,239,353 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $17,174,529 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $18,125 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $30,027,896 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $24,710,567 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,598,651 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,214,715 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,214,715 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $12,179 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $26,595,169 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-32,777 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $40,716,114 |
Employer contributions (assets) at end of year | 2014-12-31 | $3,375,619 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $3,090,296 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $11,917,770 |
Contract administrator fees | 2014-12-31 | $633,542 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $21,304,144 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $17,624,827 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $2,759 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $6,315 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2014-12-31 | 952036255 |
2013 : IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $17,912,558 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $15,655,486 |
Total income from all sources (including contributions) | 2013-12-31 | $37,344,223 |
Total of all expenses incurred | 2013-12-31 | $35,954,430 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $34,991,532 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $35,725,697 |
Value of total assets at end of year | 2013-12-31 | $35,087,087 |
Value of total assets at beginning of year | 2013-12-31 | $31,440,222 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $962,898 |
Total interest from all sources | 2013-12-31 | $11,047 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $479,315 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $479,315 |
Administrative expenses professional fees incurred | 2013-12-31 | $147,885 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $229,985 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $64,045 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $141,063 |
Other income not declared elsewhere | 2013-12-31 | $958,261 |
Administrative expenses (other) incurred | 2013-12-31 | $222,859 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $287,731 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $140,701 |
Total non interest bearing cash at end of year | 2013-12-31 | $5,001,149 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $3,265,840 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,389,793 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $17,174,529 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,784,736 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $22,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $24,710,567 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $23,411,488 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,214,715 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,694,846 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,694,846 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $11,047 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $24,612,579 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $169,903 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $35,495,712 |
Employer contributions (assets) at end of year | 2013-12-31 | $3,090,296 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,918,567 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $10,378,953 |
Contract administrator fees | 2013-12-31 | $569,654 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $17,624,827 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $15,514,785 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $6,315 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $8,418 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2013-12-31 | 952036255 |
2012 : IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $15,655,486 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $14,595,197 |
Total income from all sources (including contributions) | 2012-12-31 | $30,817,626 |
Total of all expenses incurred | 2012-12-31 | $28,129,506 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $27,241,892 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $29,381,632 |
Value of total assets at end of year | 2012-12-31 | $31,440,222 |
Value of total assets at beginning of year | 2012-12-31 | $27,691,813 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $887,614 |
Total interest from all sources | 2012-12-31 | $4,495 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $593,364 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $593,364 |
Administrative expenses professional fees incurred | 2012-12-31 | $179,505 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $284,199 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $141,063 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $84,382 |
Other income not declared elsewhere | 2012-12-31 | $100,840 |
Administrative expenses (other) incurred | 2012-12-31 | $213,900 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $140,701 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $99,327 |
Total non interest bearing cash at end of year | 2012-12-31 | $3,265,840 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $3,467,896 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,688,120 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $15,784,736 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $13,096,616 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $22,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $23,411,488 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $21,445,742 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,694,846 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $178,613 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $178,613 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $4,495 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $20,660,519 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $737,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $29,097,433 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,918,567 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,499,821 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,581,373 |
Contract administrator fees | 2012-12-31 | $471,709 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $15,514,785 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $14,495,870 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $8,418 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $15,359 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2012-12-31 | 952036255 |
2011 : IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $14,595,197 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $13,960,387 |
Total income from all sources (including contributions) | 2011-12-31 | $25,818,481 |
Total of all expenses incurred | 2011-12-31 | $23,747,131 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $23,033,960 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $24,957,441 |
Value of total assets at end of year | 2011-12-31 | $27,691,813 |
Value of total assets at beginning of year | 2011-12-31 | $24,985,653 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $713,171 |
