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LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 401k Plan overview

Plan NameLOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN
Plan identification number 501

LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

HEALTH AND WELFARE TRUST FUND LOCAL 103 IBEW has sponsored the creation of one or more 401k plans.

Company Name:HEALTH AND WELFARE TRUST FUND LOCAL 103 IBEW
Employer identification number (EIN):046063733
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-12-01MICHAEL P. DONOVAN2023-07-11
5012020-12-01MICHAEL P. DONOVAN2022-06-30
5012019-12-01MICHAEL P. DONOVAN2021-07-01
5012018-12-01MICHAEL P. DONOVAN2020-07-28
5012017-12-01MICHAEL P. DONOVAN2019-06-26
5012016-12-01
5012015-12-01
5012014-12-01
5012013-12-01
5012012-12-01RICHARD P. GAMBINO
5012011-12-01RICHARD P. GAMBINO
5012010-12-01RICHARD GAMBINO
5012009-12-01RICHARD GAMBINO
5012008-12-01

Plan Statistics for LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN

401k plan membership statisitcs for LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN

Measure Date Value
2021: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-017,717
Total number of active participants reported on line 7a of the Form 55002021-12-016,519
Number of retired or separated participants receiving benefits2021-12-011,450
Total of all active and inactive participants2021-12-017,969
Number of employers contributing to the scheme2021-12-01192
2020: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-017,565
Total number of active participants reported on line 7a of the Form 55002020-12-016,287
Number of retired or separated participants receiving benefits2020-12-011,430
Total of all active and inactive participants2020-12-017,717
Number of employers contributing to the scheme2020-12-01188
2019: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-017,548
Total number of active participants reported on line 7a of the Form 55002019-12-016,165
Number of retired or separated participants receiving benefits2019-12-011,400
Total of all active and inactive participants2019-12-017,565
Number of employers contributing to the scheme2019-12-01187
2018: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-016,876
Total number of active participants reported on line 7a of the Form 55002018-12-017,002
Number of retired or separated participants receiving benefits2018-12-01546
Total of all active and inactive participants2018-12-017,548
Number of employers contributing to the scheme2018-12-01183
2017: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-016,315
Total number of active participants reported on line 7a of the Form 55002017-12-016,311
Number of retired or separated participants receiving benefits2017-12-01565
Total of all active and inactive participants2017-12-016,876
Number of employers contributing to the scheme2017-12-01198
2016: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-016,008
Total number of active participants reported on line 7a of the Form 55002016-12-015,722
Number of retired or separated participants receiving benefits2016-12-01593
Total of all active and inactive participants2016-12-016,315
Number of employers contributing to the scheme2016-12-01414
2015: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-015,824
Total number of active participants reported on line 7a of the Form 55002015-12-015,379
Number of retired or separated participants receiving benefits2015-12-01629
Total of all active and inactive participants2015-12-016,008
Number of employers contributing to the scheme2015-12-01408
2014: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-015,591
Total number of active participants reported on line 7a of the Form 55002014-12-015,198
Number of retired or separated participants receiving benefits2014-12-01626
Total of all active and inactive participants2014-12-015,824
Number of employers contributing to the scheme2014-12-01259
2013: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-015,478
Total number of active participants reported on line 7a of the Form 55002013-12-014,151
Number of retired or separated participants receiving benefits2013-12-011,440
Total of all active and inactive participants2013-12-015,591
Number of employers contributing to the scheme2013-12-01220
2012: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-015,533
Total number of active participants reported on line 7a of the Form 55002012-12-014,054
Number of retired or separated participants receiving benefits2012-12-011,424
Total of all active and inactive participants2012-12-015,478
Number of employers contributing to the scheme2012-12-01216
2011: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-015,618
Total number of active participants reported on line 7a of the Form 55002011-12-014,088
Number of retired or separated participants receiving benefits2011-12-011,445
Total of all active and inactive participants2011-12-015,533
Number of employers contributing to the scheme2011-12-01213
2010: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-015,531
Total number of active participants reported on line 7a of the Form 55002010-12-014,178
Number of retired or separated participants receiving benefits2010-12-011,330
Total of all active and inactive participants2010-12-015,508
Number of employers contributing to the scheme2010-12-01228
2009: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-015,812
Total number of active participants reported on line 7a of the Form 55002009-12-014,291
Number of retired or separated participants receiving benefits2009-12-011,240
Number of other retired or separated participants entitled to future benefits2009-12-010
Total of all active and inactive participants2009-12-015,531

Financial Data on LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN

Measure Date Value
2022 : LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-11-30$-7,578,473
Total unrealized appreciation/depreciation of assets2022-11-30$-7,578,473
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$21,160,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$21,596,368
Total income from all sources (including contributions)2022-11-30$122,649,481
Total loss/gain on sale of assets2022-11-30$-14,224,222
Total of all expenses incurred2022-11-30$145,596,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-30$140,956,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-30$147,988,643
Value of total assets at end of year2022-11-30$461,603,985
Value of total assets at beginning of year2022-11-30$484,986,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-30$4,640,129
Total interest from all sources2022-11-30$6,371,543
Total dividends received (eg from common stock, registered investment company shares)2022-11-30$615,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-11-30$615,577
Administrative expenses professional fees incurred2022-11-30$353,030
Was this plan covered by a fidelity bond2022-11-30Yes
Value of fidelity bond cover2022-11-30$2,000,000
If this is an individual account plan, was there a blackout period2022-11-30No
Were there any nonexempt tranactions with any party-in-interest2022-11-30No
Contributions received from participants2022-11-30$4,821,931
Assets. Other investments not covered elsewhere at end of year2022-11-30$1,463,246
Assets. Other investments not covered elsewhere at beginning of year2022-11-30$2,648,736
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-11-30$5,969,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-11-30$2,802,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-11-30$1,698,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-11-30$2,692,865
Other income not declared elsewhere2022-11-30$1,532,141
Administrative expenses (other) incurred2022-11-30$3,839,440
Liabilities. Value of operating payables at end of year2022-11-30$153,503
Liabilities. Value of operating payables at beginning of year2022-11-30$148,375
Total non interest bearing cash at end of year2022-11-30$23,394,793
Total non interest bearing cash at beginning of year2022-11-30$16,477,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Value of net income/loss2022-11-30$-22,946,877
Value of net assets at end of year (total assets less liabilities)2022-11-30$440,443,630
Value of net assets at beginning of year (total assets less liabilities)2022-11-30$463,390,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-30No
Were any leases to which the plan was party in default or uncollectible2022-11-30No
Investment advisory and management fees2022-11-30$447,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-30$141,960,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-30$154,361,383
Interest earned on other investments2022-11-30$3,142,813
Income. Interest from US Government securities2022-11-30$590,050
Income. Interest from corporate debt instruments2022-11-30$2,546,708
Value of interest in common/collective trusts at end of year2022-11-30$138,357,243
Value of interest in common/collective trusts at beginning of year2022-11-30$142,259,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-11-30$16,932,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-11-30$23,371,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-11-30$23,371,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-11-30$91,972
Expenses. Payments to insurance carriers foe the provision of benefits2022-11-30$393,128
Asset value of US Government securities at end of year2022-11-30$35,707,595
Asset value of US Government securities at beginning of year2022-11-30$58,559,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-30$-13,559,678
Net investment gain or loss from common/collective trusts2022-11-30$1,503,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-30Yes
Was there a failure to transmit to the plan any participant contributions2022-11-30No
