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IBEW LOCAL 234 HEALTH AND WELFARE TRUST 401k Plan overview

Plan NameIBEW LOCAL 234 HEALTH AND WELFARE TRUST
Plan identification number 501

IBEW LOCAL 234 HEALTH AND WELFARE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES, IBEW LOCAL 234 HEALTH AND WELFARE has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, IBEW LOCAL 234 HEALTH AND WELFARE
Employer identification number (EIN):946250011
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 234 HEALTH AND WELFARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-06-01
5012020-06-01
5012019-06-01
5012018-06-01
5012017-06-01MILLER KAPLAN ARASE LLP
5012016-06-01MILLER KAPLAN ARASE LLP
5012015-06-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2017-02-03
5012014-06-01SANDY S GARCIA SANDY S GARCIA2015-12-29
5012013-06-01SANDY S. GARCIA SANDY S. GARCIA2015-03-10
5012012-06-01SANDY S. GARCIA SANDY S. GARCIA2014-03-12
5012011-06-01SANDY S. GARCIA SANDY S. GARCIA2013-03-12
5012010-06-01SANDY S. GARCIA SANDY S. GARCIA2012-02-01
5012009-06-01TIMOTHY CLEMEN

Plan Statistics for IBEW LOCAL 234 HEALTH AND WELFARE TRUST

401k plan membership statisitcs for IBEW LOCAL 234 HEALTH AND WELFARE TRUST

Measure Date Value
2021: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2021 401k membership
Total participants, beginning-of-year2021-06-01416
Total number of active participants reported on line 7a of the Form 55002021-06-01208
Number of retired or separated participants receiving benefits2021-06-01106
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-01314
Total participants2021-06-01314
Number of employers contributing to the scheme2021-06-0172
2020: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2020 401k membership
Total participants, beginning-of-year2020-06-01360
Total number of active participants reported on line 7a of the Form 55002020-06-01307
Number of retired or separated participants receiving benefits2020-06-01109
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-01416
Total participants2020-06-01416
Number of employers contributing to the scheme2020-06-0171
2019: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2019 401k membership
Total participants, beginning-of-year2019-06-01372
Total number of active participants reported on line 7a of the Form 55002019-06-01280
Number of retired or separated participants receiving benefits2019-06-0180
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-01360
Total participants2019-06-01360
Number of employers contributing to the scheme2019-06-0168
2018: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2018 401k membership
Total participants, beginning-of-year2018-06-01363
Total number of active participants reported on line 7a of the Form 55002018-06-01262
Number of retired or separated participants receiving benefits2018-06-0182
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-0128
Total participants2018-06-01372
Number of participants with account balances2018-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
Number of employers contributing to the scheme2018-06-0167
2017: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2017 401k membership
Total participants, beginning-of-year2017-06-01353
Total number of active participants reported on line 7a of the Form 55002017-06-01247
Number of retired or separated participants receiving benefits2017-06-0186
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-0130
Total participants2017-06-01363
Number of participants with account balances2017-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
Number of employers contributing to the scheme2017-06-0159
2016: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2016 401k membership
Total participants, beginning-of-year2016-06-01332
Total number of active participants reported on line 7a of the Form 55002016-06-01231
Number of retired or separated participants receiving benefits2016-06-0188
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-0134
Total participants2016-06-01353
Number of participants with account balances2016-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
Number of employers contributing to the scheme2016-06-0151
2015: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2015 401k membership
Total participants, beginning-of-year2015-06-01309
Total number of active participants reported on line 7a of the Form 55002015-06-01206
Number of retired or separated participants receiving benefits2015-06-0188
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-0138
Total participants2015-06-01332
Number of participants with account balances2015-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
Number of employers contributing to the scheme2015-06-0153
2014: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2014 401k membership
Total participants, beginning-of-year2014-06-01313
Total number of active participants reported on line 7a of the Form 55002014-06-01183
Number of retired or separated participants receiving benefits2014-06-0188
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-0138
Total participants2014-06-01309
Number of participants with account balances2014-06-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
Number of employers contributing to the scheme2014-06-0142
2013: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2013 401k membership
Total participants, beginning-of-year2013-06-01321
Total number of active participants reported on line 7a of the Form 55002013-06-01185
Number of retired or separated participants receiving benefits2013-06-0191
Number of other retired or separated participants entitled to future benefits2013-06-010
Total of all active and inactive participants2013-06-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-0137
Total participants2013-06-01313
Number of participants with account balances2013-06-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
Number of employers contributing to the scheme2013-06-0158