Total interest from all sources | 2011-12-31 | $5,047 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $605,212 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $605,212 |
Administrative expenses professional fees incurred | 2011-12-31 | $147,405 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $467,799 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $84,382 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $448,648 |
Other income not declared elsewhere | 2011-12-31 | $23,427 |
Administrative expenses (other) incurred | 2011-12-31 | $158,304 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $99,327 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $135,692 |
Total non interest bearing cash at end of year | 2011-12-31 | $3,467,896 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $2,372,049 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,071,350 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $13,096,616 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,025,266 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $22,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $21,445,742 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $19,910,907 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $178,613 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $206,338 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $206,338 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $5,047 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $17,301,867 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $227,354 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $24,489,642 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,499,821 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,034,402 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,732,093 |
Contract administrator fees | 2011-12-31 | $384,962 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $14,495,870 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $13,824,695 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $15,359 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $13,309 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2011-12-31 | 952036255 |
2010 : IBEW/NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE PLAN 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $13,960,387 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $13,528,375 |
Total income from all sources (including contributions) | 2010-12-31 | $24,200,752 |
Total of all expenses incurred | 2010-12-31 | $23,158,391 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $22,402,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $22,738,039 |
Value of total assets at end of year | 2010-12-31 | $24,985,653 |
Value of total assets at beginning of year | 2010-12-31 | $23,511,280 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $755,850 |
Total interest from all sources | 2010-12-31 | $4,705 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $569,975 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $569,975 |
Administrative expenses professional fees incurred | 2010-12-31 | $156,027 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $677,937 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $448,648 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $536,599 |
Other income not declared elsewhere | 2010-12-31 | $4,861 |
Administrative expenses (other) incurred | 2010-12-31 | $187,424 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $135,692 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $152,089 |
Total non interest bearing cash at end of year | 2010-12-31 | $2,372,049 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $1,503,078 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,042,361 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,025,266 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,982,905 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $22,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $19,910,907 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $19,257,759 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $206,338 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $428,818 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $428,818 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $4,705 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $18,099,142 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $883,172 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $22,060,102 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,034,402 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,773,800 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,303,399 |
Contract administrator fees | 2010-12-31 | $389,899 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $13,824,695 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $13,376,286 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $13,309 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $11,226 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | MILLER, KAPLAN, ARASE & CO., LLP |
Accountancy firm EIN | 2010-12-31 | 952036255 |
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 639686 |
Policy instance | 1 |
Insurance contract or identification number | 639686 | Number of Individuals Covered | 3261 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 10000824 |
Policy instance | 5 |
Insurance contract or identification number | 10000824 | Number of Individuals Covered | 3210 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Other welfare benefits provided | EAP AND SUBSTANCE ABUSE | Welfare Benefit Premiums Paid to Carrier | USD $1,028,518 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16-007399-000 |
Policy instance | 4 |
Insurance contract or identification number | 16-007399-000 | Number of Individuals Covered | 1146 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $2,795,734 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 919 |
Policy instance | 3 |
Insurance contract or identification number | 919 | Number of Individuals Covered | 6028 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $43,472,303 | 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: ) |
Policy contract number | 12060820 |
Policy instance | 2 |
Insurance contract or identification number | 12060820 | Number of Individuals Covered | 3227 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $318,966 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 639686 |
Policy instance | 1 |
Insurance contract or identification number | 639686 | Number of Individuals Covered | 3297 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16-007399-000 |
Policy instance | 4 |
Insurance contract or identification number | 16-007399-000 | Number of Individuals Covered | 1172 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $2,583,397 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 919 |
Policy instance | 3 |
Insurance contract or identification number | 919 | Number of Individuals Covered | 6255 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $38,390,657 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 10000824 |
Policy instance | 5 |
Insurance contract or identification number | 10000824 | Number of Individuals Covered | 3288 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Other welfare benefits provided | EAP AND SUBSTANCE ABUSE | Welfare Benefit Premiums Paid to Carrier | USD $770,926 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
Policy contract number | G0360 |
Policy instance | 6 |
Insurance contract or identification number | G0360 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $357,163 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 12060820 |