Has the plan failed to provide any benefit when due under the plan2022-11-30No
Contributions received in cash from employer2022-11-30$143,166,712
Employer contributions (assets) at end of year2022-11-30$11,809,129
Employer contributions (assets) at beginning of year2022-11-30$11,643,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-30$140,563,101
Asset. Corporate debt instrument preferred debt at end of year2022-11-30$49,474,147
Asset. Corporate debt instrument preferred debt at beginning of year2022-11-30$34,636,094
Asset. Corporate debt instrument debt (other) at end of year2022-11-30$35,804,179
Asset. Corporate debt instrument debt (other) at beginning of year2022-11-30$37,601,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-11-30No
Liabilities. Value of benefit claims payable at end of year2022-11-30$15,509,028
Liabilities. Value of benefit claims payable at beginning of year2022-11-30$15,596,683
Assets. Value of buildings and other operty used in plan operation at end of year2022-11-30$730,386
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-11-30$624,677
Did the plan have assets held for investment2022-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-30No
Aggregate proceeds on sale of assets2022-11-30$251,812,611
Aggregate carrying amount (costs) on sale of assets2022-11-30$266,036,833
Liabilities. Value of acquisition indebtedness at end of year2022-11-30$3,799,457
Liabilities. Value of acquisition indebtedness at beginning of year2022-11-30$3,158,445
Opinion of an independent qualified public accountant for this plan2022-11-30Unqualified
Accountancy firm name2022-11-30MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2022-11-30043508036
2021 : LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-11-30$-2,187,117
Total unrealized appreciation/depreciation of assets2021-11-30$-2,187,117
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$21,596,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$18,470,158
Total income from all sources (including contributions)2021-11-30$169,953,977
Total loss/gain on sale of assets2021-11-30$1,095,382
Total of all expenses incurred2021-11-30$145,499,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-11-30$141,117,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-11-30$139,302,515
Value of total assets at end of year2021-11-30$484,986,875
Value of total assets at beginning of year2021-11-30$457,405,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-11-30$4,382,061
Total interest from all sources2021-11-30$5,993,099
Total dividends received (eg from common stock, registered investment company shares)2021-11-30$490,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-11-30$490,665
Administrative expenses professional fees incurred2021-11-30$398,742
Was this plan covered by a fidelity bond2021-11-30Yes
Value of fidelity bond cover2021-11-30$2,000,000
If this is an individual account plan, was there a blackout period2021-11-30No
Were there any nonexempt tranactions with any party-in-interest2021-11-30No
Contributions received from participants2021-11-30$4,321,970
Assets. Other investments not covered elsewhere at end of year2021-11-30$2,648,736
Assets. Other investments not covered elsewhere at beginning of year2021-11-30$5,271,432
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-11-30$2,802,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-11-30$2,806,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-11-30$2,692,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-11-30$2,613,118
Other income not declared elsewhere2021-11-30$1,528,309
Administrative expenses (other) incurred2021-11-30$3,527,482
Liabilities. Value of operating payables at end of year2021-11-30$148,375
Liabilities. Value of operating payables at beginning of year2021-11-30$219,431
Total non interest bearing cash at end of year2021-11-30$16,477,538
Total non interest bearing cash at beginning of year2021-11-30$16,718,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Value of net income/loss2021-11-30$24,454,750
Value of net assets at end of year (total assets less liabilities)2021-11-30$463,390,507
Value of net assets at beginning of year (total assets less liabilities)2021-11-30$438,935,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-11-30No
Were any leases to which the plan was party in default or uncollectible2021-11-30No
Investment advisory and management fees2021-11-30$455,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-11-30$154,361,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-11-30$147,403,926
Interest earned on other investments2021-11-30$3,558,728
Income. Interest from US Government securities2021-11-30$383,085
Income. Interest from corporate debt instruments2021-11-30$2,015,046
Value of interest in common/collective trusts at end of year2021-11-30$142,259,727
Value of interest in common/collective trusts at beginning of year2021-11-30$126,346,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-11-30$23,371,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-11-30$26,174,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-11-30$26,174,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-11-30$36,240
Expenses. Payments to insurance carriers foe the provision of benefits2021-11-30$393,233
Asset value of US Government securities at end of year2021-11-30$58,559,823
Asset value of US Government securities at beginning of year2021-11-30$45,229,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-11-30$-4,900,801
Net investment gain or loss from common/collective trusts2021-11-30$28,631,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-11-30Yes
Was there a failure to transmit to the plan any participant contributions2021-11-30No
Has the plan failed to provide any benefit when due under the plan2021-11-30No
Contributions received in cash from employer2021-11-30$134,980,545
Employer contributions (assets) at end of year2021-11-30$11,643,909
Employer contributions (assets) at beginning of year2021-11-30$10,749,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-11-30$140,723,933
Asset. Corporate debt instrument preferred debt at end of year2021-11-30$34,636,094
Asset. Corporate debt instrument preferred debt at beginning of year2021-11-30$38,521,829
Asset. Corporate debt instrument debt (other) at end of year2021-11-30$37,601,393
Asset. Corporate debt instrument debt (other) at beginning of year2021-11-30$37,625,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-11-30No
Liabilities. Value of benefit claims payable at end of year2021-11-30$15,596,683
Liabilities. Value of benefit claims payable at beginning of year2021-11-30$14,181,473
Assets. Value of buildings and other operty used in plan operation at end of year2021-11-30$624,677
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-11-30$558,672
Did the plan have assets held for investment2021-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-11-30No
Aggregate proceeds on sale of assets2021-11-30$150,038,673
Aggregate carrying amount (costs) on sale of assets2021-11-30$148,943,291
Liabilities. Value of acquisition indebtedness at end of year2021-11-30$3,158,445
Liabilities. Value of acquisition indebtedness at beginning of year2021-11-30$1,456,136
Opinion of an independent qualified public accountant for this plan2021-11-30Unqualified
Accountancy firm name2021-11-30MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2021-11-30043508036
2020 : LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-11-30$3,562,647
Total unrealized appreciation/depreciation of assets2020-11-30$3,562,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$18,470,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$20,480,570
Total income from all sources (including contributions)2020-11-30$157,590,492
Total loss/gain on sale of assets2020-11-30$3,128,290
Total of all expenses incurred2020-11-30$118,454,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-11-30$114,264,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-11-30$123,682,706
Value of total assets at end of year2020-11-30$457,405,915
Value of total assets at beginning of year2020-11-30$420,279,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-11-30$4,189,870
Total interest from all sources2020-11-30$6,108,836
Total dividends received (eg from common stock, registered investment company shares)2020-11-30$478,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-11-30$478,475
Administrative expenses professional fees incurred2020-11-30$450,153
Was this plan covered by a fidelity bond2020-11-30Yes
Value of fidelity bond cover2020-11-30$2,000,000
If this is an individual account plan, was there a blackout period2020-11-30No
Were there any nonexempt tranactions with any party-in-interest2020-11-30No
Contributions received from participants2020-11-30$4,058,299
Assets. Other investments not covered elsewhere at end of year2020-11-30$5,271,432
Assets. Other investments not covered elsewhere at beginning of year2020-11-30$5,123,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-11-30$2,806,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-11-30$2,781,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-11-30$2,613,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-11-30$6,913,678
Other income not declared elsewhere2020-11-30$1,742,484
Administrative expenses (other) incurred2020-11-30$3,257,247
Liabilities. Value of operating payables at end of year2020-11-30$219,431
Liabilities. Value of operating payables at beginning of year2020-11-30$227,336
Total non interest bearing cash at end of year2020-11-30$16,718,367
Total non interest bearing cash at beginning of year2020-11-30$11,300,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Value of net income/loss2020-11-30$39,136,478
Value of net assets at end of year (total assets less liabilities)2020-11-30$438,935,757