2012: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2012 401k membership
Total participants, beginning-of-year2012-06-01296
Total number of active participants reported on line 7a of the Form 55002012-06-01191
Number of retired or separated participants receiving benefits2012-06-01130
Number of other retired or separated participants entitled to future benefits2012-06-010
Total of all active and inactive participants2012-06-01321
Total participants2012-06-01321
Number of employers contributing to the scheme2012-06-0152
2011: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2011 401k membership
Total participants, beginning-of-year2011-06-01321
Total number of active participants reported on line 7a of the Form 55002011-06-01166
Number of retired or separated participants receiving benefits2011-06-01130
Total of all active and inactive participants2011-06-01296
Total participants2011-06-01296
Number of employers contributing to the scheme2011-06-0151
2010: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2010 401k membership
Total participants, beginning-of-year2010-06-01358
Total number of active participants reported on line 7a of the Form 55002010-06-01194
Number of retired or separated participants receiving benefits2010-06-01127
Number of other retired or separated participants entitled to future benefits2010-06-010
Total of all active and inactive participants2010-06-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-01321
Number of participants with account balances2010-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
Number of employers contributing to the scheme2010-06-0147
2009: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-06-01384
Total number of active participants reported on line 7a of the Form 55002009-06-01229
Number of retired or separated participants receiving benefits2009-06-01129
Number of other retired or separated participants entitled to future benefits2009-06-010
Total of all active and inactive participants2009-06-01358
Total participants2009-06-01358

Financial Data on IBEW LOCAL 234 HEALTH AND WELFARE TRUST

Measure Date Value
2022 : IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$6,055,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$5,272,626
Total income from all sources (including contributions)2022-05-31$7,170,416
Total of all expenses incurred2022-05-31$7,647,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$7,195,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$7,219,128
Value of total assets at end of year2022-05-31$13,137,351
Value of total assets at beginning of year2022-05-31$12,831,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$452,688
Total interest from all sources2022-05-31$13,744
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$14,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$14,668
Administrative expenses professional fees incurred2022-05-31$124,634
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$323,864
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$232,979
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$834,037
Administrative expenses (other) incurred2022-05-31$156,782
Liabilities. Value of operating payables at end of year2022-05-31$343,101
Liabilities. Value of operating payables at beginning of year2022-05-31$173,533
Total non interest bearing cash at end of year2022-05-31$1,055,886
Total non interest bearing cash at beginning of year2022-05-31$1,344,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-477,567
Value of net assets at end of year (total assets less liabilities)2022-05-31$7,081,371
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$7,558,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$8,060,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$2,493,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$9,615,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$9,615,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$13,744
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-31$1,503,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-77,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31Yes
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$6,895,264
Employer contributions (assets) at end of year2022-05-31$1,287,772
Employer contributions (assets) at beginning of year2022-05-31$1,028,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$5,691,998
Contract administrator fees2022-05-31$171,272
Liabilities. Value of benefit claims payable at end of year2022-05-31$5,712,879
Liabilities. Value of benefit claims payable at beginning of year2022-05-31$5,099,093
Assets. Value of buildings and other operty used in plan operation at end of year2022-05-31$7,287
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-05-31$9,190
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-05-31952036255
2021 : IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$5,272,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$4,388,040
Total income from all sources (including contributions)2021-05-31$7,288,943
Total of all expenses incurred2021-05-31$6,766,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$6,348,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$7,248,601
Value of total assets at end of year2021-05-31$12,831,564
Value of total assets at beginning of year2021-05-31$11,424,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$417,656
Total interest from all sources2021-05-31$40,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Administrative expenses professional fees incurred2021-05-31$121,018
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$277,428
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$834,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$1,312,530
Administrative expenses (other) incurred2021-05-31$137,374
Liabilities. Value of operating payables at end of year2021-05-31$173,532
Liabilities. Value of operating payables at beginning of year2021-05-31$79,967