Policy instance | 2 |
Insurance contract or identification number | 12060820 | Number of Individuals Covered | 3304 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 919 |
Policy instance | 3 |
Insurance contract or identification number | 919 | Number of Individuals Covered | 6585 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $42,808,042 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16-007399-000 |
Policy instance | 4 |
Insurance contract or identification number | 16-007399-000 | Number of Individuals Covered | 1173 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $2,493,024 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 10000824 |
Policy instance | 5 |
Insurance contract or identification number | 10000824 | Number of Individuals Covered | 3384 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Other welfare benefits provided | EAP AND SUBSTANCE ABUSE | Welfare Benefit Premiums Paid to Carrier | USD $908,365 | 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: ) |
Policy contract number | 12060820 |
Policy instance | 2 |
Insurance contract or identification number | 12060820 | Number of Individuals Covered | 3496 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
Policy contract number | G0360 |
Policy instance | 6 |
Insurance contract or identification number | G0360 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $377,630 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 639686 |
Policy instance | 1 |
Insurance contract or identification number | 639686 | Number of Individuals Covered | 3316 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16-007399-000 |
Policy instance | 4 |
Insurance contract or identification number | 16-007399-000 | Number of Individuals Covered | 1417 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $2,480,359 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 639686 |
Policy instance | 1 |
Insurance contract or identification number | 639686 | Number of Individuals Covered | 3812 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Life Insurance Welfare Benefit | Yes | 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: ) |
Policy contract number | 12060820 |
Policy instance | 2 |
Insurance contract or identification number | 12060820 | Number of Individuals Covered | 3876 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $36,133 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 919 |
Policy instance | 3 |
Insurance contract or identification number | 919 | Number of Individuals Covered | 6926 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $39,118,070 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 10000824 |
Policy instance | 5 |
Insurance contract or identification number | 10000824 | Number of Individuals Covered | 3807 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Other welfare benefits provided | EAP AND SUBSTANCE ABUSE | Welfare Benefit Premiums Paid to Carrier | USD $892,838 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 919 |
Policy instance | 3 |
Insurance contract or identification number | 919 | Number of Individuals Covered | 6211 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $32,751,803 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 639686 |
Policy instance | 1 |
Insurance contract or identification number | 639686 | Number of Individuals Covered | 3334 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 10000824 |
Policy instance | 5 |
Insurance contract or identification number | 10000824 | Number of Individuals Covered | 3377 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Other welfare benefits provided | EAP AND SUBSTANCE ABUSE | Welfare Benefit Premiums Paid to Carrier | USD $807,909 | 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: ) |
Policy contract number | 12060820 |
Policy instance | 2 |
Insurance contract or identification number | 12060820 | Number of Individuals Covered | 3453 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $32,075 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16-007399-000 |
Policy instance | 4 |
Insurance contract or identification number | 16-007399-000 | Number of Individuals Covered | 1234 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $2,307,978 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 639686 |
Policy instance | 1 |
Insurance contract or identification number | 639686 | Number of Individuals Covered | 3293 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Life Insurance Welfare Benefit | Yes | 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: ) |
Policy contract number | 12060820 |
Policy instance | 2 |
Insurance contract or identification number | 12060820 | Number of Individuals Covered | 3259 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $34,210 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 919 |
Policy instance | 3 |
Insurance contract or identification number | 919 | Number of Individuals Covered | 5711 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $29,807,562 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16-007399-000 |
Policy instance | 4 |
Insurance contract or identification number | 16-007399-000 | Number of Individuals Covered | 1290 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $2,063,890 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 10000824 |
Policy instance | 5 |
Insurance contract or identification number | 10000824 | Number of Individuals Covered | 3202 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Other welfare benefits provided | EAP AND SUBSTANCE ABUSE | Welfare Benefit Premiums Paid to Carrier | USD $779,718 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16-007399-000 |
Policy instance | 4 |
Insurance contract or identification number | 16-007399-000 | Number of Individuals Covered | 1177 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $2,850,608 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 639686 |
Policy instance | 1 |
Insurance contract or identification number | 639686 | Number of Individuals Covered | 2744 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Life Insurance Welfare Benefit | Yes | 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: ) |
Policy contract number | 12060820 |
Policy instance | 2 |
Insurance contract or identification number | 12060820 | Number of Individuals Covered | 2790 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $232,165 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 10000824 |
Policy instance | 5 |
Insurance contract or identification number | 10000824 | Number of Individuals Covered | 2777 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Other welfare benefits provided | EAP AND SUBSTANCE ABUSE | Welfare Benefit Premiums Paid to Carrier | USD $630,004 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 919 |
Policy instance | 3 |
Insurance contract or identification number | 919 | Number of Individuals Covered | 4880 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $24,376,696 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 10000824 |
Policy instance | 6 |
Insurance contract or identification number | 10000824 | Number of Individuals Covered | 2423 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Other welfare benefits provided | EAP AND SUBSTANCE ABUSE | Welfare Benefit Premiums Paid to Carrier | USD $601,294 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 919 |
Policy instance | 3 |
Insurance contract or identification number | 919 | Number of Individuals Covered | 4406 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $24,461,886 | 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: ) |