Value of net assets at beginning of year (total assets less liabilities)2020-11-30$399,799,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-11-30No
Were any leases to which the plan was party in default or uncollectible2020-11-30No
Investment advisory and management fees2020-11-30$482,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-11-30$147,403,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-11-30$133,038,177
Interest earned on other investments2020-11-30$2,922,981
Income. Interest from US Government securities2020-11-30$478,615
Income. Interest from corporate debt instruments2020-11-30$2,480,962
Value of interest in common/collective trusts at end of year2020-11-30$126,346,721
Value of interest in common/collective trusts at beginning of year2020-11-30$108,574,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-11-30$26,174,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-11-30$33,906,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-11-30$33,906,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-11-30$226,278
Expenses. Payments to insurance carriers foe the provision of benefits2020-11-30$380,353
Asset value of US Government securities at end of year2020-11-30$45,229,592
Asset value of US Government securities at beginning of year2020-11-30$44,095,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-11-30$5,242,352
Net investment gain or loss from common/collective trusts2020-11-30$13,644,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-11-30Yes
Was there a failure to transmit to the plan any participant contributions2020-11-30No
Has the plan failed to provide any benefit when due under the plan2020-11-30No
Contributions received in cash from employer2020-11-30$119,624,407
Employer contributions (assets) at end of year2020-11-30$10,749,275
Employer contributions (assets) at beginning of year2020-11-30$14,463,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-11-30$113,883,791
Asset. Corporate debt instrument preferred debt at end of year2020-11-30$38,521,829
Asset. Corporate debt instrument preferred debt at beginning of year2020-11-30$35,817,778
Asset. Corporate debt instrument debt (other) at end of year2020-11-30$37,625,038
Asset. Corporate debt instrument debt (other) at beginning of year2020-11-30$30,617,442
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-11-30No
Liabilities. Value of benefit claims payable at end of year2020-11-30$14,181,473
Liabilities. Value of benefit claims payable at beginning of year2020-11-30$11,303,507
Assets. Value of buildings and other operty used in plan operation at end of year2020-11-30$558,672
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-11-30$561,104
Did the plan have assets held for investment2020-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-11-30No
Aggregate proceeds on sale of assets2020-11-30$131,425,019
Aggregate carrying amount (costs) on sale of assets2020-11-30$128,296,729
Liabilities. Value of acquisition indebtedness at end of year2020-11-30$1,456,136
Liabilities. Value of acquisition indebtedness at beginning of year2020-11-30$2,036,049
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-11-30No
Opinion of an independent qualified public accountant for this plan2020-11-30Unqualified
Accountancy firm name2020-11-30MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2020-11-30043508036
2019 : LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-11-30$3,110,122
Total unrealized appreciation/depreciation of assets2019-11-30$3,110,122
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$20,480,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$17,719,466
Total income from all sources (including contributions)2019-11-30$182,637,834
Total loss/gain on sale of assets2019-11-30$5,601,094
Total of all expenses incurred2019-11-30$125,511,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-11-30$121,109,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-11-30$150,368,555
Value of total assets at end of year2019-11-30$420,279,849
Value of total assets at beginning of year2019-11-30$360,392,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-11-30$4,401,925
Total interest from all sources2019-11-30$6,914,923
Total dividends received (eg from common stock, registered investment company shares)2019-11-30$491,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-11-30$491,395
Administrative expenses professional fees incurred2019-11-30$654,125
Was this plan covered by a fidelity bond2019-11-30Yes
Value of fidelity bond cover2019-11-30$2,000,000
If this is an individual account plan, was there a blackout period2019-11-30No
Were there any nonexempt tranactions with any party-in-interest2019-11-30No
Contributions received from participants2019-11-30$3,913,938
Assets. Other investments not covered elsewhere at end of year2019-11-30$5,123,740
Assets. Other investments not covered elsewhere at beginning of year2019-11-30$1,268,874
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-11-30$2,781,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-11-30$5,280,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-11-30$6,913,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-11-30$2,867,875
Other income not declared elsewhere2019-11-30$1,824,000
Administrative expenses (other) incurred2019-11-30$3,198,420
Liabilities. Value of operating payables at end of year2019-11-30$227,336
Liabilities. Value of operating payables at beginning of year2019-11-30$316,083
Total non interest bearing cash at end of year2019-11-30$11,300,626
Total non interest bearing cash at beginning of year2019-11-30$4,316,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Value of net income/loss2019-11-30$57,126,313
Value of net assets at end of year (total assets less liabilities)2019-11-30$399,799,279
Value of net assets at beginning of year (total assets less liabilities)2019-11-30$342,672,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-11-30No
Were any leases to which the plan was party in default or uncollectible2019-11-30No
Investment advisory and management fees2019-11-30$549,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-11-30$133,038,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-11-30$14,665,195
Interest earned on other investments2019-11-30$1,844,196
Income. Interest from US Government securities2019-11-30$1,381,726
Income. Interest from corporate debt instruments2019-11-30$3,158,950
Value of interest in common/collective trusts at end of year2019-11-30$108,574,662
Value of interest in common/collective trusts at beginning of year2019-11-30$92,998,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-11-30$33,906,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-11-30$37,522,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-11-30$37,522,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-11-30$530,051
Expenses. Payments to insurance carriers foe the provision of benefits2019-11-30$359,757
Asset value of US Government securities at end of year2019-11-30$44,095,004
Asset value of US Government securities at beginning of year2019-11-30$77,700,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-11-30$2,787,351
Net investment gain or loss from common/collective trusts2019-11-30$11,540,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-11-30Yes
Was there a failure to transmit to the plan any participant contributions2019-11-30No
Has the plan failed to provide any benefit when due under the plan2019-11-30No
Contributions received in cash from employer2019-11-30$146,454,617
Employer contributions (assets) at end of year2019-11-30$14,463,636
Employer contributions (assets) at beginning of year2019-11-30$12,976,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-11-30$120,749,839
Asset. Corporate debt instrument preferred debt at end of year2019-11-30$35,817,778
Asset. Corporate debt instrument preferred debt at beginning of year2019-11-30$56,453,449
Asset. Corporate debt instrument debt (other) at end of year2019-11-30$30,617,442
Asset. Corporate debt instrument debt (other) at beginning of year2019-11-30$56,646,444
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-11-30No
Liabilities. Value of benefit claims payable at end of year2019-11-30$11,303,507
Liabilities. Value of benefit claims payable at beginning of year2019-11-30$9,431,452
Assets. Value of buildings and other operty used in plan operation at end of year2019-11-30$561,104
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-11-30$563,970
Did the plan have assets held for investment2019-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-11-30No
Aggregate proceeds on sale of assets2019-11-30$276,590,823
Aggregate carrying amount (costs) on sale of assets2019-11-30$270,989,729
Liabilities. Value of acquisition indebtedness at end of year2019-11-30$2,036,049
Liabilities. Value of acquisition indebtedness at beginning of year2019-11-30$5,104,056
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-11-30No
Opinion of an independent qualified public accountant for this plan2019-11-30Unqualified
Accountancy firm name2019-11-30MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2019-11-30043508036
2018 : LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-11-30$-2,701,695
Total unrealized appreciation/depreciation of assets2018-11-30$-2,701,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$17,719,466
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$20,315,315
Total income from all sources (including contributions)2018-11-30$149,138,568
Total loss/gain on sale of assets2018-11-30$-2,663,638
Total of all expenses incurred2018-11-30$111,360,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-30$106,769,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-30$141,409,038
Value of total assets at end of year2018-11-30$360,392,432
Value of total assets at beginning of year2018-11-30$325,209,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$4,590,915