Total non interest bearing cash at end of year2021-05-31$1,344,213
Total non interest bearing cash at beginning of year2021-05-31$779,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$522,850
Value of net assets at end of year (total assets less liabilities)2021-05-31$7,558,939
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$7,036,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$9,615,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$8,735,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$8,735,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$40,342
Expenses. Payments to insurance carriers foe the provision of benefits2021-05-31$1,736,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$6,971,173
Employer contributions (assets) at end of year2021-05-31$1,028,616
Employer contributions (assets) at beginning of year2021-05-31$586,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$4,611,971
Contract administrator fees2021-05-31$159,264
Liabilities. Value of benefit claims payable at end of year2021-05-31$5,099,093
Liabilities. Value of benefit claims payable at beginning of year2021-05-31$4,308,073
Assets. Value of buildings and other operty used in plan operation at end of year2021-05-31$9,190
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-05-31$10,511
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-05-31952036255
2020 : IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$4,388,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$3,130,032
Total income from all sources (including contributions)2020-05-31$6,223,938
Total of all expenses incurred2020-05-31$7,639,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$7,204,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$6,101,252
Value of total assets at end of year2020-05-31$11,424,129
Value of total assets at beginning of year2020-05-31$11,581,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$434,758
Total interest from all sources2020-05-31$122,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Administrative expenses professional fees incurred2020-05-31$111,249
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$282,355
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$1,312,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$572,268
Administrative expenses (other) incurred2020-05-31$168,509
Liabilities. Value of operating payables at end of year2020-05-31$79,967
Liabilities. Value of operating payables at beginning of year2020-05-31$256,666
Total non interest bearing cash at end of year2020-05-31$779,275
Total non interest bearing cash at beginning of year2020-05-31$1,146,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$-1,415,678
Value of net assets at end of year (total assets less liabilities)2020-05-31$7,036,089
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$8,451,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$8,735,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$9,046,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$9,046,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$122,686
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$540,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$5,818,897
Employer contributions (assets) at end of year2020-05-31$586,629
Employer contributions (assets) at beginning of year2020-05-31$805,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$6,663,917
Contract administrator fees2020-05-31$155,000
Liabilities. Value of benefit claims payable at end of year2020-05-31$4,308,073
Liabilities. Value of benefit claims payable at beginning of year2020-05-31$2,873,366
Assets. Value of buildings and other operty used in plan operation at end of year2020-05-31$10,511
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-05-31$10,990
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-05-31952036255
2019 : IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$3,130,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$2,563,027
Total income from all sources (including contributions)2019-05-31$6,205,673
Total of all expenses incurred2019-05-31$4,495,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$4,176,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$6,106,065
Value of total assets at end of year2019-05-31$11,581,799
Value of total assets at beginning of year2019-05-31$9,304,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$319,231
Total interest from all sources2019-05-31$99,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Administrative expenses professional fees incurred2019-05-31$99,777
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$298,864
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$572,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$677
Administrative expenses (other) incurred2019-05-31$74,128
Liabilities. Value of operating payables at end of year2019-05-31$256,666
Liabilities. Value of operating payables at beginning of year2019-05-31$222,174
Total non interest bearing cash at end of year2019-05-31$1,146,346
Total non interest bearing cash at beginning of year2019-05-31$1,040,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$1,709,886
Value of net assets at end of year (total assets less liabilities)2019-05-31$8,451,767
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$6,741,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$9,046,842
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$7,502,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$7,502,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$99,608
Expenses. Payments to insurance carriers foe the provision of benefits2019-05-31$510,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$5,807,201
Employer contributions (assets) at end of year2019-05-31$805,353
Employer contributions (assets) at beginning of year2019-05-31$749,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$3,666,243
Contract administrator fees2019-05-31$145,326
Liabilities. Value of benefit claims payable at end of year2019-05-31$2,873,366