Policy contract number | 12060820 |
Policy instance | 2 |
Insurance contract or identification number | 12060820 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 639686 |
Policy instance | 1 |
Insurance contract or identification number | 639686 | Number of Individuals Covered | 2436 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16-007399-000 |
Policy instance | 5 |
Insurance contract or identification number | 16-007399-000 | Number of Individuals Covered | 1000 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $1,396,325 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 402457 |
Policy instance | 4 |
Insurance contract or identification number | 402457 | Number of Individuals Covered | 0 | Insurance policy start date | 2014-01-31 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,847 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 402457 |
Policy instance | 4 |
Insurance contract or identification number | 402457 | Number of Individuals Covered | 367 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,692,426 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16-007399-000 |
Policy instance | 5 |
Insurance contract or identification number | 16-007399-000 | Number of Individuals Covered | 680 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $564,247 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 10000824 |
Policy instance | 6 |
Insurance contract or identification number | 10000824 | Number of Individuals Covered | 2347 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Other welfare benefits provided | EAP AND SUBSTANCE ABUSE | Welfare Benefit Premiums Paid to Carrier | USD $652,872 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 919 |
Policy instance | 3 |
Insurance contract or identification number | 919 | Number of Individuals Covered | 3610 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $13,781,837 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 639686 |
Policy instance | 1 |
Insurance contract or identification number | 639686 | Number of Individuals Covered | 2312 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Life Insurance Welfare Benefit | Yes | 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: ) |
Policy contract number | 12060820 |
Policy instance | 2 |
Insurance contract or identification number | 12060820 | Number of Individuals Covered | 2303 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-01-01 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 10000824 |
Policy instance | 6 |
Insurance contract or identification number | 10000824 | Number of Individuals Covered | 1882 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Other welfare benefits provided | EAP AND SUBSTANCE ABUSE | Welfare Benefit Premiums Paid to Carrier | USD $426,451 | 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: ) |
Policy contract number | 12060820 |
Policy instance | 2 |
Insurance contract or identification number | 12060820 | Number of Individuals Covered | 1999 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 639686 |
Policy instance | 1 |
Insurance contract or identification number | 639686 | Number of Individuals Covered | 1981 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16-007399-000 |
Policy instance | 5 |
Insurance contract or identification number | 16-007399-000 | Number of Individuals Covered | 538 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $409,100 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 402457 |
Policy instance | 4 |
Insurance contract or identification number | 402457 | Number of Individuals Covered | 330 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,787,887 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 919 |
Policy instance | 3 |
Insurance contract or identification number | 919 | Number of Individuals Covered | 3060 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $13,038,538 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 639686 |
Policy instance | 1 |
Insurance contract or identification number | 639686 | Number of Individuals Covered | 1741 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Life Insurance Welfare Benefit | Yes | 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: ) |
Policy contract number | 12060820 |
Policy instance | 2 |
Insurance contract or identification number | 12060820 | Number of Individuals Covered | 1706 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 116563 |
Policy instance | 3 |
Insurance contract or identification number | 116563 | Number of Individuals Covered | 0 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,083 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 919-0000 |
Policy instance | 4 |
Insurance contract or identification number | 919-0000 | Number of Individuals Covered | 2814 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,597,133 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16-007399-000 |
Policy instance | 6 |
Insurance contract or identification number | 16-007399-000 | Number of Individuals Covered | 478 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $379,507 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 10000824 |
Policy instance | 7 |
Insurance contract or identification number | 10000824 | Number of Individuals Covered | 1710 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Other welfare benefits provided | EAP AND SUBSTANCE ABUSE | Welfare Benefit Premiums Paid to Carrier | USD $296,124 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 402457 |
Policy instance | 5 |
Insurance contract or identification number | 402457 | Number of Individuals Covered | 328 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,626,058 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 639686 |
Policy instance | 1 |
Insurance contract or identification number | 639686 | Number of Individuals Covered | 1771 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 12060820 |
Policy instance | 2 |
Insurance contract or identification number | 12060820 | Number of Individuals Covered | 1747 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 116563 |
Policy instance | 3 |
Insurance contract or identification number | 116563 | Number of Individuals Covered | 482 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,469,203 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 919-0000 |
Policy instance | 4 |
Insurance contract or identification number | 919-0000 | Number of Individuals Covered | 2799 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,395,107 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16-007399-000 |
Policy instance | 6 |
Insurance contract or identification number | 16-007399-000 | Number of Individuals Covered | 460 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $410,106 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 57845A |
Policy instance | 7 |
Insurance contract or identification number | 57845A | Number of Individuals Covered | 246 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,614,048 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 10000824 |
Policy instance | 8 |
Insurance contract or identification number | 10000824 | Number of Individuals Covered | 1808 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | EAP AND SUBSTANCE ABUSE | Welfare Benefit Premiums Paid to Carrier | USD $243,976 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 402457 |
Policy instance | 5 |
Insurance contract or identification number | 402457 | Number of Individuals Covered | 156 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,776,079 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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