Total interest from all sources2018-11-30$5,448,051
Total dividends received (eg from common stock, registered investment company shares)2018-11-30$474,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-11-30$474,851
Administrative expenses professional fees incurred2018-11-30$449,677
Was this plan covered by a fidelity bond2018-11-30Yes
Value of fidelity bond cover2018-11-30$2,000,000
If this is an individual account plan, was there a blackout period2018-11-30No
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Contributions received from participants2018-11-30$3,840,363
Assets. Other investments not covered elsewhere at end of year2018-11-30$1,268,874
Assets. Other investments not covered elsewhere at beginning of year2018-11-30$610,175
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-11-30$5,280,882
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-11-30$10,453,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-11-30$2,867,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-11-30$1,829,792
Other income not declared elsewhere2018-11-30$1,998,000
Administrative expenses (other) incurred2018-11-30$3,475,423
Liabilities. Value of operating payables at end of year2018-11-30$316,083
Liabilities. Value of operating payables at beginning of year2018-11-30$204,963
Total non interest bearing cash at end of year2018-11-30$4,316,574
Total non interest bearing cash at beginning of year2018-11-30$6,946,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Value of net income/loss2018-11-30$37,778,524
Value of net assets at end of year (total assets less liabilities)2018-11-30$342,672,966
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$304,894,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Investment advisory and management fees2018-11-30$665,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-30$14,665,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-30$14,834,901
Interest earned on other investments2018-11-30$152,246
Income. Interest from US Government securities2018-11-30$1,697,563
Income. Interest from corporate debt instruments2018-11-30$3,291,694
Value of interest in common/collective trusts at end of year2018-11-30$92,998,078
Value of interest in common/collective trusts at beginning of year2018-11-30$87,147,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-11-30$37,522,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-11-30$20,944,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-11-30$20,944,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-11-30$306,548
Expenses. Payments to insurance carriers foe the provision of benefits2018-11-30$339,272
Asset value of US Government securities at end of year2018-11-30$77,700,020
Asset value of US Government securities at beginning of year2018-11-30$79,853,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-11-30$-644,556
Net investment gain or loss from common/collective trusts2018-11-30$5,818,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30Yes
Was there a failure to transmit to the plan any participant contributions2018-11-30No
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Contributions received in cash from employer2018-11-30$137,568,675
Employer contributions (assets) at end of year2018-11-30$12,976,192
Employer contributions (assets) at beginning of year2018-11-30$11,619,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-30$106,429,857
Asset. Corporate debt instrument preferred debt at end of year2018-11-30$56,453,449
Asset. Corporate debt instrument preferred debt at beginning of year2018-11-30$49,501,351
Asset. Corporate debt instrument debt (other) at end of year2018-11-30$56,646,444
Asset. Corporate debt instrument debt (other) at beginning of year2018-11-30$42,756,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-11-30No
Liabilities. Value of benefit claims payable at end of year2018-11-30$9,431,452
Liabilities. Value of benefit claims payable at beginning of year2018-11-30$9,702,688
Assets. Value of buildings and other operty used in plan operation at end of year2018-11-30$563,970
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-11-30$541,701
Did the plan have assets held for investment2018-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30No
Aggregate proceeds on sale of assets2018-11-30$348,239,260
Aggregate carrying amount (costs) on sale of assets2018-11-30$350,902,898
Liabilities. Value of acquisition indebtedness at end of year2018-11-30$5,104,056
Liabilities. Value of acquisition indebtedness at beginning of year2018-11-30$8,577,872
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30No
Opinion of an independent qualified public accountant for this plan2018-11-30Unqualified
Accountancy firm name2018-11-30MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2018-11-30043508036
2017 : LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-11-30$-814,995
Total unrealized appreciation/depreciation of assets2017-11-30$-814,995
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$20,315,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$27,413,520
Total income from all sources (including contributions)2017-11-30$143,896,436
Total loss/gain on sale of assets2017-11-30$683,603
Total of all expenses incurred2017-11-30$102,902,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-30$98,060,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-30$125,179,448
Value of total assets at end of year2017-11-30$325,209,757
Value of total assets at beginning of year2017-11-30$291,314,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-30$4,841,870
Total interest from all sources2017-11-30$4,215,314
Total dividends received (eg from common stock, registered investment company shares)2017-11-30$341,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-11-30$341,094
Administrative expenses professional fees incurred2017-11-30$543,489
Was this plan covered by a fidelity bond2017-11-30Yes
Value of fidelity bond cover2017-11-30$2,000,000
If this is an individual account plan, was there a blackout period2017-11-30No
Were there any nonexempt tranactions with any party-in-interest2017-11-30No
Contributions received from participants2017-11-30$3,577,383
Assets. Other investments not covered elsewhere at end of year2017-11-30$610,175
Assets. Other investments not covered elsewhere at beginning of year2017-11-30$1,512,504
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-11-30$10,453,510
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-11-30$8,081,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-11-30$1,829,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-11-30$2,076,943
Other income not declared elsewhere2017-11-30$1,914,050
Administrative expenses (other) incurred2017-11-30$3,684,596
Liabilities. Value of operating payables at end of year2017-11-30$204,963
Liabilities. Value of operating payables at beginning of year2017-11-30$245,460
Total non interest bearing cash at end of year2017-11-30$6,946,931
Total non interest bearing cash at beginning of year2017-11-30$5,988,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Value of net income/loss2017-11-30$40,993,939
Value of net assets at end of year (total assets less liabilities)2017-11-30$304,894,442
Value of net assets at beginning of year (total assets less liabilities)2017-11-30$263,900,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-30No
Were any leases to which the plan was party in default or uncollectible2017-11-30No
Investment advisory and management fees2017-11-30$613,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-30$14,834,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-30$10,561,633
Interest earned on other investments2017-11-30$251,302
Income. Interest from US Government securities2017-11-30$1,234,580
Income. Interest from corporate debt instruments2017-11-30$2,504,944
Value of interest in common/collective trusts at end of year2017-11-30$87,147,995
Value of interest in common/collective trusts at beginning of year2017-11-30$71,173,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-11-30$20,944,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-11-30$35,654,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-11-30$35,654,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-11-30$224,488
Expenses. Payments to insurance carriers foe the provision of benefits2017-11-30$333,817
Asset value of US Government securities at end of year2017-11-30$79,853,217
Asset value of US Government securities at beginning of year2017-11-30$69,712,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-11-30$-67,826
Net investment gain or loss from common/collective trusts2017-11-30$12,445,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-30Yes
Was there a failure to transmit to the plan any participant contributions2017-11-30No
Has the plan failed to provide any benefit when due under the plan2017-11-30No
Contributions received in cash from employer2017-11-30$121,602,065
Employer contributions (assets) at end of year2017-11-30$11,619,091
Employer contributions (assets) at beginning of year2017-11-30$9,686,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-30$97,726,810
Asset. Corporate debt instrument preferred debt at end of year2017-11-30$49,501,351
Asset. Corporate debt instrument preferred debt at beginning of year2017-11-30$40,750,000
Asset. Corporate debt instrument debt (other) at end of year2017-11-30$42,756,239
Asset. Corporate debt instrument debt (other) at beginning of year2017-11-30$37,653,455
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-11-30No
Liabilities. Value of benefit claims payable at end of year2017-11-30$9,702,688
Liabilities. Value of benefit claims payable at beginning of year2017-11-30$7,461,005
Assets. Value of buildings and other operty used in plan operation at end of year2017-11-30$541,701
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-11-30$538,587