Liabilities. Value of benefit claims payable at beginning of year2019-05-31$2,340,853
Assets. Value of buildings and other operty used in plan operation at end of year2019-05-31$10,990
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-05-31$11,212
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-05-31952036255
2018 : IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$2,563,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$3,258,057
Total income from all sources (including contributions)2018-05-31$5,521,284
Total of all expenses incurred2018-05-31$3,920,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$3,629,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$5,422,312
Value of total assets at end of year2018-05-31$9,304,908
Value of total assets at beginning of year2018-05-31$8,398,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$290,455
Total interest from all sources2018-05-31$52,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Administrative expenses professional fees incurred2018-05-31$87,258
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$321,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$2,700
Other income not declared elsewhere2018-05-31$46,611
Administrative expenses (other) incurred2018-05-31$64,733
Liabilities. Value of operating payables at end of year2018-05-31$222,174
Liabilities. Value of operating payables at beginning of year2018-05-31$1,022,364
Total non interest bearing cash at end of year2018-05-31$1,040,440
Total non interest bearing cash at beginning of year2018-05-31$1,072,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$1,601,028
Value of net assets at end of year (total assets less liabilities)2018-05-31$6,741,881
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$5,140,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$7,502,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$6,301,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$6,301,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$52,361
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$492,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$5,101,241
Employer contributions (assets) at end of year2018-05-31$749,850
Employer contributions (assets) at beginning of year2018-05-31$1,016,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$3,137,568
Contract administrator fees2018-05-31$138,464
Liabilities. Value of benefit claims payable at end of year2018-05-31$2,340,853
Liabilities. Value of benefit claims payable at beginning of year2018-05-31$2,235,693
Assets. Value of buildings and other operty used in plan operation at end of year2018-05-31$11,212
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-05-31$6,181
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-05-31952036255
2017 : IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$-8,040
Total unrealized appreciation/depreciation of assets2017-05-31$-8,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$3,258,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$1,958,609
Total income from all sources (including contributions)2017-05-31$5,661,647
Total loss/gain on sale of assets2017-05-31$-7,132
Total of all expenses incurred2017-05-31$4,194,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$3,832,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$5,555,891
Value of total assets at end of year2017-05-31$8,398,910
Value of total assets at beginning of year2017-05-31$5,632,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$362,205
Total interest from all sources2017-05-31$41,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Administrative expenses professional fees incurred2017-05-31$92,553
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$322,861
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$2,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$58,257
Other income not declared elsewhere2017-05-31$79,006
Administrative expenses (other) incurred2017-05-31$132,510
Liabilities. Value of operating payables at end of year2017-05-31$1,022,364
Liabilities. Value of operating payables at beginning of year2017-05-31$101,756
Total non interest bearing cash at end of year2017-05-31$1,072,033
Total non interest bearing cash at beginning of year2017-05-31$1,229,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$1,466,868
Value of net assets at end of year (total assets less liabilities)2017-05-31$5,140,853
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$3,673,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$6,301,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$3,744,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$3,744,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$41,922
Expenses. Payments to insurance carriers foe the provision of benefits2017-05-31$511,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$5,233,030
Employer contributions (assets) at end of year2017-05-31$1,016,157
Employer contributions (assets) at beginning of year2017-05-31$594,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$3,320,623
Contract administrator fees2017-05-31$137,142
Liabilities. Value of benefit claims payable at end of year2017-05-31$2,235,693
Liabilities. Value of benefit claims payable at beginning of year2017-05-31$1,856,853
Assets. Value of buildings and other operty used in plan operation at end of year2017-05-31$6,181
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-05-31$6,176
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$1,260,505
Aggregate carrying amount (costs) on sale of assets2017-05-31$1,267,637
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-05-31952036255
2016 : IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$5,520
Total unrealized appreciation/depreciation of assets2016-05-31$5,520
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$1,958,609
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$1,790,897
Total income from all sources (including contributions)2016-05-31$4,601,649