Did the plan have assets held for investment2017-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-30No
Aggregate proceeds on sale of assets2017-11-30$493,080,392
Aggregate carrying amount (costs) on sale of assets2017-11-30$492,396,789
Liabilities. Value of acquisition indebtedness at end of year2017-11-30$8,577,872
Liabilities. Value of acquisition indebtedness at beginning of year2017-11-30$17,630,112
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-30No
Opinion of an independent qualified public accountant for this plan2017-11-30Unqualified
Accountancy firm name2017-11-30MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2017-11-30043508036
2016 : LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-11-30$-1,909,824
Total unrealized appreciation/depreciation of assets2016-11-30$-1,909,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$27,413,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$25,647,893
Total income from all sources (including contributions)2016-11-30$126,252,652
Total loss/gain on sale of assets2016-11-30$1,536,551
Total of all expenses incurred2016-11-30$94,733,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-30$90,059,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-11-30$115,958,317
Value of total assets at end of year2016-11-30$291,314,023
Value of total assets at beginning of year2016-11-30$258,029,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-30$4,673,870
Total interest from all sources2016-11-30$3,679,530
Total dividends received (eg from common stock, registered investment company shares)2016-11-30$324,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-11-30$324,210
Administrative expenses professional fees incurred2016-11-30$581,731
Was this plan covered by a fidelity bond2016-11-30Yes
Value of fidelity bond cover2016-11-30$2,000,000
If this is an individual account plan, was there a blackout period2016-11-30No
Were there any nonexempt tranactions with any party-in-interest2016-11-30No
Contributions received from participants2016-11-30$3,497,469
Assets. Other investments not covered elsewhere at end of year2016-11-30$1,512,504
Assets. Other investments not covered elsewhere at beginning of year2016-11-30$1,446,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-11-30$8,081,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-11-30$10,513,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-11-30$2,076,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-11-30$2,046,071
Other income not declared elsewhere2016-11-30$1,806,000
Administrative expenses (other) incurred2016-11-30$3,537,588
Liabilities. Value of operating payables at end of year2016-11-30$245,460
Liabilities. Value of operating payables at beginning of year2016-11-30$188,311
Total non interest bearing cash at end of year2016-11-30$5,988,998
Total non interest bearing cash at beginning of year2016-11-30$23,344,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Value of net income/loss2016-11-30$31,519,390
Value of net assets at end of year (total assets less liabilities)2016-11-30$263,900,503
Value of net assets at beginning of year (total assets less liabilities)2016-11-30$232,381,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-30No
Were any leases to which the plan was party in default or uncollectible2016-11-30No
Investment advisory and management fees2016-11-30$554,551
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-11-30$10,561,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-11-30$10,364,904
Interest earned on other investments2016-11-30$191,725
Income. Interest from US Government securities2016-11-30$943,499
Income. Interest from corporate debt instruments2016-11-30$2,439,093
Value of interest in common/collective trusts at end of year2016-11-30$71,173,893
Value of interest in common/collective trusts at beginning of year2016-11-30$58,664,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-11-30$35,654,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-11-30$14,762,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-11-30$14,762,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-11-30$105,213
Expenses. Payments to insurance carriers foe the provision of benefits2016-11-30$335,876
Asset value of US Government securities at end of year2016-11-30$69,712,041
Asset value of US Government securities at beginning of year2016-11-30$56,067,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-11-30$-127,480
Net investment gain or loss from common/collective trusts2016-11-30$4,985,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-30Yes
Was there a failure to transmit to the plan any participant contributions2016-11-30No
Has the plan failed to provide any benefit when due under the plan2016-11-30No
Contributions received in cash from employer2016-11-30$112,460,848
Employer contributions (assets) at end of year2016-11-30$9,686,742
Employer contributions (assets) at beginning of year2016-11-30$9,491,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-30$89,723,516
Asset. Corporate debt instrument preferred debt at end of year2016-11-30$40,750,000
Asset. Corporate debt instrument preferred debt at beginning of year2016-11-30$38,042,257
Asset. Corporate debt instrument debt (other) at end of year2016-11-30$37,653,455
Asset. Corporate debt instrument debt (other) at beginning of year2016-11-30$34,811,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-11-30No
Liabilities. Value of benefit claims payable at end of year2016-11-30$7,461,005
Liabilities. Value of benefit claims payable at beginning of year2016-11-30$7,031,682
Assets. Value of buildings and other operty used in plan operation at end of year2016-11-30$538,587
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-11-30$520,395
Did the plan have assets held for investment2016-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-30No
Aggregate proceeds on sale of assets2016-11-30$425,046,707
Aggregate carrying amount (costs) on sale of assets2016-11-30$423,510,156
Liabilities. Value of acquisition indebtedness at end of year2016-11-30$17,630,112
Liabilities. Value of acquisition indebtedness at beginning of year2016-11-30$16,381,829
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-30No
Opinion of an independent qualified public accountant for this plan2016-11-30Unqualified
Accountancy firm name2016-11-30MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2016-11-30043508036
2015 : LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-11-30$-1,262,333
Total unrealized appreciation/depreciation of assets2015-11-30$-1,262,333
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$25,647,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$13,978,133
Total income from all sources (including contributions)2015-11-30$119,104,868
Total loss/gain on sale of assets2015-11-30$-40,211
Total of all expenses incurred2015-11-30$86,863,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-11-30$81,702,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-11-30$113,616,349
Value of total assets at end of year2015-11-30$258,029,006
Value of total assets at beginning of year2015-11-30$214,118,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-11-30$5,161,662
Total interest from all sources2015-11-30$3,332,164
Total dividends received (eg from common stock, registered investment company shares)2015-11-30$335,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-11-30$335,511
Administrative expenses professional fees incurred2015-11-30$514,067
Was this plan covered by a fidelity bond2015-11-30Yes
Value of fidelity bond cover2015-11-30$2,000,000
If this is an individual account plan, was there a blackout period2015-11-30No
Were there any nonexempt tranactions with any party-in-interest2015-11-30No
Contributions received from participants2015-11-30$3,409,314
Assets. Other investments not covered elsewhere at end of year2015-11-30$1,446,995
Assets. Other investments not covered elsewhere at beginning of year2015-11-30$668,434
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-11-30$10,513,310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-11-30$2,072,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-11-30$2,046,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-11-30$644,903
Other income not declared elsewhere2015-11-30$1,857,610
Administrative expenses (other) incurred2015-11-30$4,122,324
Liabilities. Value of operating payables at end of year2015-11-30$188,311
Liabilities. Value of operating payables at beginning of year2015-11-30$240,978
Total non interest bearing cash at end of year2015-11-30$23,344,637
Total non interest bearing cash at beginning of year2015-11-30$12,038,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Value of net income/loss2015-11-30$32,240,972
Value of net assets at end of year (total assets less liabilities)2015-11-30$232,381,113
Value of net assets at beginning of year (total assets less liabilities)2015-11-30$200,140,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-11-30No
Were any leases to which the plan was party in default or uncollectible2015-11-30No
Investment advisory and management fees2015-11-30$525,271
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-11-30$10,364,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-11-30$10,206,910
Interest earned on other investments2015-11-30$130,687
Income. Interest from US Government securities2015-11-30$813,023
Income. Interest from corporate debt instruments2015-11-30$2,352,485
Value of interest in common/collective trusts at end of year2015-11-30$58,664,081
Value of interest in common/collective trusts at beginning of year2015-11-30$39,198,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-11-30$14,762,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-11-30$20,280,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-11-30$20,280,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-11-30$35,969