Total of all expenses incurred2016-05-31$3,339,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$3,074,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$4,515,273
Value of total assets at end of year2016-05-31$5,632,594
Value of total assets at beginning of year2016-05-31$4,203,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$265,886
Total interest from all sources2016-05-31$25,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Administrative expenses professional fees incurred2016-05-31$74,061
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$346,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$58,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$98,907
Other income not declared elsewhere2016-05-31$55,451
Administrative expenses (other) incurred2016-05-31$59,933
Liabilities. Value of operating payables at end of year2016-05-31$101,756
Liabilities. Value of operating payables at beginning of year2016-05-31$68,187
Total non interest bearing cash at end of year2016-05-31$1,229,304
Total non interest bearing cash at beginning of year2016-05-31$1,768,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$1,261,650
Value of net assets at end of year (total assets less liabilities)2016-05-31$3,673,985
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$2,412,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$3,744,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$1,886,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$1,886,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$25,405
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-31$414,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$4,168,707
Employer contributions (assets) at end of year2016-05-31$594,521
Employer contributions (assets) at beginning of year2016-05-31$439,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$2,659,228
Contract administrator fees2016-05-31$131,892
Liabilities. Value of benefit claims payable at end of year2016-05-31$1,856,853
Liabilities. Value of benefit claims payable at beginning of year2016-05-31$1,722,710
Assets. Value of buildings and other operty used in plan operation at end of year2016-05-31$6,176
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-05-31$10,066
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-05-31952036255
2015 : IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$-849
Total unrealized appreciation/depreciation of assets2015-05-31$-849
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$1,790,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$1,633,391
Total income from all sources (including contributions)2015-05-31$3,898,307
Total of all expenses incurred2015-05-31$3,419,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$3,173,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$3,801,893
Value of total assets at end of year2015-05-31$4,203,232
Value of total assets at beginning of year2015-05-31$3,567,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$246,334
Total interest from all sources2015-05-31$15,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Administrative expenses professional fees incurred2015-05-31$69,255
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$359,893
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$98,907
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$182,399
Other income not declared elsewhere2015-05-31$81,336
Administrative expenses (other) incurred2015-05-31$46,079
Liabilities. Value of operating payables at end of year2015-05-31$68,187
Liabilities. Value of operating payables at beginning of year2015-05-31$90,615
Total non interest bearing cash at end of year2015-05-31$1,768,435
Total non interest bearing cash at beginning of year2015-05-31$996,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$478,492
Value of net assets at end of year (total assets less liabilities)2015-05-31$2,412,335
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$1,933,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$1,886,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$2,031,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$2,031,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$15,927
Expenses. Payments to insurance carriers foe the provision of benefits2015-05-31$785,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$3,442,000
Employer contributions (assets) at end of year2015-05-31$439,227
Employer contributions (assets) at beginning of year2015-05-31$355,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$2,388,363
Contract administrator fees2015-05-31$131,000
Liabilities. Value of benefit claims payable at end of year2015-05-31$1,722,710
Liabilities. Value of benefit claims payable at beginning of year2015-05-31$1,542,776
Assets. Value of buildings and other operty used in plan operation at end of year2015-05-31$10,066
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-05-31$1,832
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-05-31952036255
2014 : IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$-971
Total unrealized appreciation/depreciation of assets2014-05-31$-971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$1,633,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$1,808,859
Total income from all sources (including contributions)2014-05-31$3,755,065
Total of all expenses incurred2014-05-31$3,348,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$3,080,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$3,641,739
Value of total assets at end of year2014-05-31$3,567,234
Value of total assets at beginning of year2014-05-31$3,335,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$267,946
Total interest from all sources2014-05-31$17,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Administrative expenses professional fees incurred2014-05-31$105,604
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$339,158
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$182,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$259,504