Expenses. Payments to insurance carriers foe the provision of benefits2015-11-30$327,606
Asset value of US Government securities at end of year2015-11-30$56,067,082
Asset value of US Government securities at beginning of year2015-11-30$58,940,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-11-30$-177,518
Net investment gain or loss from common/collective trusts2015-11-30$1,443,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-11-30Yes
Was there a failure to transmit to the plan any participant contributions2015-11-30No
Has the plan failed to provide any benefit when due under the plan2015-11-30No
Contributions received in cash from employer2015-11-30$110,207,035
Employer contributions (assets) at end of year2015-11-30$9,491,177
Employer contributions (assets) at beginning of year2015-11-30$8,140,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-11-30$81,374,628
Asset. Corporate debt instrument preferred debt at end of year2015-11-30$38,042,257
Asset. Corporate debt instrument preferred debt at beginning of year2015-11-30$36,518,241
Asset. Corporate debt instrument debt (other) at end of year2015-11-30$34,811,359
Asset. Corporate debt instrument debt (other) at beginning of year2015-11-30$25,493,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-11-30No
Liabilities. Value of benefit claims payable at end of year2015-11-30$7,031,682
Liabilities. Value of benefit claims payable at beginning of year2015-11-30$6,845,084
Assets. Value of buildings and other operty used in plan operation at end of year2015-11-30$520,395
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-11-30$559,567
Did the plan have assets held for investment2015-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-11-30No
Aggregate proceeds on sale of assets2015-11-30$481,763,608
Aggregate carrying amount (costs) on sale of assets2015-11-30$481,803,819
Liabilities. Value of acquisition indebtedness at end of year2015-11-30$16,381,829
Liabilities. Value of acquisition indebtedness at beginning of year2015-11-30$6,247,168
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-11-30No
Opinion of an independent qualified public accountant for this plan2015-11-30Unqualified
Accountancy firm name2015-11-30MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2015-11-30043508036
2014 : LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-11-30$259,391
Total unrealized appreciation/depreciation of assets2014-11-30$259,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$13,978,133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$11,341,124
Total income from all sources (including contributions)2014-11-30$112,123,257
Total loss/gain on sale of assets2014-11-30$459,053
Total of all expenses incurred2014-11-30$79,208,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-11-30$75,067,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-11-30$100,802,514
Value of total assets at end of year2014-11-30$214,118,274
Value of total assets at beginning of year2014-11-30$178,566,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-11-30$4,140,120
Total interest from all sources2014-11-30$2,891,166
Total dividends received (eg from common stock, registered investment company shares)2014-11-30$172,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-11-30$172,581
Administrative expenses professional fees incurred2014-11-30$380,411
Was this plan covered by a fidelity bond2014-11-30Yes
Value of fidelity bond cover2014-11-30$2,000,000
If this is an individual account plan, was there a blackout period2014-11-30No
Were there any nonexempt tranactions with any party-in-interest2014-11-30No
Contributions received from participants2014-11-30$3,549,901
Assets. Other investments not covered elsewhere at end of year2014-11-30$668,434
Assets. Other investments not covered elsewhere at beginning of year2014-11-30$644,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-11-30$2,072,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-11-30$4,287,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-11-30$644,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-11-30$658,731
Other income not declared elsewhere2014-11-30$1,870,624
Administrative expenses (other) incurred2014-11-30$3,299,976
Liabilities. Value of operating payables at end of year2014-11-30$240,978
Liabilities. Value of operating payables at beginning of year2014-11-30$217,095
Total non interest bearing cash at end of year2014-11-30$12,038,944
Total non interest bearing cash at beginning of year2014-11-30$13,175,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Value of net income/loss2014-11-30$32,915,242
Value of net assets at end of year (total assets less liabilities)2014-11-30$200,140,141
Value of net assets at beginning of year (total assets less liabilities)2014-11-30$167,224,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-11-30No
Were any leases to which the plan was party in default or uncollectible2014-11-30No
Investment advisory and management fees2014-11-30$459,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-11-30$10,206,910
Interest earned on other investments2014-11-30$129,132
Income. Interest from US Government securities2014-11-30$790,495
Income. Interest from corporate debt instruments2014-11-30$1,955,361
Value of interest in common/collective trusts at end of year2014-11-30$39,198,863
Value of interest in common/collective trusts at beginning of year2014-11-30$33,540,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-11-30$20,280,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-11-30$9,878,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-11-30$9,878,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-11-30$16,178
Expenses. Payments to insurance carriers foe the provision of benefits2014-11-30$314,592
Asset value of US Government securities at end of year2014-11-30$58,940,164
Asset value of US Government securities at beginning of year2014-11-30$52,428,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-11-30$34,329
Net investment gain or loss from common/collective trusts2014-11-30$5,633,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-11-30Yes
Was there a failure to transmit to the plan any participant contributions2014-11-30No
Has the plan failed to provide any benefit when due under the plan2014-11-30No
Contributions received in cash from employer2014-11-30$97,252,613
Employer contributions (assets) at end of year2014-11-30$8,140,213
Employer contributions (assets) at beginning of year2014-11-30$8,129,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-11-30$74,753,303
Asset. Corporate debt instrument preferred debt at end of year2014-11-30$36,518,241
Asset. Corporate debt instrument preferred debt at beginning of year2014-11-30$33,410,181
Asset. Corporate debt instrument debt (other) at end of year2014-11-30$25,493,792
Asset. Corporate debt instrument debt (other) at beginning of year2014-11-30$22,726,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-11-30No
Liabilities. Value of benefit claims payable at end of year2014-11-30$6,845,084
Liabilities. Value of benefit claims payable at beginning of year2014-11-30$6,210,370
Assets. Value of buildings and other operty used in plan operation at end of year2014-11-30$559,567
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-11-30$343,440
Did the plan have assets held for investment2014-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-11-30No
Aggregate proceeds on sale of assets2014-11-30$617,224,076
Aggregate carrying amount (costs) on sale of assets2014-11-30$616,765,023
Liabilities. Value of acquisition indebtedness at end of year2014-11-30$6,247,168
Liabilities. Value of acquisition indebtedness at beginning of year2014-11-30$4,254,928
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-11-30No
Opinion of an independent qualified public accountant for this plan2014-11-30Unqualified
Accountancy firm name2014-11-30MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2014-11-30043508036
2013 : LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-11-30$-1,217,598
Total unrealized appreciation/depreciation of assets2013-11-30$-1,217,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$11,341,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$9,986,361
Total income from all sources (including contributions)2013-11-30$104,161,505
Total loss/gain on sale of assets2013-11-30$-1,046,151
Total of all expenses incurred2013-11-30$74,465,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-11-30$70,242,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-11-30$94,413,420
Value of total assets at end of year2013-11-30$178,566,023
Value of total assets at beginning of year2013-11-30$147,515,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-11-30$4,222,431
Total interest from all sources2013-11-30$2,565,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-11-30No
Administrative expenses professional fees incurred2013-11-30$633,842
Was this plan covered by a fidelity bond2013-11-30Yes
Value of fidelity bond cover2013-11-30$2,000,000
If this is an individual account plan, was there a blackout period2013-11-30No
Were there any nonexempt tranactions with any party-in-interest2013-11-30No
Contributions received from participants2013-11-30$3,471,352
Assets. Other investments not covered elsewhere at end of year2013-11-30$644,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-11-30$4,287,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-11-30$4,603,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-11-30$658,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-11-30$1,105,031
Other income not declared elsewhere2013-11-30$1,664,290
Administrative expenses (other) incurred2013-11-30$3,073,851
Liabilities. Value of operating payables at end of year2013-11-30$217,095
Liabilities. Value of operating payables at beginning of year2013-11-30$169,337
Total non interest bearing cash at end of year2013-11-30$13,175,377
Total non interest bearing cash at beginning of year2013-11-30$12,150,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Value of net income/loss2013-11-30$29,696,112
Value of net assets at end of year (total assets less liabilities)2013-11-30$167,224,899
Value of net assets at beginning of year (total assets less liabilities)2013-11-30$137,528,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-11-30No
Were any leases to which the plan was party in default or uncollectible2013-11-30No
Investment advisory and management fees2013-11-30$514,738
Interest earned on other investments2013-11-30$727,961
Income. Interest from corporate debt instruments2013-11-30$1,830,737
Value of interest in common/collective trusts at end of year2013-11-30$33,540,481
Value of interest in common/collective trusts at beginning of year2013-11-30$25,743,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-11-30$9,878,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-11-30$1,048,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-11-30$1,048,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-11-30$6,348
Expenses. Payments to insurance carriers foe the provision of benefits2013-11-30$238,358
Asset value of US Government securities at end of year2013-11-30$52,428,888
Asset value of US Government securities at beginning of year2013-11-30$50,294,427
Net investment gain or loss from common/collective trusts2013-11-30$7,782,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-11-30Yes
Was there a failure to transmit to the plan any participant contributions2013-11-30No
Has the plan failed to provide any benefit when due under the plan2013-11-30No
Contributions received in cash from employer2013-11-30$90,942,068
Employer contributions (assets) at end of year2013-11-30$8,129,956
Employer contributions (assets) at beginning of year2013-11-30$7,041,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-11-30$70,004,604
Asset. Corporate debt instrument preferred debt at end of year2013-11-30$33,410,181
Asset. Corporate debt instrument preferred debt at beginning of year2013-11-30$28,168,379
Asset. Corporate debt instrument debt (other) at end of year2013-11-30$22,726,628
Asset. Corporate debt instrument debt (other) at beginning of year2013-11-30$18,344,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-11-30No
Liabilities. Value of benefit claims payable at end of year2013-11-30$6,210,370
Liabilities. Value of benefit claims payable at beginning of year2013-11-30$6,639,336
Assets. Value of buildings and other operty used in plan operation at end of year2013-11-30$343,440
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-11-30$120,433
Did the plan have assets held for investment2013-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-11-30No
Aggregate proceeds on sale of assets2013-11-30$537,751,780
Aggregate carrying amount (costs) on sale of assets2013-11-30$538,797,931
Liabilities. Value of acquisition indebtedness at end of year2013-11-30$4,254,928
Liabilities. Value of acquisition indebtedness at beginning of year2013-11-30$2,072,657
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-11-30No
Opinion of an independent qualified public accountant for this plan2013-11-30Unqualified
Accountancy firm name2013-11-30MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2013-11-30043508036
2012 : LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-11-30$5,388,916
Total unrealized appreciation/depreciation of assets2012-11-30$5,388,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$9,986,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$10,847,286
Total income from all sources (including contributions)2012-11-30$89,815,115
Total loss/gain on sale of assets2012-11-30$1,275,389
Total of all expenses incurred2012-11-30$74,664,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-11-30$68,337,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-11-30$78,964,222
Value of total assets at end of year2012-11-30$147,515,148
Value of total assets at beginning of year2012-11-30$133,225,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-11-30$6,327,502
Total interest from all sources2012-11-30$2,690,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-11-30No
Administrative expenses professional fees incurred2012-11-30$569,065
Was this plan covered by a fidelity bond2012-11-30Yes
Value of fidelity bond cover2012-11-30$2,000,000
If this is an individual account plan, was there a blackout period2012-11-30No
Were there any nonexempt tranactions with any party-in-interest2012-11-30No
Contributions received from participants2012-11-30$3,619,520
Assets. Other investments not covered elsewhere at beginning of year2012-11-30$250,099
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-11-30$4,603,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-11-30$4,714,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-11-30$1,105,031
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-11-30$1,457,823
Other income not declared elsewhere2012-11-30$1,380,000
Administrative expenses (other) incurred2012-11-30$5,326,903
Liabilities. Value of operating payables at end of year2012-11-30$169,337
Liabilities. Value of operating payables at beginning of year2012-11-30$347,966
Total non interest bearing cash at end of year2012-11-30$12,150,439
Total non interest bearing cash at beginning of year2012-11-30$8,087,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Value of net income/loss2012-11-30$15,150,331
Value of net assets at end of year (total assets less liabilities)2012-11-30$137,528,787
Value of net assets at beginning of year (total assets less liabilities)2012-11-30$122,378,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-11-30No
Were any leases to which the plan was party in default or uncollectible2012-11-30No
Investment advisory and management fees2012-11-30$431,534
Interest earned on other investments2012-11-30$126,981
Income. Interest from US Government securities2012-11-30$691,654
Income. Interest from corporate debt instruments2012-11-30$1,870,891
Value of interest in common/collective trusts at end of year2012-11-30$25,743,746
Value of interest in common/collective trusts at beginning of year2012-11-30$22,170,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-11-30$1,048,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-11-30$3,122,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-11-30$3,122,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-11-30$762
Expenses. Payments to insurance carriers foe the provision of benefits2012-11-30$333,739
Asset value of US Government securities at end of year2012-11-30$50,294,427
Asset value of US Government securities at beginning of year2012-11-30$42,763,140
Net investment gain or loss from common/collective trusts2012-11-30$116,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-11-30Yes
Was there a failure to transmit to the plan any participant contributions2012-11-30No
Has the plan failed to provide any benefit when due under the plan2012-11-30No
Contributions received in cash from employer2012-11-30$75,344,702
Employer contributions (assets) at end of year2012-11-30$7,041,206
Employer contributions (assets) at beginning of year2012-11-30$6,609,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-11-30$68,003,543
Asset. Corporate debt instrument preferred debt at end of year2012-11-30$28,168,379
Asset. Corporate debt instrument preferred debt at beginning of year2012-11-30$24,527,854
Asset. Corporate debt instrument debt (other) at end of year2012-11-30$18,344,629
Asset. Corporate debt instrument debt (other) at beginning of year2012-11-30$20,865,556
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-11-30No
Liabilities. Value of benefit claims payable at end of year2012-11-30$6,639,336
Liabilities. Value of benefit claims payable at beginning of year2012-11-30$7,294,631
Assets. Value of buildings and other operty used in plan operation at end of year2012-11-30$120,433
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-11-30$115,312
Did the plan have assets held for investment2012-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-11-30No
Aggregate proceeds on sale of assets2012-11-30$310,415,399
Aggregate carrying amount (costs) on sale of assets2012-11-30$309,140,010
Liabilities. Value of acquisition indebtedness at end of year2012-11-30$2,072,657
Liabilities. Value of acquisition indebtedness at beginning of year2012-11-30$1,746,866
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-11-30No
Opinion of an independent qualified public accountant for this plan2012-11-30Unqualified
Accountancy firm name2012-11-30MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2012-11-30043508036
2011 : LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-11-30$1,012,699
Total unrealized appreciation/depreciation of assets2011-11-30$1,012,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$10,847,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$6,253,579
Total income from all sources (including contributions)2011-11-30$77,855,252
Total loss/gain on sale of assets2011-11-30$722,086
Total of all expenses incurred2011-11-30$80,910,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-11-30$76,141,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-11-30$72,460,201
Value of total assets at end of year2011-11-30$133,225,742
Value of total assets at beginning of year2011-11-30$131,686,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-11-30$4,768,182
Total interest from all sources2011-11-30$3,180,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-11-30No
Administrative expenses professional fees incurred2011-11-30$554,509
Was this plan covered by a fidelity bond2011-11-30Yes
Value of fidelity bond cover2011-11-30$2,000,000