Other income not declared elsewhere2014-05-31$96,821
Administrative expenses (other) incurred2014-05-31$35,851
Liabilities. Value of operating payables at end of year2014-05-31$90,615
Liabilities. Value of operating payables at beginning of year2014-05-31$71,527
Total non interest bearing cash at end of year2014-05-31$996,844
Total non interest bearing cash at beginning of year2014-05-31$446,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$406,866
Value of net assets at end of year (total assets less liabilities)2014-05-31$1,933,843
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$1,526,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$2,031,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$2,155,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$2,155,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$17,476
Expenses. Payments to insurance carriers foe the provision of benefits2014-05-31$903,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$3,302,581
Employer contributions (assets) at end of year2014-05-31$355,113
Employer contributions (assets) at beginning of year2014-05-31$469,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$2,176,754
Contract administrator fees2014-05-31$126,491
Liabilities. Value of benefit claims payable at end of year2014-05-31$1,542,776
Liabilities. Value of benefit claims payable at beginning of year2014-05-31$1,737,332
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$1,832
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-05-31$4,933
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-05-31952036255
2013 : IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$-3,849
Total unrealized appreciation/depreciation of assets2013-05-31$-3,849
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$1,808,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$1,461,134
Total income from all sources (including contributions)2013-05-31$3,710,472
Total of all expenses incurred2013-05-31$3,731,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$3,441,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$3,634,453
Value of total assets at end of year2013-05-31$3,335,836
Value of total assets at beginning of year2013-05-31$3,009,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$290,097
Total interest from all sources2013-05-31$23,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Administrative expenses professional fees incurred2013-05-31$87,000
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$325,996
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$259,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$302,271
Other income not declared elsewhere2013-05-31$56,166
Administrative expenses (other) incurred2013-05-31$81,386
Liabilities. Value of operating payables at end of year2013-05-31$71,527
Liabilities. Value of operating payables at beginning of year2013-05-31$48,031
Total non interest bearing cash at end of year2013-05-31$446,755
Total non interest bearing cash at beginning of year2013-05-31$186,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$-21,130
Value of net assets at end of year (total assets less liabilities)2013-05-31$1,526,977
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$1,548,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$2,155,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$2,152,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$2,152,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$23,702
Expenses. Payments to insurance carriers foe the provision of benefits2013-05-31$974,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$3,308,457
Employer contributions (assets) at end of year2013-05-31$469,476
Employer contributions (assets) at beginning of year2013-05-31$363,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$2,467,492
Contract administrator fees2013-05-31$121,711
Liabilities. Value of benefit claims payable at end of year2013-05-31$1,737,332
Liabilities. Value of benefit claims payable at beginning of year2013-05-31$1,413,103
Assets. Value of buildings and other operty used in plan operation at end of year2013-05-31$4,933
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-05-31$5,286
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-05-31952036255
2012 : IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$-3,961
Total unrealized appreciation/depreciation of assets2012-05-31$-3,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$1,461,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$2,237,767
Total income from all sources (including contributions)2012-05-31$3,012,921
Total of all expenses incurred2012-05-31$3,427,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$3,107,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$2,908,578
Value of total assets at end of year2012-05-31$3,009,241
Value of total assets at beginning of year2012-05-31$4,200,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$320,257
Total interest from all sources2012-05-31$31,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Administrative expenses professional fees incurred2012-05-31$119,386
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$331,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$302,271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$728,214
Other income not declared elsewhere2012-05-31$77,029
Administrative expenses (other) incurred2012-05-31$82,020
Liabilities. Value of operating payables at end of year2012-05-31$48,031
Liabilities. Value of operating payables at beginning of year2012-05-31$54,005
Total non interest bearing cash at end of year2012-05-31$186,012
Total non interest bearing cash at beginning of year2012-05-31$122,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-414,949
Value of net assets at end of year (total assets less liabilities)2012-05-31$1,548,107
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$1,963,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$2,152,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$3,043,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$3,043,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$31,275
Expenses. Payments to insurance carriers foe the provision of benefits2012-05-31$857,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$2,576,683
Employer contributions (assets) at end of year2012-05-31$363,293
Employer contributions (assets) at beginning of year2012-05-31$301,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$2,250,021
Contract administrator fees2012-05-31$118,851
Liabilities. Value of benefit claims payable at end of year2012-05-31$1,413,103
Liabilities. Value of benefit claims payable at beginning of year2012-05-31$2,183,762
Assets. Value of buildings and other operty used in plan operation at end of year2012-05-31$5,286
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-05-31$4,938
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-05-31952036255
2011 : IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$12,151
Total unrealized appreciation/depreciation of assets2011-05-31$12,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$2,237,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$2,062,393
Total income from all sources (including contributions)2011-05-31$3,633,785
Total of all expenses incurred2011-05-31$3,364,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$3,030,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$3,434,820
Value of total assets at end of year2011-05-31$4,200,823
Value of total assets at beginning of year2011-05-31$3,755,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$333,750
Total interest from all sources2011-05-31$36,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Administrative expenses professional fees incurred2011-05-31$106,114
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$207,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$728,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$19,393
Other income not declared elsewhere2011-05-31$150,732
Administrative expenses (other) incurred2011-05-31$113,996
Liabilities. Value of operating payables at end of year2011-05-31$54,005
Liabilities. Value of operating payables at beginning of year2011-05-31$105,354
Total non interest bearing cash at end of year2011-05-31$122,389
Total non interest bearing cash at beginning of year2011-05-31$253,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$269,715
Value of net assets at end of year (total assets less liabilities)2011-05-31$1,963,056
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$1,693,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$3,043,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$3,104,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$3,104,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$36,082
Expenses. Payments to insurance carriers foe the provision of benefits2011-05-31$806,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$3,227,648
Employer contributions (assets) at end of year2011-05-31$301,322
Employer contributions (assets) at beginning of year2011-05-31$373,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$2,224,305
Contract administrator fees2011-05-31$113,640
Liabilities. Value of benefit claims payable at end of year2011-05-31$2,183,762
Liabilities. Value of benefit claims payable at beginning of year2011-05-31$1,957,039
Assets. Value of buildings and other operty used in plan operation at end of year2011-05-31$4,938
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-05-31$5,111
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-05-31952036255

Form 5500 Responses for IBEW LOCAL 234 HEALTH AND WELFARE TRUST

2021: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2010 form 5500 responses
2010-06-01Type of plan entityMulti-employer plan
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 234 HEALTH AND WELFARE TRUST 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30052226
Policy instance 3
Insurance contract or identification number30052226
Number of Individuals Covered390
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 92444 )
Policy contract numberCCA-IIS-1072
Policy instance 2
Insurance contract or identification numberCCA-IIS-1072
Number of Individuals Covered288
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $40,055
Total amount of fees paid to insurance companyUSD $46,731
Welfare Benefit Premiums Paid to CarrierUSD $667,584
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,055
Amount paid for insurance broker fees46731
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract numberCA036GRS
Policy instance 1
Insurance contract or identification numberCA036GRS
Number of Individuals Covered157
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $292,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract numberCA036GRS
Policy instance 1
Insurance contract or identification numberCA036GRS
Number of Individuals Covered157
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $90,276
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31154
Policy instance 2
Insurance contract or identification numberHCL31154
Number of Individuals Covered325
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $34,705
Welfare Benefit Premiums Paid to CarrierUSD $578,419
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,705
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30052226
Policy instance 1
Insurance contract or identification number30052226
Number of Individuals Covered391
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,477
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31154
Policy instance 2
Insurance contract or identification numberHCL31154
Number of Individuals Covered287
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Welfare Benefit Premiums Paid to CarrierUSD $435,455
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31154
Policy instance 1
Insurance contract or identification numberHCL31154