If this is an individual account plan, was there a blackout period2011-11-30No
Were there any nonexempt tranactions with any party-in-interest2011-11-30No
Contributions received from participants2011-11-30$742,913
Assets. Other investments not covered elsewhere at end of year2011-11-30$250,099
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-11-30$4,714,254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-11-30$1,686,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-11-30$1,457,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-11-30$979,095
Administrative expenses (other) incurred2011-11-30$3,845,038
Liabilities. Value of operating payables at end of year2011-11-30$347,966
Liabilities. Value of operating payables at beginning of year2011-11-30$472,987
Total non interest bearing cash at end of year2011-11-30$8,087,329
Total non interest bearing cash at beginning of year2011-11-30$1,153,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Value of net income/loss2011-11-30$-3,054,757
Value of net assets at end of year (total assets less liabilities)2011-11-30$122,378,456
Value of net assets at beginning of year (total assets less liabilities)2011-11-30$125,433,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-11-30No
Were any leases to which the plan was party in default or uncollectible2011-11-30No
Investment advisory and management fees2011-11-30$368,635
Interest earned on other investments2011-11-30$28,540
Income. Interest from US Government securities2011-11-30$739,137
Income. Interest from corporate debt instruments2011-11-30$2,281,733
Value of interest in common/collective trusts at end of year2011-11-30$22,170,371
Value of interest in common/collective trusts at beginning of year2011-11-30$22,335,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-11-30$3,122,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-11-30$9,856,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-11-30$9,856,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-11-30$131,376
Expenses. Payments to insurance carriers foe the provision of benefits2011-11-30$350,411
Asset value of US Government securities at end of year2011-11-30$42,763,140
Asset value of US Government securities at beginning of year2011-11-30$36,397,366
Net investment gain or loss from common/collective trusts2011-11-30$479,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-11-30Yes
Was there a failure to transmit to the plan any participant contributions2011-11-30No
Has the plan failed to provide any benefit when due under the plan2011-11-30No
Contributions received in cash from employer2011-11-30$71,717,288
Employer contributions (assets) at end of year2011-11-30$6,609,194
Employer contributions (assets) at beginning of year2011-11-30$6,848,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-11-30$75,791,416
Asset. Corporate debt instrument preferred debt at end of year2011-11-30$24,527,854
Asset. Corporate debt instrument debt (other) at end of year2011-11-30$20,865,556
Asset. Corporate debt instrument debt (other) at beginning of year2011-11-30$53,188,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-11-30No
Liabilities. Value of benefit claims payable at end of year2011-11-30$7,294,631
Liabilities. Value of benefit claims payable at beginning of year2011-11-30$4,519,551
Assets. Value of buildings and other operty used in plan operation at end of year2011-11-30$115,312
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-11-30$222,120
Did the plan have assets held for investment2011-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-11-30No
Aggregate proceeds on sale of assets2011-11-30$337,401,138
Aggregate carrying amount (costs) on sale of assets2011-11-30$336,679,052
Liabilities. Value of acquisition indebtedness at end of year2011-11-30$1,746,866
Liabilities. Value of acquisition indebtedness at beginning of year2011-11-30$281,946
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-11-30No
Opinion of an independent qualified public accountant for this plan2011-11-30Unqualified
Accountancy firm name2011-11-30MANZI & ASSOCIATES, LLC
Accountancy firm EIN2011-11-30043508036

Form 5500 Responses for LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN

2021: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2021 form 5500 responses
2021-12-01Type of plan entityMulti-employer plan
2021-12-01Plan is a collectively bargained planYes
2021-12-01Plan funding arrangement – InsuranceYes
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement – InsuranceYes
2021-12-01Plan benefit arrangement - TrustYes
2020: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2020 form 5500 responses
2020-12-01Type of plan entityMulti-employer plan
2020-12-01Plan is a collectively bargained planYes
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement - TrustYes
2019: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2019 form 5500 responses
2019-12-01Type of plan entityMulti-employer plan
2019-12-01Plan is a collectively bargained planYes
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement - TrustYes
2018: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2018 form 5500 responses
2018-12-01Type of plan entityMulti-employer plan
2018-12-01Plan is a collectively bargained planYes
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement - TrustYes
2017: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2017 form 5500 responses
2017-12-01Type of plan entityMulti-employer plan
2017-12-01Plan is a collectively bargained planYes
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement - TrustYes
2016: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2016 form 5500 responses
2016-12-01Type of plan entityMulti-employer plan
2016-12-01Plan is a collectively bargained planYes
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement - TrustYes
2015: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2015 form 5500 responses
2015-12-01Type of plan entityMulti-employer plan
2015-12-01Plan is a collectively bargained planYes
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2014 form 5500 responses
2014-12-01Type of plan entityMulti-employer plan
2014-12-01Plan is a collectively bargained planYes
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2013 form 5500 responses
2013-12-01Type of plan entityMulti-employer plan
2013-12-01Plan is a collectively bargained planYes
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2012 form 5500 responses
2012-12-01Type of plan entityMulti-employer plan
2012-12-01Plan is a collectively bargained planYes
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement - TrustYes
2011: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2011 form 5500 responses
2011-12-01Type of plan entityMulti-employer plan
2011-12-01Plan is a collectively bargained planYes
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2010: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2010 form 5500 responses
2010-12-01Type of plan entityMulti-employer plan
2010-12-01Plan is a collectively bargained planYes
2010-12-01Plan funding arrangement – InsuranceYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement – InsuranceYes
2010-12-01Plan benefit arrangement - TrustYes
2009: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2009 form 5500 responses
2009-12-01Type of plan entityMulti-employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planYes
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes
2008: LOCAL 103, I.B.E.W. HEALTH BENEFIT PLAN 2008 form 5500 responses
2008-12-01Type of plan entityMulti-employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0234826
Policy instance 1
Insurance contract or identification number0234826
Number of Individuals Covered5592
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $35,362
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $386,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,362
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1074126
Policy instance 1
Insurance contract or identification number1074126
Number of Individuals Covered5479
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $38,741
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $387,408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,741
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1074126
Policy instance 2
Insurance contract or identification number1074126
Number of Individuals Covered5456
Insurance policy start date2021-07-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $3,756
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $37,558
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,756
Amount paid for insurance broker fees0
Insurance broker organization code?3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1074126
Policy instance 1
Insurance contract or identification number1074126
Number of Individuals Covered5647
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $40,264
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $371,824
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,264
Insurance broker organization code?3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1074126
Policy instance 1
Insurance contract or identification number1074126
Number of Individuals Covered5357
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $35,194
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $351,941
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,194
Insurance broker organization code?3
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number1074126
Policy instance 1
Insurance contract or identification number1074126
Number of Individuals Covered4848
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $33,106
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $331,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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