Number of Individuals Covered6
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $24,732
Welfare Benefit Premiums Paid to CarrierUSD $412,203
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,732
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30052226
Policy instance 2
Insurance contract or identification number30052226
Number of Individuals Covered374
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,667
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number302380
Policy instance 1
Insurance contract or identification number302380
Number of Individuals Covered339
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $20,115
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31154
Policy instance 2
Insurance contract or identification numberHCL31154
Number of Individuals Covered262
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $22,865
Welfare Benefit Premiums Paid to CarrierUSD $381,076
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,865
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INS SVCS
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30052226
Policy instance 3
Insurance contract or identification number30052226
Number of Individuals Covered369
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,334
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: 00000 )
Policy contract number30052226
Policy instance 3
Insurance contract or identification number30052226
Number of Individuals Covered333
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31154
Policy instance 2
Insurance contract or identification numberHCL31154
Number of Individuals Covered224
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $16,183
Welfare Benefit Premiums Paid to CarrierUSD $323,661
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,183
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INS SVCS
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number302380
Policy instance 1
Insurance contract or identification number302380
Number of Individuals Covered237
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31154
Policy instance 3
Insurance contract or identification numberHCL31154
Number of Individuals Covered196
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $15,249
Welfare Benefit Premiums Paid to CarrierUSD $304,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,249
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INS SVCS
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number302380
Policy instance 2
Insurance contract or identification number302380
Number of Individuals Covered394
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number345
Policy instance 1
Insurance contract or identification number345
Number of Individuals Covered723
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $379,849
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberSEE FOOTNOTE
Policy instance 3
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered211
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $24,262
Welfare Benefit Premiums Paid to CarrierUSD $461,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,262
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INS SVCS
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number302380
Policy instance 2
Insurance contract or identification number302380
Number of Individuals Covered292
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $30,906
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number345
Policy instance 1
Insurance contract or identification number345
Number of Individuals Covered710
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $397,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number345
Policy instance 1
Insurance contract or identification number345
Number of Individuals Covered723
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $373,091
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number402040-0010-SLA
Policy instance 3
Insurance contract or identification number402040-0010-SLA
Number of Individuals Covered315
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $82,440
Welfare Benefit Premiums Paid to CarrierUSD $558,754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82,440
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INS SVCS
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number302380
Policy instance 2
Insurance contract or identification number302380
Number of Individuals Covered203
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $29,390
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number402040-0010-SLA
Policy instance 3
Insurance contract or identification number402040-0010-SLA
Number of Individuals Covered271
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $73,578
Welfare Benefit Premiums Paid to CarrierUSD $491,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number302380
Policy instance 2
Insurance contract or identification number302380
Number of Individuals Covered261
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $29,123
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number345
Policy instance 1
Insurance contract or identification number345
Number of Individuals Covered299
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number402040-0010-SLA
Policy instance 3
Insurance contract or identification number402040-0010-SLA
Number of Individuals Covered198
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $56,792
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $379,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number302380
Policy instance 2
Insurance contract or identification number302380
Number of Individuals Covered314
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $32,541
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number345
Policy instance 1
Insurance contract or identification number345
Number of Individuals Covered328
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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